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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$228B
$2.37 Million 0.04% of portfolio
14,188
Q4 2024 New
$36.6B
$2.31 Million 0.04% of portfolio
23,501
Q4 2024 New
$0
$2.03 Million 0.04% of portfolio
4,936
Q4 2024 New
$130B
$2.25 Million 0.04% of portfolio
22,677
Q4 2024 New
$0
$2.33 Million 0.04% of portfolio
17,618
Q4 2024 New
$195B
$1.97 Million 0.04% of portfolio
12,852
Q4 2024 New
$91.4B
$2.32 Million 0.04% of portfolio
8,411
Q4 2024 New
$40.9B
$2.09 Million 0.04% of portfolio
34,518
Q4 2024 New
$1.04T
$2.23 Million 0.04% of portfolio
11,312
Q4 2024 New
$87.1B
$2.23 Million 0.04% of portfolio
20,713
Q4 2024 New
$174B
$2.28 Million 0.04% of portfolio
4,584
Q4 2024 New
$0
$2.27 Million 0.04% of portfolio
100,038
Q4 2024 New
$97.4B
$2.22 Million 0.04% of portfolio
42,465
Q4 2024 New
$85.1B
$1.95 Million 0.04% of portfolio
15,465
Q4 2024 New
$0
$2.03 Million 0.04% of portfolio
72,741
Q4 2024 New
$0
$1.92 Million 0.04% of portfolio
39,755
Q4 2024 New
$228B
$2.05 Million 0.04% of portfolio
16,333
Q4 2024 New
$82.4B
$2.1 Million 0.04% of portfolio
1,769
Q4 2024 New
$74.1B
$1.96 Million 0.04% of portfolio
6,525
Q4 2024 New
$44.1B
$1.91 Million 0.04% of portfolio
19,022
Q4 2024 New
$86.7B
$2.14 Million 0.04% of portfolio
3,749
Q4 2024 New
$0
$2.16 Million 0.04% of portfolio
21,575
Q4 2024 New
$108B
$2.05 Million 0.04% of portfolio
11,593
Q4 2024 New
$0
$2.22 Million 0.04% of portfolio
42,449
Q4 2024 New
$150B
$1.52 Million 0.03% of portfolio
3,599
Q4 2024 New
$93.7B
$1.4 Million 0.03% of portfolio
2,948
Q4 2024 New
$81.6B
$1.51 Million 0.03% of portfolio
5,951
Q4 2024 New
$3.03B
$1.48 Million 0.03% of portfolio
5,094
Q4 2024 New
$78.8B
$1.81 Million 0.03% of portfolio
10,174
Q4 2024 New
$85B
$1.36 Million 0.03% of portfolio
3,688
Q4 2024 New
$112B
$1.37 Million 0.03% of portfolio
16,335
Q4 2024 New
$54.6B
$1.62 Million 0.03% of portfolio
9,369
Q4 2024 New
$0
$1.72 Million 0.03% of portfolio
15,592
Q4 2024 New
$6.05B
$1.66 Million 0.03% of portfolio
37,921
Q4 2024 New
$90.1B
$1.44 Million 0.03% of portfolio
15,213
Q4 2024 New
$0
$1.83 Million 0.03% of portfolio
30,610
Q4 2024 New
$47.5B
$1.84 Million 0.03% of portfolio
177,349
Q4 2024 New
$2.57B
$1.65 Million 0.03% of portfolio
22,856
Q4 2024 New
$35.1B
$1.59 Million 0.03% of portfolio
24,883
Q4 2024 New
$196B
$1.67 Million 0.03% of portfolio
1,577
Q4 2024 New
$67.4B
$1.73 Million 0.03% of portfolio
3,686
Q4 2024 New
$0
$1.58 Million 0.03% of portfolio
12,399
Q4 2024 New
$53.9B
$1.66 Million 0.03% of portfolio
22,238
Q4 2024 New
$72.9B
$1.75 Million 0.03% of portfolio
8,690
Q4 2024 New
$0
$1.78 Million 0.03% of portfolio
45,071
Q4 2024 Added 123.71%
$41.5B
$1.4 Million 0.03% of portfolio
18,381
Q4 2024 New
$360B
$1.49 Million 0.03% of portfolio
17,533
Q4 2024 New
$77.5B
$1.7 Million 0.03% of portfolio
8,821
Q4 2024 New
$89.6B
$1.8 Million 0.03% of portfolio
9,813
Q4 2024 New

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
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