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
VIG
Vanguard Dividend Appreciation

ETFs
70.6K
New
N/A
70.6K $12.9M
ISRG
Intuitive Surgical Inc

Healthcare
24.4K
New
$471.27 - $550.62 $11.5M - $13.4M
24.4K $12.7M
LLY
Eli Lilly & CO

Healthcare
15.9K
New
$727.2 - $932.06 $11.6M - $14.8M
15.9K $12.3M
MCD
Mcdonalds Corp

Consumer Cyclical
42.3K
New
$288.47 - $316.54 $12.2M - $13.4M
42.3K $12.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
42.2K
New
$285.5 - $335.62 $12M - $14.2M
42.2K $12.2M
UNH
Unitedhealth Group Inc

Healthcare
23.8K
New
$485.52 - $625.25 $11.5M - $14.9M
23.8K $12M
ADI
Analog Devices Inc

Technology
54.5K
New
$206.35 - $236.48 $11.2M - $12.9M
54.5K $11.6M
SYK
Stryker Corp

Healthcare
31.4K
New
$345.14 - $392.15 $10.9M - $12.3M
31.4K $11.3M
DHR
Danaher Corp

Healthcare
48.8K
New
$226.16 - $274.52 $11M - $13.4M
48.8K $11.2M
SNOW
Snowflake Inc.

Technology
72.1K
New
$109.65 - $186.51 $7.91M - $13.4M
72.1K $11.1M
PRI
Primerica, Inc.

Financial Services
39.4K
New
$265.71 - $304.93 $10.5M - $12M
39.4K $10.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
141K
New
$75.1 - $82.99 $10.6M - $11.7M
141K $10.7M
MRK
Merck & Co., Inc.

Healthcare
107K
New
$96.31 - $114.76 $10.3M - $12.3M
107K $10.7M
JNJ
Johnson & Johnson

Healthcare
71.9K
New
$143.34 - $165.86 $10.3M - $11.9M
71.9K $10.4M
GS
Goldman Sachs Group Inc

Financial Services
18K
New
$486.1 - $608.57 $8.75M - $11M
18K $10.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
275K
New
$37.12 - $41.23 $10.2M - $11.4M
275K $10.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
78.4K
New
$124.26 - $134.12 $9.74M - $10.5M
78.4K $10.1M
MDT
Medtronic PLC

Healthcare
123K
New
$79.61 - $92.24 $9.81M - $11.4M
123K $9.84M
VLUE
Ishares Msci Usa Value Factor

ETFs
92.8K
New
$104.01 - $115.38 $9.66M - $10.7M
92.8K $9.8M
KR
Kroger CO

Consumer Defensive
160K
New
$55.21 - $63.3 $8.82M - $10.1M
160K $9.77M
ZTS
Zoetis Inc.

Healthcare
57.8K
New
$162.24 - $194.42 $9.37M - $11.2M
57.8K $9.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
157K
New
$59.25 - $72.99 $9.33M - $11.5M
157K $9.4M
DGX
Quest Diagnostics Inc

Healthcare
68.6K
New
N/A
68.6K $9.4M
MAS
Masco Corp

Industrials
127K
New
$72.52 - $85.73 $9.19M - $10.9M
127K $9.19M
ARES
Ares Management Corp

Financial Services
51.4K
New
$153.38 - $183.7 $7.89M - $9.45M
51.4K $9.1M
ETR
Entergy Corp

Utilities
120K
New
$73.19 - $156.4 $8.75M - $18.7M
120K $9.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17K
New
$481.22 - $538.17 $8.18M - $9.14M
17K $8.69M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
197K
New
$44.04 - $49.49 $8.68M - $9.75M
197K $8.68M
MA
Mastercard Inc

Financial Services
15.4K
New
$491.3 - $536.15 $7.57M - $8.27M
15.4K $8.12M
ADBE
Adobe Inc.

Technology
18.1K
New
$437.39 - $552.96 $7.9M - $9.99M
18.1K $8.03M
EOG
Eog Resources Inc

Energy
63.9K
New
$118.22 - $136.54 $7.56M - $8.73M
63.9K $7.84M
INTU
Intuit Inc

Technology
12.2K
New
$602.01 - $706.25 $7.32M - $8.59M
12.2K $7.65M
A
Agilent Technologies, Inc.

Healthcare
55.9K
New
$125.69 - $146.56 $7.02M - $8.19M
55.9K $7.51M
PGR
Progressive Corp

Financial Services
31.3K
New
$239.6 - $268.88 $7.5M - $8.42M
31.3K $7.51M
TXG
10x Genomics, Inc.

Healthcare
523K
New
$13.18 - $21.31 $6.89M - $11.1M
523K $7.5M
CDW
Cdw Corp

Technology
41.9K
New
$171.49 - $225.64 $7.18M - $9.45M
41.9K $7.29M
POOL
Pool Corp

Industrials
21.2K
New
$339.32 - $390.03 $7.19M - $8.26M
21.2K $7.22M
GILD
Gilead Sciences, Inc.

Healthcare
77.4K
New
$83.95 - $97.9 $6.49M - $7.57M
77.4K $7.15M
DDOG
Datadog, Inc.

Technology
49.7K
New
$113.98 - $168.65 $5.67M - $8.39M
49.7K $7.11M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
60.5K
New
$114.08 - $125.68 $6.9M - $7.6M
60.5K $6.92M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
132K
New
$52.1 - $57.26 $6.87M - $7.55M
132K $6.88M
XLK
Technology Sector Spdr

ETFs
29.3K
New
$220.26 - $241.44 $6.45M - $7.07M
29.3K $6.81M
AMGN
Amgen Inc

Healthcare
25.9K
New
$258.78 - $328.31 $6.7M - $8.5M
25.9K $6.75M
VB
Vanguard Small Cap ETF

ETFs
27.9K
New
$233.76 - $261.58 $6.53M - $7.3M
27.9K $6.71M
SBUX
Starbucks Corp

Consumer Cyclical
73.3K
New
$87.44 - $102.5 $6.41M - $7.52M
73.3K $6.68M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
356K
New
$18.41 - $40.87 $6.55M - $14.5M
356K $6.58M
VLO
Valero Energy Corp

Energy
53K
New
$118.59 - $144.02 $6.29M - $7.63M
53K $6.5M
WM
Waste Management Inc

Industrials
32.1K
New
$201.79 - $228.46 $6.49M - $7.34M
32.1K $6.49M
BBY
Best Buy CO Inc

Consumer Cyclical
75.6K
New
$85.2 - $101.35 $6.44M - $7.66M
75.6K $6.49M
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
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