Svb Wealth LLC Purchases in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
4.63K
New
$168.32 - $181.87 $779K - $842K
4.63K $783K
ADSK
Autodesk, Inc.

Technology
3.13K
New
N/A
3.13K $768K
EMR
Emerson Electric CO

Industrials
6.18K
New
$108.13 - $134.33 $668K - $830K
6.18K $765K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.37K
New
$174.22 - $187.62 $761K - $819K
4.37K $765K
SHEL
Shell PLC

Energy
12K
New
$60.63 - $70.23 $726K - $841K
12K $750K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
14.1K
New
$50.39 - $62.35 $711K - $880K
14.1K $750K
HTGC
Hercules Capital, Inc.

Financial Services
36.6K
New
$18.53 - $20.22 $678K - $739K
36.6K $734K
AFL
Aflac Inc

Financial Services
6.97K
New
$100.37 - $115.27 $700K - $804K
6.97K $721K
STZ
Constellation Brands, Inc.

Consumer Defensive
3.23K
New
$219.66 - $257.62 $710K - $833K
3.23K $714K
OC
Owens Corning

Industrials
4.19K
New
$169.41 - $210.81 $710K - $884K
4.19K $713K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
992
New
$701.85 - $1046.91 $696K - $1.04M
992 $706K
CHD
Church & Dwight CO Inc

Consumer Defensive
6.75K
New
$99.11 - $112.25 $669K - $758K
6.75K $706K
IFF
International Flavors & Fragrances Inc

Basic Materials
8.2K
New
$83.96 - $106.19 $688K - $871K
8.2K $693K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
13.9K
New
$43.37 - $51.46 $605K - $717K
13.9K $671K
NRG
Nrg Energy, Inc.

Utilities
7.28K
New
$85.3 - $101.61 $621K - $740K
7.28K $657K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
19.4K
New
$32.55 - $36.44 $631K - $706K
19.4K $657K
FICO
Fair Isaac Corp

Technology
326
New
$1911.01 - $2382.4 $623K - $777K
326 $649K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
8.49K
New
$75.65 - $83.47 $642K - $708K
8.49K $646K
MET
Metlife Inc

Financial Services
7.9K
New
$78.15 - $88.25 $617K - $697K
7.9K $646K
SCHC
Schwab Strategic Tr Intl Small

ETFs
18.8K
New
$33.93 - $38.37 $637K - $721K
18.8K $644K
HII
Huntington Ingalls Industries, Inc.

Industrials
3.4K
New
$184.96 - $264.65 $629K - $900K
3.4K $642K
NI
Nisource Inc.

Utilities
17.4K
New
$33.74 - $38.25 $587K - $666K
17.4K $639K
AVB
Avalonbay Communities Inc

Real Estate
2.88K
New
$216.28 - $237.81 $624K - $686K
2.88K $634K
SPG
Simon Property Group Inc

Real Estate
3.68K
New
$167.23 - $183.84 $616K - $677K
3.68K $633K
LVS
Las Vegas Sands Corp

Consumer Cyclical
12.3K
New
$47.96 - $55.17 $589K - $678K
12.3K $631K
SSO
Proshares Ultra S&P 500

ETFs
6.8K
New
$87.92 - $99.73 $598K - $678K
6.8K $629K
NSC
Norfolk Southern Corp

Industrials
2.66K
New
$230.6 - $277.0 $613K - $737K
2.66K $624K
ALB
Albemarle Corp

Basic Materials
7.23K
New
$86.08 - $111.3 $623K - $805K
7.23K $622K
IWV
Ishares Russell 3000 ETF

ETFs
1.84K
New
$323.08 - $349.08 $595K - $643K
1.84K $615K
SCHP
Schwab Strategic Us Tips ETF

ETFs
23.6K
New
$25.74 - $53.78 $608K - $1.27M
23.6K $610K
IVE
Ishares S&P 500 Value ETF

ETFs
3.19K
New
$189.5 - $206.17 $604K - $657K
3.19K $608K
GPN
Global Payments Inc

Industrials
5.4K
New
$97.57 - $119.38 $527K - $645K
5.4K $605K
RBLX
Roblox Corp

Communication Services
10.4K
New
$39.86 - $61.45 $416K - $642K
10.4K $604K
NXPI
Nxp Semiconductors N.V.

Technology
2.91K
New
$207.27 - $255.58 $603K - $743K
2.91K $604K
RPM
Rpm International Inc

Basic Materials
4.81K
New
$120.09 - $140.26 $577K - $674K
4.81K $591K
BP
Bp PLC

Energy
19.9K
New
$28.16 - $33.14 $560K - $659K
19.9K $587K
CEG
Constellation Energy Corp

Utilities
2.61K
New
$224.28 - $285.52 $585K - $745K
2.61K $586K
FLEX
Flex Ltd.

Technology
15.2K
New
$32.52 - $41.3 $496K - $629K
15.2K $585K
XLE
Energy Sector Spdr

ETFs
6.78K
New
$83.32 - $97.27 $565K - $659K
6.78K $580K
AON
Aon PLC

Financial Services
1.58K
New
$344.14 - $393.31 $543K - $621K
1.58K $566K
SHOP
Shopify Inc.

Technology
5.3K
New
$78.14 - $119.49 $414K - $633K
5.3K $563K
SYF
Synchrony Financial

Financial Services
8.55K
New
$49.01 - $68.55 $419K - $586K
8.55K $555K
VBR
Vanguard Small Cap Value ETF

ETFs
2.8K
New
$197.36 - $217.3 $553K - $609K
2.8K $555K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
15.9K
New
$34.24 - $40.64 $545K - $646K
15.9K $554K
ROP
Roper Technologies Inc

Industrials
1.06K
New
$519.85 - $575.95 $551K - $610K
1.06K $550K
CMWAY
Commonwealth Bk Of Australia S

Financial Services
5.75K
New
$90.93 - $104.98 $523K - $603K
5.75K $549K
SONY
Sony Group Corp

Technology
25.4K
New
$17.53 - $96.8 $446K - $2.46M
25.4K $537K
HPE
Hewlett Packard Enterprise CO

Technology
25.1K
New
$19.31 - $23.95 $485K - $601K
25.1K $535K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.1K
New
$124.61 - $133.96 $511K - $549K
4.1K $527K
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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