Svb Wealth LLC Reduced Holdings in Q1 2025

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
-2M
- 36.36%
$238.08 - $510.13 $476M - $1.02B
3.5M $928M
AAPL
Apple Inc.

Technology
-864K
- 53.82%
$209.68 - $247.1 $181M - $213M
741K $165M
AVGO
Broadcom Inc.

Technology
-75.7K
- 17.38%
$167.43 - $244.7 $12.7M - $18.5M
360K $60.2M
BX
Blackstone Inc.

Financial Services
-139K
- 94.0%
$136.53 - $186.74 $19M - $26M
8.9K $1.24M
GOOGL
Alphabet Inc.

Communication Services
-34.7K
- 13.57%
$154.33 - $206.19 $5.36M - $7.16M
221K $34.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.3K
- 3.48%
$190.26 - $242.06 $2.33M - $2.97M
340K $64.7M
GOOG
Alphabet Inc.

Communication Services
-35.4K
- 18.02%
$156.06 - $207.71 $5.53M - $7.36M
161K $25.2M
JPM
Jpmorgan Chase & CO

Financial Services
-37.2K
- 17.08%
$225.19 - $279.95 $8.38M - $10.4M
181K $44.3M
ACN
Accenture PLC

Technology
-14.6K
- 18.62%
$300.91 - $398.25 $4.4M - $5.83M
63.9K $19.9M
NEE
Nextera Energy Inc

Utilities
-87.5K
- 31.44%
$66.96 - $76.16 $5.86M - $6.66M
191K $13.5M
ORCL
Oracle Corp

Technology
-15.3K
- 13.9%
$139.81 - $186.47 $2.13M - $2.85M
94.6K $13.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.93K
- 5.89%
$551.42 - $612.93 $2.72M - $3.02M
78.8K $44.1M
ETN
Eaton Corp PLC

Industrials
-6.91K
- 13.92%
$271.83 - $371.23 $1.88M - $2.57M
42.7K $11.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-22.8K
- 18.54%
$168.16 - $186.21 $3.83M - $4.24M
100K $17.1M
ARES
Ares Management Corp

Financial Services
-20.1K
- 39.07%
$140.19 - $198.28 $2.82M - $3.98M
31.3K $4.59M
PRI
Primerica, Inc.

Financial Services
-17.4K
- 44.17%
$271.41 - $296.43 $4.73M - $5.16M
22K $6.26M
BR
Broadridge Financial Solutions, Inc.

Technology
-23K
- 29.74%
$221.46 - $244.83 $5.1M - $5.63M
54.4K $13.2M
ZTS
Zoetis Inc.

Healthcare
-26.5K
- 45.97%
$156.48 - $175.67 $4.15M - $4.66M
31.2K $5.14M
IEFA
Ishares Tr

ETFs
-114K
- 13.44%
$69.57 - $78.65 $7.97M - $9.01M
737K $55.8M
DGX
Quest Diagnostics Inc

Healthcare
-29.6K
- 43.11%
N/A
39K $5.35M
A
Agilent Technologies, Inc.

Healthcare
-24K
- 42.91%
$116.69 - $152.6 $2.8M - $3.66M
31.9K $3.73M
TXG
10x Genomics, Inc.

Healthcare
-93.5K
- 17.89%
$8.73 - $16.31 $816K - $1.52M
429K $3.75M
ISRG
Intuitive Surgical Inc

Healthcare
-6.19K
- 25.42%
$476.63 - $610.45 $2.95M - $3.78M
18.2K $9M
CSCO
Cisco Systems, Inc.

Technology
-76.8K
- 18.82%
$58.74 - $64.87 $4.51M - $4.98M
331K $20.4M
BBY
Best Buy CO Inc

Consumer Cyclical
-35.5K
- 47.01%
$70.3 - $91.1 $2.5M - $3.24M
40.1K $2.95M
ICE
Intercontinental Exchange, Inc.

Financial Services
-33.8K
- 33.22%
$142.8 - $176.36 $4.83M - $5.97M
68K $11.7M
ADBE
Adobe Inc.

Technology
-6.04K
- 33.41%
$377.84 - $464.11 $2.28M - $2.8M
12K $4.61M
POOL
Pool Corp

Industrials
-8.89K
- 41.97%
$314.92 - $364.31 $2.8M - $3.24M
12.3K $3.91M
ADP
Automatic Data Processing Inc

Industrials
-12.3K
- 27.95%
$286.85 - $318.64 $3.53M - $3.92M
31.7K $9.7M
CDW
Cdw Corp

Technology
-16.2K
- 38.6%
$160.26 - $206.13 $2.59M - $3.33M
25.7K $4.12M
GS
Goldman Sachs Group Inc

Financial Services
-4.68K
- 26.0%
$524.81 - $672.19 $2.46M - $3.15M
13.3K $7.28M
WDAY
Workday, Inc.

Technology
-10.7K
- 49.02%
$233.53 - $277.82 $2.49M - $2.96M
11.1K $2.59M
MDT
Medtronic PLC

Healthcare
-46K
- 37.35%
$79.84 - $94.5 $3.67M - $4.35M
77.2K $6.93M
IQV
Iqvia Holdings Inc.

Healthcare
-13.4K
- 52.29%
$176.3 - $209.96 $2.37M - $2.82M
12.2K $2.16M
APD
Air Products & Chemicals, Inc.

Basic Materials
-9.96K
- 23.61%
$283.24 - $338.07 $2.82M - $3.37M
32.2K $9.5M
EOG
Eog Resources Inc

Energy
-24K
- 37.59%
$120.54 - $138.05 $2.9M - $3.32M
39.9K $5.12M
ADI
Analog Devices Inc

Technology
-10.4K
- 19.13%
$201.56 - $243.82 $2.1M - $2.54M
44.1K $8.89M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-77.9K
- 94.42%
$33.37 - $38.01 $2.6M - $2.96M
4.6K $172K
TREX
Trex CO Inc

Industrials
-34.2K
- 63.17%
$54.0 - $74.44 $1.85M - $2.55M
19.9K $1.16M
ETR
Entergy Corp

Utilities
-42.4K
- 35.47%
$75.26 - $87.89 $3.19M - $3.73M
77.1K $6.59M
DDOG
Datadog, Inc.

Technology
-2.56K
- 5.15%
$98.68 - $151.89 $253K - $389K
47.2K $4.68M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-8.65K
- 33.66%
$203.38 - $274.79 $1.76M - $2.38M
17.1K $3.5M
MRK
Merck & Co., Inc.

Healthcare
-15K
- 13.96%
$83.01 - $101.02 $1.24M - $1.51M
92.2K $8.27M
MNST
Monster Beverage Corp

Consumer Defensive
-47.8K
- 65.4%
$46.16 - $58.58 $2.21M - $2.8M
25.3K $1.48M
DKNG
Draft Kings Inc.

Consumer Cyclical
-56.4K
- 47.98%
$33.21 - $53.49 $1.87M - $3.02M
61.1K $2.03M
VLUE
Ishares Msci Usa Value Factor

ETFs
-22.6K
- 24.39%
$104.89 - $113.56 $2.38M - $2.57M
70.2K $7.49M
BRK-A
Berkshire Hathaway Inc

Financial Services
-6
- 27.27%
$663000.0 - $801950.0 $3.98M - $4.81M
16 $12.8M
AMGN
Amgen Inc

Healthcare
-10.9K
- 42.3%
$258.59 - $327.36 $2.83M - $3.58M
14.9K $4.65M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-41.6K
- 46.15%
$40.87 - $45.28 $1.7M - $1.88M
48.5K $2.01M
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
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email