Bp Wealth Management
Latest statistics and disclosures from Svb Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APP, AAPL, MSFT, IVV, SPY, and represent 19.92% of Svb Wealth's stock portfolio.
- Added to shares of these 10 stocks: TXG (+$39M), AGG (+$36M), VOO (+$30M), IWY (+$24M), VTHR (+$17M), IWX (+$16M), IEFA (+$16M), SNOW (+$14M), IWS (+$10M), JQUA (+$9.1M).
- Started 117 new stock positions in REMYY, Xtract One Technologies, DXCM, DIVB, JPXGY, FLT, MQ, DTE, HIPO, XBTF.
- Reduced shares in these 10 stocks: AAPL (-$171M), SHV (-$101M), IWF (-$70M), IVV (-$69M), ICSH (-$58M), SPY (-$55M), JPST (-$55M), ITOT (-$50M), APP (-$31M), SPYV (-$23M).
- Sold out of its positions in AACAY, AWP, Activision Blizzard, AQN, ALSMY, AMRSQ, AM, ARI, APO, ARES.
- Svb Wealth was a net seller of stock by $-872M.
- Svb Wealth has $4.1B in assets under management (AUM), dropping by -9.72%.
- Central Index Key (CIK): 0001626116
Tip: Access up to 7 years of quarterly data
Positions held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Svb Wealth
Svb Wealth holds 889 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Svb Wealth has 889 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Svb Wealth Dec. 31, 2023 positions
- Download the Svb Wealth December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Applovin Corp Class A (APP) | 6.8 | $280M | -9% | 7.0M | 39.84 |
|
Apple (AAPL) | 4.7 | $193M | -47% | 1.0M | 192.53 |
|
Microsoft Corporation (MSFT) | 3.8 | $157M | -11% | 418k | 376.04 |
|
Ishares Core S&p 500 Etf Etf (IVV) | 2.5 | $101M | -40% | 212k | 477.63 |
|
Spdr S&p500 Etf Trust Trust Un Etf (SPY) | 2.1 | $88M | -38% | 186k | 475.31 |
|
iShares Short Treasury Bond Etf (SHV) | 2.1 | $85M | -54% | 768k | 110.13 |
|
10x Genomics Inc Cl A (TXG) | 2.0 | $81M | +92% | 1.4M | 55.96 |
|
Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 1.8 | $74M | -48% | 243k | 303.17 |
|
Vanguard Index Funds S&p 500 E Etf (VOO) | 1.7 | $72M | +71% | 164k | 436.80 |
|
Amazon (AMZN) | 1.6 | $65M | 430k | 151.94 |
|
|
Broadcom (AVGO) | 1.3 | $53M | +10% | 48k | 1116.26 |
|
Abbvie (ABBV) | 1.1 | $45M | -9% | 293k | 154.97 |
|
JPMorgan Chase & Co. (JPM) | 1.1 | $45M | -20% | 266k | 170.10 |
|
Ishares Tr Msci Usa Qlt Fct Etf (QUAL) | 1.1 | $44M | -28% | 299k | 147.14 |
|
iShares Core S&P Total U.S. St Etf (ITOT) | 1.0 | $41M | -55% | 385k | 105.23 |
|
Home Depot (HD) | 1.0 | $39M | -18% | 113k | 346.55 |
|
Ishares Trust Core Us Aggbd Et Etf (AGG) | 0.9 | $38M | +1319% | 385k | 99.25 |
|
iShares Ultra Short-Term Bond Etf (ICSH) | 0.9 | $38M | -60% | 745k | 50.36 |
|
J P Morgan Exchange Etf Ultra Etf (JPST) | 0.9 | $37M | -59% | 734k | 50.23 |
|
Alphabet Inc Class C cs (GOOG) | 0.9 | $37M | -12% | 261k | 140.93 |
|
Accenture (ACN) | 0.9 | $37M | -23% | 105k | 350.91 |
|
Abbott Laboratories (ABT) | 0.8 | $34M | -14% | 309k | 110.07 |
|
Alphabet Inc Class A cs (GOOGL) | 0.8 | $32M | -5% | 227k | 139.69 |
|
Snowflake Inc Cl A (SNOW) | 0.7 | $30M | +86% | 148k | 199.00 |
|
Ishares Tr 0-3 Mnth Treasry Etf (SGOV) | 0.7 | $29M | -12% | 290k | 100.27 |
|
Procter & Gamble Company (PG) | 0.7 | $28M | -14% | 194k | 146.54 |
|
Visa (V) | 0.7 | $28M | -14% | 108k | 260.35 |
|
Ishares Trust Core Msci Eafe E Etf (IEFA) | 0.6 | $27M | +155% | 379k | 70.35 |
|
Ishares Tr Msci Usa Value Etf (VLUE) | 0.6 | $27M | -23% | 263k | 101.16 |
|
Ishares Tr Pfd And Incm Sec Etf (PFF) | 0.6 | $26M | -37% | 847k | 31.19 |
|
Union Pacific Corporation (UNP) | 0.6 | $26M | -25% | 104k | 245.62 |
|
iShares Russell Top 200 Growth Etf (IWY) | 0.6 | $25M | +2410% | 142k | 175.22 |
|
Tesla Motors (TSLA) | 0.6 | $25M | +45% | 100k | 248.48 |
|
Ishares Russell 2000 Value Etf Etf (IWN) | 0.6 | $25M | -32% | 160k | 155.33 |
|
Facebook Inc cl a (META) | 0.6 | $24M | +33% | 69k | 353.96 |
|
Ishares Core S&p Small-cap E Etf (IJR) | 0.6 | $24M | -20% | 220k | 108.25 |
|
International Business Machines (IBM) | 0.6 | $24M | -19% | 143k | 163.55 |
|
Cisco Systems (CSCO) | 0.6 | $23M | -13% | 458k | 50.52 |
|
Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.6 | $23M | -39% | 83k | 277.15 |
|
Ishares Tr Intrm Gov Cr Etf Etf (GVI) | 0.6 | $23M | 216k | 104.76 |
|
|
Costco Wholesale Corporation (COST) | 0.5 | $23M | -23% | 34k | 660.07 |
|
Ishares Inc Core Msci Emerging Etf (IEMG) | 0.5 | $21M | +26% | 412k | 50.58 |
|
Nextera Energy (NEE) | 0.5 | $21M | -18% | 342k | 60.74 |
|
Comcast Corporation (CMCSA) | 0.5 | $21M | -21% | 472k | 43.85 |
|
Broadridge Financial Solutions (BR) | 0.5 | $19M | -24% | 94k | 205.75 |
|
Ishares Tr Msci Intl Qualty Etf (IQLT) | 0.5 | $19M | -13% | 514k | 37.56 |
|
Spdr Portfolio S&p 500 Value E Etf (SPYV) | 0.5 | $19M | -54% | 413k | 46.63 |
|
Marsh & McLennan Companies (MMC) | 0.5 | $19M | -22% | 101k | 189.47 |
|
Honeywell International (HON) | 0.5 | $19M | -18% | 91k | 209.71 |
|
L3harris Technologies (LHX) | 0.5 | $19M | -17% | 90k | 210.62 |
|
Valero Energy Corporation (VLO) | 0.5 | $19M | -20% | 145k | 130.00 |
|
Schwab International Equity Et Etf (SCHF) | 0.4 | $18M | +80% | 495k | 36.96 |
|
Anthem (ELV) | 0.4 | $18M | -19% | 38k | 471.57 |
|
NVIDIA Corporation (NVDA) | 0.4 | $18M | +21% | 36k | 495.23 |
|
Ishares Tr Ishs 1-5yr Invs Etf (IGSB) | 0.4 | $18M | 346k | 51.27 |
|
|
Intercontinental Exchange (ICE) | 0.4 | $17M | -22% | 136k | 128.43 |
|
iShares Russell Top 200 Value Etf (IWX) | 0.4 | $17M | +2010% | 246k | 70.17 |
|
Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $17M | 86k | 200.71 |
|
|
Vanguard Russell 3000 ETF Etf (VTHR) | 0.4 | $17M | NEW | 80k | 212.83 |
|
Air Products & Chemicals (APD) | 0.4 | $17M | -15% | 62k | 273.80 |
|
Eaton (ETN) | 0.4 | $17M | -22% | 70k | 240.82 |
|
Pfizer (PFE) | 0.4 | $17M | -5% | 583k | 28.79 |
|
UnitedHealth (UNH) | 0.4 | $17M | -12% | 31k | 526.46 |
|
Adobe Systems Incorporated (ADBE) | 0.4 | $16M | -14% | 28k | 596.60 |
|
Ishares Msci Eafe Etf Etf (EFA) | 0.4 | $16M | +15% | 211k | 75.35 |
|
Analog Devices (ADI) | 0.4 | $16M | -24% | 79k | 198.56 |
|
Ishares Trust Global Reit Etf Etf (REET) | 0.4 | $16M | -8% | 643k | 24.18 |
|
Flexshares Trust Morningstar G Etf (GUNR) | 0.4 | $15M | -30% | 375k | 40.95 |
|
Zoetis Inc Cl A (ZTS) | 0.4 | $15M | -22% | 78k | 197.37 |
|
McDonald's Corporation (MCD) | 0.4 | $15M | -2% | 50k | 296.51 |
|
Vanguard Intl Equity Index Fds Etf (VWO) | 0.4 | $15M | +23% | 360k | 41.10 |
|
Berkshire Hathaway (BRK.B) | 0.4 | $15M | 41k | 356.66 |
|
|
Oracle Corporation (ORCL) | 0.4 | $14M | -17% | 137k | 105.43 |
|
Vanguard Index Fds Vanguard To Etf (VTI) | 0.3 | $14M | -25% | 60k | 237.22 |
|
Medtronic (MDT) | 0.3 | $14M | -24% | 170k | 82.38 |
|
Merck & Co (MRK) | 0.3 | $14M | -8% | 127k | 109.02 |
|
Mondelez Int (MDLZ) | 0.3 | $14M | -23% | 189k | 72.43 |
|
Johnson & Johnson (JNJ) | 0.3 | $14M | -9% | 87k | 156.74 |
|
Cdw (CDW) | 0.3 | $13M | -23% | 58k | 227.32 |
|
Masco Corporation (MAS) | 0.3 | $13M | -25% | 198k | 66.98 |
|
Equinix (EQIX) | 0.3 | $13M | -22% | 16k | 805.37 |
|
Danaher Corporation (DHR) | 0.3 | $13M | -17% | 56k | 231.34 |
|
TJX Companies (TJX) | 0.3 | $13M | 136k | 93.81 |
|
|
Exxon Mobil Corporation (XOM) | 0.3 | $13M | +4% | 128k | 99.98 |
|
Bank of New York Mellon Corporation (BK) | 0.3 | $13M | -23% | 242k | 52.05 |
|
Quest Diagnostics Incorporated (DGX) | 0.3 | $13M | -24% | 91k | 137.88 |
|
Vanguard Bd Index Fds Total Bn Etf (BND) | 0.3 | $13M | +75% | 170k | 73.55 |
|
Ishares Russell Mid-cap Value Etf (IWS) | 0.3 | $12M | +586% | 103k | 116.29 |
|
Berkshire Hathaway (BRK.A) | 0.3 | $12M | -21% | 22.00 | 542625.00 |
|
Netflix (NFLX) | 0.3 | $12M | -17% | 25k | 486.88 |
|
Intuitive Surgical (ISRG) | 0.3 | $12M | -19% | 34k | 337.36 |
|
Stryker Corporation (SYK) | 0.3 | $12M | -25% | 39k | 299.46 |
|
Primerica (PRI) | 0.3 | $11M | -25% | 56k | 205.76 |
|
Ishares Tr Msci Acwi Ex Us Etf (ACWX) | 0.3 | $11M | -36% | 223k | 51.04 |
|
Ishares National Muni Bond Etf Etf (MUB) | 0.3 | $11M | +134% | 104k | 108.41 |
|
Pool Corporation (POOL) | 0.3 | $11M | -26% | 28k | 398.70 |
|
American Tower Reit (AMT) | 0.3 | $11M | -20% | 52k | 215.88 |
|
Automatic Data Processing (ADP) | 0.3 | $11M | -17% | 47k | 232.97 |
|
Agilent Technologies Inc C ommon (A) | 0.3 | $11M | -28% | 78k | 139.03 |
|
Pepsi (PEP) | 0.3 | $11M | -10% | 63k | 169.84 |
|
Intuit (INTU) | 0.3 | $11M | -20% | 17k | 625.02 |
|
Vanguard Intl Equity Index Fds Etf (VSS) | 0.3 | $11M | -11% | 92k | 115.03 |
|
Advanced Micro Devices (AMD) | 0.3 | $11M | -18% | 71k | 147.41 |
|
Vanguard Specialized Funds Div Etf (VIG) | 0.3 | $10M | -38% | 61k | 170.40 |
|
Intel Corporation (INTC) | 0.2 | $10M | -3% | 202k | 50.25 |
|
BlackRock (BLK) | 0.2 | $10M | -18% | 12k | 811.78 |
|
Chevron Corporation (CVX) | 0.2 | $9.7M | 65k | 149.16 |
|
|
Nike (NKE) | 0.2 | $9.7M | -13% | 89k | 108.57 |
|
JPMorgan U.S. Quality Factor E Etf (JQUA) | 0.2 | $9.5M | +2346% | 199k | 47.86 |
|
Eli Lilly & Co. (LLY) | 0.2 | $9.5M | +2% | 16k | 582.93 |
|
Kroger (KR) | 0.2 | $9.3M | -25% | 203k | 45.71 |
|
JPMorgan U.S. Value Factor ETF Etf (JVAL) | 0.2 | $9.2M | +1392% | 239k | 38.58 |
|
Vanguard Growth Etf Etf (VUG) | 0.2 | $9.2M | +134% | 30k | 310.89 |
|
EOG Resources (EOG) | 0.2 | $9.0M | -18% | 74k | 120.95 |
|
Workday Inc cl a (WDAY) | 0.2 | $8.5M | -30% | 31k | 276.06 |
|
Charles Schwab Corporation (SCHW) | 0.2 | $8.5M | -11% | 123k | 68.80 |
|
Expensify (EXFY) | 0.2 | $8.3M | +63% | 3.4M | 2.47 |
|
Schwab US Dividend Equity ETF Etf (SCHD) | 0.2 | $8.2M | -62% | 108k | 76.13 |
|
Iqvia Holdings (IQV) | 0.2 | $8.2M | -26% | 35k | 231.38 |
|
Spdr Gold Tr Gold Etf (GLD) | 0.2 | $8.2M | +2% | 43k | 191.17 |
|
Trex Company (TREX) | 0.2 | $8.1M | -27% | 98k | 82.79 |
|
Wal-Mart Stores (WMT) | 0.2 | $8.1M | -5% | 52k | 157.65 |
|
MasterCard Incorporated (MA) | 0.2 | $8.0M | +7% | 19k | 426.52 |
|
Best Buy (BBY) | 0.2 | $7.9M | -29% | 101k | 78.28 |
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Schlumberger (SLB) | 0.2 | $7.9M | -15% | 152k | 52.04 |
|
Starbucks Corporation (SBUX) | 0.2 | $7.9M | -3% | 82k | 96.01 |
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Amgen (AMGN) | 0.2 | $7.8M | -3% | 27k | 288.02 |
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iShares Russell 1000 Value ETF Etf (IWD) | 0.2 | $7.5M | -8% | 45k | 165.25 |
|
Microchip Technology (MCHP) | 0.2 | $7.4M | -4% | 82k | 90.18 |
|
Vanguard Real Estate Etf Etf (VNQ) | 0.2 | $7.4M | +45% | 83k | 88.36 |
|
Ishares Tr Rus Md Cp Gr Etf Etf (IWP) | 0.2 | $7.4M | +466% | 70k | 104.46 |
|
Rockwell Automation (ROK) | 0.2 | $7.3M | -25% | 24k | 310.48 |
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CoStar (CSGP) | 0.2 | $7.2M | -27% | 82k | 87.39 |
|
Tradeweb Markets (TW) | 0.2 | $7.2M | -29% | 79k | 90.88 |
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General Mills (GIS) | 0.2 | $7.1M | +28% | 109k | 65.14 |
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Keysight Technologies (KEYS) | 0.2 | $7.0M | -26% | 44k | 159.09 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $7.0M | 17k | 406.89 |
|
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Tyler Technologies (TYL) | 0.2 | $6.7M | -27% | 16k | 418.12 |
|
Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 0.2 | $6.6M | -56% | 16k | 409.52 |
|
Vanguard Small-cap Index Fund Etf (VB) | 0.2 | $6.6M | -5% | 31k | 213.33 |
|
Martin Marietta Materials (MLM) | 0.2 | $6.5M | -26% | 13k | 498.91 |
|
Select Sector Spdr Trust Techn Etf (XLK) | 0.2 | $6.4M | +2% | 33k | 192.48 |
|
VANGUARD FTSE Developed Market Etf (VEA) | 0.2 | $6.4M | -8% | 134k | 47.90 |
|
iShares Russell 1000 ETF Etf (IWB) | 0.1 | $6.2M | +30% | 24k | 262.26 |
|
J P Morgan Exchange Traded Etf (JMST) | 0.1 | $6.1M | -16% | 121k | 50.74 |
|
Ishares Trust Msci Emg Mkts Et Etf (EEM) | 0.1 | $6.1M | +3% | 152k | 40.21 |
|
Waste Management (WM) | 0.1 | $6.1M | -7% | 34k | 179.10 |
|
Schwab U.S. TIPs ETF Etf (SCHP) | 0.1 | $6.1M | +15% | 116k | 52.20 |
|
PPG Industries (PPG) | 0.1 | $6.0M | 40k | 149.55 |
|
|
Coca-Cola Company (KO) | 0.1 | $6.0M | -5% | 101k | 58.93 |
|
Progressive Corporation (PGR) | 0.1 | $6.0M | 37k | 159.28 |
|
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Gilead Sciences (GILD) | 0.1 | $5.9M | -3% | 72k | 81.01 |
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Electronic Arts (EA) | 0.1 | $5.8M | -23% | 42k | 136.81 |
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salesforce (CRM) | 0.1 | $5.8M | +12% | 22k | 263.14 |
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CVS Caremark Corporation (CVS) | 0.1 | $5.7M | -9% | 72k | 78.96 |
|
Invesco Nasdaq 100 Etf Etf (QQQM) | 0.1 | $5.5M | NEW | 32k | 168.54 |
|
Boeing Company (BA) | 0.1 | $5.4M | +19% | 21k | 260.66 |
|
iShares MSCI EAFE Small-Cap ET Etf (SCZ) | 0.1 | $5.4M | +33% | 87k | 61.90 |
|
Bio-techne Corporation (TECH) | 0.1 | $5.3M | -26% | 69k | 77.16 |
|
Total Market Index Etf | 0.1 | $5.3M | +72% | 104k | 50.71 |
|
iShares Treasury Floating Rate Etf (TFLO) | 0.1 | $5.2M | -35% | 103k | 50.47 |
|
Monster Beverage Corp (MNST) | 0.1 | $5.2M | +21% | 90k | 57.61 |
|
Bank of America Corporation (BAC) | 0.1 | $5.1M | +7% | 150k | 33.67 |
|
Coinbase Global (COIN) | 0.1 | $4.9M | -5% | 28k | 173.92 |
|
Netease Inc Ads Each Repr 25 C Adr (NTES) | 0.1 | $4.9M | -2% | 53k | 93.16 |
|
United Rentals (URI) | 0.1 | $4.8M | -20% | 8.5k | 573.45 |
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Bristol Myers Squibb (BMY) | 0.1 | $4.8M | 93k | 51.31 |
|
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Thermo Fisher Scientific (TMO) | 0.1 | $4.6M | +7% | 8.7k | 530.73 |
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iShares Russell 2000 Growth ET Etf (IWO) | 0.1 | $4.5M | +16% | 18k | 252.22 |
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Vanguard Total World Stock Etf Etf (VT) | 0.1 | $4.3M | -5% | 42k | 102.88 |
|
Draftkings (DKNG) | 0.1 | $4.3M | +3% | 122k | 35.25 |
|
iShares S&P Global Infrastruct Etf (IGF) | 0.1 | $4.3M | +42% | 90k | 47.05 |
|
Proshares Trust Brookfield Glo Etf (TOLZ) | 0.1 | $4.2M | +12% | 92k | 45.63 |
|
Qualcomm (QCOM) | 0.1 | $4.2M | +7% | 29k | 144.63 |
|
Pimco Etf Trust Enhanced Short Etf (MINT) | 0.1 | $4.2M | -17% | 42k | 99.79 |
|
SPDR S&P Dividend ETF Etf (SDY) | 0.1 | $4.2M | -2% | 33k | 124.97 |
|
Royal Caribbean Cruises (RCL) | 0.1 | $4.0M | -3% | 31k | 129.49 |
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Skyworks Solutions (SWKS) | 0.1 | $4.0M | 36k | 112.42 |
|
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Ishares Select Dividend Etf Etf (DVY) | 0.1 | $3.9M | -24% | 33k | 117.22 |
|
Raytheon Technologies Corp (RTX) | 0.1 | $3.8M | -21% | 46k | 84.14 |
|
Datadog Inc Cl A (DDOG) | 0.1 | $3.8M | +91% | 31k | 121.51 |
|
Te Connectivity Ltd for (TEL) | 0.1 | $3.7M | 26k | 140.50 |
|
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Walt Disney Company (DIS) | 0.1 | $3.6M | 40k | 90.29 |
|
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Verizon Communications (VZ) | 0.1 | $3.6M | 95k | 37.70 |
|
|
Vanguard Russell 2000 Etf Iv Etf (VTWO) | 0.1 | $3.5M | NEW | 43k | 81.10 |
|
QuinStreet (QNST) | 0.1 | $3.5M | +68% | 273k | 12.82 |
|
iShares 0-5 Year High Yield Etf (SHYG) | 0.1 | $3.5M | 83k | 42.22 |
|
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Goldman Sachs (GS) | 0.1 | $3.5M | +7% | 9.0k | 385.78 |
|
iShares 10-20 Year Treasury Bo Etf (TLH) | 0.1 | $3.5M | +373% | 32k | 108.26 |
|
Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $3.4M | -46% | 6.7k | 507.38 |
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Gartner (IT) | 0.1 | $3.4M | 7.4k | 451.11 |
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Vanguard Large Cap Etf Etf (VV) | 0.1 | $3.2M | +51% | 15k | 218.15 |
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Ishares Tr Ishares Biotech Etf (IBB) | 0.1 | $3.2M | -9% | 24k | 135.85 |
|
Ameriprise Financial (AMP) | 0.1 | $3.2M | -19% | 8.5k | 379.83 |
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Ready Cap Corp Com reit (RC) | 0.1 | $3.2M | -28% | 310k | 10.25 |
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Uber Technologies (UBER) | 0.1 | $3.2M | +28% | 51k | 61.57 |
|
Lowe's Companies (LOW) | 0.1 | $3.2M | +3% | 14k | 222.54 |
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Ecolab (ECL) | 0.1 | $3.1M | -24% | 16k | 198.35 |
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Wells Fargo & Company (WFC) | 0.1 | $3.0M | +2% | 61k | 49.22 |
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American Express Company (AXP) | 0.1 | $2.9M | -25% | 16k | 187.34 |
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ConocoPhillips (COP) | 0.1 | $2.8M | +16% | 25k | 116.08 |
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General Motors Company (GM) | 0.1 | $2.8M | +17% | 77k | 35.92 |
|
Vanguard Russell 1000 Growth E Etf (VONG) | 0.1 | $2.8M | +12% | 35k | 78.02 |
|
Novo Nordisk A/s Adr-each Cnv Adr (NVO) | 0.1 | $2.7M | -3% | 27k | 103.45 |
|
Dover Corporation (DOV) | 0.1 | $2.7M | +7% | 18k | 153.81 |
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Remitly Global (RELY) | 0.1 | $2.7M | +105% | 141k | 19.42 |
|
Cigna Corp (CI) | 0.1 | $2.7M | -7% | 9.1k | 299.47 |
|
Colgate-Palmolive Company (CL) | 0.1 | $2.7M | -7% | 34k | 79.71 |
|
Vanguard Mid-cap Index Fund Etf (VO) | 0.1 | $2.7M | -51% | 12k | 232.64 |
|
Vanguard Short-Term Bond Index Etf (BSV) | 0.1 | $2.7M | +31% | 35k | 77.02 |
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Arista Networks (ANET) | 0.1 | $2.7M | -9% | 11k | 235.51 |
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Caterpillar (CAT) | 0.1 | $2.6M | 8.9k | 295.70 |
|
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At&t (T) | 0.1 | $2.6M | +38% | 154k | 16.78 |
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United Parcel Service (UPS) | 0.1 | $2.6M | -9% | 16k | 157.22 |
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3M Company (MMM) | 0.1 | $2.6M | -2% | 24k | 109.32 |
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Chubb (CB) | 0.1 | $2.6M | -8% | 11k | 225.99 |
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Palo Alto Networks (PANW) | 0.1 | $2.5M | -6% | 8.6k | 294.88 |
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General Electric (GE) | 0.1 | $2.5M | 20k | 127.63 |
|
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Akoya Biosciences (AKYA) | 0.1 | $2.5M | 515k | 4.88 |
|
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.5M | -88% | 19k | 130.92 |
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Texas Instruments Incorporated (TXN) | 0.1 | $2.5M | -3% | 15k | 170.45 |
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Airbnb (ABNB) | 0.1 | $2.5M | +7% | 18k | 136.14 |
|
Ishares Tr Iboxx Hi Yd Etf Etf (HYG) | 0.1 | $2.4M | -23% | 31k | 77.39 |
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Lockheed Martin Corporation (LMT) | 0.1 | $2.4M | +4% | 5.3k | 453.19 |
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Northrop Grumman Corporation (NOC) | 0.1 | $2.3M | +7% | 4.9k | 468.17 |
|
Applied Materials (AMAT) | 0.1 | $2.3M | +13% | 14k | 162.06 |
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Taiwan Semiconductor Manufactu Adr (TSM) | 0.1 | $2.3M | +3% | 22k | 104.00 |
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State Street Corporation (STT) | 0.1 | $2.3M | -3% | 29k | 77.46 |
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $2.2M | -2% | 19k | 115.63 |
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iShares MSCI KLD 400 Social ET Etf (DSI) | 0.1 | $2.2M | -7% | 24k | 91.05 |
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Duke Energy (DUK) | 0.1 | $2.2M | 22k | 97.04 |
|
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Upstart Hldgs (UPST) | 0.1 | $2.1M | +98% | 53k | 40.85 |
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Kinder Morgan (KMI) | 0.1 | $2.1M | +15% | 120k | 17.64 |
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Booking Holdings (BKNG) | 0.1 | $2.1M | +14% | 591.00 | 3547.22 |
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Illinois Tool Works (ITW) | 0.1 | $2.1M | +10% | 8.0k | 261.92 |
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Schwab Us Large Cap Growth Etf Etf (SCHG) | 0.1 | $2.1M | +42% | 25k | 82.96 |
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Dow (DOW) | 0.1 | $2.1M | 38k | 54.84 |
|
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SYSCO Corporation (SYY) | 0.0 | $2.0M | +34% | 28k | 73.13 |
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Vaneck J P Morgan Em Lcl Cry B Etf (EMLC) | 0.0 | $2.0M | +784% | 79k | 25.35 |
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iShares Barclays 0-5 Year Tips Etf (STIP) | 0.0 | $2.0M | +49% | 20k | 98.59 |
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McKesson Corporation (MCK) | 0.0 | $2.0M | 4.3k | 463.03 |
|
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Vanguard High Dividend Yield E Etf (VYM) | 0.0 | $2.0M | -7% | 18k | 111.63 |
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Cadence Design Systems (CDNS) | 0.0 | $2.0M | +5% | 7.2k | 272.37 |
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Spdr Dow Jones Global Real Est Etf (RWO) | 0.0 | $1.9M | -40% | 44k | 43.71 |
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Kraft Heinz (KHC) | 0.0 | $1.9M | +17% | 52k | 36.98 |
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Vanguard Intl Equity Index Fds Etf (VEU) | 0.0 | $1.9M | -7% | 34k | 56.14 |
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Deere & Company (DE) | 0.0 | $1.9M | 4.8k | 399.91 |
|
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Schwab U.S. Broad Market ETF Etf (SCHB) | 0.0 | $1.9M | 34k | 55.67 |
|
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Shell Plc Spon Ads Ea Rep 2 Or Adr (SHEL) | 0.0 | $1.9M | -8% | 28k | 65.80 |
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Industries N shs - a - (LYB) | 0.0 | $1.8M | +7% | 19k | 95.08 |
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Past Filings by Svb Wealth
SEC 13F filings are viewable for Svb Wealth going back to 2014
- Svb Wealth 2023 Q4 filed Jan. 30, 2024
- Svb Wealth 2023 Q3 filed Oct. 23, 2023
- Svb Wealth 2023 Q2 filed July 24, 2023
- Svb Wealth 2023 Q1 filed May 12, 2023
- Svb Wealth 2022 Q4 filed Feb. 10, 2023
- Svb Wealth 2022 Q3 filed Nov. 9, 2022
- Svb Wealth 2022 Q2 filed Aug. 16, 2022
- Svb Wealth 2022 Q1 filed May 13, 2022
- Boston Private Wealth 2021 Q4 filed Feb. 15, 2022
- Boston Private Wealth 2021 Q3 filed Nov. 9, 2021
- Boston Private Wealth 2021 Q2 filed Aug. 13, 2021
- Boston Private Wealth 2021 Q1 filed May 11, 2021
- Boston Private Wealth 2020 Q4 filed Feb. 10, 2021
- Boston Private Wealth 2020 Q3 filed Nov. 10, 2020
- Boston Private Wealth 2020 Q2 filed Aug. 5, 2020
- Boston Private Wealth 2020 Q1 filed May 11, 2020