Svb Wealth LLC Purchases in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
15.2K
New
$76.49 - $99.21 $1.16M - $1.51M
15.2K $1.44M
ALL
Allstate Corp

Financial Services
7.45K
New
$181.25 - $208.2 $1.35M - $1.55M
7.45K $1.44M
DD
Du Pont De Nemours, Inc.

Basic Materials
18.4K
New
$75.95 - $88.05 $1.4M - $1.62M
18.4K $1.4M
MCO
Moodys Corp

Financial Services
2.95K
New
$454.04 - $500.88 $1.34M - $1.48M
2.95K $1.4M
VRSK
Verisk Analytics, Inc.

Industrials
5.03K
New
$262.86 - $294.75 $1.32M - $1.48M
5.03K $1.39M
MU
Micron Technology Inc

Technology
16.3K
New
$84.16 - $113.41 $1.37M - $1.85M
16.3K $1.37M
TT
Trane Technologies PLC

Industrials
3.69K
New
$369.35 - $419.14 $1.36M - $1.55M
3.69K $1.36M
PRU
Prudential Financial Inc

Financial Services
11.4K
New
$114.59 - $129.52 $1.31M - $1.48M
11.4K $1.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.93K
New
$275.15 - $388.2 $1.08M - $1.53M
3.93K $1.35M
UBER
Uber Technologies, Inc

Technology
21.8K
New
$59.93 - $86.34 $1.31M - $1.88M
21.8K $1.31M
BDX
Becton Dickinson & CO

Healthcare
5.77K
New
$220.02 - $243.75 $1.27M - $1.41M
5.77K $1.31M
UPST
Upstart Holdings, Inc.

Financial Services
21.2K
New
$37.78 - $84.46 $801K - $1.79M
21.2K $1.31M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
32.8K
New
$38.83 - $50.84 $1.27M - $1.67M
32.8K $1.29M
DLR
Digital Realty Trust, Inc.

Real Estate
7.21K
New
$156.46 - $195.69 $1.13M - $1.41M
7.21K $1.28M
MPC
Marathon Petroleum Corp

Energy
9.08K
New
$131.65 - $174.84 $1.19M - $1.59M
9.08K $1.27M
MLM
Martin Marietta Materials Inc

Basic Materials
2.45K
New
$516.5 - $619.58 $1.26M - $1.52M
2.45K $1.26M
DOW
Dow Inc.

Basic Materials
31.2K
New
$39.1 - $55.34 $1.22M - $1.73M
31.2K $1.25M
NVO
Novo Nordisk A S

Healthcare
14.5K
New
$85.0 - $120.04 $1.23M - $1.74M
14.5K $1.25M
IYW
Ishares Dj Us Tech ETF

ETFs
7.76K
New
$148.14 - $166.23 $1.15M - $1.29M
7.76K $1.24M
PM
Philip Morris International Inc.

Consumer Defensive
10K
New
$118.38 - $133.06 $1.19M - $1.33M
10K $1.21M
SO
Southern CO

Utilities
14.6K
New
$81.5 - $94.15 $1.19M - $1.38M
14.6K $1.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
14K
New
$77.25 - $91.3 $1.08M - $1.28M
14K $1.2M
WMB
Williams Companies, Inc.

Energy
21.9K
New
$46.37 - $59.74 $1.02M - $1.31M
21.9K $1.19M
CTVA
Corteva, Inc.

Basic Materials
20.8K
New
$55.21 - $64.13 $1.15M - $1.33M
20.8K $1.18M
AKYA
Akoya Biosciences, Inc.

Healthcare
515K
New
$2.07 - $3.24 $1.07M - $1.67M
515K $1.18M
IWR
Ishares Russell Mid Cap ETF

ETFs
13.2K
New
$87.25 - $95.52 $1.15M - $1.26M
13.2K $1.17M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
27.7K
New
$41.09 - $45.94 $1.14M - $1.27M
27.7K $1.16M
CSX
Csx Corp

Industrials
36K
New
$31.58 - $36.88 $1.14M - $1.33M
36K $1.16M
YUM
Yum Brands Inc

Consumer Cyclical
8.58K
New
$130.36 - $139.54 $1.12M - $1.2M
8.58K $1.15M
IRM
Iron Mountain Inc

Real Estate
10.9K
New
$101.62 - $128.14 $1.11M - $1.39M
10.9K $1.14M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
23.5K
New
$48.33 - $49.08 $1.14M - $1.15M
23.5K $1.14M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.6K
New
$229.83 - $258.46 $1.06M - $1.19M
4.6K $1.14M
XYL
Xylem Inc.

Industrials
9.78K
New
$116.02 - $137.45 $1.13M - $1.34M
9.78K $1.13M
TGT
Target Corp

Consumer Defensive
8.27K
New
$121.59 - $160.69 $1.01M - $1.33M
8.27K $1.12M
KHC
Kraft Heinz CO

Consumer Defensive
36.4K
New
$30.1 - $36.02 $1.1M - $1.31M
36.4K $1.12M
HYG
Ishares Tr

ETFs
14.2K
New
$78.09 - $80.04 $1.11M - $1.13M
14.2K $1.11M
DASH
Door Dash, Inc.

Communication Services
6.61K
New
$141.93 - $180.48 $937K - $1.19M
6.61K $1.11M
KEYS
Keysight Technologies, Inc.

Technology
6.88K
New
$149.01 - $172.53 $1.03M - $1.19M
6.88K $1.11M
LYB
Lyondell Basell Industries N.V.

Basic Materials
14.9K
New
$72.97 - $96.75 $1.08M - $1.44M
14.9K $1.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.84K
New
$170.03 - $192.78 $993K - $1.13M
5.84K $1.08M
TMUS
T Mobile Us, Inc.

Communication Services
4.8K
New
$206.1 - $246.94 $990K - $1.19M
4.8K $1.06M
OMC
Omnicom Group Inc.

Communication Services
12.1K
New
$85.82 - $105.47 $1.04M - $1.27M
12.1K $1.04M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.43K
New
$417.69 - $450.94 $1.02M - $1.1M
2.43K $1.03M
RELY
Remitly Global, Inc.

Technology
45.7K
New
$12.69 - $23.07 $580K - $1.05M
45.7K $1.03M
XLC
Select Sector Spdr Tr Communic

ETFs
10.6K
New
$89.66 - $102.16 $951K - $1.08M
10.6K $1.03M
CME
Cme Group Inc.

Financial Services
4.41K
New
$221.17 - $246.02 $976K - $1.09M
4.41K $1.02M
XLU
Utilities Sector Spdr

ETFs
13.5K
New
$74.89 - $82.93 $1.01M - $1.12M
13.5K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
7.41K
New
$136.28 - $154.74 $1.01M - $1.15M
7.41K $1.02M
EWY
Ishares Inc Msci South Korea E

ETFs
20K
New
$50.89 - $63.57 $1.02M - $1.27M
20K $1.02M
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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