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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.9B
$5.42 Million 0.23% of portfolio
41,031
Q1 2025 Reduced 22.59%
$0
$5.4 Million 0.22% of portfolio
139,145
Q1 2025 Reduced 15.4%
$15.6B
$5.35 Million 0.22% of portfolio
39,015
Q1 2025 Reduced 43.11%
$0
$5.31 Million 0.22% of portfolio
25,701
Q1 2025 Reduced 12.24%
$69.1B
$5.12 Million 0.21% of portfolio
39,899
Q1 2025 Reduced 37.59%
$0
$5 Million 0.21% of portfolio
98,715
Q1 2025 Reduced 19.81%
$204B
$4.96 Million 0.21% of portfolio
37,479
Q1 2025 Reduced 2.68%
$116B
$5.16 Million 0.21% of portfolio
10,636
Q1 2025 Reduced 29.86%
$78.2B
$5.14 Million 0.21% of portfolio
31,206
Q1 2025 Reduced 45.97%
$157B
$4.7 Million 0.2% of portfolio
127,402
Q1 2025 Reduced 23.82%
$193B
$4.61 Million 0.19% of portfolio
12,028
Q1 2025 Reduced 33.41%
$157B
$4.65 Million 0.19% of portfolio
14,937
Q1 2025 Reduced 42.3%
$29B
$4.59 Million 0.19% of portfolio
31,333
Q1 2025 Reduced 39.07%
$34.9B
$4.68 Million 0.19% of portfolio
47,170
Q1 2025 Reduced 5.15%
$268B
$4.58 Million 0.19% of portfolio
17,072
Q1 2025 Added 4.94%
$0
$4.58 Million 0.19% of portfolio
49,918
Q1 2025 Added 31.1%
$149B
$4.43 Million 0.18% of portfolio
30,505
Q1 2025 Added 95.61%
$362B
$4.28 Million 0.18% of portfolio
102,449
Q1 2025 Reduced 15.78%
$0
$4.38 Million 0.18% of portfolio
85,753
Q1 2025 Reduced 25.76%
$203B
$4.11 Million 0.17% of portfolio
145,423
Q1 2025 Added 1.17%
$24.2B
$4.12 Million 0.17% of portfolio
25,704
Q1 2025 Reduced 38.6%
$0
$4.18 Million 0.17% of portfolio
82,501
Q1 2025 Reduced 6.13%
$959M
$3.75 Million 0.16% of portfolio
429,117
Q1 2025 Reduced 17.89%
$35.7B
$3.73 Million 0.16% of portfolio
31,905
Q1 2025 Reduced 42.91%
$116B
$3.84 Million 0.16% of portfolio
36,570
Q1 2025 Added 61.26%
$0
$3.93 Million 0.16% of portfolio
77,675
Q1 2025 Added 1.64%
$12.1B
$3.91 Million 0.16% of portfolio
12,291
Q1 2025 Reduced 41.97%
$185B
$3.78 Million 0.16% of portfolio
83,360
Q1 2025 Reduced 3.58%
$68.8B
$3.5 Million 0.15% of portfolio
17,053
Q1 2025 Reduced 33.66%
$218B
$3.43 Million 0.14% of portfolio
745
Q1 2025 Added 25.84%
$89.6B
$3.38 Million 0.14% of portfolio
27,691
Q1 2025 Added 33.69%
$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%
$105B
$3.04 Million 0.13% of portfolio
50,646
Q1 2025 Added 19.27%
$224B
$3.22 Million 0.13% of portfolio
11,969
Q1 2025 Reduced 5.24%
$55.1B
$3.03 Million 0.13% of portfolio
6,254
Q1 2025 Reduced 22.36%
$86.3B
$3.13 Million 0.13% of portfolio
30,380
Q1 2025 Reduced 29.0%
$16.1B
$3.01 Million 0.13% of portfolio
75,105
Q1 2025 Added 331.64%
$261B
$3.15 Million 0.13% of portfolio
37,304
Q1 2025 Reduced 7.54%
$53.1B
$2.96 Million 0.12% of portfolio
14,306
Q1 2025 Added 92.05%
$72.7B
$3.01 Million 0.12% of portfolio
35,862
Q1 2025 Reduced 20.57%
$16.9B
$2.95 Million 0.12% of portfolio
40,062
Q1 2025 Reduced 47.01%
$33B
$2.98 Million 0.12% of portfolio
37,598
Q1 2025 Reduced 39.52%
$20.9B
$2.9 Million 0.12% of portfolio
133,287
Q1 2025 Added 255.85%
$0
$2.89 Million 0.12% of portfolio
5,411
Q1 2025 Added 15.13%
$80.2B
$2.57 Million 0.11% of portfolio
17,503
Q1 2025 Reduced 9.98%
$82.6B
$2.53 Million 0.11% of portfolio
3,104
Q1 2025 Reduced 20.41%
$835M
$2.75 Million 0.11% of portfolio
154,041
Q1 2025 Added 1.3%

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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