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
SCCO
Southern Copper Corp

Basic Materials
-1.61K
- 63.77%
$85.92 - $101.48 $138K - $163K
912 $85K
ARCC
Ares Capital Corp

Financial Services
-6.59K
- 62.79%
$21.28 - $23.81 $140K - $157K
3.9K $86K
GPN
Global Payments Inc

Industrials
-676
- 12.51%
$92.18 - $113.03 $62.3K - $76.4K
4.73K $462K
AWK
American Water Works Company, Inc.

Utilities
-1.51K
- 42.16%
$121.01 - $149.31 $183K - $226K
2.08K $306K
CWEN
Clearway Energy, Inc.

Utilities
-5.73K
- 72.88%
$24.63 - $30.42 $141K - $174K
2.13K $64K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.39K
- 38.78%
$34.5 - $43.01 $117K - $146K
5.36K $202K
CVE
Cenovus Energy Inc.

Energy
-7.96K
- 66.33%
$12.24 - $15.63 $97.4K - $124K
4.04K $56K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.55K
- 51.54%
$40.03 - $46.81 $102K - $119K
2.4K $97K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.22K
- 29.87%
$54.25 - $57.64 $120K - $128K
5.21K $286K
MET
Metlife Inc

Financial Services
-1.37K
- 17.4%
$77.7 - $87.0 $107K - $120K
6.52K $523K
AVB
Avalonbay Communities Inc

Real Estate
-468
- 16.23%
$207.86 - $228.08 $97.3K - $107K
2.42K $518K
AXON
Axon Enterprise, Inc.

Industrials
-161
- 37.44%
$496.65 - $710.01 $80K - $114K
269 $141K
FIS
Fidelity National Information Services, Inc.

Technology
-1.01K
- 15.92%
$68.12 - $83.42 $68.7K - $84.1K
5.33K $397K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.66K
- 56.97%
$73.71 - $87.55 $122K - $145K
1.25K $109K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-101
- 2.19%
$221.78 - $273.45 $22.4K - $27.6K
4.5K $1.02M
DASH
Door Dash, Inc.

Communication Services
-1.15K
- 17.4%
$168.37 - $213.38 $193K - $245K
5.46K $997K
WIT
Wipro LTD

Technology
-19.7K
- 20.25%
$3.0 - $3.77 $59.1K - $74.3K
77.6K $237K
CARR
Carrier Global Corp

Industrials
-685
- 5.24%
$62.07 - $70.55 $42.5K - $48.3K
12.4K $784K
CHTR
Charter Communications, Inc.

Communication Services
-338
- 44.53%
$334.89 - $384.77 $113K - $130K
421 $155K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-17.9K
- 78.84%
$5.3 - $5.75 $95.1K - $103K
4.82K $25K
AFL
Aflac Inc

Financial Services
-1.42K
- 20.41%
$100.99 - $111.19 $144K - $158K
5.55K $617K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-49
- 0.25%
$28.62 - $36.65 $1.4K - $1.8K
19.3K $553K
STX
Seagate Technology Holdings PLC

Technology
-1.08K
- 19.57%
$84.92 - $108.42 $92.1K - $118K
4.46K $378K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-11.8K
- 80.47%
$8.57 - $10.13 $101K - $120K
2.86K $27K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-2.76K
- 26.1%
$32.39 - $34.01 $89.5K - $94K
7.82K $253K
TTE
Total Energies Se

Energy
-1.4K
- 27.65%
N/A
3.67K $251K
KB
Kb Financial Group Inc.

Financial Services
-1.5K
- 27.31%
$53.14 - $62.87 $79.7K - $94.3K
3.99K $216K
JD
Jd.Com, Inc.

Consumer Cyclical
-4.14K
- 34.32%
$33.1 - $45.21 $137K - $187K
7.93K $326K
IR
Ingersoll Rand Inc.

Industrials
-823
- 34.18%
$79.44 - $94.23 $65.4K - $77.6K
1.59K $126K
DBX
Dropbox, Inc.

Technology
-2.37K
- 30.92%
$24.55 - $33.27 $58.2K - $78.8K
5.29K $141K
PWR
Quanta Services, Inc.

Industrials
-97
- 9.48%
$236.71 - $358.03 $23K - $34.7K
926 $235K
BHP
Bhp Group LTD

Basic Materials
-1.67K
- 17.99%
$48.18 - $52.11 $80.2K - $86.8K
7.59K $368K
DD
Du Pont De Nemours, Inc.

Basic Materials
-638
- 3.47%
$72.7 - $84.32 $46.4K - $53.8K
17.7K $1.33M
PATH
Ui Path, Inc.

Technology
-18
- 0.06%
$9.97 - $15.19 $179 - $273
30.3K $311K
IBN
Icici Bank LTD

Financial Services
-2.82K
- 32.2%
$27.55 - $31.67 $77.6K - $89.2K
5.93K $187K
VTRS
Viatris Inc

Healthcare
-1.86K
- 12.38%
$8.68 - $12.42 $16.2K - $23.1K
13.2K $114K
UBS
Ubs Group Ag

Financial Services
-2.49K
- 17.42%
$30.28 - $35.78 $75.4K - $89.1K
11.8K $361K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.9K
- 30.05%
$37.07 - $40.63 $70.3K - $77.1K
4.42K $173K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-5.6K
- 27.34%
$14.13 - $16.72 $79.2K - $93.7K
14.9K $230K
PLD
Prologis, Inc.

Real Estate
-1.04K
- 11.76%
$103.59 - $124.04 $108K - $129K
7.82K $874K
MSCI
Msci Inc.

Financial Services
-85
- 19.95%
$541.46 - $628.34 $46K - $53.4K
341 $192K
BLDR
Builders First Source, Inc.

Industrials
-107
- 3.88%
$122.8 - $173.51 $13.1K - $18.6K
2.65K $331K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-65
- 0.44%
$69.82 - $78.67 $4.54K - $5.11K
14.8K $1.04M
FTV
Fortive Corp

Technology
-700
- 15.52%
$71.82 - $82.98 $50.3K - $58.1K
3.81K $278K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-642
- 20.73%
$100.59 - $103.47 $64.6K - $66.4K
2.46K $254K
CCI
Crown Castle International Corp

Real Estate
-894
- 30.33%
$84.33 - $106.39 $75.4K - $95.1K
2.05K $214K
XLI
Industrial Sector Spdr

ETFs
-378
- 17.08%
$128.78 - $141.67 $48.7K - $53.6K
1.84K $240K
FANG
Diamondback Energy, Inc.

Energy
-264
- 13.42%
$139.9 - $180.18 $36.9K - $47.6K
1.7K $272K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-997
- 1.22%
$42.38 - $43.28 $42.3K - $43.2K
80.8K $3.44M
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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