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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.8 Million 2.32% of portfolio
737,140
Q1 2025 Reduced 13.44%
$0
$44.1 Million 1.83% of portfolio
78,791
Q1 2025 Reduced 5.89%
$0
$20.9 Million 0.87% of portfolio
389,182
Q1 2025 Reduced 4.73%
$0
$18 Million 0.75% of portfolio
179,058
Q1 2025 Reduced 8.25%
$0
$17.1 Million 0.71% of portfolio
100,033
Q1 2025 Reduced 18.54%
$0
$14.1 Million 0.59% of portfolio
175,348
Q1 2025 Added 23.24%
$0
$9.56 Million 0.4% of portfolio
20,382
Q1 2025 Added 19.97%
$0
$9.04 Million 0.38% of portfolio
227,843
Q1 2025 Reduced 17.3%
$0
$7.49 Million 0.31% of portfolio
70,191
Q1 2025 Reduced 24.39%
$106B
$7.3 Million 0.3% of portfolio
25,351
Q1 2025 Reduced 1.21%
$0
$6.29 Million 0.26% of portfolio
243,506
Q1 2025 New
$0
$5.4 Million 0.22% of portfolio
139,145
Q1 2025 Reduced 15.4%
$0
$5.31 Million 0.22% of portfolio
25,701
Q1 2025 Reduced 12.24%
$0
$5 Million 0.21% of portfolio
98,715
Q1 2025 Reduced 19.81%
$0
$4.58 Million 0.19% of portfolio
49,918
Q1 2025 Added 31.1%
$0
$4.38 Million 0.18% of portfolio
85,753
Q1 2025 Reduced 25.76%
$0
$3.93 Million 0.16% of portfolio
77,675
Q1 2025 Added 1.64%
$0
$3.44 Million 0.14% of portfolio
80,841
Q1 2025 Reduced 1.22%
$0
$3.4 Million 0.14% of portfolio
140,247
Q1 2025 Reduced 21.0%
$0
$3.4 Million 0.14% of portfolio
66,824
Q1 2025 Reduced 7.76%
$0
$2.89 Million 0.12% of portfolio
5,411
Q1 2025 Added 15.13%
$0
$2.37 Million 0.1% of portfolio
17,464
Q1 2025 Reduced 0.87%
$0
$2.02 Million 0.08% of portfolio
35,683
Q1 2025 Reduced 28.72%
$0
$2.01 Million 0.08% of portfolio
48,516
Q1 2025 Reduced 46.15%
$0
$1.7 Million 0.07% of portfolio
32,306
Q1 2025 Reduced 41.99%
$0
$1.72 Million 0.07% of portfolio
34,475
Q1 2025 Reduced 13.28%
$0
$1.44 Million 0.06% of portfolio
32,933
Q1 2025 Added 429.64%
$0
$1.36 Million 0.06% of portfolio
14,615
Q1 2025 Added 219.45%
$0
$1.1 Million 0.05% of portfolio
11,369
Q1 2025 Added 7.13%
$0
$1.18 Million 0.05% of portfolio
6,798
Q1 2025 Added 55.67%
$0
$1.1 Million 0.05% of portfolio
13,339
Q1 2025 New
$0
$847,000 0.04% of portfolio
4,291
Q1 2025 Reduced 4.15%
$0
$1.06 Million 0.04% of portfolio
27,677
Q4 2024 New
$0
$1.02 Million 0.04% of portfolio
10,153
Q1 2025 Reduced 52.94%
$0
$1.02 Million 0.04% of portfolio
2,431
Q4 2024 New
$0
$887,000 0.04% of portfolio
1,636
Q1 2025 Added 3.28%
$0
$720,000 0.03% of portfolio
12,061
Q1 2025 Added 0.04%
$0
$839,000 0.03% of portfolio
20,364
Q1 2025 Added 0.05%
$0
$784,000 0.03% of portfolio
5,374
Q1 2025 Reduced 27.5%
$0
$693,000 0.03% of portfolio
8,486
Q4 2024 New
$0
$683,000 0.03% of portfolio
27,101
Q1 2025 Reduced 31.66%
$0
$805,000 0.03% of portfolio
10,210
Q1 2025 Reduced 24.2%
$0
$623,000 0.03% of portfolio
10,502
Q1 2025 New
$0
$398,000 0.02% of portfolio
6,090
Q4 2024 New
$0
$553,000 0.02% of portfolio
19,324
Q1 2025 Reduced 0.25%
$0
$467,000 0.02% of portfolio
13,372
Q4 2024 New
$0
$499,000 0.02% of portfolio
4,097
Q4 2024 New
$0
$562,000 0.02% of portfolio
6,801
Q4 2024 New
$0
$573,000 0.02% of portfolio
10,000
Q4 2024 New

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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