Svb Wealth LLC Purchases in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
1.88K
New
$246.06 - $292.59 $464K - $551K
1.88K $525K
TWLO
Twilio Inc

Communication Services
4.73K
New
$63.73 - $114.96 $302K - $544K
4.73K $511K
FIS
Fidelity National Information Services, Inc.

Technology
6.33K
New
$80.14 - $90.95 $508K - $576K
6.33K $511K
PSX
Phillips 66

Energy
4.45K
New
$110.35 - $138.93 $491K - $619K
4.45K $507K
TTD
Trade Desk, Inc.

Technology
4.28K
New
$108.7 - $139.51 $465K - $597K
4.28K $503K
BMO
Bank Of Montreal

Financial Services
5.18K
New
$89.75 - $103.39 $465K - $535K
5.18K $502K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.81K
New
$176.4 - $231.84 $496K - $652K
2.81K $496K
PH
Parker Hannifin Corp

Industrials
779
New
$621.74 - $709.46 $484K - $553K
779 $495K
ROST
Ross Stores, Inc.

Consumer Cyclical
3.28K
New
$138.59 - $156.61 $454K - $513K
3.28K $495K
TROW
Price T Rowe Group Inc

Financial Services
4.37K
New
$106.48 - $124.69 $465K - $544K
4.37K $493K
STX
Seagate Technology Holdings PLC

Technology
5.54K
New
$86.31 - $112.64 $478K - $624K
5.54K $478K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.24K
New
$260.53 - $404.79 $323K - $502K
1.24K $474K
VONG
Vanguard Russell 1000 Growth E

ETFs
4.58K
New
$95.27 - $107.82 $436K - $493K
4.58K $472K
VTWV
Vanguard Russell 2000 Value Et

ETFs
3.19K
New
$143.69 - $159.92 $459K - $510K
3.19K $461K
AEE
Ameren Corp

Utilities
5.17K
New
$85.81 - $94.98 $444K - $491K
5.17K $461K
AMCR
Amcor PLC

Consumer Cyclical
48.9K
New
$9.34 - $11.37 $457K - $556K
48.9K $460K
MRVL
Marvell Technology, Inc.

Technology
4.16K
New
$70.31 - $124.78 $293K - $520K
4.16K $459K
LDOS
Leidos Holdings, Inc.

Technology
3.19K
New
$143.17 - $201.39 $456K - $642K
3.19K $458K
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
9.28K
New
$47.87 - $54.42 $444K - $505K
9.28K $457K
ET
Energy Transfer LP

Energy
23.4K
New
$16.05 - $19.86 $375K - $464K
23.4K $457K
SNA
Snap On Inc

Industrials
1.34K
New
$285.44 - $371.35 $382K - $498K
1.34K $454K
GWW
W.W. Grainger, Inc.

Industrials
430
New
$1023.06 - $1220.93 $440K - $525K
430 $453K
GNTX
Gentex Corp

Consumer Cyclical
15.7K
New
$28.6 - $31.34 $450K - $493K
15.7K $452K
BHP
Bhp Group LTD

Basic Materials
9.25K
New
$48.78 - $62.43 $451K - $578K
9.25K $451K
TM
Toyota Motor Corp

Consumer Cyclical
2.3K
New
$169.2 - $199.52 $389K - $458K
2.3K $447K
AWK
American Water Works Company, Inc.

Utilities
3.59K
New
$123.83 - $146.07 $444K - $524K
3.59K $446K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
13.4K
New
$33.39 - $37.66 $446K - $504K
13.4K $446K
DEO
Diageo PLC

Consumer Defensive
3.5K
New
$118.0 - $139.88 $413K - $489K
3.5K $444K
HSBC
Hsbc Holdings PLC

Financial Services
8.91K
New
$43.83 - $49.51 $391K - $441K
8.91K $440K
BKR
Baker Hughes CO

Energy
10.7K
New
$35.98 - $44.88 $386K - $481K
10.7K $439K
AZO
Autozone Inc

Consumer Cyclical
137
New
$2981.19 - $3370.27 $408K - $462K
137 $438K
PCAR
Paccar Inc

Industrials
4.17K
New
$97.92 - $118.41 $409K - $494K
4.17K $434K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.32K
New
$146.47 - $191.01 $340K - $444K
2.32K $433K
UBS
Ubs Group Ag

Financial Services
14.3K
New
$29.78 - $33.08 $426K - $473K
14.3K $433K
CNC
Centene Corp

Healthcare
7.15K
New
$56.71 - $73.94 $406K - $529K
7.15K $433K
EMN
Eastman Chemical CO

Basic Materials
4.72K
New
$90.03 - $110.64 $425K - $523K
4.72K $431K
PEAK
Healthpeak Properties, Inc.

Real Estate
22.7K
New
N/A
22.7K $429K
LEN
Lennar Corp

Consumer Cyclical
3.13K
New
$136.2 - $188.96 $427K - $592K
3.13K $427K
ADEA
Adeia Inc.

Technology
30.2K
New
$11.43 - $14.61 $346K - $442K
30.2K $422K
GPC
Genuine Parts CO

Consumer Cyclical
3.62K
New
$113.11 - $143.63 $409K - $519K
3.62K $422K
AIG
American International Group, Inc.

Financial Services
5.81K
New
$70.0 - $79.22 $407K - $460K
5.81K $422K
JCI
Johnson Controls International PLC

Industrials
5.35K
New
$74.23 - $86.6 $397K - $463K
5.35K $421K
CFG
Citizens Financial Group Inc

Financial Services
9.62K
New
$39.92 - $48.46 $384K - $466K
9.62K $420K
PDD
Pinduoduo Inc.

Consumer Cyclical
4.34K
New
$94.39 - $154.27 $409K - $669K
4.34K $420K
BNPQY
Bnp Paribas Spons Adr

Financial Services
13.7K
New
$29.18 - $35.95 $399K - $492K
13.7K $419K
VOTE
Engine No 1 ETF Tr

ETFs
6.09K
New
$66.37 - $71.58 $404K - $436K
6.09K $418K
JD
Jd.Com, Inc.

Consumer Cyclical
12.1K
New
$33.35 - $47.1 $403K - $569K
12.1K $418K
NEM
Newmont Corp

Basic Materials
11.2K
New
$37.0 - $58.68 $415K - $658K
11.2K $417K
ALIZY
Allianz Se

Financial Services
13.6K
New
$29.84 - $32.96 $406K - $448K
13.6K $415K
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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