Svb Wealth LLC Portfolio Holdings
Svb Wealth LLC
- $5.3 Billion
- Q4 2024
Svb Wealth LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.3 Billion distributed in 1588 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $1.78B, Apple Inc. with a value of $402M, Microsoft Corp with a value of $140M, Ishares Tr Russell 200 Growth with a value of $108M, and Broadcom Inc. with a value of $101M.
Examining the 13F form we can see an increase of $5.18B in the current position value, from $117M to 5.3B.
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
$5.3 Billion
Technology: $2.73 Billion
ETFs: $1.11 Billion
Financial Services: $304 Million
Healthcare: $286 Million
Consumer Cyclical: $232 Million
Communication Services: $169 Million
Industrials: $168 Million
Consumer Defensive: $135 Million
Other: $164 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,588
- Current Value $5.3 Billion
- Prior Value $117 Million
- Filing
- Period Q4 2024
- Filing Date February 05, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 739 stocks
- Additional Purchases 19 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks