Svb Wealth LLC Purchases in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IONQ
Ion Q, Inc.

Technology
1.6K
New
$18.27 - $51.07 $29.3K - $81.9K
1.6K $35K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
235
New
$132.75 - $177.12 $31.2K - $41.6K
235 $35K
STLA
Stellantis N.V.

Consumer Cyclical
3.13K
New
$11.21 - $14.21 $35.1K - $44.5K
3.13K $35K
TTEK
Tetra Tech Inc

Industrials
1.22K
New
$28.26 - $42.58 $34.6K - $52.1K
1.22K $35K
BLD
Top Build Corp

Industrials
116
New
$295.17 - $354.82 $34.2K - $41.2K
116 $35K
ITGR
Integer Holdings Corp

Healthcare
295
New
$115.16 - $144.36 $34K - $42.6K
295 $34K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
2.62K
New
$12.14 - $13.31 $31.8K - $34.9K
2.62K $34K
NBIX
Neurocrine Biosciences Inc

Healthcare
313
New
$107.22 - $153.29 $33.6K - $48K
313 $34K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.95K
New
$15.88 - $17.78 $31K - $34.7K
1.95K $34K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
1.8K
New
$15.18 - $19.72 $27.3K - $35.5K
1.8K $34K
CAPL
Cross America Partners LP

Energy
1.35K
New
$21.88 - $24.57 $29.4K - $33K
1.35K $33K
CDAY
Ceridian Hcm Holding Inc.

Technology
512
New
N/A
512 $33K
GTES
Gates Industrial Corp PLC

Industrials
1.84K
New
$18.41 - $23.51 $33.8K - $43.2K
1.84K $33K
GSL
Global Ship Lease, Inc.

Industrials
1.45K
New
$21.1 - $23.88 $30.6K - $34.6K
1.45K $33K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
338
New
$96.88 - $148.78 $32.7K - $50.3K
338 $33K
OMF
One Main Holdings, Inc.

Financial Services
693
New
$45.35 - $58.06 $31.4K - $40.2K
693 $33K
TME
Tencent Music Entertainment Group

Communication Services
2.35K
New
$10.28 - $15.09 $24.2K - $35.5K
2.35K $33K
ADC
Agree Realty Corp

Real Estate
426
New
$68.36 - $77.19 $29.1K - $32.9K
426 $32K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.48K
New
$19.58 - $22.02 $28.9K - $32.5K
1.48K $32K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
342
New
$93.57 - $120.35 $32K - $41.2K
342 $32K
ATR
Aptargroup, Inc.

Healthcare
220
New
$141.7 - $159.83 $31.2K - $35.2K
220 $32K
APAM
Artisan Partners Asset Management Inc.

Financial Services
836
New
$38.51 - $45.32 $32.2K - $37.9K
836 $32K
HALO
Halozyme Therapeutics, Inc.

Healthcare
510
New
$47.74 - $65.16 $24.3K - $33.2K
510 $32K
IVZ
Invesco Ltd.

Financial Services
2.13K
New
$14.82 - $19.34 $31.6K - $41.2K
2.13K $32K
LI
Li Auto Inc.

Consumer Cyclical
1.3K
New
$21.72 - $32.92 $28.2K - $42.7K
1.3K $32K
JFR
Nuveen Floating Rate Income Fund

Financial Services
3.78K
New
$8.41 - $9.05 $31.8K - $34.2K
3.78K $32K
SSNC
Ss&C Technologies Holdings Inc

Technology
394
New
$74.75 - $89.13 $29.5K - $35.1K
394 $32K
UTHR
United Therapeutics Corp

Healthcare
105
New
$304.42 - $380.78 $32K - $40K
105 $32K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.66K
New
$18.61 - $21.28 $30.8K - $35.3K
1.66K $31K
ARLP
Alliance Resource Partners LP

Energy
1.17K
New
$24.47 - $29.24 $28.7K - $34.2K
1.17K $31K
AB
Alliancebernstein Holding L.P.

Financial Services
825
New
$35.0 - $40.73 $28.9K - $33.6K
825 $31K
BILI
Bilibili Inc.

Communication Services
1.63K
New
$15.97 - $24.1 $26K - $39.2K
1.63K $31K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
500
New
$62.72 - $71.92 $31.4K - $36K
500 $31K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
315
New
$93.1 - $106.93 $29.3K - $33.7K
315 $30K
CHE
Chemed Corp

Healthcare
49
New
$521.84 - $615.32 $25.6K - $30.2K
49 $30K
RE
Everest Re Group LTD

Financial Services
83
New
N/A
83 $30K
EXAS
Exact Sciences Corp

Healthcare
697
New
$43.04 - $58.51 $30K - $40.8K
697 $30K
GLNG
Golar Lng LTD

Energy
815
New
$31.34 - $43.84 $25.5K - $35.7K
815 $30K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
3.79K
New
$7.63 - $8.31 $28.9K - $31.5K
3.79K $30K
THC
Tenet Healthcare Corp

Healthcare
224
New
$119.51 - $144.98 $26.8K - $32.5K
224 $30K
UNM
Unum Group

Financial Services
79
+ 2.83%
$71.8 - $83.34 $5.67K - $6.58K
2.87K $233K
CCJ
Cameco Corp

Energy
705
New
$40.64 - $56.86 $28.7K - $40.1K
705 $29K
GTLS
Chart Industries Inc

Industrials
207
New
$141.99 - $218.35 $29.4K - $45.2K
207 $29K
EWBC
East West Bancorp Inc

Financial Services
327
New
$84.35 - $103.91 $27.6K - $34K
327 $29K
RDVY
First Trust Rising Dividend Ac

ETFs
500
New
$57.22 - $63.39 $28.6K - $31.7K
500 $29K
IRDM
Iridium Communications Inc.

Communication Services
1.09K
New
$26.87 - $32.66 $29.3K - $35.6K
1.09K $29K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.68K
New
$7.89 - $8.07 $29K - $29.7K
3.68K $29K
STWD
Starwood Property Trust, Inc.

Real Estate
1.51K
New
$18.41 - $20.53 $27.8K - $31K
1.51K $29K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
596
New
$47.25 - $67.02 $28.2K - $39.9K
596 $28K
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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