Svb Wealth LLC Purchases in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.43K
New
$17.15 - $21.07 $24.6K - $30.2K
1.43K $28K
CPNG
Coupang, Inc.

Consumer Cyclical
1.29K
New
$21.34 - $25.52 $27.6K - $33K
1.29K $28K
JHMM
John Hancock Multifactor Mid C

ETFs
504
New
$55.69 - $63.12 $28.1K - $31.8K
504 $28K
MRNA
Moderna, Inc.

Healthcare
1K
New
$28.35 - $47.53 $28.5K - $47.7K
1K $28K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
1.53K
New
$18.41 - $19.27 $28.2K - $29.5K
1.53K $28K
SOFI
So Fi Technologies, Inc.

Financial Services
2.45K
New
$11.18 - $18.03 $27.4K - $44.1K
2.45K $28K
ALLY
Ally Financial Inc.

Financial Services
746
New
$32.99 - $40.09 $24.6K - $29.9K
746 $27K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
100
New
$233.07 - $290.7 $23.3K - $29.1K
100 $27K
DFIV
Dimensional ETF Tr

ETFs
7
+ 0.1%
$35.33 - $40.77 $247 - $285
6.82K $268K
ICLR
Icon PLC

Healthcare
160
New
$174.99 - $222.58 $28K - $35.6K
160 $27K
PAXS
Pimco Access Income Fund

Financial Services
1.72K
New
$15.31 - $16.37 $26.3K - $28.2K
1.72K $27K
QFIN
360 Digi Tech, Inc.

Financial Services
616
New
$36.09 - $48.12 $22.2K - $29.6K
616 $27K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
517
New
N/A
517 $27K
AVDX
Avid Xchange Holdings, Inc.

Technology
3.1K
New
$6.89 - $10.81 $21.4K - $33.5K
3.1K $26K
GPRK
Geo Park LTD

Energy
3.33K
New
$7.56 - $11.4 $25.2K - $38K
3.33K $26K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
153
New
$160.89 - $187.27 $24.6K - $28.7K
153 $26K
HRB
H&R Block Inc

Consumer Cyclical
475
New
$49.96 - $55.97 $23.7K - $26.6K
475 $26K
JBBB
Janus Detroit Str Tr Henderson

ETFs
542
New
$48.34 - $49.66 $26.2K - $26.9K
542 $26K
KIO
Kkr Income Opportunities Fund

Financial Services
2.15K
New
$12.16 - $13.6 $26.1K - $29.2K
2.15K $26K
NWS
News Corp New Cl B Com Stk (De

Communication Services
883
New
$29.66 - $35.0 $26.2K - $30.9K
883 $26K
PNM
Pnm Resources Inc

Utilities
639
New
N/A
639 $26K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
352
New
$60.74 - $73.87 $21.4K - $26K
352 $26K
WDI
Western Asset Diversified Income Fund

ETFs
1.84K
New
$14.4 - $15.26 $26.5K - $28K
1.84K $26K
WK
Workiva Inc

Technology
345
New
$75.91 - $114.09 $26.2K - $39.4K
345 $26K
AR
Antero Resources Corp

Energy
642
New
$33.64 - $41.42 $21.6K - $26.6K
642 $25K
BSM
Black Stone Minerals, L.P.

Energy
1.66K
New
$14.48 - $15.59 $24K - $25.8K
1.66K $25K
ORCC
Owl Rock Capital Corp

Financial Services
1.94K
New
N/A
1.94K $25K
GIB
Cgi Inc

Technology
253
New
$98.12 - $122.43 $24.8K - $31K
253 $25K
LMND
Lemonade, Inc.

Financial Services
814
New
$30.77 - $38.56 $25K - $31.4K
814 $25K
ZS
Zscaler, Inc.

Technology
129
New
$181.66 - $216.87 $23.4K - $28K
129 $25K
CRSP
Crispr Therapeutics Ag

Healthcare
730
New
$34.03 - $53.02 $24.8K - $38.7K
730 $24K
DOCS
Doximity, Inc.

Healthcare
414
New
$49.71 - $83.14 $20.6K - $34.4K
414 $24K
EVI
Evi Industries, Inc.

Industrials
1.49K
New
$16.01 - $19.15 $23.8K - $28.4K
1.49K $24K
HRI
Herc Holdings Inc

Industrials
181
New
$122.25 - $211.06 $22.1K - $38.2K
181 $24K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
500
New
$46.78 - $57.72 $23.4K - $28.9K
500 $24K
KBR
Kbr, Inc.

Industrials
490
New
$47.88 - $60.47 $23.5K - $29.6K
490 $24K
KRP
Kimbell Royalty Partners, LP

Energy
1.75K
New
$13.35 - $16.45 $23.3K - $28.8K
1.75K $24K
NVT
N Vent Electric PLC

Industrials
469
New
$52.42 - $75.4 $24.6K - $35.4K
469 $24K
STN
Stantec Inc

Industrials
290
New
$74.62 - $89.33 $21.6K - $25.9K
290 $24K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
755
New
$32.02 - $41.58 $24.2K - $31.4K
755 $24K
ACHR
Archer Aviation Inc.

Industrials
3.26K
New
$6.8 - $11.51 $22.2K - $37.5K
3.26K $23K
GBCI
Glacier Bancorp, Inc.

Financial Services
541
New
$43.81 - $52.23 $23.7K - $28.3K
541 $23K
AEIS
Advanced Energy Industries Inc

Industrials
239
New
$94.8 - $131.54 $22.7K - $31.4K
239 $22K
AVAV
Aero Vironment Inc

Industrials
191
New
$119.19 - $186.12 $22.8K - $35.5K
191 $22K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
470
New
$47.41 - $48.44 $22.3K - $22.8K
470 $22K
CELH
Celsius Holdings, Inc.

Consumer Defensive
639
New
$21.28 - $35.62 $13.6K - $22.8K
639 $22K
DXC
Dxc Technology CO

Technology
1.33K
New
$16.43 - $22.61 $21.8K - $30K
1.33K $22K
ENIC
Enel Chile S.A.

Utilities
6.84K
New
$2.85 - $3.47 $19.5K - $23.7K
6.84K $22K
PNQI
Invesco Nasdaq Internet ETF

ETFs
500
New
$43.72 - $51.15 $21.9K - $25.6K
500 $22K
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
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email