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
$264B
$4.58 Million 0.19% of portfolio
17,072
Q1 2025 Added 4.94%
$55.7B
$4.28 Million 0.18% of portfolio
35,787
Q1 2025 Reduced 3.86%
$161B
$4.43 Million 0.18% of portfolio
30,505
Q1 2025 Added 95.61%
$383B
$4.28 Million 0.18% of portfolio
102,449
Q1 2025 Reduced 15.78%
$195B
$4.11 Million 0.17% of portfolio
145,423
Q1 2025 Added 1.17%
$24.4B
$4.12 Million 0.17% of portfolio
25,704
Q1 2025 Reduced 38.6%
$1.23B
$3.75 Million 0.16% of portfolio
429,117
Q1 2025 Reduced 17.89%
$34.4B
$3.73 Million 0.16% of portfolio
31,905
Q1 2025 Reduced 42.91%
$118B
$3.84 Million 0.16% of portfolio
36,570
Q1 2025 Added 61.26%
$12.5B
$3.91 Million 0.16% of portfolio
12,291
Q1 2025 Reduced 41.97%
$180B
$3.78 Million 0.16% of portfolio
83,360
Q1 2025 Reduced 3.58%
$88.9B
$3.5 Million 0.15% of portfolio
17,053
Q1 2025 Reduced 33.66%
$229B
$3.43 Million 0.14% of portfolio
745
Q1 2025 Added 25.84%
$93B
$3.38 Million 0.14% of portfolio
27,691
Q1 2025 Added 33.69%
$107B
$3.04 Million 0.13% of portfolio
50,646
Q1 2025 Added 19.27%
$227B
$3.22 Million 0.13% of portfolio
11,969
Q1 2025 Reduced 5.24%
$91.6B
$3.13 Million 0.13% of portfolio
30,380
Q1 2025 Reduced 29.0%
$17.1B
$3.01 Million 0.13% of portfolio
75,105
Q1 2025 Added 331.64%
$293B
$3.15 Million 0.13% of portfolio
37,304
Q1 2025 Reduced 7.54%
$53.4B
$2.96 Million 0.12% of portfolio
14,306
Q1 2025 Added 92.05%
$79.9B
$3.01 Million 0.12% of portfolio
35,862
Q1 2025 Reduced 20.57%
$15.3B
$2.95 Million 0.12% of portfolio
40,062
Q1 2025 Reduced 47.01%
$34.6B
$2.98 Million 0.12% of portfolio
37,598
Q1 2025 Reduced 39.52%
$24.5B
$2.9 Million 0.12% of portfolio
133,287
Q1 2025 Added 255.85%
$83.6B
$2.57 Million 0.11% of portfolio
17,503
Q1 2025 Reduced 9.98%
$72.9B
$2.53 Million 0.11% of portfolio
3,104
Q1 2025 Reduced 20.41%
$846M
$2.75 Million 0.11% of portfolio
154,041
Q1 2025 Added 1.3%
$48.1B
$2.59 Million 0.11% of portfolio
11,080
Q1 2025 Reduced 49.02%
$2.08B
$2.49 Million 0.1% of portfolio
42,403
Q1 2025 Added 85.52%
$98.7B
$2.48 Million 0.1% of portfolio
9,340
Q1 2025 Added 111.74%
$102B
$2.46 Million 0.1% of portfolio
3,651
Q1 2025 Reduced 2.61%
$116B
$2.19 Million 0.09% of portfolio
7,238
Q1 2025 Reduced 19.18%
$34.8B
$2.16 Million 0.09% of portfolio
12,241
Q1 2025 Reduced 52.29%
$5.99B
$2.17 Million 0.09% of portfolio
1,515
Q1 2025 Reduced 14.36%
$250B
$1.88 Million 0.08% of portfolio
18,297
Q1 2025 Reduced 28.33%
$20B
$2.03 Million 0.08% of portfolio
61,135
Q1 2025 Reduced 47.98%
$69.5B
$1.92 Million 0.08% of portfolio
40,777
Q1 2025 Reduced 18.47%
$45.6B
$1.83 Million 0.08% of portfolio
178,707
Q1 2025 Added 0.77%
$201M
$1.94 Million 0.08% of portfolio
76,816
Q4 2024 New
$44.3B
$1.73 Million 0.07% of portfolio
4,121
Q1 2025 Added 70.57%
$182B
$1.65 Million 0.07% of portfolio
22,699
Q1 2025 Added 4.19%
$14.4B
$1.54 Million 0.06% of portfolio
158,930
Q1 2025 Added 224.98%
$108B
$1.46 Million 0.06% of portfolio
6,693
Q1 2025 Reduced 31.79%
$136B
$1.51 Million 0.06% of portfolio
8,844
Q1 2025 Reduced 23.71%
$83.4B
$1.49 Million 0.06% of portfolio
8,321
Q1 2025 Reduced 18.21%
$38.8B
$1.33 Million 0.06% of portfolio
17,743
Q1 2025 Reduced 3.47%
$125B
$1.33 Million 0.06% of portfolio
11,499
Q1 2025 Added 1.21%
$87.4B
$1.45 Million 0.06% of portfolio
9,974
Q1 2025 Added 9.88%
$31.4B
$1.48 Million 0.06% of portfolio
25,270
Q1 2025 Reduced 65.4%

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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