Svb Wealth LLC Purchases in Q2 2025

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
11.5K
New
$84.91 - $92.56 $974K - $1.06M
11.5K $1.05M
WFC
Wells Fargo & Company

Financial Services
13.1K
New
$60.98 - $80.12 $800K - $1.05M
13.1K $1.05M
EMN
Eastman Chemical CO

Basic Materials
14K
New
$72.7 - $88.29 $1.02M - $1.24M
14K $1.05M
AES
Aes Corp

Utilities
111K
+ 139.42%
$9.63 - $12.55 $1.07M - $1.4M
191K $2.01M
LMT
Lockheed Martin Corp

Industrials
2.2K
New
$430.82 - $486.45 $947K - $1.07M
2.2K $1.02M
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 2.82%
$4164.15 - $5789.24 $87.4K - $122K
766 $4.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.49K
New
$114.78 - $133.31 $860K - $999K
7.49K $998K
DLR
Digital Realty Trust, Inc.

Real Estate
5.64K
New
$136.11 - $177.69 $768K - $1M
5.64K $983K
VUG
Vanguard Growth ETF

ETFs
2.22K
New
$329.49 - $438.4 $730K - $971K
2.22K $971K
AVUV
American Centy ETF Tr Avantis

ETFs
10.2K
New
$75.17 - $91.21 $766K - $930K
10.2K $928K
O
Realty Income Corp

Real Estate
15.2K
New
$52.27 - $58.52 $796K - $891K
15.2K $877K
EVRG
Evergy, Inc.

Utilities
12.6K
+ 895.52%
$64.06 - $69.64 $806K - $876K
14K $964K
AMCR
Amcor PLC

Consumer Cyclical
102K
+ 64.17%
$8.57 - $9.81 $874K - $1M
261K $2.4M
UPS
United Parcel Service Inc

Industrials
8.4K
New
$91.92 - $110.2 $772K - $925K
8.4K $847K
TXN
Texas Instruments Inc

Technology
4.24K
New
N/A
4.24K $824K
CSX
Csx Corp

Industrials
24.7K
New
$26.69 - $32.91 $660K - $814K
24.7K $807K
BSX
Boston Scientific Corp

Healthcare
7.39K
New
$89.7 - $107.41 $663K - $794K
7.39K $793K
CMI
Cummins Inc

Industrials
2.41K
New
$267.12 - $336.65 $644K - $812K
2.41K $789K
DSI
Ishares Msci Kld 400 Social Et

ETFs
6.49K
New
$91.62 - $116.16 $594K - $754K
6.49K $753K
PRU
Prudential Financial Inc

Financial Services
6.98K
New
$95.12 - $112.71 $664K - $787K
6.98K $750K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.3K
New
$141.37 - $228.57 $466K - $753K
3.3K $746K
ECL
Ecolab Inc.

Basic Materials
2.76K
New
$225.65 - $270.95 $623K - $748K
2.76K $743K
INTC
Intel Corp

Technology
31.6K
New
$18.13 - $22.69 $573K - $717K
31.6K $708K
MS
Morgan Stanley

Financial Services
4.9K
New
$99.83 - $140.86 $489K - $690K
4.9K $690K
PAYX
Paychex Inc

Industrials
4.67K
New
$137.01 - $159.78 $640K - $746K
4.67K $679K
HOOD
Robinhood Markets, Inc.

Technology
7.19K
New
$34.17 - $93.63 $246K - $673K
7.19K $673K
VNQI
Vanguard Global Ex U.S. Real

ETFs
14.3K
New
$37.77 - $46.15 $539K - $659K
14.3K $658K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.47K
New
$149.76 - $186.42 $520K - $647K
3.47K $647K
CTAS
Cintas Corp

Industrials
2.9K
New
$190.11 - $227.66 $551K - $659K
2.9K $645K
DVY
Ishares Tr

ETFs
4.81K
New
$118.37 - $134.86 $569K - $648K
4.81K $638K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.16K
New
$166.82 - $194.23 $527K - $614K
3.16K $613K
IDXX
Idexx Laboratories Inc

Healthcare
212
+ 5.14%
$361.04 - $536.34 $76.5K - $114K
4.33K $2.32M
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.3K
New
$22.27 - $29.21 $452K - $593K
20.3K $593K
VTV
Vanguard Value ETF

ETFs
3.34K
New
$153.67 - $176.74 $514K - $591K
3.34K $590K
EBAY
Ebay Inc

Consumer Cyclical
7.89K
New
$59.52 - $79.36 $469K - $626K
7.89K $587K
MCO
Moodys Corp

Financial Services
1.17K
New
$396.7 - $501.59 $464K - $586K
1.17K $586K
KHC
Kraft Heinz CO

Consumer Defensive
22.5K
New
$25.61 - $30.81 $576K - $693K
22.5K $580K
YUM
Yum Brands Inc

Consumer Cyclical
3.91K
New
$138.36 - $161.45 $541K - $632K
3.91K $579K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.49K
New
$109.83 - $131.67 $493K - $592K
4.49K $570K
CPRT
Copart Inc

Consumer Cyclical
11.4K
New
$47.72 - $63.84 $543K - $727K
11.4K $558K
BNDX
Vanguard Total International B

ETFs
11.1K
+ 357.75%
$48.77 - $49.55 $543K - $551K
14.2K $704K
MU
Micron Technology Inc

Technology
4.27K
New
$64.72 - $127.91 $276K - $546K
4.27K $525K
RF
Regions Financial Corp

Financial Services
11.5K
+ 8.62%
$18.34 - $23.52 $211K - $270K
145K $3.41M
WMB
Williams Companies, Inc.

Energy
7.96K
New
$54.33 - $62.87 $433K - $501K
7.96K $500K
HYG
Ishares Tr

ETFs
6.15K
New
$75.75 - $80.65 $466K - $496K
6.15K $495K
IAU
Ishares Gold Trust

ETFs
7.9K
New
$56.1 - $64.74 $443K - $512K
7.9K $492K
DOW
Dow Inc.

Basic Materials
18.4K
New
$25.81 - $34.89 $476K - $643K
18.4K $488K
FITB
Fifth Third Bancorp

Financial Services
11.5K
New
$33.32 - $41.51 $382K - $476K
11.5K $471K
ROK
Rockwell Automation, Inc

Industrials
1.41K
New
$218.97 - $332.17 $309K - $468K
1.41K $468K
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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