Svb Wealth LLC Incresed Positions in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
419
+ 0.95%
$442.66 - $534.52 $185K - $224K
44.5K $23.7M
KMI
Kinder Morgan, Inc.

Energy
98.5K
+ 65.82%
$26.1 - $31.22 $2.57M - $3.07M
248K $7.08M
XOM
Exxon Mobil Corp

Energy
8.04K
+ 5.18%
$105.44 - $118.93 $847K - $956K
163K $19.4M
NI
Nisource Inc.

Utilities
57.7K
+ 331.64%
$35.57 - $41.23 $2.05M - $2.38M
75.1K $3.01M
RF
Regions Financial Corp

Financial Services
95.8K
+ 255.85%
$20.84 - $24.77 $2M - $2.37M
133K $2.9M
MA
Mastercard Inc

Financial Services
2.91K
+ 18.88%
$504.67 - $576.31 $1.47M - $1.68M
18.3K $10M
AMAT
Applied Materials Inc

Technology
14.9K
+ 95.61%
$145.06 - $195.51 $2.16M - $2.92M
30.5K $4.43M
COP
Conocophillips

Energy
13.9K
+ 61.26%
$88.6 - $105.85 $1.23M - $1.47M
36.6K $3.84M
ALL
Allstate Corp

Financial Services
6.86K
+ 92.05%
$180.99 - $210.18 $1.24M - $1.44M
14.3K $2.96M
CME
Cme Group Inc.

Financial Services
4.93K
+ 111.74%
$225.82 - $266.54 $1.11M - $1.31M
9.34K $2.48M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
26.7K
+ 429.64%
$42.3 - $45.81 $1.13M - $1.22M
32.9K $1.44M
DUK
Duke Energy Corp

Utilities
6.98K
+ 33.69%
$105.87 - $121.97 $739K - $851K
27.7K $3.38M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.8K
+ 31.1%
$91.45 - $91.75 $1.08M - $1.09M
49.9K $4.58M
AMCR
Amcor PLC

Consumer Cyclical
110K
+ 224.98%
$9.33 - $10.39 $1.03M - $1.14M
159K $1.54M
MKTX
Marketaxess Holdings Inc

Financial Services
4.51K
+ 343.97%
$189.81 - $226.47 $855K - $1.02M
5.82K $1.26M
VONG
Vanguard Russell 1000 Growth E

ETFs
10K
+ 219.45%
$92.71 - $107.38 $931K - $1.08M
14.6K $1.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.39K
+ 19.97%
$468.34 - $539.52 $1.59M - $1.83M
20.4K $9.56M
AEE
Ameren Corp

Utilities
7.98K
+ 154.24%
$86.87 - $103.67 $693K - $827K
13.2K $1.32M
TECH
Bio Techne Corp

Healthcare
19.5K
+ 85.52%
$58.47 - $78.75 $1.14M - $1.54M
42.4K $2.49M
T
At&T Inc.

Communication Services
1.68K
+ 1.17%
$21.56 - $28.28 $36.3K - $47.6K
145K $4.11M
MO
Altria Group, Inc.

Consumer Defensive
8.18K
+ 19.27%
$50.81 - $60.02 $416K - $491K
50.6K $3.04M
IDXX
Idexx Laboratories Inc

Healthcare
1.71K
+ 70.57%
$406.29 - $469.04 $693K - $800K
4.12K $1.73M
TROW
Price T Rowe Group Inc

Financial Services
7.8K
+ 178.65%
$91.57 - $116.93 $714K - $912K
12.2K $1.12M
CNC
Centene Corp

Healthcare
10K
+ 140.39%
$55.93 - $65.89 $562K - $662K
17.2K $1.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
153
+ 25.84%
$4295.4 - $5141.88 $657K - $787K
745 $3.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.43K
+ 55.67%
$169.43 - $182.84 $412K - $444K
6.8K $1.18M
UBER
Uber Technologies, Inc

Technology
912
+ 4.19%
$63.17 - $81.49 $57.6K - $74.3K
22.7K $1.65M
HES
Hess Corp

Energy
1.13K
+ 44.68%
$135.42 - $160.52 $152K - $181K
3.64K $581K
AEP
American Electric Power CO Inc

Utilities
538
+ 6.06%
$90.32 - $109.27 $48.6K - $58.8K
9.42K $1.03M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
711
+ 15.13%
$522.96 - $601.18 $372K - $427K
5.41K $2.89M
MPC
Marathon Petroleum Corp

Energy
897
+ 9.88%
$134.72 - $159.03 $121K - $143K
9.97K $1.45M
CAH
Cardinal Health Inc

Healthcare
731
+ 37.35%
$118.02 - $137.77 $86.3K - $101K
2.69K $370K
CEG
Constellation Energy Corp

Utilities
971
+ 37.23%
$201.63 - $347.44 $196K - $337K
3.58K $721K
SPOT
Spotify Technology S.A.

Communication Services
148
+ 29.13%
$457.79 - $648.32 $67.8K - $96K
656 $360K
WELL
Welltower Inc.

Real Estate
269
+ 8.33%
$124.05 - $156.86 $33.4K - $42.2K
3.5K $535K
AGNC
Agnc Investment Corp.

Real Estate
11.7K
+ 60.52%
$9.12 - $10.54 $106K - $123K
31K $296K
CBRE
Cbre Group, Inc.

Real Estate
840
+ 11.68%
$121.79 - $147.13 $102K - $124K
8.03K $1.05M
WEC
Wec Energy Group, Inc.

Utilities
457
+ 20.45%
$92.12 - $108.98 $42.1K - $49.8K
2.69K $293K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.26K
+ 1.64%
$50.39 - $50.66 $63.2K - $63.6K
77.7K $3.93M
XLC
Select Sector Spdr Tr Communic

ETFs
757
+ 7.13%
$94.84 - $105.31 $71.8K - $79.7K
11.4K $1.1M
GNR
Spdr S&P Global Natural Resour

ETFs
915
+ 15.65%
$50.12 - $54.48 $45.9K - $49.8K
6.76K $359K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
113
+ 0.81%
$42.3 - $53.69 $4.78K - $6.07K
14.1K $731K
JCI
Johnson Controls International PLC

Industrials
635
+ 11.88%
$76.12 - $90.6 $48.3K - $57.5K
5.98K $479K
DVN
Devon Energy Corp

Energy
321
+ 4.11%
$33.15 - $38.55 $10.6K - $12.4K
8.13K $304K
D
Dominion Energy, Inc

Utilities
403
+ 7.09%
$52.85 - $57.43 $21.3K - $23.1K
6.09K $341K
UNM
Unum Group

Financial Services
79
+ 2.83%
$71.8 - $83.34 $5.67K - $6.58K
2.87K $233K
DFIV
Dimensional ETF Tr

ETFs
7
+ 0.1%
$35.33 - $40.77 $247 - $285
6.82K $268K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
795
+ 6.39%
$23.32 - $23.84 $18.5K - $19K
13.2K $310K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10
+ 0.05%
$39.96 - $43.3 $400 - $433
20.4K $839K
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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