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
RTX
Raytheon Technologies Corp

Industrials
-14.4K
- 38.38%
$113.75 - $148.48 $1.64M - $2.14M
23.1K $3.37M
ADI
Analog Devices Inc

Technology
-13.3K
- 30.2%
$164.6 - $238.02 $2.19M - $3.17M
30.8K $7.32M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.07K
- 56.74%
$468.22 - $566.51 $1.44M - $1.74M
2.34K $1.33M
DGX
Quest Diagnostics Inc

Healthcare
-11.3K
- 28.88%
N/A
27.7K $3.8M
ZTS
Zoetis Inc.

Healthcare
-7.99K
- 25.59%
$144.41 - $170.3 $1.15M - $1.36M
23.2K $3.62M
TECH
Bio Techne Corp

Healthcare
-23.3K
- 54.84%
$46.66 - $58.38 $1.09M - $1.36M
19.1K $985K
ADBE
Adobe Inc.

Technology
-3.75K
- 31.18%
$340.0 - $420.68 $1.28M - $1.58M
8.28K $3.2M
VZ
Verizon Communications Inc

Communication Services
-28K
- 33.63%
$41.67 - $45.62 $1.17M - $1.28M
55.3K $2.39M
BBY
Best Buy CO Inc

Consumer Cyclical
-16.3K
- 40.66%
$56.17 - $75.73 $915K - $1.23M
23.8K $1.6M
VLO
Valero Energy Corp

Energy
-10.5K
- 25.62%
$104.69 - $141.77 $1.1M - $1.49M
30.5K $4.1M
CDW
Cdw Corp

Technology
-9.87K
- 38.41%
$144.49 - $190.68 $1.43M - $1.88M
15.8K $2.83M
CMCSA
Comcast Corp

Communication Services
-31.8K
- 24.96%
$32.84 - $36.72 $1.04M - $1.17M
95.6K $3.41M
GM
General Motors CO

Consumer Cyclical
-27.8K
- 68.29%
$42.48 - $50.46 $1.18M - $1.41M
12.9K $636K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-23K
- 27.92%
$50.48 - $50.71 $1.16M - $1.17M
59.5K $3.02M
BAC
Bank Of America Corp

Financial Services
-36.3K
- 35.39%
$34.39 - $47.46 $1.25M - $1.72M
66.2K $3.13M
EQIX
Equinix Inc

Real Estate
-1.36K
- 43.78%
$740.07 - $914.43 $1.01M - $1.24M
1.75K $1.39M
COP
Conocophillips

Energy
-6.36K
- 17.4%
$82.66 - $106.1 $526K - $675K
30.2K $2.71M
CB
Chubb LTD

Financial Services
-3.49K
- 48.18%
$274.32 - $302.46 $957K - $1.05M
3.75K $1.09M
MCK
Mckesson Corp

Healthcare
-1.78K
- 48.75%
$652.83 - $732.78 $1.16M - $1.3M
1.87K $1.37M
CTVA
Corteva, Inc.

Basic Materials
-17.8K
- 85.84%
$55.52 - $74.53 $986K - $1.32M
2.93K $218K
IOT
Samsara Inc.

Technology
-27.9K
- 73.54%
$33.46 - $47.74 $933K - $1.33M
10K $399K
VTWO
Vanguard Russell 2000 ETF

ETFs
-24.9K
- 14.19%
$70.56 - $87.22 $1.76M - $2.17M
150K $13.1M
UBER
Uber Technologies, Inc

Technology
-15.6K
- 68.76%
$64.62 - $93.3 $1.01M - $1.46M
7.09K $661K
BK
Bank Of New York Mellon Corp

Financial Services
-13.7K
- 38.26%
$73.31 - $91.62 $1.01M - $1.26M
22.1K $2.02M
IQV
Iqvia Holdings Inc.

Healthcare
-4.81K
- 39.27%
$137.0 - $174.37 $659K - $838K
7.43K $1.17M
VONG
Vanguard Russell 1000 Growth E

ETFs
-10.8K
- 74.06%
$82.51 - $109.2 $893K - $1.18M
3.79K $413K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-20K
- 23.31%
$45.11 - $52.34 $902K - $1.05M
65.8K $3.44M
AMP
Ameriprise Financial Inc

Financial Services
-2.25K
- 35.9%
$422.19 - $533.73 $948K - $1.2M
4.01K $2.14M
BDX
Becton Dickinson & CO

Healthcare
-3.52K
- 71.16%
$165.15 - $226.42 $581K - $797K
1.43K $245K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-61.7K
- 25.35%
$23.2 - $29.84 $1.43M - $1.84M
182K $5.42M
TOLZ
Dj Brookfield Global

ETFs
-16.4K
- 50.65%
$48.57 - $54.85 $795K - $897K
15.9K $858K
WDAY
Workday, Inc.

Technology
-3.8K
- 34.27%
$210.47 - $274.71 $799K - $1.04M
7.28K $1.75M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.67K
- 80.55%
$321.63 - $509.31 $858K - $1.36M
644 $327K
BA
Boeing CO

Industrials
-5.57K
- 62.97%
$136.59 - $217.51 $761K - $1.21M
3.28K $686K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.95K
- 34.05%
$121.58 - $136.74 $723K - $813K
11.5K $1.56M
CBRE
Cbre Group, Inc.

Real Estate
-6.16K
- 76.72%
$113.94 - $140.12 $702K - $863K
1.87K $262K
SPGI
S&P Global Inc.

Financial Services
-1.58K
- 61.45%
$438.31 - $527.29 $693K - $833K
991 $522K
ARES
Ares Management Corp

Financial Services
-8.99K
- 28.69%
$118.04 - $175.83 $1.06M - $1.58M
22.3K $3.87M
ISRG
Intuitive Surgical Inc

Healthcare
-2.94K
- 16.16%
$451.58 - $565.94 $1.33M - $1.66M
15.2K $8.28M
XLK
Technology Sector Spdr

ETFs
-7.32K
- 28.49%
$179.73 - $253.23 $1.32M - $1.85M
18.4K $4.65M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.59K
- 65.45%
$376.48 - $440.65 $599K - $701K
840 $370K
WM
Waste Management Inc

Industrials
-2.44K
- 8.39%
$216.47 - $242.1 $529K - $592K
26.7K $6.11M
AMT
American Tower Corp

Real Estate
-2.84K
- 42.36%
$203.96 - $228.19 $578K - $647K
3.86K $852K
AEP
American Electric Power CO Inc

Utilities
-5.17K
- 54.85%
$98.59 - $109.11 $509K - $564K
4.25K $441K
TGT
Target Corp

Consumer Defensive
-5.47K
- 66.88%
$88.76 - $105.77 $485K - $578K
2.71K $267K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-14.9K
- 30.81%
$36.14 - $44.23 $540K - $661K
33.6K $1.48M
T
At&T Inc.

Communication Services
-20.9K
- 14.38%
$26.33 - $28.94 $550K - $605K
125K $3.6M
TREX
Trex CO Inc

Industrials
-7.94K
- 39.83%
$50.52 - $61.77 $401K - $491K
12K $652K
TRV
Travelers Companies, Inc.

Financial Services
-1.91K
- 58.45%
$233.83 - $276.34 $446K - $527K
1.36K $362K
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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