Svb Wealth LLC Purchases in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
22K
New
$183.23 - $199.79 $4.03M - $4.4M
22K $4.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
146K
New
$26.93 - $84.95 $3.93M - $12.4M
146K $3.99M
CPRT
Copart Inc

Consumer Cyclical
68.8K
New
$51.36 - $63.8 $3.54M - $4.39M
68.8K $3.95M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
76.4K
New
$50.37 - $50.6 $3.85M - $3.87M
76.4K $3.85M
MNST
Monster Beverage Corp

Consumer Defensive
73K
New
$49.24 - $56.38 $3.6M - $4.12M
73K $3.84M
NTES
Net Ease, Inc.

Communication Services
42.8K
New
$76.28 - $104.26 $3.26M - $4.46M
42.8K $3.82M
PANW
Palo Alto Networks Inc

Technology
20.9K
New
$181.96 - $405.9 $3.81M - $8.49M
20.9K $3.81M
AXP
American Express CO

Financial Services
12.6K
New
$267.35 - $305.57 $3.38M - $3.86M
12.6K $3.75M
TREX
Trex CO Inc

Industrials
54.1K
New
$62.94 - $79.88 $3.41M - $4.33M
54.1K $3.74M
EQIX
Equinix Inc

Real Estate
3.9K
New
$865.69 - $985.0 $3.38M - $3.84M
3.9K $3.68M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
84.7K
+ 1564.98%
$42.95 - $45.72 $3.64M - $3.87M
90.1K $3.89M
DIS
Walt Disney CO

Communication Services
32.7K
New
$92.39 - $117.6 $3.02M - $3.85M
32.7K $3.64M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.82K
New
$501.29 - $612.85 $3.42M - $4.18M
6.82K $3.55M
QNST
Quinstreet, Inc

Communication Services
152K
New
$18.28 - $24.7 $2.78M - $3.76M
152K $3.51M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
81.8K
New
$42.33 - $43.3 $3.46M - $3.54M
81.8K $3.49M
WFC
Wells Fargo & Company

Financial Services
49.6K
New
$54.98 - $77.35 $2.73M - $3.84M
49.6K $3.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
38.1K
New
$91.29 - $91.8 $3.48M - $3.5M
38.1K $3.48M
BK
Bank Of New York Mellon Corp

Financial Services
45.2K
New
$70.82 - $81.87 $3.2M - $3.7M
45.2K $3.47M
LOW
Lowes Companies Inc

Consumer Cyclical
14K
New
$244.52 - $284.07 $3.43M - $3.99M
14K $3.46M
VZ
Verizon Communications Inc

Communication Services
86.5K
New
$39.6 - $45.21 $3.42M - $3.91M
86.5K $3.46M
SHV
Ishares Tr

ETFs
31.3K
New
$109.92 - $110.57 $3.44M - $3.46M
31.3K $3.45M
IT
Gartner Inc

Technology
7.11K
New
$481.22 - $551.8 $3.42M - $3.92M
7.11K $3.44M
ECL
Ecolab Inc.

Basic Materials
14.7K
New
$234.32 - $261.43 $3.44M - $3.84M
14.7K $3.44M
T
At&T Inc.

Communication Services
144K
New
$21.22 - $23.88 $3.05M - $3.43M
144K $3.27M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11.1K
New
$278.19 - $315.36 $3.08M - $3.49M
11.1K $3.19M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
55.4K
+ 205.33%
$60.13 - $67.31 $3.33M - $3.73M
82.4K $5.01M
IBB
Ishares Biotechnology ETF

ETFs
23.4K
New
$131.21 - $148.85 $3.07M - $3.48M
23.4K $3.09M
AMD
Advanced Micro Devices Inc

Technology
25.5K
New
$118.88 - $172.8 $3.04M - $4.41M
25.5K $3.08M
PLTR
Palantir Technologies Inc.

Technology
40.3K
New
$36.46 - $82.38 $1.47M - $3.32M
40.3K $3.05M
DOV
Dover Corp

Industrials
15.9K
New
$184.72 - $206.51 $2.93M - $3.28M
15.9K $2.98M
BKNG
Booking Holdings Inc.

Consumer Cyclical
592
New
$4100.99 - $5300.34 $2.43M - $3.14M
592 $2.94M
DVY
Ishares Tr

ETFs
21.9K
New
$129.55 - $143.41 $2.83M - $3.14M
21.9K $2.87M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
50.1K
New
$55.86 - $60.21 $2.8M - $3.01M
50.1K $2.87M
BND
Vanguard Bd Index Fd Inc Total

ETFs
39.7K
New
$71.75 - $75.11 $2.85M - $2.98M
39.7K $2.85M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
82.5K
New
$33.67 - $37.35 $2.78M - $3.08M
82.5K $2.8M
CL
Colgate Palmolive CO

Consumer Defensive
30.6K
New
$90.22 - $102.31 $2.76M - $3.13M
30.6K $2.78M
VT
Vanguard Total World Stk Index

ETFs
23.5K
New
$117.09 - $123.07 $2.75M - $2.89M
23.5K $2.76M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.7K
New
$563.99 - $620.12 $2.65M - $2.91M
4.7K $2.68M
GM
General Motors CO

Consumer Cyclical
50K
New
$44.82 - $60.2 $2.24M - $3.01M
50K $2.66M
INTC
Intel Corp

Technology
133K
New
$19.07 - $26.23 $2.53M - $3.48M
133K $2.66M
RXST
Rx Sight, Inc.

Healthcare
76.8K
New
$33.66 - $54.73 $2.59M - $4.2M
76.8K $2.64M
TXN
Texas Instruments Inc

Technology
13.4K
New
N/A
13.4K $2.61M
AMAT
Applied Materials Inc

Technology
15.6K
New
$161.44 - $213.89 $2.52M - $3.34M
15.6K $2.54M
CAT
Caterpillar Inc

Industrials
6.98K
New
$360.37 - $416.88 $2.51M - $2.91M
6.98K $2.53M
MMM
3 M CO

Industrials
19.4K
New
$124.74 - $137.12 $2.43M - $2.67M
19.4K $2.51M
AJG
Arthur J. Gallagher & Co.

Financial Services
8.81K
New
$278.49 - $315.16 $2.45M - $2.78M
8.81K $2.5M
CB
Chubb LTD

Financial Services
8.96K
New
$271.57 - $301.89 $2.43M - $2.7M
8.96K $2.47M
GE
General Electric CO

Industrials
14.2K
New
$159.95 - $194.23 $2.27M - $2.76M
14.2K $2.37M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
17.6K
New
$131.66 - $144.0 $2.32M - $2.54M
17.6K $2.33M
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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