Svb Wealth LLC Purchases in Q2 2025

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
184K
New
$354.56 - $497.45 $65.2M - $91.5M
184K $91.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
323K
New
$187.5 - $246.51 $60.5M - $79.5M
323K $79.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
617K
New
$96.84 - $99.46 $59.7M - $61.4M
617K $61.2M
IWX
Ishares Tr Russell 200 Value E

ETFs
533K
New
$73.26 - $84.19 $39M - $44.8M
533K $44.8M
IWS
Ishares Russell Midcap Value E

ETFs
279K
New
$110.58 - $132.14 $30.8M - $36.8M
279K $36.8M
IVV
Ishares Core S&P 500 ETF

ETFs
50.2K
New
$498.8 - $620.9 $25.1M - $31.2M
50.2K $31.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
179K
New
$104.34 - $138.68 $18.7M - $24.9M
179K $24.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36.2K
New
$456.74 - $568.03 $16.6M - $20.6M
36.2K $20.6M
HD
Home Depot, Inc.

Consumer Cyclical
50.9K
New
$335.24 - $380.78 $17.1M - $19.4M
50.9K $18.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
41.9K
New
$320.42 - $424.58 $13.4M - $17.8M
41.9K $17.8M
MUB
Ishares National Muni Bond ETF

ETFs
126K
New
$102.31 - $105.8 $12.9M - $13.3M
126K $13.2M
PG
Procter & Gamble CO

Consumer Defensive
79.9K
New
$157.66 - $172.39 $12.6M - $13.8M
79.9K $12.7M
WMT
Walmart Inc.

Consumer Defensive
117K
New
$81.79 - $99.98 $9.55M - $11.7M
117K $11.4M
VTI
Vanguard Total Stock Market Et

ETFs
32.9K
New
$243.75 - $303.93 $8.03M - $10M
32.9K $10M
UNP
Union Pacific Corp

Industrials
41K
New
$208.27 - $238.46 $8.54M - $9.78M
41K $9.43M
LHX
L3 Harris Technologies, Inc.

Industrials
36.5K
New
$200.21 - $256.99 $7.31M - $9.38M
36.5K $9.15M
CVX
Chevron Corp

Energy
62.1K
New
$133.73 - $168.51 $8.3M - $10.5M
62.1K $8.89M
TJX
Tjx Companies Inc

Consumer Cyclical
71.8K
New
$119.13 - $135.03 $8.55M - $9.7M
71.8K $8.87M
IWM
Ishares Russell 2000 ETF

ETFs
39.7K
New
$174.82 - $215.79 $6.93M - $8.56M
39.7K $8.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
78.3K
New
$90.56 - $109.49 $7.09M - $8.57M
78.3K $8.56M
HON
Honeywell International Inc

Industrials
36.3K
New
$182.86 - $232.88 $6.63M - $8.45M
36.3K $8.45M
ITOT
Ishares Core S&P Total U.S. St

ETFs
57.1K
New
$108.12 - $135.04 $6.17M - $7.7M
57.1K $7.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
78.7K
New
$72.96 - $90.39 $5.75M - $7.12M
78.7K $7.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
31.3K
New
$212.1 - $244.27 $6.65M - $7.66M
31.3K $6.85M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
306K
New
$17.76 - $22.1 $5.43M - $6.75M
306K $6.75M
PEP
Pepsico Inc

Consumer Defensive
50.5K
New
$128.02 - $151.37 $6.46M - $7.64M
50.5K $6.66M
MCD
Mcdonalds Corp

Consumer Cyclical
22.8K
New
$285.55 - $321.23 $6.5M - $7.31M
22.8K $6.65M
GVI
Ishares Tr

ETFs
54K
New
$104.82 - $106.79 $5.66M - $5.76M
54K $5.76M
LLY
Eli Lilly & CO

Healthcare
7.1K
New
$713.71 - $898.95 $5.07M - $6.38M
7.1K $5.53M
JNJ
Johnson & Johnson

Healthcare
33.2K
New
$146.36 - $159.82 $4.86M - $5.31M
33.2K $5.07M
KR
Kroger CO

Consumer Defensive
69.8K
New
$64.62 - $74.0 $4.51M - $5.16M
69.8K $5M
KO
Coca Cola CO

Consumer Defensive
68.4K
New
$68.37 - $73.9 $4.68M - $5.06M
68.4K $4.84M
SYK
Stryker Corp

Healthcare
12.1K
New
$337.37 - $395.63 $4.08M - $4.79M
12.1K $4.79M
DHR
Danaher Corp

Healthcare
23.9K
New
$174.64 - $205.16 $4.18M - $4.91M
23.9K $4.73M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
63.9K
New
$57.14 - $72.68 $3.65M - $4.64M
63.9K $4.64M
MCHP
Microchip Technology Inc

Technology
63.9K
New
$35.34 - $71.6 $2.26M - $4.57M
63.9K $4.5M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
71.4K
New
$49.48 - $61.22 $3.53M - $4.37M
71.4K $4.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
86.7K
New
$39.89 - $49.46 $3.46M - $4.29M
86.7K $4.29M
VEA
Vanguard Ftse Developed Market

ETFs
74.2K
New
$45.65 - $57.01 $3.39M - $4.23M
74.2K $4.23M
EEM
Ishares Msci Emerging Markets

ETFs
85.8K
New
$38.52 - $48.28 $3.3M - $4.14M
85.8K $4.14M
PFE
Pfizer Inc

Healthcare
168K
New
$21.59 - $24.84 $3.63M - $4.18M
168K $4.07M
IWN
Ishares Russell2000 Val ETF

ETFs
25.5K
New
$131.84 - $157.76 $3.37M - $4.03M
25.5K $4.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
63.6K
New
$51.16 - $62.02 $3.25M - $3.94M
63.6K $3.94M
AJG
Arthur J. Gallagher & Co.

Financial Services
12.3K
New
$310.86 - $348.77 $3.82M - $4.29M
12.3K $3.94M
GILD
Gilead Sciences, Inc.

Healthcare
35.3K
New
$96.91 - $113.0 $3.42M - $3.99M
35.3K $3.91M
VIG
Vanguard Dividend Appreciation

ETFs
19.6K
New
N/A
19.6K $3.57M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
25.8K
New
$104.23 - $134.39 $2.69M - $3.46M
25.8K $3.46M
URI
United Rentals, Inc.

Industrials
4.56K
New
$551.94 - $753.4 $2.52M - $3.44M
4.56K $3.44M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
33.7K
New
$97.29 - $105.63 $3.28M - $3.56M
33.7K $3.43M
Activity Summary
Buys All Purchases 226 New Holdings 204 Increased Positions 22 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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