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
CBRE
Cbre Group, Inc.

Real Estate
7.19K
New
$119.22 - $140.71 $857K - $1.01M
7.19K $944K
DHI
Horton D R Inc

Consumer Cyclical
6.73K
New
$137.24 - $194.56 $924K - $1.31M
6.73K $941K
PLD
Prologis, Inc.

Real Estate
8.87K
New
$101.4 - $126.96 $899K - $1.13M
8.87K $937K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.79K
New
$101.77 - $113.02 $894K - $993K
8.79K $928K
VEU
Vanguard Ftse All World Ex Us

ETFs
16.1K
New
$57.29 - $63.1 $923K - $1.02M
16.1K $924K
APO
Apollo Global Management, Inc.

Financial Services
5.55K
New
$131.36 - $178.61 $729K - $991K
5.55K $915K
PAYX
Paychex Inc

Industrials
6.52K
New
$135.86 - $148.73 $886K - $970K
6.52K $914K
DELL
Dell Technologies Inc.

Technology
7.92K
New
$111.96 - $144.21 $887K - $1.14M
7.92K $912K
HOOD
Robinhood Markets, Inc.

Technology
24.4K
New
$22.33 - $43.2 $544K - $1.05M
24.4K $908K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
11.1K
New
$81.7 - $100.47 $906K - $1.11M
11.1K $906K
OEF
Ishares S&P 100 ETF

ETFs
3.37K
New
N/A
3.37K $895K
COIN
Coinbase Global, Inc.

Technology
3.6K
New
$163.17 - $343.62 $588K - $1.24M
3.6K $894K
CARR
Carrier Global Corp

Industrials
13.1K
New
$66.69 - $82.65 $871K - $1.08M
13.1K $891K
RF
Regions Financial Corp

Financial Services
37.5K
New
$22.45 - $27.47 $841K - $1.03M
37.5K $880K
VV
Vanguard Large Cap ETF

ETFs
3.26K
New
$260.27 - $280.65 $847K - $914K
3.26K $877K
ASML
Asml Holding Nv

Technology
1.27K
New
$658.43 - $872.27 $833K - $1.1M
1.27K $876K
O
Realty Income Corp

Real Estate
16.4K
New
$51.76 - $64.71 $846K - $1.06M
16.4K $873K
NVS
Novartis Ag

Healthcare
8.93K
New
$96.78 - $117.18 $864K - $1.05M
8.93K $869K
CTAS
Cintas Corp

Industrials
4.75K
New
$182.7 - $226.47 $867K - $1.08M
4.75K $867K
HIG
Hartford Financial Services Group, Inc.

Financial Services
7.82K
New
$107.06 - $123.74 $837K - $968K
7.82K $855K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
20.4K
New
$40.38 - $44.35 $822K - $903K
20.4K $832K
SU
Suncor Energy Inc

Energy
23.1K
New
$34.5 - $41.53 $797K - $960K
23.1K $824K
SAP
Sap Se

Technology
3.35K
New
$218.13 - $255.54 $730K - $855K
3.35K $823K
AEP
American Electric Power CO Inc

Utilities
8.88K
New
$90.91 - $102.21 $807K - $908K
8.88K $819K
KLAC
Kla Corp

Technology
1.26K
New
$614.46 - $829.55 $776K - $1.05M
1.26K $795K
TQQQ
Proshares Ultrapro Qqq

ETFs
10K
New
$69.42 - $93.29 $694K - $933K
10K $791K
RWO
Spdr Dow Jones Global Real Est

ETFs
18.3K
New
$42.41 - $47.31 $778K - $868K
18.3K $786K
MSI
Motorola Solutions, Inc.

Technology
1.7K
New
$449.08 - $504.6 $763K - $858K
1.7K $785K
AZN
Astrazeneca PLC

Healthcare
12K
New
$63.2 - $79.58 $757K - $953K
12K $784K
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.1K
New
$63.58 - $71.15 $767K - $858K
12.1K $784K
VTV
Vanguard Value ETF

ETFs
4.63K
New
$168.32 - $181.87 $779K - $842K
4.63K $783K
ADSK
Autodesk, Inc.

Technology
3.13K
New
N/A
3.13K $768K
EMR
Emerson Electric CO

Industrials
6.18K
New
$108.13 - $134.33 $668K - $830K
6.18K $765K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.37K
New
$174.22 - $187.62 $761K - $819K
4.37K $765K
SHEL
Shell PLC

Energy
12K
New
$60.63 - $70.23 $726K - $841K
12K $750K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
14.1K
New
$50.39 - $62.35 $711K - $880K
14.1K $750K
HTGC
Hercules Capital, Inc.

Financial Services
36.6K
New
$18.53 - $20.22 $678K - $739K
36.6K $734K
AFL
Aflac Inc

Financial Services
6.97K
New
$100.37 - $115.27 $700K - $804K
6.97K $721K
STZ
Constellation Brands, Inc.

Consumer Defensive
3.23K
New
$219.66 - $257.62 $710K - $833K
3.23K $714K
OC
Owens Corning

Industrials
4.19K
New
$169.41 - $210.81 $710K - $884K
4.19K $713K
AYI
Acuity Brands Inc

Industrials
2.42K
New
$292.13 - $333.45 $707K - $807K
2.42K $707K
CHD
Church & Dwight CO Inc

Consumer Defensive
6.75K
New
$99.11 - $112.25 $669K - $758K
6.75K $706K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
992
New
$701.85 - $1046.91 $696K - $1.04M
992 $706K
IFF
International Flavors & Fragrances Inc

Basic Materials
8.2K
New
$83.96 - $106.19 $688K - $871K
8.2K $693K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
13.9K
New
$43.37 - $51.46 $605K - $717K
13.9K $671K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
19.4K
New
$32.55 - $36.44 $631K - $706K
19.4K $657K
NRG
Nrg Energy, Inc.

Utilities
7.28K
New
$85.3 - $101.61 $621K - $740K
7.28K $657K
FICO
Fair Isaac Corp

Technology
326
New
$1911.01 - $2382.4 $623K - $777K
326 $649K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
8.49K
New
$75.65 - $83.47 $642K - $708K
8.49K $646K
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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