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
XT
Ishares Tr Exponential Technol

ETFs
-28K
- 91.51%
$57.56 - $64.0 $1.61M - $1.79M
2.6K $149K
CMCSA
Comcast Corp

Communication Services
-39.8K
- 23.82%
$33.19 - $38.23 $1.32M - $1.52M
127K $4.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-16.1K
- 8.25%
$100.34 - $100.68 $1.62M - $1.62M
179K $18M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-29.8K
- 25.76%
$49.78 - $53.19 $1.48M - $1.58M
85.8K $4.38M
XLK
Technology Sector Spdr

ETFs
-3.59K
- 12.24%
$206.38 - $242.18 $740K - $868K
25.7K $5.31M
CSGP
Costar Group, Inc.

Real Estate
-24.6K
- 39.52%
$69.29 - $80.37 $1.7M - $1.97M
37.6K $2.98M
AMP
Ameriprise Financial Inc

Financial Services
-1.8K
- 22.36%
$472.29 - $575.13 $851K - $1.04M
6.25K $3.03M
META
Meta Platforms, Inc.

Communication Services
-886
- 1.63%
$576.36 - $736.67 $511K - $653K
53.5K $30.9M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
-31.6K
- 96.32%
$36.74 - $50.04 $1.16M - $1.58M
1.21K $53K
TFLO
Ishares Treasury Floating Rate

ETFs
-24.4K
- 19.81%
$50.48 - $50.68 $1.23M - $1.24M
98.7K $5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-47.7K
- 17.3%
$36.91 - $41.03 $1.76M - $1.96M
228K $9.04M
AKYA
Akoya Biosciences, Inc.

Healthcare
-515K
- 99.98%
$1.39 - $3.23 $716K - $1.66M
81 $0
EQIX
Equinix Inc

Real Estate
-796
- 20.41%
$803.0 - $959.97 $639K - $764K
3.1K $2.53M
SWKS
Skyworks Solutions, Inc.

Technology
-8.25K
- 32.36%
$64.12 - $93.96 $529K - $775K
17.2K $1.11M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-11.4K
- 52.94%
$100.32 - $100.76 $1.15M - $1.15M
10.2K $1.02M
VLO
Valero Energy Corp

Energy
-12K
- 22.59%
$121.76 - $142.99 $1.46M - $1.71M
41K $5.42M
BAC
Bank Of America Corp

Financial Services
-19.2K
- 15.78%
$39.61 - $47.74 $761K - $917K
102K $4.28M
IEMG
Ishares Inc

ETFs
-19.3K
- 4.73%
N/A
389K $20.9M
TOLZ
Dj Brookfield Global

ETFs
-23.4K
- 41.99%
$48.2 - $52.75 $1.13M - $1.23M
32.3K $1.7M
SPGI
S&P Global Inc.

Financial Services
-2.01K
- 43.91%
$478.26 - $543.77 $963K - $1.09M
2.57K $1.31M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-13.7K
- 77.92%
$80.53 - $147.57 $1.1M - $2.02M
3.87K $511K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4.53K
- 29.86%
$402.49 - $513.76 $1.82M - $2.33M
10.6K $5.16M
USO
United States Oil Fund, LP

ETFs
-12.5K
- 97.53%
$70.89 - $84.34 $886K - $1.05M
316 $24K
ABT
Abbott Laboratories

Healthcare
-47.2K
- 17.31%
$111.1 - $140.22 $5.24M - $6.61M
225K $29.9M
NFLX
Netflix Inc

Communication Services
-1.65K
- 10.23%
$828.4 - $1058.6 $1.37M - $1.75M
14.5K $13.5M
REET
Ishares Global Reit ETF

ETFs
-37.3K
- 21.0%
$23.24 - $25.16 $866K - $938K
140K $3.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-14.4K
- 28.72%
$55.41 - $60.74 $797K - $873K
35.7K $2.02M
NOW
Service Now, Inc.

Technology
-494
- 31.33%
$783.83 - $1170.39 $387K - $578K
1.08K $862K
APO
Apollo Global Management, Inc.

Financial Services
-4.44K
- 80.04%
$126.01 - $172.06 $559K - $764K
1.11K $151K
GM
General Motors CO

Consumer Cyclical
-9.24K
- 18.47%
$45.22 - $54.92 $418K - $507K
40.8K $1.92M
NTES
Net Ease, Inc.

Communication Services
-12.4K
- 29.0%
$87.72 - $109.14 $1.09M - $1.35M
30.4K $3.13M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.29K
- 37.8%
$65.15 - $91.81 $345K - $486K
8.71K $568K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.44K
- 3.86%
$119.38 - $161.42 $172K - $232K
35.8K $4.28M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-25.3K
- 15.4%
$36.6 - $39.56 $927K - $1M
139K $5.4M
ABBV
Abb Vie Inc.

Healthcare
-41.9K
- 16.25%
$169.2 - $216.66 $7.08M - $9.07M
216K $45.2M
DELL
Dell Technologies Inc.

Technology
-3.94K
- 49.75%
$90.34 - $124.66 $356K - $491K
3.98K $362K
BA
Boeing CO

Industrials
-2.75K
- 23.71%
$148.15 - $186.25 $407K - $512K
8.84K $1.51M
AXP
American Express CO

Financial Services
-662
- 5.24%
$255.39 - $325.87 $169K - $216K
12K $3.22M
BK
Bank Of New York Mellon Corp

Financial Services
-9.29K
- 20.57%
$75.42 - $88.95 $701K - $826K
35.9K $3.01M
TT
Trane Technologies PLC

Industrials
-982
- 26.63%
$332.0 - $400.86 $326K - $394K
2.71K $911K
FLEX
Flex Ltd.

Technology
-9.97K
- 65.44%
$32.92 - $44.46 $328K - $443K
5.27K $174K
TTD
Trade Desk, Inc.

Technology
-2.26K
- 52.71%
$53.59 - $126.58 $121K - $286K
2.03K $110K
KEYS
Keysight Technologies, Inc.

Technology
-2.09K
- 30.37%
$148.16 - $185.11 $310K - $387K
4.79K $717K
XYL
Xylem Inc.

Industrials
-3.38K
- 34.58%
$114.02 - $132.04 $386K - $447K
6.4K $764K
DHI
Horton D R Inc

Consumer Cyclical
-2.09K
- 31.05%
$125.29 - $147.65 $262K - $309K
4.64K $590K
AMT
American Tower Corp

Real Estate
-3.12K
- 31.79%
$173.46 - $217.6 $541K - $679K
6.69K $1.46M
XLE
Energy Sector Spdr

ETFs
-4.17K
- 61.48%
$85.7 - $93.96 $357K - $392K
2.61K $243K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-12.6K
- 31.66%
$25.12 - $26.05 $315K - $327K
27.1K $683K
COF
Capital One Financial Corp

Financial Services
-1.85K
- 18.21%
$163.87 - $209.82 $304K - $389K
8.32K $1.49M
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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