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
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