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
WFC
Wells Fargo & Company

Financial Services
49.6K
New
$54.98 - $77.35 $2.73M - $3.84M
49.6K $3.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
38.1K
New
$91.29 - $91.8 $3.48M - $3.5M
38.1K $3.48M
BK
Bank Of New York Mellon Corp

Financial Services
45.2K
New
$70.82 - $81.87 $3.2M - $3.7M
45.2K $3.47M
LOW
Lowes Companies Inc

Consumer Cyclical
14K
New
$244.52 - $284.07 $3.43M - $3.99M
14K $3.46M
VZ
Verizon Communications Inc

Communication Services
86.5K
New
$39.6 - $45.21 $3.42M - $3.91M
86.5K $3.46M
SHV
Ishares Tr

ETFs
31.3K
New
$109.92 - $110.57 $3.44M - $3.46M
31.3K $3.45M
IT
Gartner Inc

Technology
7.11K
New
$481.22 - $551.8 $3.42M - $3.92M
7.11K $3.44M
ECL
Ecolab Inc.

Basic Materials
14.7K
New
$234.32 - $261.43 $3.44M - $3.84M
14.7K $3.44M
T
At&T Inc.

Communication Services
144K
New
$21.22 - $23.88 $3.05M - $3.43M
144K $3.27M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11.1K
New
$278.19 - $315.36 $3.08M - $3.49M
11.1K $3.19M
AMD
Advanced Micro Devices Inc

Technology
25.5K
New
$118.88 - $172.8 $3.04M - $4.41M
25.5K $3.08M
PLTR
Palantir Technologies Inc.

Technology
40.3K
New
$36.46 - $82.38 $1.47M - $3.32M
40.3K $3.05M
DOV
Dover Corp

Industrials
15.9K
New
$184.72 - $206.51 $2.93M - $3.28M
15.9K $2.98M
BKNG
Booking Holdings Inc.

Consumer Cyclical
592
New
$4100.99 - $5300.34 $2.43M - $3.14M
592 $2.94M
DVY
Ishares Tr

ETFs
21.9K
New
$129.55 - $143.41 $2.83M - $3.14M
21.9K $2.87M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
50.1K
New
$55.86 - $60.21 $2.8M - $3.01M
50.1K $2.87M
BND
Vanguard Bd Index Fd Inc Total

ETFs
39.7K
New
$71.75 - $75.11 $2.85M - $2.98M
39.7K $2.85M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
82.5K
New
$33.67 - $37.35 $2.78M - $3.08M
82.5K $2.8M
CL
Colgate Palmolive CO

Consumer Defensive
30.6K
New
$90.22 - $102.31 $2.76M - $3.13M
30.6K $2.78M
VT
Vanguard Total World Stk Index

ETFs
23.5K
New
$117.09 - $123.07 $2.75M - $2.89M
23.5K $2.76M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.7K
New
$563.99 - $620.12 $2.65M - $2.91M
4.7K $2.68M
GM
General Motors CO

Consumer Cyclical
50K
New
$44.82 - $60.2 $2.24M - $3.01M
50K $2.66M
INTC
Intel Corp

Technology
133K
New
$19.07 - $26.23 $2.53M - $3.48M
133K $2.66M
RXST
Rx Sight, Inc.

Healthcare
76.8K
New
$33.66 - $54.73 $2.59M - $4.2M
76.8K $2.64M
TXN
Texas Instruments Inc

Technology
13.4K
New
N/A
13.4K $2.61M
AMAT
Applied Materials Inc

Technology
15.6K
New
$161.44 - $213.89 $2.52M - $3.34M
15.6K $2.54M
CAT
Caterpillar Inc

Industrials
6.98K
New
$360.37 - $416.88 $2.51M - $2.91M
6.98K $2.53M
MMM
3 M CO

Industrials
19.4K
New
$124.74 - $137.12 $2.43M - $2.67M
19.4K $2.51M
AJG
Arthur J. Gallagher & Co.

Financial Services
8.81K
New
$278.49 - $315.16 $2.45M - $2.78M
8.81K $2.5M
CB
Chubb LTD

Financial Services
8.96K
New
$271.57 - $301.89 $2.43M - $2.7M
8.96K $2.47M
GE
General Electric CO

Industrials
14.2K
New
$159.95 - $194.23 $2.27M - $2.76M
14.2K $2.37M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
17.6K
New
$131.66 - $144.0 $2.32M - $2.54M
17.6K $2.33M
CI
Cigna Corp

Healthcare
8.41K
New
$265.59 - $358.58 $2.23M - $3.02M
8.41K $2.32M
STT
State Street Corp

Financial Services
23.5K
New
$85.96 - $100.78 $2.02M - $2.37M
23.5K $2.31M
SPGI
S&P Global Inc.

Financial Services
4.58K
New
$480.36 - $529.17 $2.2M - $2.43M
4.58K $2.28M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
100K
New
$22.01 - $66.82 $2.2M - $6.68M
100K $2.27M
SWKS
Skyworks Solutions, Inc.

Technology
25.5K
New
$83.18 - $99.15 $2.12M - $2.53M
25.5K $2.26M
COP
Conocophillips

Energy
22.7K
New
$95.12 - $114.72 $2.16M - $2.6M
22.7K $2.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11.3K
New
$172.07 - $207.36 $1.95M - $2.35M
11.3K $2.23M
DUK
Duke Energy Corp

Utilities
20.7K
New
$105.76 - $120.76 $2.19M - $2.5M
20.7K $2.23M
MO
Altria Group, Inc.

Consumer Defensive
42.5K
New
$49.06 - $57.74 $2.08M - $2.45M
42.5K $2.22M
IGF
Ishares Global Infrastructure

ETFs
42.4K
New
$51.2 - $55.7 $2.17M - $2.36M
42.4K $2.22M
LMT
Lockheed Martin Corp

Industrials
4.52K
New
$479.66 - $614.62 $2.17M - $2.78M
4.52K $2.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
21.6K
New
$100.22 - $100.73 $2.16M - $2.17M
21.6K $2.16M
MCK
Mckesson Corp

Healthcare
3.75K
New
$482.27 - $628.5 $1.81M - $2.36M
3.75K $2.14M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.77K
New
$1146.59 - $1270.6 $2.03M - $2.25M
1.77K $2.1M
DAL
Delta Air Lines, Inc.

Industrials
34.5K
New
$47.46 - $65.77 $1.64M - $2.27M
34.5K $2.09M
MS
Morgan Stanley

Financial Services
16.3K
New
$104.42 - $134.99 $1.71M - $2.2M
16.3K $2.05M
BA
Boeing CO

Industrials
11.6K
New
$138.14 - $180.72 $1.6M - $2.1M
11.6K $2.05M
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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