Svb Wealth LLC Purchases in Q2 2025

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
2.31K
New
$93.15 - $96.56 $215K - $223K
2.31K $221K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.19K
New
$55.54 - $69.09 $177K - $220K
3.19K $220K
UL
Unilever PLC

Consumer Defensive
3.58K
New
$57.9 - $65.43 $207K - $234K
3.58K $218K
VBR
Vanguard Small Cap Value ETF

ETFs
1.12K
New
$162.76 - $195.77 $181K - $218K
1.12K $217K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.34K
New
$50.44 - $64.81 $169K - $217K
3.34K $216K
KMB
Kimberly Clark Corp

Consumer Defensive
1.66K
New
$126.84 - $145.22 $210K - $241K
1.66K $213K
RMD
Resmed Inc

Healthcare
797
New
$204.54 - $258.0 $163K - $206K
797 $205K
HWM
Howmet Aerospace Inc.

Industrials
1.1K
New
$112.33 - $186.13 $124K - $205K
1.1K $205K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.61K
New
$62.73 - $78.42 $164K - $205K
2.61K $202K
MATV
Schweitzer Mauduit International Inc

Basic Materials
25K
New
$4.58 - $6.98 $115K - $175K
25K $170K
NVTS
Navitas Semiconductor Corp

Technology
20K
New
$1.61 - $8.09 $32.2K - $162K
20K $131K
LYG
Lloyds Banking Group PLC

Financial Services
23.8K
New
$3.32 - $4.29 $79K - $102K
23.8K $101K
AEE
Ameren Corp

Utilities
1.37K
+ 10.41%
$94.23 - $101.68 $129K - $139K
14.5K $1.39M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
395
+ 5.68%
$48.22 - $60.41 $19K - $23.9K
7.35K $438K
RC
Ready Capital Corp

Real Estate
12.7K
New
$4.13 - $5.15 $52.5K - $65.4K
12.7K $55K
CNC
Centene Corp

Healthcare
3.03K
+ 17.62%
$53.4 - $64.29 $162K - $195K
20.2K $1.1M
XLE
Energy Sector Spdr

ETFs
794
+ 30.41%
$76.44 - $94.13 $60.7K - $74.7K
3.41K $288K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.6K
+ 12.04%
$22.4 - $23.8 $35.7K - $38K
14.8K $353K
DFIV
Dimensional ETF Tr

ETFs
34
+ 0.5%
$34.67 - $43.21 $1.18K - $1.47K
6.85K $293K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11
+ 0.05%
$36.25 - $42.28 $399 - $465
20.4K $861K
Lam Research Corp
28.3K
New
N/A
28.3K $0
Corpay Inc
3.84K
New
N/A
3.84K $0
MO
Altria Group, Inc.

Consumer Defensive
1.04K
+ 2.06%
$55.56 - $60.91 $57.9K - $63.5K
51.7K $3.03M
DUK
Duke Energy Corp

Utilities
851
+ 3.07%
$112.46 - $124.05 $95.7K - $106K
28.5K $3.37M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16.6K
+ 1094.06%
$87.84 - $1441.89 $1.46M - $23.9M
18.1K $1.63M
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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