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
CARR
Carrier Global Corp

Industrials
-8.21K
- 66.32%
$55.55 - $75.83 $456K - $622K
4.17K $305K
ETN
Eaton Corp PLC

Industrials
-11.5K
- 26.93%
$246.52 - $356.99 $2.84M - $4.11M
31.2K $11.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-9.9K
- 27.74%
$50.39 - $60.05 $499K - $594K
25.8K $1.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.8K
- 41.25%
$152.93 - $181.74 $429K - $510K
3.99K $725K
XLU
Utilities Sector Spdr

ETFs
-5.77K
- 56.5%
$73.09 - $82.77 $422K - $478K
4.44K $362K
AMD
Advanced Micro Devices Inc

Technology
-8.12K
- 44.35%
$78.21 - $143.81 $635K - $1.17M
10.2K $1.44M
HPQ
Hp Inc

Technology
-13.8K
- 51.16%
$21.88 - $29.32 $303K - $406K
13.2K $323K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.18K
- 41.15%
$100.04 - $100.54 $418K - $420K
5.98K $600K
MPC
Marathon Petroleum Corp

Energy
-3.61K
- 36.2%
$118.55 - $170.08 $428K - $614K
6.36K $1.06M
AON
Aon PLC

Financial Services
-880
- 58.32%
$335.85 - $398.81 $296K - $351K
629 $224K
AZN
Astrazeneca PLC

Healthcare
-4.12K
- 36.02%
$64.87 - $75.0 $267K - $309K
7.32K $511K
HES
Hess Corp

Energy
-1.78K
- 48.97%
$126.32 - $161.29 $225K - $288K
1.86K $257K
PLD
Prologis, Inc.

Real Estate
-2.48K
- 31.75%
$89.76 - $112.34 $223K - $279K
5.34K $561K
SWKS
Skyworks Solutions, Inc.

Technology
-6.4K
- 37.1%
$49.2 - $74.95 $315K - $479K
10.8K $807K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-5.56K
- 46.09%
$52.31 - $63.72 $291K - $354K
6.5K $414K
AMAT
Applied Materials Inc

Technology
-7.99K
- 26.21%
$126.95 - $183.52 $1.01M - $1.47M
22.5K $4.12M
MET
Metlife Inc

Financial Services
-3.79K
- 58.13%
$68.42 - $82.49 $259K - $313K
2.73K $219K
ADSK
Autodesk, Inc.

Technology
-1.21K
- 60.53%
N/A
791 $194K
ASML
Asml Holding Nv

Technology
-508
- 53.14%
$595.37 - $815.24 $302K - $414K
448 $359K
TT
Trane Technologies PLC

Industrials
-1.25K
- 46.16%
$315.21 - $437.41 $394K - $546K
1.46K $637K
NVS
Novartis Ag

Healthcare
-2.79K
- 37.65%
$101.96 - $121.01 $285K - $338K
4.63K $559K
KEYS
Keysight Technologies, Inc.

Technology
-2.04K
- 42.62%
$127.02 - $165.4 $259K - $338K
2.75K $450K
DHI
Horton D R Inc

Consumer Cyclical
-2.09K
- 45.1%
$115.1 - $129.63 $241K - $271K
2.55K $328K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.31K
- 8.86%
$53.23 - $70.65 $69.7K - $92.6K
13.5K $780K
MNST
Monster Beverage Corp

Consumer Defensive
-5.83K
- 23.06%
$55.01 - $64.24 $320K - $374K
19.4K $1.22M
AZO
Autozone Inc

Consumer Cyclical
-66
- 50.0%
$3478.38 - $3880.15 $230K - $256K
66 $245K
XLF
Financial Sector Spdr

ETFs
-6.52K
- 18.92%
$43.92 - $52.37 $287K - $342K
28K $1.46M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.21K
- 19.26%
$90.21 - $112.66 $109K - $136K
5.07K $462K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-8.79K
- 32.43%
$24.14 - $25.43 $212K - $224K
18.3K $453K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-23.9K
- 10.49%
$35.9 - $43.76 $858K - $1.05M
204K $8.81M
ALL
Allstate Corp

Financial Services
-715
- 5.0%
$180.53 - $212.64 $129K - $152K
13.6K $2.74M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-17.7K
- 63.44%
$11.9 - $15.57 $210K - $275K
10.2K $156K
WELL
Welltower Inc.

Real Estate
-1.43K
- 40.91%
$136.49 - $155.22 $195K - $222K
2.07K $317K
ABC
Amerisourcebergen Corp

Healthcare
-1.17K
- 60.77%
N/A
756 $139K
XLV
Select Sector Spdr Fund Health

ETFs
-1.04K
- 19.28%
$128.77 - $144.3 $133K - $149K
4.34K $584K
SAN
Banco Santander, S.A.

Financial Services
-32.9K
- 60.7%
$5.72 - $8.32 $188K - $274K
21.3K $176K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.49K
- 40.06%
$57.41 - $74.81 $200K - $261K
5.22K $388K
WIT
Wipro LTD

Technology
-57.8K
- 74.45%
$2.7 - $3.09 $156K - $179K
19.8K $59K
RWO
Spdr Dow Jones Global Real Est

ETFs
-4.06K
- 36.4%
$38.85 - $45.0 $158K - $183K
7.09K $313K
CME
Cme Group Inc.

Financial Services
-953
- 10.2%
$252.37 - $290.71 $241K - $277K
8.39K $2.31M
AFL
Aflac Inc

Financial Services
-1.24K
- 22.41%
$99.77 - $112.45 $124K - $140K
4.31K $454K
HCA
Hca Healthcare, Inc.

Healthcare
-622
- 29.72%
$317.61 - $387.52 $198K - $241K
1.47K $563K
BP
Bp PLC

Energy
-2.47K
- 12.91%
$26.11 - $33.81 $64.6K - $83.6K
16.7K $499K
UBS
Ubs Group Ag

Financial Services
-5.28K
- 44.69%
$26.12 - $33.82 $138K - $178K
6.53K $220K
NOW
Service Now, Inc.

Technology
-375
- 34.63%
$721.65 - $1040.18 $271K - $390K
708 $727K
BX
Blackstone Inc.

Financial Services
-1.47K
- 16.5%
$120.07 - $151.11 $176K - $222K
7.43K $1.11M
CSGP
Costar Group, Inc.

Real Estate
-2.13K
- 5.66%
$72.62 - $83.22 $155K - $177K
35.5K $2.85M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-699
- 29.03%
$136.63 - $176.62 $95.5K - $123K
1.71K $288K
ORCL
Oracle Corp

Technology
-34.6K
- 36.6%
$122.82 - $218.63 $4.25M - $7.57M
60K $13.1M
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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