Svb Wealth LLC Purchases in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.26K
New
$59.6 - $67.2 $74.9K - $84.5K
1.26K $80K
VFH
Vanguard Financial ETF

ETFs
676
New
$114.07 - $127.34 $77.1K - $86.1K
676 $80K
E
Eni Spa

Energy
2.53K
New
$27.51 - $31.47 $69.7K - $79.7K
2.53K $78K
IXUS
Ishares Tr

ETFs
1.12K
New
$65.06 - $72.31 $72.6K - $80.7K
1.12K $77K
KT
Kt Corp

Communication Services
4.36K
New
$15.57 - $18.63 $67.9K - $81.3K
4.36K $77K
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.22K
New
$56.68 - $73.5 $69.2K - $89.7K
1.22K $77K
ESLT
Elbit Systems LTD

Industrials
200
New
$261.47 - $413.0 $52.3K - $82.6K
200 $76K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
697
New
$109.48 - $136.56 $76.3K - $95.2K
697 $76K
EQNR
Equinor Asa

Energy
2.81K
New
$22.37 - $26.45 $62.8K - $74.2K
2.81K $74K
CHKP
Check Point Software Technologies LTD

Technology
324
New
$179.88 - $231.31 $58.3K - $74.9K
324 $73K
TRP
Tc Energy Corp

Energy
1.53K
New
$44.29 - $49.27 $67.7K - $75.3K
1.53K $72K
SNX
Td Synnex Corp

Technology
693
New
$103.96 - $144.69 $72K - $100K
693 $72K
VHT
Vanguard Health Care ETF

ETFs
266
New
$254.06 - $273.83 $67.6K - $72.8K
266 $70K
CBOE
Cboe Global Markets, Inc.

Financial Services
309
New
$190.84 - $226.29 $59K - $69.9K
309 $69K
XLC
Select Sector Spdr Tr Communic

ETFs
757
+ 7.13%
$94.84 - $105.31 $71.8K - $79.7K
11.4K $1.1M
GNR
Spdr S&P Global Natural Resour

ETFs
915
+ 15.65%
$50.12 - $54.48 $45.9K - $49.8K
6.76K $359K
ASX
Ase Technology Holding Co., Ltd.

Technology
7.78K
New
$8.76 - $11.36 $68.2K - $88.4K
7.78K $68K
BNS
Bank Of Nova Scotia

Financial Services
1.45K
New
$47.21 - $53.7 $68.4K - $77.8K
1.45K $68K
CQP
Cheniere Energy Partners, L.P.

Energy
1.04K
New
$55.42 - $67.71 $57.6K - $70.4K
1.04K $68K
FOX
Fox Corp Cl B (De)

Communication Services
1.31K
New
$45.64 - $54.23 $59.7K - $70.9K
1.31K $68K
SITE
Site One Landscape Supply, Inc.

Industrials
567
New
$120.25 - $147.7 $68.2K - $83.7K
567 $68K
STE
Steris PLC

Healthcare
303
New
$202.46 - $232.74 $61.3K - $70.5K
303 $68K
AGI
Alamos Gold Inc

Basic Materials
2.5K
New
$18.69 - $26.74 $46.7K - $66.9K
2.5K $66K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.05K
New
$31.3 - $34.5 $64K - $70.6K
2.05K $66K
LE
Lands' End, Inc.

Consumer Cyclical
5K
New
N/A
5K $66K
WCC
Wesco International Inc

Industrials
422
New
$155.3 - $199.95 $65.5K - $84.4K
422 $65K
TIMB
Tim S.A.

Communication Services
4.09K
New
$11.42 - $15.65 $46.8K - $64.1K
4.09K $64K
GL
Globe Life Inc.

Financial Services
479
New
$111.2 - $131.72 $53.3K - $63.1K
479 $63K
BWA
Borgwarner Inc

Consumer Cyclical
2.18K
New
$27.78 - $32.9 $60.4K - $71.6K
2.18K $62K
ERIE
Erie Indemnity CO

Financial Services
148
New
$377.62 - $450.61 $55.9K - $66.7K
148 $62K
GSHD
Goosehead Insurance, Inc.

Financial Services
526
New
$98.59 - $123.84 $51.9K - $65.1K
526 $62K
COOP
Mr. Cooper Group Inc.

Financial Services
522
New
$91.4 - $119.6 $47.7K - $62.4K
522 $62K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
826
New
$73.11 - $77.43 $60.4K - $64K
826 $62K
ELS
Equity Lifestyle Properties Inc

Real Estate
922
New
$64.36 - $69.32 $59.3K - $63.9K
922 $61K
PCTY
Paylocity Holding Corp

Technology
328
New
$183.21 - $217.86 $60.1K - $71.5K
328 $61K
PUK
Prudential PLC

Financial Services
2.81K
New
$14.54 - $21.92 $40.8K - $61.6K
2.81K $60K
TPL
Texas Pacific Land Corp

Energy
46
New
$1180.08 - $1431.01 $54.3K - $65.8K
46 $60K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
113
+ 0.81%
$42.3 - $53.69 $4.78K - $6.07K
14.1K $731K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
6.62K
New
$8.92 - $11.7 $59K - $77.4K
6.62K $59K
EVR
Evercore Inc.

Financial Services
296
New
$190.28 - $291.27 $56.3K - $86.2K
296 $59K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.17K
New
$45.62 - $51.12 $53.2K - $59.7K
1.17K $59K
MCHI
Ishares Msci China ETF

ETFs
1.1K
New
$43.71 - $58.65 $48.2K - $64.6K
1.1K $59K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
954
New
$61.31 - $83.44 $58.5K - $79.6K
954 $58K
JCI
Johnson Controls International PLC

Industrials
635
+ 11.88%
$76.12 - $90.6 $48.3K - $57.5K
5.98K $479K
NOVT
Novanta Inc

Technology
373
New
N/A
373 $58K
PFGC
Performance Food Group CO

Consumer Defensive
750
New
$74.86 - $90.93 $56.1K - $68.2K
750 $58K
ZM
Zoom Video Communications, Inc.

Technology
799
New
$72.23 - $88.64 $57.7K - $70.8K
799 $58K
BCPC
Balchem Corp

Basic Materials
345
New
$154.22 - $176.16 $53.2K - $60.8K
345 $57K
GOLD
Barrick Gold Corp

Basic Materials
2.96K
New
$15.45 - $19.56 $45.7K - $57.9K
2.96K $57K
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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