Svb Wealth LLC Purchases in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DTM
Dt Midstream, Inc.

Energy
1.08K
New
$86.95 - $113.75 $93.6K - $122K
1.08K $103K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.26K
New
$79.17 - $82.04 $99.9K - $104K
1.26K $103K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
896
New
$88.0 - $115.5 $78.8K - $103K
896 $102K
INDA
Ishares Msci India Index Fund

ETFs
1.99K
New
$47.8 - $53.4 $94.9K - $106K
1.99K $102K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.3K
New
$77.7 - $78.94 $101K - $103K
1.3K $102K
FTI
Technip Fmc PLC

Energy
3.22K
New
$25.3 - $32.57 $81.4K - $105K
3.22K $101K
FDN
First Tr Fd Dow Jones

ETFs
450
New
$221.38 - $266.86 $99.6K - $120K
450 $99K
AKAM
Akamai Technologies Inc

Technology
1.08K
New
N/A
1.08K $98K
ATO
Atmos Energy Corp

Utilities
634
New
$136.51 - $154.58 $86.5K - $98K
634 $98K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
7.83K
New
$10.61 - $16.49 $83K - $129K
7.83K $97K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.58K
New
$52.44 - $62.91 $83K - $99.5K
1.58K $96K
MPLX
Mplx LP

Energy
1.8K
New
$47.88 - $54.65 $86.3K - $98.5K
1.8K $96K
MDB
Mongo Db, Inc.

Technology
547
New
$175.4 - $298.52 $95.9K - $163K
547 $95K
ARGX
Argenx Se

Healthcare
160
New
$571.0 - $671.75 $91.4K - $107K
160 $94K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
490
New
$192.82 - $222.1 $94.5K - $109K
490 $94K
GWRE
Guidewire Software, Inc.

Technology
501
New
$166.74 - $218.22 $83.5K - $109K
501 $93K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1.46K
New
$59.37 - $95.63 $86.6K - $140K
1.46K $93K
WRB
Berkley W R Corp

Financial Services
1.31K
New
$56.7 - $71.27 $74.1K - $93.1K
1.31K $93K
PCG
Pg&E Corp

Utilities
5.4K
New
$15.16 - $20.4 $81.9K - $110K
5.4K $92K
FSV
First Service Corp

Real Estate
544
New
$159.66 - $185.88 $86.9K - $101K
544 $90K
LPLA
Lpl Financial Holdings Inc.

Financial Services
276
New
$308.87 - $383.33 $85.2K - $106K
276 $90K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
6.33K
New
$12.61 - $14.92 $79.9K - $94.5K
6.33K $90K
RPRX
Royalty Pharma PLC

Healthcare
2.92K
New
$25.75 - $33.86 $75.1K - $98.8K
2.92K $90K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
569
New
$157.04 - $169.58 $89.4K - $96.5K
569 $89K
WTW
Willis Towers Watson PLC

Financial Services
266
New
$306.61 - $340.78 $81.6K - $90.6K
266 $89K
PNR
Pentair PLC

Industrials
1.01K
New
$84.0 - $105.35 $85.2K - $107K
1.01K $88K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
905
New
$95.53 - $112.45 $86.5K - $102K
905 $87K
WCN
Waste Connections, Inc.

Industrials
447
New
$169.89 - $195.19 $75.9K - $87.2K
447 $87K
KNTK
Kinetik Holdings Inc.

Energy
1.67K
New
$49.51 - $66.5 $82.9K - $111K
1.67K $86K
AN
Autonation, Inc.

Consumer Cyclical
532
New
$156.67 - $195.15 $83.3K - $104K
532 $86K
AEM
Agnico Eagle Mines LTD

Basic Materials
793
New
$79.66 - $108.41 $63.2K - $86K
793 $85K
CRBG
Corebridge Financial, Inc.

Financial Services
2.7K
New
$29.61 - $34.68 $79.9K - $93.6K
2.7K $85K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.49K
New
$30.38 - $34.94 $75.7K - $87.1K
2.49K $85K
TS
Tenaris Sa

Energy
2.19K
New
$35.73 - $40.28 $78.2K - $88.1K
2.19K $85K
EHC
Encompass Health Corp

Healthcare
830
New
$91.05 - $102.2 $75.6K - $84.8K
830 $84K
ROLL
Rbc Bearings Inc

Industrials
344
New
N/A
344 $84K
SBAC
Sba Communications Corp

Real Estate
386
New
$192.76 - $224.91 $74.4K - $86.8K
386 $84K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.91K
New
$14.21 - $17.45 $83.9K - $103K
5.91K $83K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.26K
+ 1.64%
$50.39 - $50.66 $63.2K - $63.6K
77.7K $3.93M
WEC
Wec Energy Group, Inc.

Utilities
457
+ 20.45%
$92.12 - $108.98 $42.1K - $49.8K
2.69K $293K
PBP
Invesco Exchange Traded Fd Tr

ETFs
3.73K
New
$21.85 - $24.13 $81.6K - $90.1K
3.73K $82K
LOGI
Logitech International S.A.

Technology
972
New
$81.64 - $105.06 $79.4K - $102K
972 $82K
MAA
Mid America Apartment Communities Inc.

Real Estate
493
New
$146.9 - $170.92 $72.4K - $84.3K
493 $82K
WIX
Wix.Com Ltd.

Technology
504
New
$163.38 - $246.76 $82.3K - $124K
504 $82K
EQT
Eqt Corp

Energy
1.53K
New
$46.16 - $54.25 $70.5K - $82.9K
1.53K $81K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.25K
New
$34.83 - $37.52 $78.4K - $84.4K
2.25K $81K
ACGL
Arch Capital Group Ltd.

Financial Services
840
New
$88.13 - $96.94 $74K - $81.4K
840 $80K
ROAD
Construction Partners, Inc.

Industrials
1.12K
New
$67.61 - $93.18 $75.7K - $104K
1.12K $80K
EXPO
Exponent Inc

Industrials
987
New
$78.9 - $93.95 $77.9K - $92.7K
987 $80K
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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