Svb Wealth LLC Purchases in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
244K
New
$23.92 - $26.89 $5.82M - $6.55M
244K $6.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
419
+ 0.95%
$442.66 - $534.52 $185K - $224K
44.5K $23.7M
KMI
Kinder Morgan, Inc.

Energy
98.5K
+ 65.82%
$26.1 - $31.22 $2.57M - $3.07M
248K $7.08M
XOM
Exxon Mobil Corp

Energy
8.04K
+ 5.18%
$105.44 - $118.93 $847K - $956K
163K $19.4M
NI
Nisource Inc.

Utilities
57.7K
+ 331.64%
$35.57 - $41.23 $2.05M - $2.38M
75.1K $3.01M
RF
Regions Financial Corp

Financial Services
95.8K
+ 255.85%
$20.84 - $24.77 $2M - $2.37M
133K $2.9M
MA
Mastercard Inc

Financial Services
2.91K
+ 18.88%
$504.67 - $576.31 $1.47M - $1.68M
18.3K $10M
AMAT
Applied Materials Inc

Technology
14.9K
+ 95.61%
$145.06 - $195.51 $2.16M - $2.92M
30.5K $4.43M
COP
Conocophillips

Energy
13.9K
+ 61.26%
$88.6 - $105.85 $1.23M - $1.47M
36.6K $3.84M
ALL
Allstate Corp

Financial Services
6.86K
+ 92.05%
$180.99 - $210.18 $1.24M - $1.44M
14.3K $2.96M
VTWO
Vanguard Russell 2000 ETF

ETFs
33.1K
+ 23.24%
$80.08 - $92.93 $2.65M - $3.07M
175K $14.1M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
26.7K
+ 429.64%
$42.3 - $45.81 $1.13M - $1.22M
32.9K $1.44M
DUK
Duke Energy Corp

Utilities
6.98K
+ 33.69%
$105.87 - $121.97 $739K - $851K
27.7K $3.38M
VONV
Vanguard Russell 1000 Value Et

ETFs
13.3K
New
$80.21 - $86.14 $1.07M - $1.15M
13.3K $1.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.8K
+ 31.1%
$91.45 - $91.75 $1.08M - $1.09M
49.9K $4.58M
AMCR
Amcor PLC

Consumer Cyclical
110K
+ 224.98%
$9.33 - $10.39 $1.03M - $1.14M
159K $1.54M
AES
Aes Corp

Utilities
79.7K
New
$9.93 - $13.23 $792K - $1.05M
79.7K $990K
MKTX
Marketaxess Holdings Inc

Financial Services
4.51K
+ 343.97%
$189.81 - $226.47 $855K - $1.02M
5.82K $1.26M
VONG
Vanguard Russell 1000 Growth E

ETFs
10K
+ 219.45%
$92.71 - $107.38 $931K - $1.08M
14.6K $1.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.39K
+ 19.97%
$468.34 - $539.52 $1.59M - $1.83M
20.4K $9.56M
AEE
Ameren Corp

Utilities
7.98K
+ 154.24%
$86.87 - $103.67 $693K - $827K
13.2K $1.32M
T
At&T Inc.

Communication Services
1.68K
+ 1.17%
$21.56 - $28.28 $36.3K - $47.6K
145K $4.11M
TECH
Bio Techne Corp

Healthcare
19.5K
+ 85.52%
$58.47 - $78.75 $1.14M - $1.54M
42.4K $2.49M
MO
Altria Group, Inc.

Consumer Defensive
8.18K
+ 19.27%
$50.81 - $60.02 $416K - $491K
50.6K $3.04M
IDXX
Idexx Laboratories Inc

Healthcare
1.71K
+ 70.57%
$406.29 - $469.04 $693K - $800K
4.12K $1.73M
TROW
Price T Rowe Group Inc

Financial Services
7.8K
+ 178.65%
$91.57 - $116.93 $714K - $912K
12.2K $1.12M
VGIT
Vanguard Intermediate Term Tre

ETFs
10.5K
New
$57.44 - $59.4 $603K - $624K
10.5K $623K
CNC
Centene Corp

Healthcare
10K
+ 140.39%
$55.93 - $65.89 $562K - $662K
17.2K $1.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
153
+ 25.84%
$4295.4 - $5141.88 $657K - $787K
745 $3.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.43K
+ 55.67%
$169.43 - $182.84 $412K - $444K
6.8K $1.18M
GME
Game Stop Corp.

Consumer Cyclical
15.2K
New
$21.73 - $33.37 $330K - $507K
15.2K $339K
UBER
Uber Technologies, Inc

Technology
912
+ 4.19%
$63.17 - $81.49 $57.6K - $74.3K
22.7K $1.65M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
11.1K
New
$22.39 - $33.23 $248K - $368K
11.1K $334K
MOS
Mosaic CO

Basic Materials
9.56K
New
$23.08 - $28.8 $221K - $275K
9.56K $258K
HES
Hess Corp

Energy
1.13K
+ 44.68%
$135.42 - $160.52 $152K - $181K
3.64K $581K
PSA
Public Storage

Real Estate
776
New
$288.99 - $313.98 $224K - $244K
776 $232K
VALE
Vale S.A.

Basic Materials
23.1K
New
$8.5 - $10.19 $196K - $235K
23.1K $230K
KIM
Kimco Realty Corp

Real Estate
10.8K
New
$20.15 - $23.42 $218K - $253K
10.8K $229K
DVA
Davita Inc.

Healthcare
1.44K
New
$140.0 - $177.35 $202K - $256K
1.44K $220K
FOXA
Fox Corp

Communication Services
3.87K
New
$47.9 - $58.0 $186K - $225K
3.87K $219K
SE
Sea LTD

Consumer Cyclical
1.62K
New
$104.87 - $146.31 $170K - $237K
1.62K $211K
AEP
American Electric Power CO Inc

Utilities
538
+ 6.06%
$90.32 - $109.27 $48.6K - $58.8K
9.42K $1.03M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
711
+ 15.13%
$522.96 - $601.18 $372K - $427K
5.41K $2.89M
NET
Cloudflare, Inc.

Technology
1.84K
New
$110.71 - $176.5 $203K - $324K
1.84K $206K
VST
Vistra Corp.

Utilities
1.75K
New
$108.49 - $191.89 $189K - $335K
1.75K $204K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.84K
New
$96.18 - $109.82 $177K - $202K
1.84K $188K
MPC
Marathon Petroleum Corp

Energy
897
+ 9.88%
$134.72 - $159.03 $121K - $143K
9.97K $1.45M
PFG
Principal Financial Group Inc

Financial Services
2.12K
New
$76.34 - $89.04 $162K - $189K
2.12K $179K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.4K
New
$17.16 - $25.25 $127K - $187K
7.4K $176K
Activity Summary
Buys All Purchases 1239 New Holdings 1161 Increased Positions 78 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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