Svb Wealth LLC Reduced Holdings in Q2 2025

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-245K
- 33.03%
$172.42 - $223.89 $42.2M - $54.8M
496K $102M
ABBV
Abb Vie Inc.

Healthcare
-113K
- 52.55%
$170.16 - $206.27 $19.3M - $23.4M
102K $19M
ABT
Abbott Laboratories

Healthcare
-136K
- 60.29%
$123.95 - $138.08 $16.8M - $18.8M
89.5K $12.2M
IEFA
Ishares Tr

ETFs
-233K
- 31.6%
$67.83 - $84.09 $15.8M - $19.6M
504K $42.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-26.8K
- 34.06%
$496.48 - $617.85 $13.3M - $16.6M
52K $32.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
-14
- 87.5%
$725400.0 - $809350.0 $10.2M - $11.3M
2 $1.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17K
- 38.12%
$483.48 - $539.8 $8.21M - $9.17M
27.6K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
-62.9K
- 34.85%
$210.28 - $289.91 $13.2M - $18.2M
118K $34.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-92.6K
- 51.7%
$100.35 - $100.71 $9.29M - $9.32M
86.5K $8.71M
AMZN
Amazon Com Inc

Consumer Cyclical
-82.5K
- 24.28%
$167.32 - $223.3 $13.8M - $18.4M
257K $56.5M
ACN
Accenture PLC

Technology
-24.1K
- 37.67%
$279.23 - $323.21 $6.72M - $7.78M
39.8K $11.9M
XOM
Exxon Mobil Corp

Energy
-54.5K
- 33.39%
$99.93 - $119.04 $5.44M - $6.48M
109K $11.7M
GOOGL
Alphabet Inc.

Communication Services
-70.6K
- 31.93%
$144.7 - $178.6 $10.2M - $12.6M
151K $26.5M
META
Meta Platforms, Inc.

Communication Services
-20.6K
- 38.42%
$484.66 - $738.09 $9.97M - $15.2M
33K $24.3M
NEE
Nextera Energy Inc

Utilities
-88.9K
- 46.58%
$64.11 - $75.0 $5.7M - $6.67M
102K $7.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-31.1K
- 52.51%
$221.86 - $362.89 $6.89M - $11.3M
28.1K $8.92M
UNH
Unitedhealth Group Inc

Healthcare
-4.77K
- 21.2%
$274.35 - $599.47 $1.31M - $2.86M
17.7K $5.53M
ADP
Automatic Data Processing Inc

Industrials
-19.5K
- 61.49%
$276.76 - $326.81 $5.4M - $6.38M
12.2K $3.77M
CSCO
Cisco Systems, Inc.

Technology
-117K
- 35.44%
$53.19 - $69.38 $6.24M - $8.14M
214K $14.8M
GOOG
Alphabet Inc.

Communication Services
-47.5K
- 29.46%
$146.58 - $180.01 $6.96M - $8.55M
114K $20.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11.3K
- 55.22%
$416.06 - $551.64 $4.68M - $6.21M
9.13K $5.03M
BR
Broadridge Financial Solutions, Inc.

Technology
-18K
- 33.12%
$217.22 - $246.25 $3.91M - $4.43M
36.4K $8.84M
APD
Air Products & Chemicals, Inc.

Basic Materials
-13.9K
- 43.06%
$248.61 - $294.96 $3.45M - $4.09M
18.3K $5.17M
MRK
Merck & Co., Inc.

Healthcare
-37.1K
- 40.24%
$73.47 - $87.12 $2.73M - $3.23M
55.1K $4.36M
NVDA
Nvidia Corp

Technology
-146K
- 37.71%
$94.31 - $157.99 $13.8M - $23.1M
242K $38.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-26.1K
- 26.07%
$152.42 - $182.82 $3.98M - $4.77M
74K $13.5M
TFLO
Ishares Treasury Floating Rate

ETFs
-66K
- 66.91%
$50.47 - $50.66 $3.33M - $3.35M
32.7K $1.65M
IEMG
Ishares Inc

ETFs
-61.6K
- 15.83%
N/A
328K $17.6M
ELV
Elevance Health, Inc.

Healthcare
-5.27K
- 20.15%
$372.27 - $452.69 $1.96M - $2.38M
20.9K $8.12M
GLD
Spdr Gold Trust

ETFs
-11.7K
- 46.16%
$273.71 - $316.29 $3.2M - $3.7M
13.6K $4.16M
ICE
Intercontinental Exchange, Inc.

Financial Services
-21K
- 30.88%
$151.62 - $183.47 $3.18M - $3.85M
47K $8.62M
COST
Costco Wholesale Corp

Consumer Defensive
-3.98K
- 20.33%
$908.13 - $1056.85 $3.62M - $4.21M
15.6K $15.4M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-72K
- 51.74%
$33.77 - $41.16 $2.43M - $2.96M
67.1K $2.69M
PRI
Primerica, Inc.

Financial Services
-8.85K
- 40.18%
$244.39 - $290.62 $2.16M - $2.57M
13.2K $3.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-25.9K
- 51.95%
$91.43 - $91.74 $2.37M - $2.38M
24K $2.2M
AMGN
Amgen Inc

Healthcare
-6.36K
- 42.58%
$262.28 - $309.85 $1.67M - $1.97M
8.58K $2.39M
ETR
Entergy Corp

Utilities
-24.6K
- 31.9%
$79.01 - $86.61 $1.94M - $2.13M
52.5K $4.37M
MA
Mastercard Inc

Financial Services
-4.35K
- 23.75%
$479.92 - $590.74 $2.09M - $2.57M
14K $7.85M
MDT
Medtronic PLC

Healthcare
-22.8K
- 29.49%
$80.68 - $88.86 $1.84M - $2.02M
54.4K $4.74M
CRM
Salesforce, Inc.

Technology
-8.11K
- 47.49%
$236.26 - $291.15 $1.92M - $2.36M
8.97K $2.44M
VLUE
Ishares Msci Usa Value Factor

ETFs
-22.3K
- 31.71%
$93.5 - $113.21 $2.08M - $2.52M
47.9K $5.43M
MMM
3 M CO

Industrials
-13.4K
- 76.36%
$126.09 - $154.15 $1.69M - $2.06M
4.14K $629K
POOL
Pool Corp

Industrials
-5.52K
- 44.88%
$285.0 - $325.66 $1.57M - $1.8M
6.78K $1.97M
EOG
Eog Resources Inc

Energy
-12.9K
- 32.42%
$104.61 - $129.97 $1.35M - $1.68M
27K $3.22M
GS
Goldman Sachs Group Inc

Financial Services
-5.66K
- 42.44%
$462.22 - $707.75 $2.61M - $4M
7.67K $5.43M
REET
Ishares Global Reit ETF

ETFs
-76.4K
- 54.5%
$21.59 - $25.16 $1.65M - $1.92M
63.8K $1.58M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3.13K
- 29.42%
$421.16 - $509.5 $1.32M - $1.59M
7.51K $3.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-34.5K
- 44.46%
$50.36 - $50.68 $1.74M - $1.75M
43.1K $2.19M
A
Agilent Technologies, Inc.

Healthcare
-14.4K
- 45.12%
$99.29 - $120.52 $1.43M - $1.73M
17.5K $2.07M
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
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