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
KMI
Kinder Morgan, Inc.

Energy
-10.9K
- 4.4%
$25.21 - $29.4 $275K - $321K
237K $6.97M
PEAK
Healthpeak Properties, Inc.

Real Estate
-5.19K
- 25.73%
N/A
15K $284K
COF
Capital One Financial Corp

Financial Services
-1.71K
- 20.56%
$150.57 - $212.76 $258K - $364K
6.61K $1.41M
D
Dominion Energy, Inc

Utilities
-1.42K
- 23.28%
$49.66 - $58.0 $70.4K - $82.2K
4.67K $263K
MFG
Mizuho Financial Group Inc

Financial Services
-12.4K
- 46.09%
$4.25 - $5.66 $52.9K - $70.5K
14.6K $80K
FTNT
Fortinet, Inc.

Technology
-1.79K
- 13.76%
$84.71 - $108.69 $151K - $194K
11.2K $1.18M
AVB
Avalonbay Communities Inc

Real Estate
-160
- 6.63%
$187.23 - $215.61 $30K - $34.5K
2.26K $458K
COIN
Coinbase Global, Inc.

Technology
-1.99K
- 55.63%
$151.47 - $375.07 $301K - $745K
1.58K $554K
JCI
Johnson Controls International PLC

Industrials
-1.94K
- 32.44%
$71.14 - $105.62 $138K - $205K
4.04K $426K
NXPI
Nxp Semiconductors N.V.

Technology
-471
- 24.35%
$153.5 - $218.72 $72.3K - $103K
1.46K $319K
TFC
Truist Financial Corp

Financial Services
-1.64K
- 8.98%
$34.79 - $42.99 $57.1K - $70.5K
16.6K $714K
DELL
Dell Technologies Inc.

Technology
-1.25K
- 31.27%
$71.63 - $125.98 $89.2K - $157K
2.74K $335K
VTRS
Viatris Inc

Healthcare
-2.42K
- 18.37%
$7.26 - $9.12 $17.6K - $22.1K
10.7K $95K
GNR
Spdr S&P Global Natural Resour

ETFs
-388
- 5.74%
$45.66 - $55.03 $17.7K - $21.4K
6.37K $345K
IRM
Iron Mountain Inc

Real Estate
-1.66K
- 16.78%
$76.93 - $105.25 $128K - $175K
8.22K $843K
MOS
Mosaic CO

Basic Materials
-2.66K
- 27.86%
$22.76 - $36.95 $60.6K - $98.4K
6.9K $251K
EW
Edwards Lifesciences Corp

Healthcare
-347
- 8.1%
$67.07 - $78.22 $23.3K - $27.1K
3.94K $307K
Ishares Bitcoin Trust ETF
-35.1K
- 80.08%
N/A
8.74K $0
Ge Healthcare Technologies Inc
-1.25K
- 15.73%
N/A
6.69K $0
Te Connectivity PLC
-5.97K
- 31.34%
N/A
13.1K $0
Kenvue Inc
-5.35K
- 21.54%
N/A
19.5K $0
Linde PLC Com
-2.78K
- 48.04%
N/A
3.01K $0
Black Rock Inc
-2.6K
- 37.31%
N/A
4.37K $0
Arista Networks Inc
-8.88K
- 26.46%
N/A
24.7K $0
Ge Vernova Inc
-2.24K
- 62.48%
N/A
1.35K $0
FIS
Fidelity National Information Services, Inc.

Technology
-432
- 8.11%
$68.14 - $82.13 $29.4K - $35.5K
4.89K $398K
XLY
Select Sector Spdr Consumer Di

ETFs
-320
- 7.46%
$176.34 - $218.59 $56.4K - $69.9K
3.97K $863K
APH
Amphenol Corp

Technology
-1.44K
- 26.96%
$59.09 - $98.75 $85K - $142K
3.9K $384K
FLEX
Flex Ltd.

Technology
-1.03K
- 19.46%
$26.68 - $50.09 $27.3K - $51.3K
4.24K $211K
AYI
Acuity Brands Inc

Industrials
-135
- 5.55%
$223.31 - $304.18 $30.1K - $41.1K
2.3K $684K
EME
Emcor Group, Inc.

Industrials
-29
- 6.94%
$342.02 - $534.89 $9.92K - $15.5K
389 $208K
STX
Seagate Technology Holdings PLC

Technology
-1.21K
- 27.2%
$66.54 - $144.33 $80.6K - $175K
3.24K $468K
CEG
Constellation Energy Corp

Utilities
-1.02K
- 28.61%
$170.96 - $322.76 $175K - $331K
2.56K $824K
XLC
Select Sector Spdr Tr Communic

ETFs
-198
- 1.74%
$86.13 - $108.53 $17.1K - $21.5K
11.2K $1.21M
PLTR
Palantir Technologies Inc.

Technology
-11.6K
- 31.13%
$74.01 - $144.25 $859K - $1.67M
25.7K $3.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
-4.64K
- 7.59%
$31.67 - $42.89 $147K - $199K
56.5K $2.42M
NTES
Net Ease, Inc.

Communication Services
-2.72K
- 8.96%
$91.37 - $134.58 $249K - $366K
27.7K $3.72M
NFLX
Netflix Inc

Communication Services
-3.88K
- 26.72%
$855.86 - $1339.13 $3.32M - $5.19M
10.6K $14.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-594
- 3.48%
$177.93 - $313.14 $106K - $186K
16.5K $5.15M
AVGO
Broadcom Inc.

Technology
-89.3K
- 24.82%
$146.29 - $275.65 $13.1M - $24.6M
271K $74.6M
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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