Svb Wealth LLC Purchases in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHI
Pldt Inc.

Communication Services
2.12K
New
$21.87 - $25.01 $46.3K - $53K
2.12K $46K
STVN
Stevanato Group S.P.A.

Healthcare
2.26K
New
$18.11 - $24.11 $40.8K - $54.4K
2.26K $46K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
509
New
$87.72 - $111.91 $44.6K - $57K
509 $46K
CIB
Bancolombia Sa

Financial Services
1.13K
New
$31.99 - $44.29 $36.1K - $49.9K
1.13K $45K
XPEV
Xpeng Inc.

Consumer Cyclical
2.21K
New
$11.55 - $26.34 $25.5K - $58.2K
2.21K $45K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.75K
New
$25.08 - $25.64 $43.9K - $44.9K
1.75K $44K
DOX
Amdocs LTD

Technology
471
New
$82.21 - $92.02 $38.7K - $43.3K
471 $43K
MT
Arcelor Mittal

Basic Materials
1.5K
New
$21.82 - $33.93 $32.8K - $51K
1.5K $43K
ENTG
Entegris Inc

Technology
495
New
$87.48 - $109.53 $43.3K - $54.2K
495 $43K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.86K
New
$11.22 - $11.8 $43.3K - $45.5K
3.86K $43K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
840
New
$50.87 - $51.09 $42.7K - $42.9K
840 $42K
SKM
Sk Telecom CO LTD

Communication Services
2K
New
$20.91 - $23.05 $41.7K - $46K
2K $42K
FNF
Fidelity National Financial, Inc.

Financial Services
633
New
$54.25 - $65.27 $34.3K - $41.3K
633 $41K
PTC
Ptc Inc.

Technology
267
New
$153.3 - $193.48 $40.9K - $51.7K
267 $41K
VIV
Telefonica Brasil S.A.

Communication Services
4.72K
New
$7.5 - $9.4 $35.4K - $44.3K
4.72K $41K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1K
New
N/A
1K $40K
EXP
Eagle Materials Inc

Basic Materials
184
New
$207.49 - $262.13 $38.2K - $48.2K
184 $40K
G
Genpact LTD

Technology
808
New
$42.88 - $55.54 $34.6K - $44.9K
808 $40K
LITE
Lumentum Holdings Inc.

Technology
649
New
$57.41 - $100.38 $37.3K - $65.1K
649 $40K
XSW
Spdr S&P Software & Services E

ETFs
252
New
$159.76 - $197.42 $40.3K - $49.7K
252 $40K
BALL
Ball Corp

Consumer Cyclical
756
New
$49.04 - $56.53 $37.1K - $42.7K
756 $39K
FUTU
Futu Holdings LTD

Financial Services
387
New
$75.13 - $123.56 $29.1K - $47.8K
387 $39K
INCY
Incyte Corp

Healthcare
648
New
$60.0 - $75.26 $38.9K - $48.8K
648 $39K
BOND
Pimco Active Bond Exchange Tra

ETFs
426
New
$89.27 - $92.9 $38K - $39.6K
426 $39K
APG
A Pi Group Corp

Industrials
1.08K
New
$35.67 - $40.88 $38.3K - $43.9K
1.08K $38K
OWL
Blue Owl Capital Inc.

Financial Services
1.92K
New
$18.49 - $26.68 $35.5K - $51.3K
1.92K $38K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
500
New
$71.58 - $79.91 $35.8K - $40K
500 $38K
JLL
Jones Lang Lasalle Inc

Real Estate
154
New
$238.0 - $284.76 $36.7K - $43.9K
154 $38K
KD
Kyndryl Holdings, Inc.

Technology
1.21K
New
$31.32 - $43.45 $37.9K - $52.6K
1.21K $38K
MEOH
Methanex Corp

Basic Materials
1.09K
New
$35.09 - $53.61 $38.1K - $58.3K
1.09K $38K
SPXC
Spx Corp

Industrials
300
New
$128.78 - $154.37 $38.6K - $46.3K
300 $38K
BRX
Brixmor Property Group Inc.

Real Estate
1.66K
New
N/A
1.66K $37K
ESI
Element Solutions Inc

Basic Materials
1.64K
New
$22.61 - $27.55 $37K - $45.1K
1.64K $37K
ENPH
Enphase Energy, Inc.

Technology
610
New
$52.87 - $73.51 $32.3K - $44.8K
610 $37K
BAR
Granite Shares Gold Trust

ETFs
1.23K
New
$26.01 - $30.84 $32K - $38K
1.23K $37K
TGTX
Tg Therapeutics, Inc.

Healthcare
951
New
$27.67 - $42.99 $26.3K - $40.9K
951 $37K
ALGN
Align Technology Inc

Healthcare
229
New
$158.86 - $234.89 $36.4K - $53.8K
229 $36K
DPZ
Dominos Pizza Inc

Consumer Cyclical
79
New
$402.33 - $489.71 $31.8K - $38.7K
79 $36K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
703
New
$51.45 - $58.51 $36.2K - $41.1K
703 $36K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
290
New
$120.07 - $144.17 $34.8K - $41.8K
290 $36K
NRZ
New Residential Investment Corp.

Real Estate
5K
New
N/A
5K $36K
TDOC
Teladoc Health, Inc.

Healthcare
4.62K
New
$7.96 - $14.33 $36.8K - $66.3K
4.62K $36K
ADMA
Adma Biologics, Inc.

Healthcare
1.78K
New
$15.44 - $20.61 $27.4K - $36.6K
1.78K $35K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.17K
New
$28.45 - $41.08 $33.2K - $47.9K
1.17K $35K
BCE
Bce Inc

Communication Services
1.54K
New
$22.14 - $25.18 $34.2K - $38.9K
1.54K $35K
BAP
Credicorp LTD

Financial Services
190
New
$178.97 - $197.4 $34K - $37.5K
190 $35K
D
Dominion Energy, Inc

Utilities
403
+ 7.09%
$52.85 - $57.43 $21.3K - $23.1K
6.09K $341K
ETSY
Etsy Inc

Consumer Cyclical
754
New
$44.4 - $57.29 $33.5K - $43.2K
754 $35K
FCNCA
First Citizens Bancshares Inc

Financial Services
19
New
$1728.36 - $2231.14 $32.8K - $42.4K
19 $35K
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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