Svb Wealth LLC New Holdings in Q2 2025

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
9.86K
New
$32.41 - $42.59 $320K - $420K
9.86K $419K
VEU
Vanguard Ftse All World Ex Us

ETFs
6.17K
New
$54.19 - $67.22 $334K - $415K
6.17K $414K
HOLX
Hologic Inc

Healthcare
6.32K
New
$52.73 - $65.22 $333K - $412K
6.32K $411K
EMR
Emerson Electric CO

Industrials
2.97K
New
$94.15 - $133.33 $279K - $396K
2.97K $395K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.6K
New
$183.31 - $241.46 $293K - $386K
1.6K $386K
KLAC
Kla Corp

Technology
425
New
$576.53 - $902.94 $245K - $384K
425 $380K
TMUS
T Mobile Us, Inc.

Communication Services
1.6K
New
$220.99 - $268.54 $353K - $429K
1.6K $380K
GIS
General Mills Inc

Consumer Defensive
7.02K
New
$50.37 - $60.97 $353K - $428K
7.02K $363K
MSI
Motorola Solutions, Inc.

Technology
853
New
$394.72 - $440.39 $337K - $376K
853 $358K
NEM
Newmont Corp

Basic Materials
6.01K
New
$44.18 - $59.46 $266K - $357K
6.01K $350K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.41K
New
$51.68 - $52.76 $331K - $338K
6.41K $338K
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.6K
New
$26.18 - $26.93 $330K - $340K
12.6K $336K
PSX
Phillips 66

Energy
2.76K
New
$92.87 - $125.73 $256K - $347K
2.76K $329K
NSC
Norfolk Southern Corp

Industrials
1.28K
New
$206.34 - $257.46 $263K - $329K
1.28K $326K
IBB
Ishares Biotechnology ETF

ETFs
2.57K
New
$112.02 - $129.0 $287K - $331K
2.57K $324K
PH
Parker Hannifin Corp

Industrials
453
New
$517.23 - $700.54 $234K - $317K
453 $316K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
18.8K
New
$14.97 - $16.79 $282K - $316K
18.8K $314K
NVO
Novo Nordisk A S

Healthcare
4.56K
New
$58.08 - $81.05 $265K - $370K
4.56K $314K
NRG
Nrg Energy, Inc.

Utilities
1.92K
New
$83.61 - $162.67 $160K - $312K
1.92K $307K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.8K
New
$61.03 - $67.59 $293K - $324K
4.8K $306K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.4K
New
$186.58 - $225.78 $260K - $315K
1.4K $304K
SONY
Sony Group Corp

Technology
11.6K
New
$21.24 - $26.88 $246K - $311K
11.6K $301K
SYY
Sysco Corp

Consumer Defensive
3.94K
New
$68.0 - $75.91 $268K - $299K
3.94K $298K
ROP
Roper Technologies Inc

Industrials
518
New
$519.19 - $590.78 $269K - $306K
518 $293K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.63K
New
$105.23 - $109.61 $277K - $288K
2.63K $288K
SHW
Sherwin Williams CO

Basic Materials
828
New
$313.51 - $363.51 $260K - $301K
828 $284K
F
Ford Motor CO

Consumer Cyclical
26.2K
New
$8.69 - $10.85 $228K - $285K
26.2K $284K
PEG
Public Service Enterprise Group Inc

Utilities
3.31K
New
$77.13 - $84.18 $255K - $279K
3.31K $278K
GD
General Dynamics Corp

Industrials
955
New
$247.68 - $291.66 $237K - $279K
955 $278K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.76K
New
$61.08 - $74.04 $230K - $279K
3.76K $278K
VXF
Vanguard Extended Market ETF

ETFs
1.43K
New
$150.43 - $192.71 $216K - $276K
1.43K $276K
CFG
Citizens Financial Group Inc

Financial Services
6.09K
New
$34.27 - $44.75 $209K - $272K
6.09K $272K
HSBC
Hsbc Holdings PLC

Financial Services
4.26K
New
$46.68 - $61.09 $199K - $260K
4.26K $258K
ACWI
Ishares Msci Acwi ETF

ETFs
1.94K
New
$103.59 - $128.6 $201K - $250K
1.94K $249K
RL
Ralph Lauren Corp

Consumer Cyclical
843
New
$182.34 - $286.22 $154K - $241K
843 $231K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.96K
New
$60.99 - $77.53 $181K - $230K
2.96K $229K
FISV
Fiserv Inc

Technology
1.79K
New
N/A
1.79K $223K
IEF
Ishares Barclays

ETFs
2.31K
New
$93.15 - $96.56 $215K - $223K
2.31K $221K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.19K
New
$55.54 - $69.09 $177K - $220K
3.19K $220K
UL
Unilever PLC

Consumer Defensive
3.58K
New
$57.9 - $65.43 $207K - $234K
3.58K $218K
VBR
Vanguard Small Cap Value ETF

ETFs
1.12K
New
$162.76 - $195.77 $181K - $218K
1.12K $217K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.34K
New
$50.44 - $64.81 $169K - $217K
3.34K $216K
KMB
Kimberly Clark Corp

Consumer Defensive
1.66K
New
$126.84 - $145.22 $210K - $241K
1.66K $213K
RMD
Resmed Inc

Healthcare
797
New
$204.54 - $258.0 $163K - $206K
797 $205K
HWM
Howmet Aerospace Inc.

Industrials
1.1K
New
$112.33 - $186.13 $124K - $205K
1.1K $205K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.61K
New
$62.73 - $78.42 $164K - $205K
2.61K $202K
MATV
Schweitzer Mauduit International Inc

Basic Materials
25K
New
$4.58 - $6.98 $115K - $175K
25K $170K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.6K
New
$10.79 - $14.14 $125K - $164K
11.6K $158K
NVTS
Navitas Semiconductor Corp

Technology
20K
New
$1.61 - $8.09 $32.2K - $162K
20K $131K
Activity Summary
Buys All Purchases 226 New Holdings 204 Increased Positions 22 Sells All Sells 191 Reductions 191 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