Svb Wealth LLC New Holdings in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
6.22K
New
$42.71 - $48.29 $266K - $300K
6.22K $267K
CCI
Crown Castle International Corp

Real Estate
2.95K
New
$89.78 - $119.11 $265K - $351K
2.95K $267K
RCRUY
Recruit Hldgs CO LTD (Japan)

Industrials
19K
New
$11.67 - $15.22 $222K - $290K
19K $265K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.42K
New
$129.13 - $198.21 $184K - $282K
1.42K $263K
TOELY
Tokyo Electron LTD Unsponsored

Technology
3.48K
New
$69.28 - $89.22 $241K - $310K
3.48K $262K
IBN
Icici Bank LTD

Financial Services
8.75K
New
$28.69 - $31.9 $251K - $279K
8.75K $261K
PPL
Ppl Corp

Utilities
8.04K
New
$31.47 - $35.0 $253K - $282K
8.04K $261K
CHTR
Charter Communications, Inc.

Communication Services
759
New
$315.38 - $408.02 $239K - $310K
759 $260K
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
2.03K
New
$116.44 - $131.8 $236K - $268K
2.03K $260K
AXS
Axis Capital Holdings LTD

Financial Services
2.93K
New
$78.26 - $94.05 $229K - $276K
2.93K $259K
CKHUY
Ck Hutchison Holdings Limited

Industrials
48.9K
New
$5.05 - $5.89 $247K - $288K
48.9K $259K
RACE
Ferrari N.V.

Consumer Cyclical
608
New
$422.83 - $490.34 $257K - $298K
608 $258K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.76K
New
$63.19 - $73.31 $238K - $276K
3.76K $258K
LNSTY
London Stk Exchange Group Adr

Financial Services
7.23K
New
$33.52 - $37.12 $242K - $268K
7.23K $257K
RMD
Resmed Inc

Healthcare
1.12K
New
$228.69 - $256.07 $257K - $288K
1.12K $256K
AXON
Axon Enterprise, Inc.

Industrials
430
New
$399.22 - $689.78 $172K - $297K
430 $255K
DVN
Devon Energy Corp

Energy
7.81K
New
$30.52 - $42.96 $238K - $336K
7.81K $255K
MSCI
Msci Inc.

Financial Services
426
New
$569.09 - $635.99 $242K - $271K
426 $255K
RJF
Raymond James Financial Inc

Financial Services
1.64K
New
$123.0 - $170.1 $201K - $279K
1.64K $254K
LRLCY
L'Oreal CO Adr

Consumer Defensive
3.56K
New
$67.63 - $86.97 $241K - $310K
3.56K $250K
HSY
Hershey CO

Consumer Defensive
1.48K
New
$168.67 - $193.65 $250K - $287K
1.48K $250K
CSLLY
Csl LTD

Healthcare
2.85K
New
$86.47 - $101.1 $247K - $288K
2.85K $249K
HBAN
Huntington Bancshares Inc

Financial Services
15.3K
New
$14.18 - $18.2 $217K - $279K
15.3K $249K
LAD
Lithia Motors Inc

Consumer Cyclical
698
New
$303.15 - $394.27 $212K - $275K
698 $249K
AIQUY
Air Liquide Adr

Basic Materials
7.68K
New
$32.11 - $37.89 $247K - $291K
7.68K $247K
MQBKY
Macquarie Group, Ltd. Sponsore

Financial Services
1.81K
New
$136.56 - $161.99 $247K - $293K
1.81K $246K
PKG
Packaging Corp Of America

Consumer Cyclical
1.09K
New
$211.98 - $248.85 $232K - $272K
1.09K $246K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.31K
New
$38.37 - $42.82 $242K - $270K
6.31K $242K
DFIV
Dimensional ETF Tr

ETFs
6.81K
New
$34.86 - $37.97 $237K - $259K
6.81K $241K
CTRA
Coterra Energy Inc.

Energy
9.45K
New
$22.71 - $27.63 $215K - $261K
9.45K $241K
MURGY
Muenchener Rueckversicherungs

Financial Services
23.8K
New
$9.86 - $55.42 $234K - $1.32M
23.8K $238K
NUE
Nucor Corp

Basic Materials
2.05K
New
$115.78 - $167.74 $237K - $343K
2.05K $238K
IOSP
Innospec Inc.

Basic Materials
2.16K
New
$107.78 - $124.9 $233K - $270K
2.16K $237K
NVR
Nvr Inc

Consumer Cyclical
29
New
$8101.21 - $9940.51 $235K - $288K
29 $237K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.65K
New
$64.2 - $72.31 $234K - $264K
3.65K $235K
NTTYY
Nippon Teleg &Tel Adr

Communication Services
9.45K
New
$23.7 - $26.26 $224K - $248K
9.45K $235K
TDG
Trans Digm Group Inc

Industrials
185
New
$1239.0 - $1442.53 $229K - $267K
185 $234K
FMC
Fmc Corp

Basic Materials
4.76K
New
$47.86 - $66.62 $228K - $317K
4.76K $231K
DXCM
Dexcom Inc

Healthcare
2.98K
New
$65.68 - $81.01 $195K - $241K
2.98K $231K
CAH
Cardinal Health Inc

Healthcare
1.96K
New
$107.89 - $125.33 $211K - $245K
1.96K $231K
DBX
Dropbox, Inc.

Technology
7.66K
New
$25.05 - $30.8 $192K - $236K
7.66K $230K
RL
Ralph Lauren Corp

Consumer Cyclical
1K
New
$192.23 - $233.41 $192K - $233K
1K $230K
SCCO
Southern Copper Corp

Basic Materials
2.52K
New
$91.13 - $117.95 $229K - $297K
2.52K $229K
CODYY
Compagnie De Saint Gobain

Industrials
13K
New
$17.63 - $19.14 $229K - $248K
13K $229K
ARCC
Ares Capital Corp

Financial Services
10.5K
New
$20.74 - $22.27 $218K - $234K
10.5K $229K
CMPS
Compass Pathways PLC

Healthcare
26.6K
New
N/A
26.6K $227K
SPOT
Spotify Technology S.A.

Communication Services
508
New
$362.95 - $502.38 $184K - $255K
508 $227K
DGRO
Ishares Core Dividend Growth E

ETFs
3.71K
New
$60.73 - $64.94 $226K - $241K
3.71K $227K
QDF
Flexshares Quality Dividend In

ETFs
3.2K
New
$70.4 - $73.87 $225K - $236K
3.2K $225K
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
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email