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
AQN
Algonquin Power & Utilities Corp.

Utilities
-10.5K
- 95.51%
$4.27 - $5.19 $45K - $54.7K
496 $2K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.5K
- 11.02%
N/A
20.2K $382K
VRSK
Verisk Analytics, Inc.

Industrials
-527
- 10.48%
$268.63 - $301.33 $142K - $159K
4.5K $1.34M
NVS
Novartis Ag

Healthcare
-1.51K
- 16.94%
$97.14 - $115.57 $147K - $175K
7.42K $826K
TRV
Travelers Companies, Inc.

Financial Services
-490
- 13.06%
$232.43 - $265.13 $114K - $130K
3.26K $862K
BNTX
Bio N Tech Se

Healthcare
-5
- 0.28%
$91.06 - $126.88 $455 - $634
1.78K $162K
PPL
Ppl Corp

Utilities
-1.83K
- 22.71%
$31.68 - $36.11 $57.9K - $66K
6.22K $224K
SMMT
Summit Therapeutics Inc.

Healthcare
-3.1K
- 20.2%
$16.65 - $23.76 $51.6K - $73.7K
12.3K $236K
TRGP
Targa Resources Corp.

Energy
-366
- 21.58%
$178.44 - $217.22 $65.3K - $79.5K
1.33K $266K
HDB
Hdfc Bank LTD

Financial Services
-684
- 20.23%
$58.06 - $66.85 $39.7K - $45.7K
2.7K $179K
APH
Amphenol Corp

Technology
-26
- 0.49%
$61.62 - $78.55 $1.6K - $2.04K
5.33K $349K
ADEA
Adeia Inc.

Technology
-12
- 0.04%
$12.48 - $17.23 $150 - $207
30.2K $399K
RACE
Ferrari N.V.

Consumer Cyclical
-55
- 9.05%
$413.73 - $508.15 $22.8K - $27.9K
553 $236K
EW
Edwards Lifesciences Corp

Healthcare
-101
- 2.3%
$67.95 - $76.19 $6.86K - $7.7K
4.29K $310K
BCS
Barclays PLC

Financial Services
-4.1K
- 16.65%
$12.69 - $16.25 $52K - $66.6K
20.5K $314K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.15K
- 14.2%
$47.66 - $57.45 $54.8K - $66.1K
6.95K $378K
VOD
Vodafone Group Public LTD CO

Communication Services
-2.05K
- 14.1%
$8.05 - $9.86 $16.5K - $20.2K
12.5K $116K
ICL
Icl Group Ltd.

Basic Materials
-2.82K
- 20.44%
$4.96 - $6.45 $14K - $18.2K
11K $62K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-4
- 0.12%
$58.09 - $67.05 $232 - $268
3.41K $204K
ENB
Enbridge Inc

Energy
-405
- 6.14%
$41.54 - $45.45 $16.8K - $18.4K
6.19K $274K
NMR
Nomura Holdings Inc

Financial Services
-1.43K
- 8.75%
$5.56 - $6.98 $7.97K - $10K
14.9K $91K
Bitwise Bitcoin ETF Tr
-5.31K
- 49.12%
N/A
5.5K $0
Atlassian Corporation
-681
- 33.81%
N/A
1.33K $0
Veralto Corp
-3.28K
- 41.1%
N/A
4.7K $0
Canadian Pacific Kansas City
-283
- 9.05%
N/A
2.84K $0
Celestica Inc
-1.07K
- 20.69%
N/A
4.11K $0
Te Connectivity PLC
-5.61K
- 22.77%
N/A
19K $0
Ishares Bitcoin Trust ETF
-4.64K
- 9.56%
N/A
43.9K $0
Arista Networks Inc
-1.42K
- 4.06%
N/A
33.6K $0
Linde PLC Com
-7.43K
- 56.22%
N/A
5.78K $0
Solventum Corp
-138
- 3.98%
N/A
3.33K $0
Black Rock Inc
-3.71K
- 34.72%
N/A
6.97K $0
Gsk PLC Spon Ads Each Rep 2 Or
-1.5K
- 18.46%
N/A
6.62K $0
CRH.L
Crh PLC

Basic Materials
-472
- 18.39%
N/A
2.1K $0
OTIS
Otis Worldwide Corp

Industrials
-347
- 9.52%
$90.77 - $104.01 $31.5K - $36.1K
3.3K $340K
FINV
Fin Volution Group

Financial Services
-3.74K
- 26.33%
$6.58 - $10.72 $24.6K - $40.1K
10.5K $100K
LNG
Cheniere Energy, Inc.

Energy
-79
- 5.83%
$209.32 - $253.66 $16.5K - $20K
1.28K $295K
MFG
Mizuho Financial Group Inc

Financial Services
-1.36K
- 4.8%
$4.83 - $6.04 $6.58K - $8.23K
27K $148K
AXS
Axis Capital Holdings LTD

Financial Services
-195
- 6.65%
$85.54 - $100.24 $16.7K - $19.5K
2.74K $274K
VTR
Ventas, Inc.

Real Estate
-472
- 9.06%
$56.9 - $70.47 $26.9K - $33.3K
4.74K $325K
SNY
Sanofi

Healthcare
-257
- 4.5%
$48.15 - $59.42 $12.4K - $15.3K
5.45K $302K
EXC
Exelon Corp

Utilities
-1.69K
- 12.99%
$37.3 - $46.08 $63K - $77.9K
11.3K $521K
AON
Aon PLC

Financial Services
-69
- 4.37%
$348.44 - $409.32 $24K - $28.2K
1.51K $602K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-7.13K
- 20.38%
$9.49 - $14.83 $67.6K - $106K
27.8K $379K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-154
- 0.87%
$128.74 - $138.67 $19.8K - $21.4K
17.5K $2.37M
AIG
American International Group, Inc.

Financial Services
-449
- 7.73%
$70.5 - $86.94 $31.7K - $39K
5.36K $465K
SAN
Banco Santander, S.A.

Financial Services
-14.9K
- 21.58%
$4.46 - $7.14 $66.6K - $107K
54.2K $363K
AZN
Astrazeneca PLC

Healthcare
-532
- 4.44%
$65.37 - $77.96 $34.8K - $41.5K
11.4K $840K
BP
Bp PLC

Energy
-720
- 3.62%
$29.93 - $35.31 $21.5K - $25.4K
19.2K $647K
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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