Svb Wealth LLC Purchases in Q2 2025

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STT
State Street Corp

Financial Services
4.34K
New
$75.33 - $106.34 $327K - $461K
4.34K $461K
SPG
Simon Property Group Inc

Real Estate
2.82K
New
$140.37 - $171.44 $396K - $484K
2.82K $453K
IWV
Ishares Russell 3000 ETF

ETFs
1.27K
New
$281.67 - $351.0 $358K - $446K
1.27K $446K
ITW
Illinois Tool Works Inc

Industrials
1.79K
New
$218.41 - $252.43 $391K - $451K
1.79K $442K
SHEL
Shell PLC

Energy
6.28K
New
$59.75 - $73.05 $375K - $458K
6.28K $441K
SAP
Sap Se

Technology
1.44K
New
$237.53 - $309.8 $343K - $447K
1.44K $439K
NOC
Northrop Grumman Corp

Industrials
846
New
$456.3 - $540.39 $386K - $457K
846 $422K
SCHC
Schwab Strategic Tr Intl Small

ETFs
9.86K
New
$32.41 - $42.59 $320K - $420K
9.86K $419K
VEU
Vanguard Ftse All World Ex Us

ETFs
6.17K
New
$54.19 - $67.22 $334K - $415K
6.17K $414K
HOLX
Hologic Inc

Healthcare
6.32K
New
$52.73 - $65.22 $333K - $412K
6.32K $411K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.6K
New
$183.31 - $241.46 $293K - $386K
1.6K $386K
KLAC
Kla Corp

Technology
425
New
$576.53 - $902.94 $245K - $384K
425 $380K
TMUS
T Mobile Us, Inc.

Communication Services
1.6K
New
$220.99 - $268.54 $353K - $429K
1.6K $380K
GIS
General Mills Inc

Consumer Defensive
7.02K
New
$50.37 - $60.97 $353K - $428K
7.02K $363K
MSI
Motorola Solutions, Inc.

Technology
853
New
$394.72 - $440.39 $337K - $376K
853 $358K
TROW
Price T Rowe Group Inc

Financial Services
3.06K
+ 25.14%
$80.27 - $98.06 $245K - $300K
15.2K $1.47M
NEM
Newmont Corp

Basic Materials
6.01K
New
$44.18 - $59.46 $266K - $357K
6.01K $350K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.32K
New
$77.74 - $78.78 $336K - $340K
4.32K $340K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.41K
New
$51.68 - $52.76 $331K - $338K
6.41K $338K
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.6K
New
$26.18 - $26.93 $330K - $340K
12.6K $336K
VRSK
Verisk Analytics, Inc.

Industrials
860
+ 19.1%
$277.03 - $321.33 $238K - $276K
5.36K $1.67M
PSX
Phillips 66

Energy
2.76K
New
$92.87 - $125.73 $256K - $347K
2.76K $329K
NSC
Norfolk Southern Corp

Industrials
1.28K
New
$206.34 - $257.46 $263K - $329K
1.28K $326K
IBB
Ishares Biotechnology ETF

ETFs
2.57K
New
$112.02 - $129.0 $287K - $331K
2.57K $324K
NI
Nisource Inc.

Utilities
7.47K
+ 9.94%
$37.11 - $40.64 $277K - $303K
82.6K $3.33M
PH
Parker Hannifin Corp

Industrials
453
New
$517.23 - $700.54 $234K - $317K
453 $316K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
18.8K
New
$14.97 - $16.79 $282K - $316K
18.8K $314K
NVO
Novo Nordisk A S

Healthcare
4.56K
New
$58.08 - $81.05 $265K - $370K
4.56K $314K
NRG
Nrg Energy, Inc.

Utilities
1.92K
New
$83.61 - $162.67 $160K - $312K
1.92K $307K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.8K
New
$61.03 - $67.59 $293K - $324K
4.8K $306K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.4K
New
$186.58 - $225.78 $260K - $315K
1.4K $304K
SONY
Sony Group Corp

Technology
11.6K
New
$21.24 - $26.88 $246K - $311K
11.6K $301K
SYY
Sysco Corp

Consumer Defensive
3.94K
New
$68.0 - $75.91 $268K - $299K
3.94K $298K
ROP
Roper Technologies Inc

Industrials
518
New
$519.19 - $590.78 $269K - $306K
518 $293K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.63K
New
$105.23 - $109.61 $277K - $288K
2.63K $288K
SHW
Sherwin Williams CO

Basic Materials
828
New
$313.51 - $363.51 $260K - $301K
828 $284K
F
Ford Motor CO

Consumer Cyclical
26.2K
New
$8.69 - $10.85 $228K - $285K
26.2K $284K
PEG
Public Service Enterprise Group Inc

Utilities
3.31K
New
$77.13 - $84.18 $255K - $279K
3.31K $278K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.76K
New
$61.08 - $74.04 $230K - $279K
3.76K $278K
GD
General Dynamics Corp

Industrials
955
New
$247.68 - $291.66 $237K - $279K
955 $278K
VXF
Vanguard Extended Market ETF

ETFs
1.43K
New
$150.43 - $192.71 $216K - $276K
1.43K $276K
CFG
Citizens Financial Group Inc

Financial Services
6.09K
New
$34.27 - $44.75 $209K - $272K
6.09K $272K
HSBC
Hsbc Holdings PLC

Financial Services
4.26K
New
$46.68 - $61.09 $199K - $260K
4.26K $258K
ACWI
Ishares Msci Acwi ETF

ETFs
1.94K
New
$103.59 - $128.6 $201K - $250K
1.94K $249K
MKTX
Marketaxess Holdings Inc

Financial Services
921
+ 15.84%
$203.19 - $231.09 $187K - $213K
6.74K $1.5M
RL
Ralph Lauren Corp

Consumer Cyclical
843
New
$182.34 - $286.22 $154K - $241K
843 $231K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.96K
New
$60.99 - $77.53 $181K - $230K
2.96K $229K
FISV
Fiserv Inc

Technology
1.79K
New
N/A
1.79K $223K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
8.08K
+ 24.53%
$36.65 - $42.44 $296K - $343K
41K $1.66M
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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