Svb Wealth LLC Purchases in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TWI
Titan International Inc

Industrials
54
New
$6.59 - $9.22 $356 - $498
54 $0
Tko Group Holdings Inc
333
New
N/A
333 $0
RIG
Transocean Ltd.

Energy
223
New
$2.67 - $4.28 $595 - $954
223 $0
TVTX
Travere Therapeutics, Inc.

Healthcare
36
New
$17.07 - $23.75 $615 - $855
36 $0
DWAC
Digital World Acquisition Corp.

Financial Services
583
New
N/A
583 $0
VCR
Vanguard Consumer Discretionar

ETFs
0
New
$318.51 - $391.75 $0 - $0
0 $0
PCVX
Vaxcyte, Inc.

Healthcare
10
New
$37.76 - $92.13 $378 - $921
10 $0
VRNT
Verint Systems Inc

Technology
14
New
N/A
14 $0
Vestis Corporation
52
New
N/A
52 $0
VSAT
Viasat Inc

Technology
95
New
$7.51 - $11.81 $713 - $1.12K
95 $0
Webtoon Entertainment Inc
22
New
N/A
22 $0
WEN
Wendy'S CO

Consumer Cyclical
41
New
$14.17 - $16.17 $581 - $663
41 $0
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
79
New
$4.18 - $4.41 $330 - $348
79 $0
AADI
Aadi Bioscience, Inc.

Healthcare
16
New
$1.78 - $3.73 $28.5 - $59.7
16 $0
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
4
New
$37.97 - $44.02 $152 - $176
4 $0
WETF
Wisdom Tree Investments, Inc.

Financial Services
142
New
N/A
142 $0
Wk Kellogg CO
57
New
N/A
57 $0
Workhorse Group Inc
1
New
N/A
1 $0
XRX
Xerox Holdings Corp

Technology
9
New
$4.83 - $9.84 $43.5 - $88.6
9 $0
ZIMV
Zim Vie Inc.

Healthcare
12
New
$10.8 - $15.22 $130 - $183
12 $0
NU
Nu Holdings Ltd.

Financial Services
1.36K
+ 0.77%
$10.12 - $13.95 $13.7K - $18.9K
179K $1.83M
ROKU
Roku, Inc

Communication Services
111
+ 2.16%
$67.36 - $99.07 $7.48K - $11K
5.24K $369K
QS
Quantum Scape Corp

Consumer Cyclical
226
+ 1.75%
$4.15 - $6.58 $938 - $1.49K
13.1K $54K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
14
+ 0.34%
$68.37 - $87.97 $957 - $1.23K
4.16K $285K
EXPE
Expedia Group, Inc.

Consumer Cyclical
84
+ 3.61%
$157.11 - $206.52 $13.2K - $17.3K
2.41K $404K
TWLO
Twilio Inc

Communication Services
135
+ 2.85%
$94.9 - $148.35 $12.8K - $20K
4.87K $476K
FDX
Fedex Corp

Industrials
12
+ 1.09%
$230.33 - $281.53 $2.76K - $3.38K
1.11K $270K
SHOP
Shopify Inc.

Technology
119
+ 2.25%
$90.59 - $129.31 $10.8K - $15.4K
5.42K $517K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5
+ 0.04%
$58.81 - $68.2 $294 - $341
12.1K $720K
AYI
Acuity Brands Inc

Industrials
10
+ 0.41%
$257.8 - $337.07 $2.58K - $3.37K
2.43K $640K
VGT
Vanguard Information Technolog

ETFs
52
+ 3.28%
$542.38 - $646.34 $28.2K - $33.6K
1.64K $887K
IOT
Samsara Inc.

Technology
8
+ 0.02%
$34.06 - $60.96 $272 - $488
37.9K $1.45M
UPST
Upstart Holdings, Inc.

Financial Services
14
+ 0.07%
$46.03 - $88.77 $644 - $1.24K
21.2K $976K
KKR
Kkr & Co. Inc.

Financial Services
137
+ 1.21%
$108.17 - $167.07 $14.8K - $22.9K
11.5K $1.33M
QNST
Quinstreet, Inc

Communication Services
1.97K
+ 1.3%
$17.0 - $25.17 $33.5K - $49.6K
154K $2.75M
CRM
Salesforce, Inc.

Technology
803
+ 4.94%
$268.36 - $359.95 $215K - $289K
17.1K $4.58M
NVDA
Nvidia Corp

Technology
23.6K
+ 6.48%
$106.98 - $149.43 $2.53M - $3.53M
388K $42.1M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 0.05%
$222.15 - $428.22 $6.66K - $12.8K
59.1K $15.3M
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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