Svb Wealth LLC Portfolio Holdings by Sector

Svb Wealth LLC

$5.3 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP SNOW INTU DDOG WDAY CRM TYL CDNS 19 stocks	$1.84 Million 34.65% of portfolio	19	-	19	-	0 Calls 0 Puts
ETFs \| ETFs IWY AGG IVV IEFA IWX SPY IWS VOO 149 stocks	$1.09 Million 20.58% of portfolio	149	-	132	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$402,428 7.6% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA ADI MCHP AMD INTC TXN SWKS 15 stocks	$185,625 3.5% of portfolio	15	-	15	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PANW PLTR IOT FTNT CRWD 17 stocks	$181,539 3.43% of portfolio	17	-	17	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META DASH TCEHY TWLO Z SPOT 10 stocks	$121,110 2.29% of portfolio	10	-	10	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV PFE LLY MRK JNJ GILD AMGN BMY 14 stocks	$114,658 2.16% of portfolio	14	-	14	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM BR CDW IT FISV FIS LDOS 11 stocks	$83,781 1.58% of portfolio	11	-	11	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA EBAY PDD JD MELI 6 stocks	$81,238 1.53% of portfolio	6	-	6	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC NU C CMWAY BMO HSBC 18 stocks	$68,860 1.3% of portfolio	18	-	18	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK MDT RXST BSX ZBH EW DXCM 8 stocks	$57,093 1.08% of portfolio	8	-	8	-	0 Calls 0 Puts
Asset Management \| Financial Services BX ARES AMP BK STT KKR APO HTGC 17 stocks	$49,899 0.94% of portfolio	17	-	16	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP COF DFS UPST PYPL SYF 9 stocks	$47,226 0.89% of portfolio	9	-	9	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$45,781 0.86% of portfolio	3	-	3	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW KGFHY 3 stocks	$39,724 0.75% of portfolio	3	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR DGX A IQV TMO IDXX 6 stocks	$37,694 0.71% of portfolio	6	-	6	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A HIG AIG ALIZY ZURVY AXAHY 7 stocks	$37,241 0.7% of portfolio	7	-	7	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SU SHEL BP TTE CVE 7 stocks	$36,416 0.69% of portfolio	7	-	7	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE ETR DUK SO AEP EXC AEE XEL 13 stocks	$36,104 0.68% of portfolio	13	-	13	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL KMB HIMS CHD UL EL CLX 9 stocks	$35,325 0.67% of portfolio	9	-	9	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN DOV GE CMI ITW XYL ROK EMR 17 stocks	$30,522 0.58% of portfolio	17	-	17	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LHX RTX LMT BA NOC HII GD SAFRY 11 stocks	$27,728 0.52% of portfolio	11	-	11	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV CI CVS CNC 5 stocks	$27,669 0.52% of portfolio	5	-	5	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM TM F RACE 5 stocks	$27,602 0.52% of portfolio	5	-	5	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD PPG ECL DD LYB IFF ALB RPM 13 stocks	$26,348 0.5% of portfolio	13	-	13	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI HPE NOK 4 stocks	$25,534 0.48% of portfolio	4	-	4	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW TW MS MKTX RJF MQBKY SRL 9 stocks	$25,130 0.47% of portfolio	9	-	9	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO MNST CCEP 4 stocks	$24,193 0.46% of portfolio	4	-	4	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX YUM YUMC DRI CMG CMPGY 7 stocks	$21,634 0.41% of portfolio	7	-	7	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX NSC CNI ALSMY 5 stocks	$21,402 0.4% of portfolio	5	-	5	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE SPGI MCO CME LNSTY MSCI NDAQ 7 stocks	$20,597 0.39% of portfolio	7	-	7	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM HTHIY ITOCY CKHUY MITSY 6 stocks	$20,540 0.39% of portfolio	6	-	6	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC AJG AON 3 stocks	$19,778 0.37% of portfolio	3	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS ROKU WBD 4 stocks	$18,599 0.35% of portfolio	4	-	4	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS TREX TT CARR OC JCI BLDR CODYY 9 stocks	$17,165 0.32% of portfolio	9	-	9	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG BDX AKYA HOLX XRAY RMD 6 stocks	$16,748 0.32% of portfolio	6	-	6	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST LULU 3 stocks	$15,270 0.29% of portfolio	3	-	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ T TMUS DTEGY CHTR NTTYY VOD 9 stocks	$15,094 0.28% of portfolio	9	-	9	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRI PRU AFL MET MFC AAGIY UNM 7 stocks	$14,235 0.27% of portfolio	7	-	7	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL ABNB BKNG EXPE 4 stocks	$14,195 0.27% of portfolio	4	-	4	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX RCRUY 3 stocks	$14,075 0.27% of portfolio	3	-	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$13,044 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB ALL TRV TKOMY AXS 6 stocks	$12,906 0.24% of portfolio	6	-	6	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EOG COP HES FANG OXY DVN CTRA 7 stocks	$11,513 0.22% of portfolio	7	-	7	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX TECH NVO REGN SMMT CSLLY BNTX 7 stocks	$10,432 0.2% of portfolio	7	-	7	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR ADRNY TSCDY SVNDY CRRFY 5 stocks	$10,398 0.2% of portfolio	5	-	5	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS RDY VTRS HLN PRPH 5 stocks	$10,051 0.19% of portfolio	5	-	5	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBY ORLY AZO GPC WSM 5 stocks	$9,706 0.18% of portfolio	5	-	5	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$9,654 0.18% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI OKE WMB ET GLP EPD TRGP LNG 10 stocks	$9,446 0.18% of portfolio	10	-	10	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA NTES RBLX NTDOY 4 stocks	$9,440 0.18% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO MPC PSX 3 stocks	$8,270 0.16% of portfolio	3	-	3	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG 2 stocks	$8,235 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX AMT DLR IRM CCI 5 stocks	$8,165 0.15% of portfolio	5	-	5	-	0 Calls 0 Puts
Industrial Distribution \| Industrials POOL GWW FAST 3 stocks	$8,028 0.15% of portfolio	3	-	3	-	0 Calls 0 Puts
Health Information Services \| Healthcare TXG VEEV 2 stocks	$7,707 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC TFC RF CFG BNPQY USB KB FITB 20 stocks	$7,482 0.14% of portfolio	20	-	20	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY KEYS FTV 3 stocks	$7,377 0.14% of portfolio	3	-	3	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE DECK 2 stocks	$6,155 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI AER FTAI 3 stocks	$6,149 0.12% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB BKR USAC 3 stocks	$5,842 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP CBRE 2 stocks	$5,394 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$4,655 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services QNST OMC 2 stocks	$4,547 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE PCAR 3 stocks	$4,489 0.08% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ASML KLAC TOELY 4 stocks	$4,469 0.08% of portfolio	4	-	4	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$4,371 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT LAD 2 stocks	$4,199 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS KHC NSRGY DANOY 4 stocks	$3,776 0.07% of portfolio	4	-	4	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$3,427 0.06% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC HSIC CAH 4 stocks	$3,067 0.06% of portfolio	4	-	4	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ DELL STX WDC LNVGY 5 stocks	$2,918 0.06% of portfolio	5	-	5	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS FDX 2 stocks	$2,258 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI LEN PHM NVR TMHC 5 stocks	$2,143 0.04% of portfolio	5	-	5	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA NTR CF FMC ICL KPLUY 6 stocks	$2,129 0.04% of portfolio	6	-	6	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$2,088 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate RC AGNC ARI 3 stocks	$1,986 0.04% of portfolio	3	-	3	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MAR 2 stocks	$1,662 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O SPG 2 stocks	$1,506 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR CCK PKG BERY IP 5 stocks	$1,486 0.03% of portfolio	5	-	5	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS GPN 2 stocks	$1,472 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW SHECY 2 stocks	$1,460 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Components \| Technology FLEX APH GLW TTDKY 4 stocks	$1,450 0.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$1,385 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical LVMUY HESAY TPR CFRUY 4 stocks	$1,266 0.02% of portfolio	4	-	4	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM CRH.L 2 stocks	$1,263 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA CMPS 2 stocks	$1,230 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ DEO 2 stocks	$1,158 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate PEAK WELL VTR 3 stocks	$1,141 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$968 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$937 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB ESS 2 stocks	$934 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI HUBB ABB 3 stocks	$913 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG CWEN AQN 3 stocks	$839 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP RIO 2 stocks	$744 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$657 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$639 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS 1 stocks	$631 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE IBDRY ENLAY 3 stocks	$573 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Copper \| Basic Materials FCX SCCO 2 stocks	$562 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GNTX QS DNZOY 3 stocks	$519 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$496 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$454 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$446 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$417 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$409 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services AIZ 1 stocks	$371 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$333 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$323 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL HNNMY 2 stocks	$275 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$238 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services MURGY 1 stocks	$238 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$215 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate GNL 1 stocks	$145 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$126 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials FUJIY 1 stocks	$122 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials NHYDY 1 stocks	$82 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate FSP 1 stocks	$21 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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