Svb Wealth LLC Portfolio Holdings

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025

Svb Wealth LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.41 Billion distributed in 2531 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $928M, Apple Inc. with a value of $165M, Amazon Com Inc with a value of $64.7M, Broadcom Inc. with a value of $60.2M, and Ishares Tr with a value of $55.8M.

Examining the 13F form we can see an decrease of $2.89B in the current position value, from $5.3B to 2.41B.

Svb Wealth LLC is based out at Boston, MA

Below you can find more details about Svb Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.41 Billion
Technology: $1.32 Billion
ETFs: $294 Million
Financial Services: $197 Million
Healthcare: $171 Million
Communication Services: $126 Million
Consumer Cyclical: $109 Million
Industrials: $52.1 Million
Energy: $47.4 Million
Other: $88.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$928 Million 38.54% of portfolio
3,501,904
Q1 2025 Reduced 36.36%
$3.45T
$165 Million 6.84% of portfolio
741,110
Q1 2025 Reduced 53.82%
$2.32T
$64.7 Million 2.69% of portfolio
339,865
Q1 2025 Reduced 3.48%
$113B
$60.2 Million 2.5% of portfolio
359,794
Q1 2025 Reduced 17.38%
$331B
$45.2 Million 1.88% of portfolio
215,679
Q1 2025 Reduced 16.25%
$855B
$44.3 Million 1.84% of portfolio
180,556
Q1 2025 Reduced 17.08%
$416B
$42.1 Million 1.75% of portfolio
388,172
Q1 2025 Added 6.48%
$1.14T
$34.2 Million 1.42% of portfolio
221,159
Q1 2025 Reduced 13.57%
$1.58T
$30.9 Million 1.28% of portfolio
53,529
Q1 2025 Reduced 1.63%
$220B
$29.9 Million 1.24% of portfolio
225,249
Q1 2025 Reduced 17.31%
$575B
$29.2 Million 1.21% of portfolio
83,297
Q1 2025 Reduced 8.51%
$1.17T
$25.2 Million 1.05% of portfolio
161,235
Q1 2025 Reduced 18.02%
$622B
$23.7 Million 0.99% of portfolio
44,546
Q1 2025 Added 0.95%
$280B
$20.4 Million 0.85% of portfolio
331,139
Q1 2025 Reduced 18.82%
$181B
$19.9 Million 0.83% of portfolio
63,918
Q1 2025 Reduced 18.62%
$452B
$19.4 Million 0.81% of portfolio
163,088
Q1 2025 Added 5.18%
$1.05T
$15.3 Million 0.64% of portfolio
59,148
Q1 2025 Added 0.05%
$530B
$13.5 Million 0.56% of portfolio
14,510
Q1 2025 Reduced 10.23%
$152B
$13.5 Million 0.56% of portfolio
190,786
Q1 2025 Reduced 31.44%
$37.7B
$13.2 Million 0.55% of portfolio
54,362
Q1 2025 Reduced 29.74%
$642B
$13.2 Million 0.55% of portfolio
94,594
Q1 2025 Reduced 13.9%
$429B
$12.8 Million 0.53% of portfolio
16
Q1 2025 Reduced 27.27%
$101B
$11.7 Million 0.49% of portfolio
68,006
Q1 2025 Reduced 33.22%
$267B
$11.8 Million 0.49% of portfolio
22,495
Q1 2025 Reduced 5.29%
$148B
$11.6 Million 0.48% of portfolio
42,728
Q1 2025 Reduced 13.92%
$67.5B
$11.4 Million 0.47% of portfolio
26,131
Q1 2025 Reduced 13.23%
$533B
$10 Million 0.42% of portfolio
18,327
Q1 2025 Added 18.88%
$126B
$9.7 Million 0.4% of portfolio
31,744
Q1 2025 Reduced 27.95%
$66.1B
$9.5 Million 0.39% of portfolio
32,207
Q1 2025 Reduced 23.61%
$121B
$8.89 Million 0.37% of portfolio
44,070
Q1 2025 Reduced 19.13%
$181B
$9 Million 0.37% of portfolio
18,171
Q1 2025 Reduced 25.42%
$207B
$8.27 Million 0.34% of portfolio
92,183
Q1 2025 Reduced 13.96%
$239B
$7.28 Million 0.3% of portfolio
13,326
Q1 2025 Reduced 26.0%
$60.6B
$7.08 Million 0.29% of portfolio
248,034
Q1 2025 Added 65.82%
$122B
$6.93 Million 0.29% of portfolio
77,173
Q1 2025 Reduced 37.35%
$93.2B
$6.74 Million 0.28% of portfolio
29,125
Q1 2025 Reduced 9.41%
$18B
$6.59 Million 0.27% of portfolio
77,126
Q1 2025 Reduced 35.47%
$9.98B
$6.26 Million 0.26% of portfolio
22,014
Q1 2025 Reduced 44.17%
$55.9B
$5.42 Million 0.23% of portfolio
41,031
Q1 2025 Reduced 22.59%
$15.6B
$5.35 Million 0.22% of portfolio
39,015
Q1 2025 Reduced 43.11%
$69.1B
$5.12 Million 0.21% of portfolio
39,899
Q1 2025 Reduced 37.59%
$219B
$4.96 Million 0.21% of portfolio
37,479
Q1 2025 Reduced 2.68%
$121B
$5.16 Million 0.21% of portfolio
10,636
Q1 2025 Reduced 29.86%
$70.8B
$5.14 Million 0.21% of portfolio
31,206
Q1 2025 Reduced 45.97%
$155B
$4.7 Million 0.2% of portfolio
127,402
Q1 2025 Reduced 23.82%
$173B
$4.61 Million 0.19% of portfolio
12,028
Q1 2025 Reduced 33.41%
$164B
$4.65 Million 0.19% of portfolio
14,937
Q1 2025 Reduced 42.3%
$30.7B
$4.59 Million 0.19% of portfolio
31,333
Q1 2025 Reduced 39.07%
$42.1B
$4.68 Million 0.19% of portfolio
47,170
Q1 2025 Reduced 5.15%

Summary

  • Portfolio
  • No. of Stocks 2,531
  • Current Value $2.41 Billion
  • Prior Value $5.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1,161 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 262 stocks
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