Svb Wealth LLC New Holdings in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
244K
New
$23.92 - $26.89 $5.82M - $6.55M
244K $6.29M
VONV
Vanguard Russell 1000 Value Et

ETFs
13.3K
New
$80.21 - $86.14 $1.07M - $1.15M
13.3K $1.1M
AES
Aes Corp

Utilities
79.7K
New
$9.93 - $13.23 $792K - $1.05M
79.7K $990K
VGIT
Vanguard Intermediate Term Tre

ETFs
10.5K
New
$57.44 - $59.4 $603K - $624K
10.5K $623K
GME
Game Stop Corp.

Consumer Cyclical
15.2K
New
$21.73 - $33.37 $330K - $507K
15.2K $339K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
11.1K
New
$22.39 - $33.23 $248K - $368K
11.1K $334K
MOS
Mosaic CO

Basic Materials
9.56K
New
$23.08 - $28.8 $221K - $275K
9.56K $258K
PSA
Public Storage

Real Estate
776
New
$288.99 - $313.98 $224K - $244K
776 $232K
VALE
Vale S.A.

Basic Materials
23.1K
New
$8.5 - $10.19 $196K - $235K
23.1K $230K
KIM
Kimco Realty Corp

Real Estate
10.8K
New
$20.15 - $23.42 $218K - $253K
10.8K $229K
FOXA
Fox Corp

Communication Services
3.87K
New
$47.9 - $58.0 $186K - $225K
3.87K $219K
SE
Sea LTD

Consumer Cyclical
1.62K
New
$104.87 - $146.31 $170K - $237K
1.62K $211K
NET
Cloudflare, Inc.

Technology
1.84K
New
$110.71 - $176.5 $203K - $324K
1.84K $206K
VST
Vistra Corp.

Utilities
1.75K
New
$108.49 - $191.89 $189K - $335K
1.75K $204K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.84K
New
$96.18 - $109.82 $177K - $202K
1.84K $188K
PFG
Principal Financial Group Inc

Financial Services
2.12K
New
$76.34 - $89.04 $162K - $189K
2.12K $179K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.4K
New
$17.16 - $25.25 $127K - $187K
7.4K $176K
NTAP
Net App, Inc.

Technology
1.93K
New
$87.84 - $126.3 $169K - $244K
1.93K $169K
AVY
Avery Dennison Corp

Industrials
944
New
$174.58 - $195.91 $165K - $185K
944 $168K
EQH
Equitable Holdings, Inc.

Financial Services
3.21K
New
$47.64 - $55.68 $153K - $179K
3.21K $167K
PAYC
Paycom Software, Inc.

Technology
737
New
$199.42 - $225.82 $147K - $166K
737 $161K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.58K
New
$53.69 - $62.68 $138K - $162K
2.58K $155K
MNDY
Monday.Com Ltd.

Technology
640
New
$213.0 - $327.92 $136K - $210K
640 $155K
EME
Emcor Group, Inc.

Industrials
418
New
$361.16 - $535.99 $151K - $224K
418 $154K
ES
Eversource Energy

Utilities
2.46K
New
$55.63 - $63.8 $137K - $157K
2.46K $153K
RWX
Spdr Dow Jones International R

ETFs
6.18K
New
$22.39 - $24.7 $138K - $153K
6.18K $151K
IQDF
Flexshares International Quali

ETFs
6K
New
$23.0 - $25.77 $138K - $155K
6K $149K
GRMN
Garmin LTD

Technology
690
New
$204.55 - $241.93 $141K - $167K
690 $149K
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.09K
New
$28.92 - $29.24 $147K - $149K
5.09K $148K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.57K
New
$87.68 - $94.52 $137K - $148K
1.57K $146K
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.2K
New
$43.53 - $45.42 $139K - $145K
3.2K $144K
MTB
M&T Bank Corp

Financial Services
809
New
$170.47 - $201.98 $138K - $163K
809 $144K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.39K
New
$39.18 - $43.52 $133K - $148K
3.39K $141K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
9.02K
New
$12.68 - $17.71 $114K - $160K
9.02K $141K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.27K
New
$46.15 - $63.53 $105K - $144K
2.27K $139K
BAX
Baxter International Inc

Healthcare
4.03K
New
$29.26 - $36.57 $118K - $147K
4.03K $137K
AA
Alcoa Corp

Basic Materials
4.48K
New
$30.5 - $39.53 $137K - $177K
4.48K $136K
CYBR
Cyber Ark Software Ltd.

Technology
397
New
$312.8 - $414.31 $124K - $164K
397 $134K
NXST
Nexstar Media Group, Inc.

Communication Services
753
New
$146.34 - $182.75 $110K - $138K
753 $134K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.2K
New
$59.78 - $60.03 $132K - $132K
2.2K $131K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
624
New
$211.47 - $267.17 $132K - $167K
624 $131K
AME
Ametek Inc

Industrials
759
New
$170.39 - $190.43 $129K - $145K
759 $130K
XLB
Select Sector Spdr Fd Material

ETFs
1.5K
New
$83.19 - $90.99 $124K - $136K
1.5K $128K
RWR
Spdr Dow Jones Reit ETF

ETFs
1.29K
New
$95.15 - $104.06 $123K - $135K
1.29K $128K
PODD
Insulet Corp

Healthcare
479
New
$237.06 - $288.29 $114K - $138K
479 $125K
JNPR
Juniper Networks Inc

Technology
3.45K
New
$34.38 - $39.03 $119K - $135K
3.45K $124K
EXR
Extra Space Storage Inc.

Real Estate
825
New
$143.8 - $161.28 $119K - $133K
825 $122K
ALC
Alcon Inc

Healthcare
1.26K
New
$82.73 - $96.8 $105K - $122K
1.26K $119K
CHT
Chunghwa Telecom CO LTD

Communication Services
3.06K
New
$36.78 - $39.46 $113K - $121K
3.06K $119K
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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