Svb Wealth LLC Purchases in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NTAP
Net App, Inc.

Technology
1.93K
New
$87.84 - $126.3 $169K - $244K
1.93K $169K
AVY
Avery Dennison Corp

Industrials
944
New
$174.58 - $195.91 $165K - $185K
944 $168K
EQH
Equitable Holdings, Inc.

Financial Services
3.21K
New
$47.64 - $55.68 $153K - $179K
3.21K $167K
PAYC
Paycom Software, Inc.

Technology
737
New
$199.42 - $225.82 $147K - $166K
737 $161K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.58K
New
$53.69 - $62.68 $138K - $162K
2.58K $155K
MNDY
Monday.Com Ltd.

Technology
640
New
$213.0 - $327.92 $136K - $210K
640 $155K
EME
Emcor Group, Inc.

Industrials
418
New
$361.16 - $535.99 $151K - $224K
418 $154K
ES
Eversource Energy

Utilities
2.46K
New
$55.63 - $63.8 $137K - $157K
2.46K $153K
RWX
Spdr Dow Jones International R

ETFs
6.18K
New
$22.39 - $24.7 $138K - $153K
6.18K $151K
IQDF
Flexshares International Quali

ETFs
6K
New
$23.0 - $25.77 $138K - $155K
6K $149K
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.09K
New
$28.92 - $29.24 $147K - $149K
5.09K $148K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.57K
New
$87.68 - $94.52 $137K - $148K
1.57K $146K
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.2K
New
$43.53 - $45.42 $139K - $145K
3.2K $144K
MTB
M&T Bank Corp

Financial Services
809
New
$170.47 - $201.98 $138K - $163K
809 $144K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.39K
New
$39.18 - $43.52 $133K - $148K
3.39K $141K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
9.02K
New
$12.68 - $17.71 $114K - $160K
9.02K $141K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.27K
New
$46.15 - $63.53 $105K - $144K
2.27K $139K
CAH
Cardinal Health Inc

Healthcare
731
+ 37.35%
$118.02 - $137.77 $86.3K - $101K
2.69K $370K
BAX
Baxter International Inc

Healthcare
4.03K
New
$29.26 - $36.57 $118K - $147K
4.03K $137K
AA
Alcoa Corp

Basic Materials
4.48K
New
$30.5 - $39.53 $137K - $177K
4.48K $136K
CEG
Constellation Energy Corp

Utilities
971
+ 37.23%
$201.63 - $347.44 $196K - $337K
3.58K $721K
CYBR
Cyber Ark Software Ltd.

Technology
397
New
$312.8 - $414.31 $124K - $164K
397 $134K
NXST
Nexstar Media Group, Inc.

Communication Services
753
New
$146.34 - $182.75 $110K - $138K
753 $134K
SPOT
Spotify Technology S.A.

Communication Services
148
+ 29.13%
$457.79 - $648.32 $67.8K - $96K
656 $360K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.2K
New
$59.78 - $60.03 $132K - $132K
2.2K $131K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
624
New
$211.47 - $267.17 $132K - $167K
624 $131K
AME
Ametek Inc

Industrials
759
New
$170.39 - $190.43 $129K - $145K
759 $130K
WELL
Welltower Inc.

Real Estate
269
+ 8.33%
$124.05 - $156.86 $33.4K - $42.2K
3.5K $535K
XLB
Select Sector Spdr Fd Material

ETFs
1.5K
New
$83.19 - $90.99 $124K - $136K
1.5K $128K
RWR
Spdr Dow Jones Reit ETF

ETFs
1.29K
New
$95.15 - $104.06 $123K - $135K
1.29K $128K
PODD
Insulet Corp

Healthcare
479
New
$237.06 - $288.29 $114K - $138K
479 $125K
JNPR
Juniper Networks Inc

Technology
3.45K
New
$34.38 - $39.03 $119K - $135K
3.45K $124K
EXR
Extra Space Storage Inc.

Real Estate
825
New
$143.8 - $161.28 $119K - $133K
825 $122K
AGNC
Agnc Investment Corp.

Real Estate
11.7K
+ 60.52%
$9.12 - $10.54 $106K - $123K
31K $296K
ALC
Alcon Inc

Healthcare
1.26K
New
$82.73 - $96.8 $105K - $122K
1.26K $119K
CHT
Chunghwa Telecom CO LTD

Communication Services
3.06K
New
$36.78 - $39.46 $113K - $121K
3.06K $119K
EQR
Equity Residential

Real Estate
1.65K
New
$66.98 - $75.02 $111K - $124K
1.65K $118K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.15K
New
$36.63 - $37.45 $115K - $118K
3.15K $115K
S
Sentinel One, Inc.

Technology
6.35K
New
$18.17 - $24.97 $115K - $159K
6.35K $115K
GTLB
Gitlab Inc.

Technology
2.33K
New
$47.0 - $73.14 $110K - $170K
2.33K $109K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.35K
New
$81.1 - $94.7 $109K - $127K
1.35K $109K
MOH
Molina Healthcare, Inc.

Healthcare
330
New
$266.57 - $333.27 $88K - $110K
330 $108K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
4.79K
New
$20.96 - $23.51 $100K - $113K
4.79K $107K
CBRE
Cbre Group, Inc.

Real Estate
840
+ 11.68%
$121.79 - $147.13 $102K - $124K
8.03K $1.05M
DJP
Barclays Bank PLC

ETFs
3.29K
New
N/A
3.29K $106K
CNP
Centerpoint Energy Inc

Utilities
2.91K
New
$30.87 - $36.25 $89.8K - $105K
2.91K $105K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.3K
New
$34.58 - $45.97 $79.5K - $106K
2.3K $105K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.83K
New
$56.17 - $59.71 $103K - $110K
1.83K $104K
ALLE
Allegion PLC

Industrials
794
New
$123.79 - $135.5 $98.3K - $108K
794 $103K
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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