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
CNO
Cno Financial Group, Inc.

Financial Services
143
New
$35.99 - $42.34 $5.15K - $6.05K
143 $5K
CNS
Cohen & Steers, Inc.

Financial Services
66
New
$75.52 - $92.6 $4.98K - $6.11K
66 $5K
CUBI
Customers Bancorp, Inc.

Financial Services
106
New
$45.61 - $58.42 $4.83K - $6.19K
106 $5K
DEA
Easterly Government Properties, Inc.

Real Estate
488
New
$10.26 - $11.77 $5.01K - $5.74K
488 $5K
GQRE
Flexshares Tr Global Quality R

ETFs
101
New
$54.82 - $59.44 $5.54K - $6K
101 $5K
FTDR
Frontdoor, Inc.

Consumer Cyclical
132
New
$37.07 - $62.39 $4.89K - $8.24K
132 $5K
IBRX
Immunity Bio, Inc.

Healthcare
1.78K
New
$2.32 - $3.9 $4.13K - $6.94K
1.78K $5K
DBA
Invesco Db Agriculture Fund

ETFs
195
New
$26.05 - $28.38 $5.08K - $5.53K
195 $5K
RING
Ishares Inc Msci Global Gold M

ETFs
148
New
$28.64 - $38.36 $4.24K - $5.68K
148 $5K
LEGN
Legend Biotech Corp

Healthcare
154
New
$31.43 - $39.7 $4.84K - $6.11K
154 $5K
LBRT
Liberty Energy Inc.

Energy
351
New
$14.13 - $23.12 $4.96K - $8.12K
351 $5K
MHO
M/I Homes, Inc.

Consumer Cyclical
47
New
$113.46 - $138.33 $5.33K - $6.5K
47 $5K
MGNI
Magnite, Inc.

Communication Services
508
New
$11.41 - $21.17 $5.8K - $10.8K
508 $5K
NTCT
Netscout Systems Inc

Technology
279
New
$20.47 - $25.06 $5.71K - $6.99K
279 $5K
CASH
Meta Financial Group Inc

Financial Services
70
New
$69.94 - $81.54 $4.9K - $5.71K
70 $5K
PLUG
Plug Power Inc

Industrials
3.96K
New
$1.34 - $3.15 $5.31K - $12.5K
3.96K $5K
PFS
Provident Financial Services Inc

Financial Services
294
New
$16.35 - $19.59 $4.81K - $5.76K
294 $5K
QLYS
Qualys, Inc.

Technology
41
New
$121.57 - $147.7 $4.98K - $6.06K
41 $5K
RNW
Re New Energy Global PLC

Utilities
928
New
$5.82 - $6.95 $5.4K - $6.45K
928 $5K
SEE
Sealed Air Corp

Consumer Cyclical
189
New
$28.9 - $35.65 $5.46K - $6.74K
189 $5K
ST
Sensata Technologies Holding PLC

Technology
232
New
$24.27 - $30.0 $5.63K - $6.96K
232 $5K
SFBS
Servis First Bancshares, Inc.

Financial Services
64
New
$80.8 - $93.58 $5.17K - $5.99K
64 $5K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
139
New
$36.21 - $45.78 $5.03K - $6.36K
139 $5K
VVV
Valvoline Inc

Energy
167
New
$34.44 - $40.19 $5.75K - $6.71K
167 $5K
DSP
Viant Technology Inc.

Technology
429
New
$11.74 - $25.95 $5.04K - $11.1K
429 $5K
VITL
Vital Farms, Inc.

Consumer Defensive
172
New
$29.32 - $45.12 $5.04K - $7.76K
172 $5K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
96
New
$43.82 - $58.86 $4.21K - $5.65K
96 $4K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
262
New
$11.4 - $17.29 $2.99K - $4.53K
262 $4K
AROW
Arrow Financial Corp

Financial Services
154
New
$25.65 - $27.88 $3.95K - $4.29K
154 $4K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
109
New
N/A
109 $4K
AX
Axos Financial, Inc.

Financial Services
71
New
$61.63 - $73.1 $4.38K - $5.19K
71 $4K
BOH
Bank Of Hawaii Corp

Financial Services
61
New
$65.97 - $75.81 $4.02K - $4.62K
61 $4K
OZK
Bank Ozk

Financial Services
97
New
$41.71 - $53.1 $4.05K - $5.15K
97 $4K
BHE
Benchmark Electronics Inc

Technology
130
New
$37.74 - $48.97 $4.91K - $6.37K
130 $4K
BKH
Black Hills Corp

Utilities
79
New
$55.74 - $61.86 $4.4K - $4.89K
79 $4K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
125
New
$28.12 - $37.59 $3.52K - $4.7K
125 $4K
BNL
Broadstone Net Lease, Inc.

Real Estate
291
New
$15.2 - $17.25 $4.42K - $5.02K
291 $4K
AI
C3.Ai, Inc.

Technology
237
New
$20.92 - $36.93 $4.96K - $8.75K
237 $4K
CRC
California Resources Corp

Energy
101
New
$39.17 - $54.42 $3.96K - $5.5K
101 $4K
CVLG
Covenant Logistics Group, Inc.

Industrials
200
New
$22.2 - $29.12 $4.44K - $5.82K
200 $4K
DHT
Dht Holdings, Inc.

Energy
422
New
$9.33 - $11.85 $3.94K - $5K
422 $4K
DLB
Dolby Laboratories, Inc.

Industrials
52
New
$76.37 - $87.32 $3.97K - $4.54K
52 $4K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
277
New
$14.92 - $17.89 $4.13K - $4.96K
277 $4K
BROS
Dutch Bros Inc.

Consumer Cyclical
67
New
$55.77 - $85.37 $3.74K - $5.72K
67 $4K
ERII
Energy Recovery, Inc.

Industrials
290
New
$14.06 - $16.83 $4.08K - $4.88K
290 $4K
NPO
Enpro Industries, Inc

Industrials
30
New
$161.21 - $207.46 $4.84K - $6.22K
30 $4K
GLBE
Global E Online Ltd.

Consumer Cyclical
115
New
$35.65 - $62.84 $4.1K - $7.23K
115 $4K
GFS
Globalfoundries Inc.

Technology
110
New
$36.53 - $46.01 $4.02K - $5.06K
110 $4K
GMS
Gms Inc.

Industrials
68
New
$70.36 - $86.13 $4.78K - $5.86K
68 $4K
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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