Svb Wealth LLC Purchases in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
39.7K
New
$25.3 - $26.31 $1M - $1.04M
39.7K $1.01M
ACWI
Ishares Msci Acwi ETF

ETFs
8.62K
New
$117.05 - $123.03 $1.01M - $1.06M
8.62K $1.01M
XLY
Select Sector Spdr Consumer Di

ETFs
4.48K
New
$194.8 - $239.43 $872K - $1.07M
4.48K $1M
HCA
Hca Healthcare, Inc.

Healthcare
3.34K
New
$297.52 - $415.61 $994K - $1.39M
3.34K $1M
ROK
Rockwell Automation, Inc

Industrials
3.51K
New
$264.65 - $302.92 $929K - $1.06M
3.51K $1M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
41.4K
New
$17.13 - $34.23 $709K - $1.42M
41.4K $1M
BSX
Boston Scientific Corp

Healthcare
11.2K
New
$83.62 - $91.5 $935K - $1.02M
11.2K $999K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
18.5K
New
$52.71 - $56.65 $975K - $1.05M
18.5K $998K
IDXX
Idexx Laboratories Inc

Healthcare
2.42K
New
$406.92 - $495.42 $983K - $1.2M
2.42K $998K
HPQ
Hp Inc

Technology
30.3K
New
$32.46 - $39.3 $983K - $1.19M
30.3K $988K
VGT
Vanguard Information Technolog

ETFs
1.58K
New
$571.78 - $647.97 $906K - $1.03M
1.58K $984K
IVW
Ishares S&P 500 Growth ETF

ETFs
9.58K
New
$94.43 - $105.47 $904K - $1.01M
9.58K $972K
SYY
Sysco Corp

Consumer Defensive
12.7K
New
$73.63 - $81.77 $932K - $1.04M
12.7K $968K
USO
United States Oil Fund, LP

ETFs
12.8K
New
$69.66 - $79.2 $893K - $1.02M
12.8K $968K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.3K
New
$65.67 - $69.79 $942K - $1M
14.3K $961K
HOLX
Hologic Inc

Healthcare
13.2K
New
$70.76 - $83.72 $932K - $1.1M
13.2K $949K
FISV
Fiserv Inc

Technology
7.58K
New
N/A
7.58K $948K
CBRE
Cbre Group, Inc.

Real Estate
7.19K
New
$119.22 - $140.71 $857K - $1.01M
7.19K $944K
DHI
Horton D R Inc

Consumer Cyclical
6.73K
New
$137.24 - $194.56 $924K - $1.31M
6.73K $941K
PLD
Prologis, Inc.

Real Estate
8.87K
New
$101.4 - $126.96 $899K - $1.13M
8.87K $937K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.79K
New
$101.77 - $113.02 $894K - $993K
8.79K $928K
VEU
Vanguard Ftse All World Ex Us

ETFs
16.1K
New
$57.29 - $63.1 $923K - $1.02M
16.1K $924K
APO
Apollo Global Management, Inc.

Financial Services
5.55K
New
$131.36 - $178.61 $729K - $991K
5.55K $915K
PAYX
Paychex Inc

Industrials
6.52K
New
$135.86 - $148.73 $886K - $970K
6.52K $914K
DELL
Dell Technologies Inc.

Technology
7.92K
New
$111.96 - $144.21 $887K - $1.14M
7.92K $912K
HOOD
Robinhood Markets, Inc.

Technology
24.4K
New
$22.33 - $43.2 $544K - $1.05M
24.4K $908K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
11.1K
New
$81.7 - $100.47 $906K - $1.11M
11.1K $906K
TRV
Travelers Companies, Inc.

Financial Services
3.75K
New
$225.97 - $266.66 $848K - $1M
3.75K $903K
OEF
Ishares S&P 100 ETF

ETFs
3.37K
New
N/A
3.37K $895K
COIN
Coinbase Global, Inc.

Technology
3.6K
New
$163.17 - $343.62 $588K - $1.24M
3.6K $894K
CARR
Carrier Global Corp

Industrials
13.1K
New
$66.69 - $82.65 $871K - $1.08M
13.1K $891K
RF
Regions Financial Corp

Financial Services
37.5K
New
$22.45 - $27.47 $841K - $1.03M
37.5K $880K
VV
Vanguard Large Cap ETF

ETFs
3.26K
New
$260.27 - $280.65 $847K - $914K
3.26K $877K
ASML
Asml Holding Nv

Technology
1.27K
New
$658.43 - $872.27 $833K - $1.1M
1.27K $876K
O
Realty Income Corp

Real Estate
16.4K
New
$51.76 - $64.71 $846K - $1.06M
16.4K $873K
NVS
Novartis Ag

Healthcare
8.93K
New
$96.78 - $117.18 $864K - $1.05M
8.93K $869K
CTAS
Cintas Corp

Industrials
4.75K
New
$182.7 - $226.47 $867K - $1.08M
4.75K $867K
HIG
Hartford Financial Services Group, Inc.

Financial Services
7.82K
New
$107.06 - $123.74 $837K - $968K
7.82K $855K
VNQI
Vanguard Global Ex U.S. Real

ETFs
24.9K
+ 123.71%
$39.22 - $47.52 $978K - $1.18M
45.1K $1.78M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
20.4K
New
$40.38 - $44.35 $822K - $903K
20.4K $832K
SU
Suncor Energy Inc

Energy
23.1K
New
$34.5 - $41.53 $797K - $960K
23.1K $824K
SAP
Sap Se

Technology
3.35K
New
$218.13 - $255.54 $730K - $855K
3.35K $823K
AEP
American Electric Power CO Inc

Utilities
8.88K
New
$90.91 - $102.21 $807K - $908K
8.88K $819K
KLAC
Kla Corp

Technology
1.26K
New
$614.46 - $829.55 $776K - $1.05M
1.26K $795K
TQQQ
Proshares Ultrapro Qqq

ETFs
10K
New
$69.42 - $93.29 $694K - $933K
10K $791K
RWO
Spdr Dow Jones Global Real Est

ETFs
18.3K
New
$42.41 - $47.31 $778K - $868K
18.3K $786K
MSI
Motorola Solutions, Inc.

Technology
1.7K
New
$449.08 - $504.6 $763K - $858K
1.7K $785K
AZN
Astrazeneca PLC

Healthcare
12K
New
$63.2 - $79.58 $757K - $953K
12K $784K
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.1K
New
$63.58 - $71.15 $767K - $858K
12.1K $784K
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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