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
NVO
Novo Nordisk A S

Healthcare
14.5K
New
$85.0 - $120.04 $1.23M - $1.74M
14.5K $1.25M
IYW
Ishares Dj Us Tech ETF

ETFs
7.76K
New
$148.14 - $166.23 $1.15M - $1.29M
7.76K $1.24M
PM
Philip Morris International Inc.

Consumer Defensive
10K
New
$118.38 - $133.06 $1.19M - $1.33M
10K $1.21M
SO
Southern CO

Utilities
14.6K
New
$81.5 - $94.15 $1.19M - $1.38M
14.6K $1.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
14K
New
$77.25 - $91.3 $1.08M - $1.28M
14K $1.2M
WMB
Williams Companies, Inc.

Energy
21.9K
New
$46.37 - $59.74 $1.02M - $1.31M
21.9K $1.19M
CTVA
Corteva, Inc.

Basic Materials
20.8K
New
$55.21 - $64.13 $1.15M - $1.33M
20.8K $1.18M
AKYA
Akoya Biosciences, Inc.

Healthcare
515K
New
$2.07 - $3.24 $1.07M - $1.67M
515K $1.18M
IWR
Ishares Russell Mid Cap ETF

ETFs
13.2K
New
$87.25 - $95.52 $1.15M - $1.26M
13.2K $1.17M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
27.7K
New
$41.09 - $45.94 $1.14M - $1.27M
27.7K $1.16M
YUM
Yum Brands Inc

Consumer Cyclical
8.58K
New
$130.36 - $139.54 $1.12M - $1.2M
8.58K $1.15M
IRM
Iron Mountain Inc

Real Estate
10.9K
New
$101.62 - $128.14 $1.11M - $1.39M
10.9K $1.14M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.6K
New
$229.83 - $258.46 $1.06M - $1.19M
4.6K $1.14M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
23.5K
New
$48.33 - $49.08 $1.14M - $1.15M
23.5K $1.14M
XYL
Xylem Inc.

Industrials
9.78K
New
$116.02 - $137.45 $1.13M - $1.34M
9.78K $1.13M
TGT
Target Corp

Consumer Defensive
8.27K
New
$121.59 - $160.69 $1.01M - $1.33M
8.27K $1.12M
KHC
Kraft Heinz CO

Consumer Defensive
36.4K
New
$30.1 - $36.02 $1.1M - $1.31M
36.4K $1.12M
HYG
Ishares Tr

ETFs
14.2K
New
$78.09 - $80.04 $1.11M - $1.13M
14.2K $1.11M
DASH
Door Dash, Inc.

Communication Services
6.61K
New
$141.93 - $180.48 $937K - $1.19M
6.61K $1.11M
KEYS
Keysight Technologies, Inc.

Technology
6.88K
New
$149.01 - $172.53 $1.03M - $1.19M
6.88K $1.11M
LYB
Lyondell Basell Industries N.V.

Basic Materials
14.9K
New
$72.97 - $96.75 $1.08M - $1.44M
14.9K $1.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.84K
New
$170.03 - $192.78 $993K - $1.13M
5.84K $1.08M
TMUS
T Mobile Us, Inc.

Communication Services
4.8K
New
$206.1 - $246.94 $990K - $1.19M
4.8K $1.06M
OMC
Omnicom Group Inc.

Communication Services
12.1K
New
$85.82 - $105.47 $1.04M - $1.27M
12.1K $1.04M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.43K
New
$417.69 - $450.94 $1.02M - $1.1M
2.43K $1.03M
RELY
Remitly Global, Inc.

Technology
45.7K
New
$12.69 - $23.07 $580K - $1.05M
45.7K $1.03M
XLC
Select Sector Spdr Tr Communic

ETFs
10.6K
New
$89.66 - $102.16 $951K - $1.08M
10.6K $1.03M
CME
Cme Group Inc.

Financial Services
4.41K
New
$221.17 - $246.02 $976K - $1.09M
4.41K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
7.41K
New
$136.28 - $154.74 $1.01M - $1.15M
7.41K $1.02M
XLU
Utilities Sector Spdr

ETFs
13.5K
New
$74.89 - $82.93 $1.01M - $1.12M
13.5K $1.02M
EWY
Ishares Inc Msci South Korea E

ETFs
20K
New
$50.89 - $63.57 $1.02M - $1.27M
20K $1.02M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
39.7K
New
$25.3 - $26.31 $1M - $1.04M
39.7K $1.01M
ACWI
Ishares Msci Acwi ETF

ETFs
8.62K
New
$117.05 - $123.03 $1.01M - $1.06M
8.62K $1.01M
XLY
Select Sector Spdr Consumer Di

ETFs
4.48K
New
$194.8 - $239.43 $872K - $1.07M
4.48K $1M
ROK
Rockwell Automation, Inc

Industrials
3.51K
New
$264.65 - $302.92 $929K - $1.06M
3.51K $1M
HCA
Hca Healthcare, Inc.

Healthcare
3.34K
New
$297.52 - $415.61 $994K - $1.39M
3.34K $1M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
41.4K
New
$17.13 - $34.23 $709K - $1.42M
41.4K $1M
BSX
Boston Scientific Corp

Healthcare
11.2K
New
$83.62 - $91.5 $935K - $1.02M
11.2K $999K
IDXX
Idexx Laboratories Inc

Healthcare
2.42K
New
$406.92 - $495.42 $983K - $1.2M
2.42K $998K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
18.5K
New
$52.71 - $56.65 $975K - $1.05M
18.5K $998K
HPQ
Hp Inc

Technology
30.3K
New
$32.46 - $39.3 $983K - $1.19M
30.3K $988K
VGT
Vanguard Information Technolog

ETFs
1.58K
New
$571.78 - $647.97 $906K - $1.03M
1.58K $984K
TFC
Truist Financial Corp

Financial Services
22.7K
New
$41.51 - $48.1 $942K - $1.09M
22.7K $984K
IVW
Ishares S&P 500 Growth ETF

ETFs
9.58K
New
$94.43 - $105.47 $904K - $1.01M
9.58K $972K
USO
United States Oil Fund, LP

ETFs
12.8K
New
$69.66 - $79.2 $893K - $1.02M
12.8K $968K
SYY
Sysco Corp

Consumer Defensive
12.7K
New
$73.63 - $81.77 $932K - $1.04M
12.7K $968K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.3K
New
$65.67 - $69.79 $942K - $1M
14.3K $961K
HOLX
Hologic Inc

Healthcare
13.2K
New
$70.76 - $83.72 $932K - $1.1M
13.2K $949K
FISV
Fiserv Inc

Technology
7.58K
New
N/A
7.58K $948K
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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