Svb Wealth LLC Purchases in Q2 2025

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
50.8K
New
$63.54 - $68.5 $3.23M - $3.48M
50.8K $3.42M
SBUX
Starbucks Corp

Consumer Cyclical
34.3K
New
$79.69 - $99.41 $2.73M - $3.41M
34.3K $3.14M
BMY
Bristol Myers Squibb CO

Healthcare
66.4K
New
$44.12 - $59.6 $2.93M - $3.96M
66.4K $3.07M
VB
Vanguard Small Cap ETF

ETFs
12.5K
New
$193.73 - $237.37 $2.42M - $2.97M
12.5K $2.96M
IWB
Ishares Tr Russell 1000 ETF

ETFs
8.46K
New
$272.36 - $339.57 $2.3M - $2.87M
8.46K $2.87M
RSG
Republic Services, Inc.

Industrials
11.3K
New
$227.2 - $258.07 $2.56M - $2.91M
11.3K $2.78M
SCHW
Schwab Charles Corp

Financial Services
29.8K
New
$69.06 - $91.24 $2.06M - $2.72M
29.8K $2.72M
PANW
Palo Alto Networks Inc

Technology
13.1K
New
$152.44 - $204.64 $1.99M - $2.67M
13.1K $2.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.34K
New
$390.26 - $489.06 $2.48M - $3.1M
6.34K $2.57M
PFF
Ishares Trust Ishares Pfd And

ETFs
83.1K
New
$29.0 - $30.68 $2.41M - $2.55M
83.1K $2.55M
MAS
Masco Corp

Industrials
38.2K
New
$58.73 - $71.06 $2.24M - $2.71M
38.2K $2.46M
SNA
Snap On Inc

Industrials
7.71K
New
$292.36 - $342.2 $2.25M - $2.64M
7.71K $2.4M
NKE
Nike, Inc.

Consumer Cyclical
32.3K
New
$53.27 - $72.04 $1.72M - $2.33M
32.3K $2.3M
LDOS
Leidos Holdings, Inc.

Technology
13.8K
New
$132.9 - $160.3 $1.84M - $2.22M
13.8K $2.18M
PPG
Ppg Industries Inc

Basic Materials
19.2K
New
$91.66 - $115.04 $1.76M - $2.21M
19.2K $2.18M
SLB
Schlumberger Limited

Energy
61.5K
New
$31.95 - $42.2 $1.97M - $2.6M
61.5K $2.08M
LOW
Lowes Companies Inc

Consumer Cyclical
9.25K
New
$210.83 - $235.28 $1.95M - $2.18M
9.25K $2.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
27.4K
New
$72.02 - $73.82 $1.97M - $2.02M
27.4K $2.02M
TDY
Teledyne Technologies Inc

Technology
3.81K
New
$435.54 - $512.31 $1.66M - $1.95M
3.81K $1.95M
TYL
Tyler Technologies Inc

Technology
3.26K
New
$521.68 - $592.84 $1.7M - $1.93M
3.26K $1.93M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6.59K
New
$224.16 - $285.86 $1.48M - $1.88M
6.59K $1.88M
SHV
Ishares Tr

ETFs
16.8K
New
$110.06 - $110.46 $1.85M - $1.86M
16.8K $1.86M
CL
Colgate Palmolive CO

Consumer Defensive
19.6K
New
$87.57 - $96.0 $1.72M - $1.88M
19.6K $1.78M
CI
Cigna Corp

Healthcare
4.97K
New
$301.89 - $340.04 $1.5M - $1.69M
4.97K $1.64M
IGF
Ishares Global Infrastructure

ETFs
27.4K
New
$50.55 - $59.83 $1.39M - $1.64M
27.4K $1.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
59.7K
New
$24.32 - $27.87 $1.45M - $1.66M
59.7K $1.58M
PGR
Progressive Corp

Financial Services
5.92K
New
$255.27 - $288.74 $1.51M - $1.71M
5.92K $1.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
64.9K
New
$19.1 - $23.83 $1.24M - $1.55M
64.9K $1.55M
HSIC
Henry Schein Inc

Healthcare
19.4K
New
$62.7 - $73.66 $1.21M - $1.43M
19.4K $1.41M
PM
Philip Morris International Inc.

Consumer Defensive
7.76K
New
$149.23 - $184.95 $1.16M - $1.43M
7.76K $1.41M
UAL
United Airlines Holdings, Inc.

Industrials
17.6K
New
$56.15 - $84.23 $989K - $1.48M
17.6K $1.4M
OKE
Oneok Inc

Energy
17K
New
$78.71 - $100.37 $1.33M - $1.7M
17K $1.38M
C
Citigroup Inc

Financial Services
16.2K
New
$58.13 - $85.12 $942K - $1.38M
16.2K $1.38M
TW
Tradeweb Markets Inc.

Financial Services
9.42K
New
$125.37 - $149.02 $1.18M - $1.4M
9.42K $1.38M
EA
Electronic Arts Inc.

Communication Services
8.57K
New
$132.53 - $159.7 $1.14M - $1.37M
8.57K $1.37M
GE
General Electric CO

Industrials
5.28K
New
$166.81 - $257.39 $881K - $1.36M
5.28K $1.36M
CDNS
Cadence Design Systems Inc

Technology
4.42K
New
$231.64 - $323.08 $1.02M - $1.43M
4.42K $1.36M
CVS
Cvs Health Corp

Healthcare
19.7K
New
$60.04 - $70.18 $1.18M - $1.38M
19.7K $1.36M
DIS
Walt Disney CO

Communication Services
10.9K
New
$81.72 - $124.01 $891K - $1.35M
10.9K $1.35M
VNQ
Vanguard Specialized Funds Van

ETFs
15.1K
New
$79.79 - $91.42 $1.21M - $1.38M
15.1K $1.35M
CAT
Caterpillar Inc

Industrials
3.42K
New
$273.94 - $388.21 $937K - $1.33M
3.42K $1.33M
IT
Gartner Inc

Technology
3.25K
New
$377.5 - $449.52 $1.23M - $1.46M
3.25K $1.32M
DAL
Delta Air Lines, Inc.

Industrials
26.2K
New
$35.88 - $52.99 $941K - $1.39M
26.2K $1.29M
DE
Deere & CO

Industrials
2.52K
New
$412.99 - $531.48 $1.04M - $1.34M
2.52K $1.28M
CMS
Cms Energy Corp

Utilities
17.9K
New
$68.57 - $75.51 $1.23M - $1.35M
17.9K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
4.38K
New
$228.54 - $279.83 $1M - $1.23M
4.38K $1.23M
QCOM
Qualcomm Inc

Technology
7.28K
New
$124.66 - $159.48 $907K - $1.16M
7.28K $1.16M
UHS
Universal Health Services Inc

Healthcare
6.06K
New
$157.05 - $197.94 $952K - $1.2M
6.06K $1.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.39K
New
$139.8 - $197.22 $754K - $1.06M
5.39K $1.06M
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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