Svb Wealth LLC Purchases in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
POOL
Pool Corp

Industrials
21.2K
New
$339.32 - $390.03 $7.19M - $8.26M
21.2K $7.22M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
73K
+ 664.3%
$99.04 - $109.59 $7.23M - $8M
84K $8.36M
GILD
Gilead Sciences, Inc.

Healthcare
77.4K
New
$83.95 - $97.9 $6.49M - $7.57M
77.4K $7.15M
DDOG
Datadog, Inc.

Technology
49.7K
New
$113.98 - $168.65 $5.67M - $8.39M
49.7K $7.11M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
60.5K
New
$114.08 - $125.68 $6.9M - $7.6M
60.5K $6.92M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
132K
New
$52.1 - $57.26 $6.87M - $7.55M
132K $6.88M
XLK
Technology Sector Spdr

ETFs
29.3K
New
$220.26 - $241.44 $6.45M - $7.07M
29.3K $6.81M
AMGN
Amgen Inc

Healthcare
25.9K
New
$258.78 - $328.31 $6.7M - $8.5M
25.9K $6.75M
VB
Vanguard Small Cap ETF

ETFs
27.9K
New
$233.76 - $261.58 $6.53M - $7.3M
27.9K $6.71M
SBUX
Starbucks Corp

Consumer Cyclical
73.3K
New
$87.44 - $102.5 $6.41M - $7.52M
73.3K $6.68M
VLO
Valero Energy Corp

Energy
53K
New
$118.59 - $144.02 $6.29M - $7.63M
53K $6.5M
WM
Waste Management Inc

Industrials
32.1K
New
$201.79 - $228.46 $6.49M - $7.34M
32.1K $6.49M
BBY
Best Buy CO Inc

Consumer Cyclical
75.6K
New
$85.2 - $101.35 $6.44M - $7.66M
75.6K $6.49M
MCHP
Microchip Technology Inc

Technology
112K
New
$55.51 - $79.05 $6.24M - $8.89M
112K $6.45M
SCHW
Schwab Charles Corp

Financial Services
86.8K
New
$63.31 - $82.85 $5.49M - $7.19M
86.8K $6.42M
CMCSA
Comcast Corp

Communication Services
167K
New
$37.39 - $45.14 $6.25M - $7.55M
167K $6.28M
GLD
Spdr Gold Trust

ETFs
25.7K
New
$236.59 - $257.5 $6.07M - $6.61M
25.7K $6.21M
TFLO
Ishares Treasury Floating Rate

ETFs
123K
New
$50.37 - $50.63 $6.2M - $6.23M
123K $6.21M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
15.2K
New
$396.64 - $516.74 $6.01M - $7.84M
15.2K $6.11M
GUNR
Flexshares Tr Morningstar Glob

ETFs
164K
New
$36.15 - $41.9 $5.95M - $6.89M
164K $5.98M
TDY
Teledyne Technologies Inc

Technology
12.8K
New
$436.59 - $489.24 $5.58M - $6.26M
12.8K $5.93M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
25.7K
New
$173.13 - $258.09 $4.45M - $6.63M
25.7K $5.93M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
116K
New
$51.09 - $55.27 $5.9M - $6.38M
116K $5.91M
NKE
Nike, Inc.

Consumer Cyclical
77K
New
$73.36 - $89.13 $5.65M - $6.87M
77K $5.83M
KO
Coca Cola CO

Consumer Defensive
92.5K
New
$61.74 - $71.71 $5.71M - $6.63M
92.5K $5.76M
WDAY
Workday, Inc.

Technology
21.7K
New
$233.85 - $279.91 $5.08M - $6.08M
21.7K $5.61M
IWB
Ishares Tr Russell 1000 ETF

ETFs
17.3K
New
$311.11 - $335.64 $5.39M - $5.81M
17.3K $5.58M
CRM
Salesforce, Inc.

Technology
16.3K
New
$270.87 - $367.87 $4.41M - $5.98M
16.3K $5.44M
URI
United Rentals, Inc.

Industrials
7.64K
New
$704.44 - $880.32 $5.38M - $6.73M
7.64K $5.38M
BAC
Bank Of America Corp

Financial Services
122K
New
$39.22 - $47.77 $4.77M - $5.81M
122K $5.35M
TW
Tradeweb Markets Inc.

Financial Services
40.1K
New
$124.87 - $136.32 $5.01M - $5.47M
40.1K $5.25M
SLB
Schlumberger Limited

Energy
136K
New
$36.83 - $45.59 $4.99M - $6.18M
136K $5.2M
VEA
Vanguard Ftse Developed Market

ETFs
108K
New
$47.57 - $52.44 $5.12M - $5.64M
108K $5.14M
TYL
Tyler Technologies Inc

Technology
8.76K
New
$576.64 - $635.69 $5.05M - $5.57M
8.76K $5.05M
IQV
Iqvia Holdings Inc.

Healthcare
25.7K
New
$190.97 - $236.63 $4.9M - $6.07M
25.7K $5.04M
BMY
Bristol Myers Squibb CO

Healthcare
87.3K
New
$51.92 - $59.94 $4.53M - $5.23M
87.3K $4.94M
ABNB
Airbnb, Inc.

Consumer Cyclical
37.2K
New
$125.36 - $147.37 $4.67M - $5.49M
37.2K $4.89M
EA
Electronic Arts Inc.

Communication Services
33K
New
$140.69 - $167.97 $4.64M - $5.54M
33K $4.83M
VO
Vanguard Mid Cap ETF

ETFs
18.1K
New
$261.5 - $284.63 $4.74M - $5.16M
18.1K $4.79M
PPG
Ppg Industries Inc

Basic Materials
39.4K
New
$119.09 - $131.37 $4.7M - $5.18M
39.4K $4.71M
EEM
Ishares Msci Emerging Markets

ETFs
111K
New
$41.82 - $47.36 $4.66M - $5.27M
111K $4.66M
VNQ
Vanguard Specialized Funds Van

ETFs
52K
+ 381.45%
$87.85 - $98.6 $4.57M - $5.13M
65.6K $5.85M
RTX
Raytheon Technologies Corp

Industrials
38.5K
New
$114.45 - $127.21 $4.41M - $4.9M
38.5K $4.46M
CSGP
Costar Group, Inc.

Real Estate
62.2K
New
$69.7 - $81.97 $4.33M - $5.1M
62.2K $4.45M
ICSH
Blackrock Ultra Short Term Bon

ETFs
87.9K
New
$50.35 - $50.69 $4.43M - $4.46M
87.9K $4.43M
DKNG
Draft Kings Inc.

Consumer Cyclical
118K
New
$35.32 - $44.84 $4.15M - $5.27M
118K $4.37M
AMP
Ameriprise Financial Inc

Financial Services
8.06K
New
$473.15 - $574.01 $3.81M - $4.62M
8.06K $4.29M
REET
Ishares Global Reit ETF

ETFs
178K
New
$23.43 - $26.54 $4.16M - $4.71M
178K $4.26M
KMI
Kinder Morgan, Inc.

Energy
150K
New
$22.59 - $28.54 $3.38M - $4.27M
150K $4.1M
Activity Summary
Buys All Purchases 758 New Holdings 739 Increased Positions 19 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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