Svb Wealth LLC Incresed Positions in Q2 2025

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AES
Aes Corp

Utilities
111K
+ 139.42%
$9.63 - $12.55 $1.07M - $1.4M
191K $2.01M
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 2.82%
$4164.15 - $5789.24 $87.4K - $122K
766 $4.43M
EVRG
Evergy, Inc.

Utilities
12.6K
+ 895.52%
$64.06 - $69.64 $806K - $876K
14K $964K
AMCR
Amcor PLC

Consumer Cyclical
102K
+ 64.17%
$8.57 - $9.81 $874K - $1M
261K $2.4M
IDXX
Idexx Laboratories Inc

Healthcare
212
+ 5.14%
$361.04 - $536.34 $76.5K - $114K
4.33K $2.32M
BNDX
Vanguard Total International B

ETFs
11.1K
+ 357.75%
$48.77 - $49.55 $543K - $551K
14.2K $704K
RF
Regions Financial Corp

Financial Services
11.5K
+ 8.62%
$18.34 - $23.52 $211K - $270K
145K $3.41M
TROW
Price T Rowe Group Inc

Financial Services
3.06K
+ 25.14%
$80.27 - $98.06 $245K - $300K
15.2K $1.47M
VRSK
Verisk Analytics, Inc.

Industrials
860
+ 19.1%
$277.03 - $321.33 $238K - $276K
5.36K $1.67M
NI
Nisource Inc.

Utilities
7.47K
+ 9.94%
$37.11 - $40.64 $277K - $303K
82.6K $3.33M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
8.08K
+ 24.53%
$36.65 - $42.44 $296K - $343K
41K $1.66M
AEE
Ameren Corp

Utilities
1.37K
+ 10.41%
$94.23 - $101.68 $129K - $139K
14.5K $1.39M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
395
+ 5.68%
$48.22 - $60.41 $19K - $23.9K
7.35K $438K
CNC
Centene Corp

Healthcare
3.03K
+ 17.62%
$53.4 - $64.29 $162K - $195K
20.2K $1.1M
XLE
Energy Sector Spdr

ETFs
794
+ 30.41%
$76.44 - $94.13 $60.7K - $74.7K
3.41K $288K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.6K
+ 12.04%
$22.4 - $23.8 $35.7K - $38K
14.8K $353K
DFIV
Dimensional ETF Tr

ETFs
34
+ 0.5%
$34.67 - $43.21 $1.18K - $1.47K
6.85K $293K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11
+ 0.05%
$36.25 - $42.28 $399 - $465
20.4K $861K
MO
Altria Group, Inc.

Consumer Defensive
1.04K
+ 2.06%
$55.56 - $60.91 $57.9K - $63.5K
51.7K $3.03M
DUK
Duke Energy Corp

Utilities
851
+ 3.07%
$112.46 - $124.05 $95.7K - $106K
28.5K $3.37M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16.6K
+ 1094.06%
$87.84 - $1441.89 $1.46M - $23.9M
18.1K $1.63M
Activity Summary
Buys All Purchases 226 New Holdings 204 Increased Positions 22 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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