Svb Wealth LLC Purchases in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
8.41K
New
$265.59 - $358.58 $2.23M - $3.02M
8.41K $2.32M
STT
State Street Corp

Financial Services
23.5K
New
$85.96 - $100.78 $2.02M - $2.37M
23.5K $2.31M
SPGI
S&P Global Inc.

Financial Services
4.58K
New
$480.36 - $529.17 $2.2M - $2.43M
4.58K $2.28M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
100K
New
$22.01 - $66.82 $2.2M - $6.68M
100K $2.27M
SWKS
Skyworks Solutions, Inc.

Technology
25.5K
New
$83.18 - $99.15 $2.12M - $2.53M
25.5K $2.26M
COP
Conocophillips

Energy
22.7K
New
$95.12 - $114.72 $2.16M - $2.6M
22.7K $2.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11.3K
New
$172.07 - $207.36 $1.95M - $2.35M
11.3K $2.23M
DUK
Duke Energy Corp

Utilities
20.7K
New
$105.76 - $120.76 $2.19M - $2.5M
20.7K $2.23M
MO
Altria Group, Inc.

Consumer Defensive
42.5K
New
$49.06 - $57.74 $2.08M - $2.45M
42.5K $2.22M
IGF
Ishares Global Infrastructure

ETFs
42.4K
New
$51.2 - $55.7 $2.17M - $2.36M
42.4K $2.22M
LMT
Lockheed Martin Corp

Industrials
4.52K
New
$479.66 - $614.62 $2.17M - $2.78M
4.52K $2.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
21.6K
New
$100.22 - $100.73 $2.16M - $2.17M
21.6K $2.16M
MCK
Mckesson Corp

Healthcare
3.75K
New
$482.27 - $628.5 $1.81M - $2.36M
3.75K $2.14M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.77K
New
$1146.59 - $1270.6 $2.03M - $2.25M
1.77K $2.1M
DAL
Delta Air Lines, Inc.

Industrials
34.5K
New
$47.46 - $65.77 $1.64M - $2.27M
34.5K $2.09M
MS
Morgan Stanley

Financial Services
16.3K
New
$104.42 - $134.99 $1.71M - $2.2M
16.3K $2.05M
BA
Boeing CO

Industrials
11.6K
New
$138.14 - $180.72 $1.6M - $2.1M
11.6K $2.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
72.7K
New
$25.93 - $105.3 $1.89M - $7.66M
72.7K $2.03M
VUG
Vanguard Growth ETF

ETFs
4.94K
New
$378.79 - $428.11 $1.87M - $2.11M
4.94K $2.03M
QCOM
Qualcomm Inc

Technology
12.9K
New
$150.4 - $178.04 $1.93M - $2.29M
12.9K $1.97M
CDNS
Cadence Design Systems Inc

Technology
6.53K
New
$249.1 - $324.54 $1.63M - $2.12M
6.53K $1.96M
UPS
United Parcel Service Inc

Industrials
15.5K
New
$122.65 - $138.35 $1.9M - $2.14M
15.5K $1.95M
XLF
Financial Sector Spdr

ETFs
39.8K
New
$44.89 - $51.34 $1.78M - $2.04M
39.8K $1.92M
OKE
Oneok Inc

Energy
19K
New
$92.28 - $117.05 $1.76M - $2.23M
19K $1.91M
NU
Nu Holdings Ltd.

Financial Services
177K
New
$10.24 - $15.89 $1.82M - $2.82M
177K $1.84M
XT
Ishares Tr Exponential Technol

ETFs
30.6K
New
$58.7 - $62.72 $1.8M - $1.92M
30.6K $1.83M
COF
Capital One Financial Corp

Financial Services
10.2K
New
$145.19 - $192.01 $1.48M - $1.95M
10.2K $1.81M
AMT
American Tower Corp

Real Estate
9.81K
New
$179.4 - $232.01 $1.76M - $2.28M
9.81K $1.8M
CVS
Cvs Health Corp

Healthcare
39.5K
New
$43.78 - $67.46 $1.73M - $2.67M
39.5K $1.77M
RSG
Republic Services, Inc.

Industrials
8.69K
New
$198.0 - $218.75 $1.72M - $1.9M
8.69K $1.75M
NOC
Northrop Grumman Corp

Industrials
3.69K
New
$466.52 - $543.88 $1.72M - $2M
3.69K $1.73M
DSI
Ishares Msci Kld 400 Social Et

ETFs
15.6K
New
$107.41 - $115.71 $1.67M - $1.8M
15.6K $1.72M
PNC
Pnc Financial Services Group, Inc.

Financial Services
8.82K
New
$178.39 - $215.0 $1.57M - $1.9M
8.82K $1.7M
RC
Ready Capital Corp

Real Estate
247K
New
$6.71 - $7.57 $1.66M - $1.87M
247K $1.68M
KKR
Kkr & Co. Inc.

Financial Services
11.4K
New
$129.87 - $162.87 $1.48M - $1.85M
11.4K $1.68M
NOW
Service Now, Inc.

Technology
1.58K
New
$867.18 - $1148.42 $1.37M - $1.81M
1.58K $1.67M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
22.2K
New
$47.29 - $84.74 $1.05M - $1.88M
22.2K $1.66M
IOT
Samsara Inc.

Technology
37.9K
New
$42.67 - $56.35 $1.62M - $2.14M
37.9K $1.66M
TECH
Bio Techne Corp

Healthcare
22.9K
New
$66.37 - $78.17 $1.52M - $1.79M
22.9K $1.65M
DFS
Discover Financial Services

Financial Services
9.37K
New
$136.3 - $182.67 $1.28M - $1.71M
9.37K $1.62M
GIS
General Mills Inc

Consumer Defensive
24.9K
New
$62.78 - $74.62 $1.56M - $1.86M
24.9K $1.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12.4K
New
$126.68 - $134.74 $1.57M - $1.67M
12.4K $1.58M
C
Citigroup Inc

Financial Services
22.2K
New
$61.31 - $72.5 $1.36M - $1.61M
22.2K $1.56M
KMB
Kimberly Clark Corp

Consumer Defensive
11.7K
New
$130.37 - $146.09 $1.53M - $1.71M
11.7K $1.54M
DE
Deere & CO

Industrials
3.6K
New
$389.45 - $466.0 $1.4M - $1.68M
3.6K $1.52M
CMI
Cummins Inc

Industrials
4.36K
New
$324.93 - $383.42 $1.42M - $1.67M
4.36K $1.52M
ITW
Illinois Tool Works Inc

Industrials
5.95K
New
$253.56 - $278.5 $1.51M - $1.66M
5.95K $1.51M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
17.5K
New
$82.28 - $117.52 $1.44M - $2.06M
17.5K $1.49M
MSTR
Microstrategy Inc

Technology
5.09K
New
$162.69 - $473.83 $829K - $2.41M
5.09K $1.48M
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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