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
$50.8B
$2.59 Million 0.11% of portfolio
11,080
Q1 2025 Reduced 49.02%
$2.02B
$2.49 Million 0.1% of portfolio
42,403
Q1 2025 Added 85.52%
$95.6B
$2.48 Million 0.1% of portfolio
9,340
Q1 2025 Added 111.74%
$101B
$2.46 Million 0.1% of portfolio
3,651
Q1 2025 Reduced 2.61%
$0
$2.37 Million 0.1% of portfolio
17,464
Q1 2025 Reduced 0.87%
$119B
$2.19 Million 0.09% of portfolio
7,238
Q1 2025 Reduced 19.18%
$29.7B
$2.16 Million 0.09% of portfolio
12,241
Q1 2025 Reduced 52.29%
$5.76B
$2.17 Million 0.09% of portfolio
1,515
Q1 2025 Reduced 14.36%
$199B
$1.88 Million 0.08% of portfolio
18,297
Q1 2025 Reduced 28.33%
$16.2B
$2.03 Million 0.08% of portfolio
61,135
Q1 2025 Reduced 47.98%
$69.5B
$1.92 Million 0.08% of portfolio
40,777
Q1 2025 Reduced 18.47%
$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%
$42.6B
$1.83 Million 0.08% of portfolio
178,707
Q1 2025 Added 0.77%
$412M
$1.94 Million 0.08% of portfolio
76,816
Q4 2024 New
$43.8B
$1.73 Million 0.07% of portfolio
4,121
Q1 2025 Added 70.57%
$0
$1.72 Million 0.07% of portfolio
34,475
Q1 2025 Reduced 13.28%
$171B
$1.65 Million 0.07% of portfolio
22,699
Q1 2025 Added 4.19%
$13.8B
$1.54 Million 0.06% of portfolio
158,930
Q1 2025 Added 224.98%
$99.9B
$1.46 Million 0.06% of portfolio
6,693
Q1 2025 Reduced 31.79%
$129B
$1.51 Million 0.06% of portfolio
8,844
Q1 2025 Reduced 23.71%
$77.1B
$1.49 Million 0.06% of portfolio
8,321
Q1 2025 Reduced 18.21%
$35.1B
$1.33 Million 0.06% of portfolio
17,743
Q1 2025 Reduced 3.47%
$107B
$1.33 Million 0.06% of portfolio
11,499
Q1 2025 Added 1.21%
$81.1B
$1.45 Million 0.06% of portfolio
9,974
Q1 2025 Added 9.88%
$33.2B
$1.48 Million 0.06% of portfolio
25,270
Q1 2025 Reduced 65.4%
$4.95B
$1.45 Million 0.06% of portfolio
37,929
Q1 2025 Added 0.02%
$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%
$49B
$1.34 Million 0.06% of portfolio
4,502
Q1 2025 Reduced 10.48%
$24.7B
$1.32 Million 0.05% of portfolio
13,152
Q1 2025 Added 154.24%
$49.7B
$1.13 Million 0.05% of portfolio
4,945
Q1 2025 Reduced 14.22%
$101B
$1.24 Million 0.05% of portfolio
8,901
Q1 2025 Reduced 94.0%
$0
$1.1 Million 0.05% of portfolio
11,369
Q1 2025 Added 7.13%
$51.4B
$1.3 Million 0.05% of portfolio
20,693
Q1 2025 Reduced 0.4%
$100B
$1.17 Million 0.05% of portfolio
3,311
Q1 2025 Reduced 15.84%
$80.1B
$1.25 Million 0.05% of portfolio
12,994
Q1 2025 Reduced 14.59%
$0
$1.18 Million 0.05% of portfolio
6,798
Q1 2025 Added 55.67%
$8.45B
$1.26 Million 0.05% of portfolio
5,816
Q1 2025 Added 343.97%
$21.7B
$1.12 Million 0.05% of portfolio
12,163
Q1 2025 Added 178.65%
$167B
$1.31 Million 0.05% of portfolio
2,571
Q1 2025 Reduced 43.91%
$12B
$1.11 Million 0.05% of portfolio
17,237
Q1 2025 Reduced 32.36%
$6.41B
$1.16 Million 0.05% of portfolio
19,944
Q1 2025 Reduced 63.17%
$0
$1.1 Million 0.05% of portfolio
13,339
Q1 2025 New
$7.54B
$990,000 0.04% of portfolio
79,735
Q1 2025 New
$52.3B
$1.03 Million 0.04% of portfolio
9,419
Q1 2025 Added 6.06%
$42.7B
$1.05 Million 0.04% of portfolio
8,032
Q1 2025 Added 11.68%
$31.4B
$1.04 Million 0.04% of portfolio
17,193
Q1 2025 Added 140.39%
$0
$847,000 0.04% of portfolio
4,291
Q1 2025 Reduced 4.15%

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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