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
CCOI
Cogent Communications Holdings, Inc.

Communication Services
954
New
$61.31 - $83.44 $58.5K - $79.6K
954 $58K
NOVT
Novanta Inc

Technology
373
New
N/A
373 $58K
PFGC
Performance Food Group CO

Consumer Defensive
750
New
$74.86 - $90.93 $56.1K - $68.2K
750 $58K
ZM
Zoom Video Communications, Inc.

Technology
799
New
$72.23 - $88.64 $57.7K - $70.8K
799 $58K
BCPC
Balchem Corp

Basic Materials
345
New
$154.22 - $176.16 $53.2K - $60.8K
345 $57K
GOLD
Barrick Gold Corp

Basic Materials
2.96K
New
$15.45 - $19.56 $45.7K - $57.9K
2.96K $57K
PTF
Invesco Exchange Traded Fd Tr

ETFs
975
New
$56.97 - $77.14 $55.5K - $75.2K
975 $57K
INVH
Invitation Homes Inc.

Real Estate
1.66K
New
$30.28 - $34.85 $50.2K - $57.8K
1.66K $57K
NNI
Nelnet Inc

Financial Services
522
New
$102.92 - $122.39 $53.7K - $63.9K
522 $57K
QTWO
Q2 Holdings, Inc.

Technology
722
New
$71.37 - $102.68 $51.5K - $74.1K
722 $57K
VRT
Vertiv Holdings CO

Industrials
658
New
N/A
658 $57K
WPC
W. P. Carey Inc.

Real Estate
917
New
$53.5 - $65.05 $49.1K - $59.7K
917 $57K
ATHM
Autohome Inc.

Communication Services
2.04K
New
$25.21 - $31.07 $51.5K - $63.4K
2.04K $56K
IEX
Idex Corp

Industrials
311
New
$178.23 - $224.31 $55.4K - $69.8K
311 $56K
JHX
James Hardie Industries PLC

Basic Materials
2.4K
New
$23.56 - $34.63 $56.6K - $83.3K
2.4K $56K
YY
Joyy Inc.

Communication Services
1.35K
New
$38.19 - $52.08 $51.7K - $70.5K
1.35K $56K
KNSL
Kinsale Capital Group, Inc.

Financial Services
117
New
$416.48 - $494.72 $48.7K - $57.9K
117 $56K
LNT
Alliant Energy Corp

Utilities
856
New
$56.66 - $66.04 $48.5K - $56.5K
856 $55K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.95K
New
$18.53 - $29.07 $54.6K - $85.6K
2.95K $55K
PINS
Pinterest, Inc.

Communication Services
1.81K
New
$29.79 - $40.0 $53.8K - $72.2K
1.81K $55K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
834
New
$60.44 - $69.57 $50.4K - $58K
834 $55K
APA
Apa Corp

Energy
2.6K
New
$18.54 - $25.45 $48.1K - $66K
2.6K $54K
PIO
Invesco Exchange Traded Fd Tr

ETFs
1.36K
New
$38.78 - $41.4 $52.5K - $56.1K
1.36K $54K
KAI
Kadant Inc

Industrials
161
New
$335.28 - $398.39 $54K - $64.1K
161 $54K
CFLT
Confluent, Inc.

Technology
2.29K
New
$23.44 - $37.65 $53.7K - $86.3K
2.29K $53K
AVT
Avnet Inc

Technology
1.11K
New
$46.61 - $54.65 $51.9K - $60.8K
1.11K $53K
GH
Guardant Health, Inc.

Healthcare
1.26K
New
$31.77 - $49.94 $39.9K - $62.8K
1.26K $53K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
145
New
$314.47 - $431.35 $45.6K - $62.5K
145 $53K
BAH
Booz Allen Hamilton Holding Corp

Industrials
505
New
$102.72 - $143.06 $51.9K - $72.2K
505 $52K
DKL
Delek Logistics Partners, LP

Energy
1.22K
New
$40.02 - $45.32 $49K - $55.5K
1.22K $52K
XLP
Consumer Staples Sector Spdr

ETFs
687
New
N/A
687 $52K
CWB
Spdr Bloomberg Convertible Sec

ETFs
686
New
$75.99 - $81.58 $52.1K - $56K
686 $52K
AL
Air Lease Corp

Industrials
1.07K
New
$43.38 - $51.13 $46.6K - $54.9K
1.07K $51K
PNFP
Pinnacle Financial Partners Inc

Financial Services
485
New
$99.42 - $126.15 $48.2K - $61.2K
485 $51K
SPSC
Sps Commerce Inc

Technology
391
New
$123.05 - $197.4 $48.1K - $77.2K
391 $51K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.2K
New
$39.65 - $43.35 $47.4K - $51.8K
1.2K $50K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
535
New
$91.6 - $105.6 $49K - $56.5K
535 $49K
CNHI
Cnh Industrial N.V.

Industrials
4.79K
New
N/A
4.79K $49K
GBDC
Golub Capital Bdc, Inc.

Financial Services
3.28K
New
$14.46 - $15.96 $47.4K - $52.3K
3.28K $49K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
671
New
$73.28 - $92.15 $49.2K - $61.8K
671 $49K
OLED
Universal Display Corp Pa

Technology
356
New
$139.48 - $161.59 $49.7K - $57.5K
356 $49K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
1.12K
New
$43.29 - $69.32 $48.3K - $77.4K
1.12K $48K
GFI
Gold Fields LTD

Basic Materials
2.19K
New
$13.84 - $22.09 $30.3K - $48.4K
2.19K $48K
MTCH
Match Group, Inc.

Communication Services
1.57K
New
$30.08 - $36.47 $47.1K - $57.1K
1.57K $48K
PCOR
Procore Technologies, Inc.

Technology
737
New
$65.21 - $88.33 $48.1K - $65.1K
737 $48K
WEX
Wex Inc.

Technology
309
New
$148.29 - $186.78 $45.8K - $57.7K
309 $48K
AFRM
Affirm Holdings, Inc.

Technology
1.05K
New
$43.7 - $80.98 $45.8K - $84.9K
1.05K $47K
AIT
Applied Industrial Technologies Inc

Industrials
213
New
$218.93 - $269.18 $46.6K - $57.3K
213 $47K
DOCN
Digital Ocean Holdings, Inc.

Technology
1.43K
New
$33.39 - $46.69 $47.7K - $66.7K
1.43K $47K
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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