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
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-367
- 37.0%
$634.14 - $744.83 $233K - $273K
625 $396K
GLP
Global Partners LP

Energy
-6.55K
- 92.46%
$46.0 - $59.88 $301K - $392K
534 $28K
RWO
Spdr Dow Jones Global Real Est

ETFs
-7.19K
- 39.2%
$41.41 - $45.24 $298K - $325K
11.2K $486K
IRM
Iron Mountain Inc

Real Estate
-998
- 9.17%
$82.79 - $111.31 $82.6K - $111K
9.88K $850K
CB
Chubb LTD

Financial Services
-1.72K
- 19.18%
$257.71 - $301.99 $443K - $519K
7.24K $2.19M
ET
Energy Transfer LP

Energy
-14K
- 59.71%
$17.26 - $21.08 $241K - $294K
9.42K $175K
HCA
Hca Healthcare, Inc.

Healthcare
-1.25K
- 37.37%
$296.7 - $345.55 $371K - $432K
2.09K $723K
COIN
Coinbase Global, Inc.

Technology
-34
- 0.94%
$172.23 - $301.3 $5.86K - $10.2K
3.57K $614K
ADSK
Autodesk, Inc.

Technology
-1.12K
- 35.93%
N/A
2K $492K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-5.62K
- 7.76%
$50.72 - $50.92 $285K - $286K
66.8K $3.4M
TGT
Target Corp

Consumer Defensive
-98
- 1.18%
$103.65 - $142.5 $10.2K - $14K
8.17K $853K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-5.39K
- 6.13%
$50.44 - $50.7 $272K - $273K
82.5K $4.18M
HPE
Hewlett Packard Enterprise CO

Technology
-6.3K
- 25.12%
$14.77 - $24.42 $93.1K - $154K
18.8K $289K
ASML
Asml Holding Nv

Technology
-309
- 24.43%
$662.63 - $776.99 $205K - $240K
956 $633K
HPQ
Hp Inc

Technology
-3.25K
- 10.72%
$27.69 - $34.72 $89.9K - $113K
27.1K $749K
ALB
Albemarle Corp

Basic Materials
-1.9K
- 26.24%
$69.95 - $97.49 $133K - $185K
5.33K $384K
NXPI
Nxp Semiconductors N.V.

Technology
-974
- 33.49%
$189.99 - $245.86 $185K - $239K
1.93K $367K
XLV
Select Sector Spdr Fund Health

ETFs
-2.04K
- 27.5%
$137.61 - $149.68 $280K - $305K
5.37K $784K
UNH
Unitedhealth Group Inc

Healthcare
-1.26K
- 5.29%
$461.52 - $548.18 $580K - $689K
22.5K $11.8M
TFC
Truist Financial Corp

Financial Services
-4.42K
- 19.47%
$39.48 - $48.15 $174K - $213K
18.3K $751K
IOSP
Innospec Inc.

Basic Materials
-2K
- 92.32%
$94.75 - $116.61 $189K - $233K
166 $15K
AIZ
Assurant, Inc.

Financial Services
-1.02K
- 58.51%
$198.92 - $218.67 $203K - $223K
722 $151K
ADM
Archer Daniels Midland CO

Consumer Defensive
-4.13K
- 50.97%
$45.22 - $52.17 $187K - $216K
3.97K $190K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.51K
- 28.56%
$98.98 - $113.18 $248K - $284K
6.28K $710K
XLU
Utilities Sector Spdr

ETFs
-3.26K
- 24.2%
$74.7 - $80.27 $244K - $262K
10.2K $805K
XEL
Xcel Energy Inc

Utilities
-3.27K
- 56.73%
$63.37 - $72.1 $207K - $235K
2.49K $176K
MFC
Manulife Financial Corp

Financial Services
-6.82K
- 52.87%
$28.41 - $31.82 $194K - $217K
6.08K $189K
XLF
Financial Sector Spdr

ETFs
-5.28K
- 13.28%
$47.32 - $52.19 $250K - $276K
34.5K $1.72M
BKR
Baker Hughes CO

Energy
-5.34K
- 49.81%
$41.16 - $48.85 $220K - $261K
5.38K $236K
BIIB
Biogen Inc.

Healthcare
-1.23K
- 59.03%
$133.43 - $153.27 $164K - $189K
855 $116K
AER
Aer Cap Holdings N.V.

Industrials
-2.24K
- 54.92%
$94.11 - $105.78 $211K - $237K
1.84K $188K
DEO
Diageo PLC

Consumer Defensive
-1.15K
- 32.93%
$104.79 - $126.12 $121K - $145K
2.35K $245K
ITT
Itt Inc.

Industrials
-1.25K
- 46.2%
$128.71 - $153.88 $160K - $192K
1.45K $187K
FTNT
Fortinet, Inc.

Technology
-2.22K
- 14.59%
$92.49 - $114.57 $205K - $254K
13K $1.25M
ANSS
Ansys Inc

Technology
-521
- 58.67%
$316.56 - $360.36 $165K - $188K
367 $116K
BNDX
Vanguard Total International B

ETFs
-3.68K
- 54.19%
$48.33 - $49.5 $178K - $182K
3.11K $151K
CRWD
Crowd Strike Holdings, Inc.

Technology
-623
- 15.84%
$308.86 - $455.36 $192K - $284K
3.31K $1.17M
AM
Antero Midstream Corp

Energy
-12.8K
- 66.71%
$15.47 - $18.04 $198K - $231K
6.38K $114K
BDX
Becton Dickinson & CO

Healthcare
-820
- 14.22%
$222.79 - $249.08 $183K - $204K
4.95K $1.13M
STZ
Constellation Brands, Inc.

Consumer Defensive
-259
- 8.01%
$161.05 - $222.93 $41.7K - $57.7K
2.98K $545K
USAC
Usa Compression Partners, LP

Energy
-7.24K
- 82.48%
$23.75 - $29.24 $172K - $212K
1.54K $41K
SYF
Synchrony Financial

Financial Services
-1.16K
- 13.58%
$51.9 - $70.63 $60.3K - $82K
7.39K $391K
ARW
Arrow Electronics Inc

Technology
-1.4K
- 73.53%
$101.93 - $119.3 $143K - $167K
505 $52K
XLY
Select Sector Spdr Consumer Di

ETFs
-186
- 4.15%
$192.6 - $233.2 $35.8K - $43.4K
4.29K $847K
AMG
Affiliated Managers Group, Inc.

Financial Services
-823
- 72.96%
$154.65 - $189.71 $127K - $156K
305 $51K
MELI
Mercadolibre Inc

Consumer Cyclical
-107
- 51.94%
$1739.0 - $2260.0 $186K - $242K
99 $193K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-6.93K
- 56.06%
$22.98 - $24.13 $159K - $167K
5.43K $129K
XRAY
Dentsply Sirona Inc.

Healthcare
-5.52K
- 30.79%
$14.93 - $20.31 $82.4K - $112K
12.4K $185K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-2.37K
- 64.84%
$64.35 - $73.03 $152K - $173K
1.28K $89K
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