Bp Wealth Management
Latest statistics and disclosures from Svb Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, ITOT, AAPL, IWF, JPST, and represent 27.82% of Svb Wealth's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$397M), SGOV (+$393M), ICSH (+$390M), SPY (+$251M), SPYV (+$189M), GSG (+$23M), CMI (+$21M), BBY (+$21M), IVV (+$21M), MAS (+$19M).
- Started 79 new stock positions in CWEN, OTSKY, GSG, VTR, MTTR, DCBO, PLTR, ERIC, EPOKY, ENB.
- Reduced shares in these 10 stocks: ITOT (-$19M), IWF (-$18M), IEX (-$18M), ANET (-$16M), HII (-$16M), GOOGL (-$6.5M), JNJ (-$5.7M), PG (-$5.3M), URI, ACN.
- Sold out of its positions in AUOTY, ALSMY, AHCHY, ARW, Ascent Solar Technologies Ord, AVY, BERY, BILI, BIIB, MQY.
- Svb Wealth was a net buyer of stock by $1.7B.
- Svb Wealth has $7.5B in assets under management (AUM), dropping by 22.62%.
- Central Index Key (CIK): 0001626116
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Portfolio Holdings for Svb Wealth
Companies in the Svb Wealth portfolio as of the March 2022 quarterly 13F filing
Svb Wealth has 802 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Svb Wealth March 31, 2022 positions
- Download the Svb Wealth March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF Etf (IVV) | 5.8 | $437M | +5% | 947k | 461.54 | |
| iShares Core S&P Total U.S. St Etf (ITOT) | 5.7 | $428M | -4% | 4.2M | 100.94 | |
| Apple (AAPL) | 5.6 | $419M | 2.4M | 174.61 | ||
| iShares Russell 1000 Growth ET Etf (IWF) | 5.4 | $400M | -4% | 1.4M | 278.35 | |
| J P Morgan Ultra Short Incm Etf Etf (JPST) | 5.3 | $397M | NEW | 7.9M | 50.27 | |
| Ishares 0-3 Month Treasury Bd Etf Etf (SGOV) | 5.3 | $393M | NEW | 3.9M | 100.05 | |
| Ishares Tr Ultr Sh Trm Bd Etf (ICSH) | 5.2 | $391M | +193366% | 7.8M | 50.15 | |
| Spdr S&P 500 Etf Etf (SPY) | 3.8 | $284M | +756% | 629k | 451.72 | |
| Microsoft Corporation (MSFT) | 3.1 | $230M | 745k | 308.31 | ||
| SPDR Portfolio S&P 500 Value E Etf (SPYV) | 2.5 | $190M | +25897% | 4.5M | 41.75 | |
| iShares S&P MidCap Fund Etf (IJH) | 1.9 | $139M | 518k | 268.89 | ||
| Berkshire Hathaway (BRK.A) | 1.8 | $131M | 248.00 | 528919.35 | ||
| iShares Preferred and Income S Etf (PFF) | 1.3 | $97M | +11% | 2.7M | 36.42 | |
| Amazon (AMZN) | 1.3 | $95M | -2% | 29k | 3260.02 | |
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| Abbvie (ABBV) | 1.0 | $73M | -4% | 447k | 162.11 | |
| Accenture (ACN) | 0.9 | $71M | -5% | 210k | 337.23 | |
| Alphabet Inc Class C cs (GOOG) | 0.9 | $69M | 25k | 2792.93 | ||
| JPMorgan Chase & Co. (JPM) | 0.9 | $67M | 490k | 136.32 | ||
| Home Depot (HD) | 0.9 | $65M | 218k | 299.33 | ||
| Abbott Laboratories (ABT) | 0.8 | $61M | +3% | 514k | 118.36 | |
| Union Pacific Corporation (UNP) | 0.8 | $59M | 216k | 273.21 | ||
| Nextera Energy (NEE) | 0.8 | $58M | +4% | 680k | 84.71 | |
| Procter & Gamble Company (PG) | 0.6 | $47M | -10% | 306k | 152.80 | |
| Visa (V) | 0.6 | $47M | +2% | 210k | 221.77 | |
| Anthem (ANTM) | 0.6 | $44M | -7% | 89k | 491.22 | |
| L3harris Technologies (LHX) | 0.5 | $41M | +5% | 165k | 248.47 | |
| Merck & Co (MRK) | 0.5 | $41M | +4% | 498k | 82.05 | |
| Honeywell International (HON) | 0.5 | $41M | +6% | 208k | 194.58 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $40M | -13% | 15k | 2781.36 | |
| Broadcom (AVGO) | 0.5 | $40M | 63k | 629.68 | ||
| Intercontinental Exchange (ICE) | 0.5 | $37M | +3% | 281k | 132.12 | |
| Walt Disney Company (DIS) | 0.5 | $37M | +4% | 270k | 137.16 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $37M | -5% | 214k | 170.42 | |
| iShares S&P Small-Cap Fund Etf (IJR) | 0.5 | $36M | +4% | 338k | 107.44 | |
| Cars (CARS) | 0.5 | $36M | 2.5M | 14.43 | ||
| Pepsi (PEP) | 0.5 | $36M | +5% | 216k | 167.38 | |
| iShares Russell 2000 Value ETF Etf (IWN) | 0.5 | $36M | +16% | 267k | 133.33 | |
| Cisco Systems (CSCO) | 0.5 | $35M | +4% | 633k | 55.76 | |
| FlexShares Global Upstream Nat Etf (GUNR) | 0.5 | $34M | +33% | 731k | 46.83 | |
| Vanguard Total Stock Market In Etf (VTI) | 0.4 | $33M | 147k | 227.41 | ||
| iShares MSCI USA Quality Facto Etf (QUAL) | 0.4 | $33M | +28% | 248k | 134.63 | |
| Costco Wholesale Corporation (COST) | 0.4 | $33M | -9% | 57k | 575.86 | |
| Medtronic (MDT) | 0.4 | $33M | +3% | 296k | 110.95 | |
| Valero Energy Corporation (VLO) | 0.4 | $32M | +8% | 316k | 101.54 | |
| Broadridge Financial Solutions (BR) | 0.4 | $32M | +6% | 206k | 155.71 | |
| International Business Machines (IBM) | 0.4 | $31M | +2% | 241k | 130.02 | |
| Danaher Corporation (DHR) | 0.4 | $30M | -8% | 101k | 293.33 | |
| Analog Devices (ADI) | 0.4 | $30M | +8% | 179k | 165.18 | |
| Johnson & Johnson (JNJ) | 0.4 | $29M | -16% | 165k | 177.23 | |
| Equinix (EQIX) | 0.4 | $28M | +6% | 38k | 741.62 | |
| Comcast Corporation (CMCSA) | 0.4 | $28M | +6% | 594k | 46.82 | |
| iShares MSCI Intl Quality Fact Etf (IQLT) | 0.4 | $27M | 743k | 36.87 | ||
| Air Products & Chemicals (APD) | 0.4 | $27M | +7% | 110k | 249.91 | |
| Cdw (CDW) | 0.4 | $27M | +13% | 150k | 178.89 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.4 | $27M | 126k | 211.54 | ||
| American Tower Reit (AMT) | 0.4 | $26M | +10% | 105k | 251.22 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $26M | +10% | 516k | 49.63 | |
| UnitedHealth (UNH) | 0.3 | $24M | -14% | 48k | 509.96 | |
| Pool Corporation (POOL) | 0.3 | $24M | +9% | 57k | 422.86 | |
| Mondelez Int (MDLZ) | 0.3 | $24M | +8% | 378k | 62.78 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.3 | $24M | 57k | 415.17 | ||
| Pfizer (PFE) | 0.3 | $23M | 445k | 51.77 | ||
| Ishares S&p Gsci Commodity Iunit Ben Int Etf (GSG) | 0.3 | $23M | NEW | 23k | 1000.00 | |
| United Rentals (URI) | 0.3 | $22M | -16% | 62k | 355.21 | |
| Cummins (CMI) | 0.3 | $22M | +2978% | 108k | 205.11 | |
| Agilent Technologies Inc C ommon (A) | 0.3 | $22M | +36% | 166k | 132.33 | |
| eBay (EBAY) | 0.3 | $22M | +8% | 383k | 57.26 | |
| Best Buy (BBY) | 0.3 | $21M | +9483% | 235k | 90.90 | |
| Primerica (PRI) | 0.3 | $21M | +14% | 155k | 136.82 | |
| Stryker Corporation (SYK) | 0.3 | $21M | -8% | 78k | 267.35 | |
| iShares MSCI ACWI ex US Index Etf (ACWX) | 0.3 | $21M | +5% | 397k | 52.27 | |
| iShares MSCI EAFE ETF Etf (EFA) | 0.3 | $21M | +14% | 279k | 74.31 | |
| Group 1 Automotive (GPI) | 0.3 | $20M | +20% | 60k | 333.33 | |
| salesforce (CRM) | 0.3 | $20M | -9% | 93k | 212.32 | |
| Masco Corporation (MAS) | 0.3 | $20M | +5141% | 383k | 51.00 | |
| SPDR S&P MidCap 400 ETF Etf (MDY) | 0.3 | $19M | +119% | 39k | 490.46 | |
| Automatic Data Processing (ADP) | 0.3 | $19M | -4% | 84k | 227.54 | |
| BlackRock (BLK) | 0.3 | $19M | -8% | 25k | 764.19 | |
| Facebook Inc cl a (FB) | 0.2 | $19M | -8% | 84k | 222.36 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $19M | -10% | 41k | 455.63 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $17M | -9% | 49k | 352.91 | |
| Intuitive Surgical (ISRG) | 0.2 | $17M | +385% | 55k | 301.68 | |
| Intel Corporation (INTC) | 0.2 | $16M | 318k | 49.56 | ||
| Charles Schwab Corporation (SCHW) | 0.2 | $16M | -12% | 186k | 84.31 | |
| Iqvia Holdings (IQV) | 0.2 | $16M | -13% | 68k | 231.21 | |
| iShares Core MSCI Emerging Mar Etf (IEMG) | 0.2 | $15M | -8% | 269k | 55.55 | |
| McDonald's Corporation (MCD) | 0.2 | $15M | 60k | 247.28 | ||
| iShares MSCI USA Value Factor Etf (VLUE) | 0.2 | $14M | +333% | 137k | 104.57 | |
| Vanguard FTSE All-World ex-US Etf (VSS) | 0.2 | $14M | -5% | 116k | 123.89 | |
| iShares Global REIT ETF Etf (REET) | 0.2 | $14M | +501% | 477k | 29.21 | |
| Bio-techne Corporation (TECH) | 0.2 | $14M | -15% | 32k | 433.04 | |
| Tyler Technologies (TYL) | 0.2 | $14M | -16% | 30k | 444.89 | |
| Amgen (AMGN) | 0.2 | $13M | 54k | 241.83 | ||
| CoStar (CSGP) | 0.2 | $13M | -13% | 191k | 66.61 | |
| VMware (VMW) | 0.2 | $13M | +2709% | 111k | 113.87 | |
| SPDR Dow Jones Global Real Est Etf (RWO) | 0.2 | $13M | -25% | 234k | 54.01 | |
| Chevron Corporation (CVX) | 0.2 | $13M | 78k | 162.83 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $13M | +2% | 152k | 82.59 | |
| Estee Lauder Companies (EL) | 0.2 | $12M | -16% | 45k | 272.32 | |
| Trex Company (TREX) | 0.2 | $12M | +23% | 185k | 65.33 | |
| Keysight Technologies (KEYS) | 0.2 | $12M | -17% | 76k | 157.97 | |
| TJX Companies (TJX) | 0.2 | $12M | 198k | 60.58 | ||
| Cerner Corporation (CERN) | 0.2 | $12M | -10% | 126k | 93.56 | |
| Cognex Corporation (CGNX) | 0.2 | $12M | 151k | 77.15 | ||
| iShares Intermediate Governmen Etf (GVI) | 0.2 | $12M | -10% | 107k | 108.53 | |
| PIMCO Enhanced Short Maturity Etf (MINT) | 0.1 | $11M | -6% | 110k | 100.16 | |
| Wal-Mart Stores (WMT) | 0.1 | $11M | 74k | 148.93 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $11M | 106k | 101.21 | ||
| EOG Resources (EOG) | 0.1 | $11M | -7% | 88k | 119.22 | |
| Electronic Arts (EA) | 0.1 | $10M | -14% | 82k | 126.51 | |
| Invesco QQQ Trust Etf (QQQ) | 0.1 | $10M | 28k | 362.55 | ||
| iShares 1-5 Year Investment Gr Etf (IGSB) | 0.1 | $10M | +28% | 194k | 51.72 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $9.7M | +3% | 60k | 162.15 | |
| Starbucks Corporation (SBUX) | 0.1 | $9.5M | 105k | 90.97 | ||
| Vanguard Small-Cap Index Fund Etf (VB) | 0.1 | $9.5M | -2% | 45k | 212.51 | |
| Tesla Motors (TSLA) | 0.1 | $9.5M | -13% | 8.8k | 1077.65 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $9.2M | 93k | 99.07 | ||
| Cme (CME) | 0.1 | $9.1M | -15% | 38k | 237.86 | |
| Martin Marietta Materials (MLM) | 0.1 | $9.1M | -16% | 24k | 384.88 | |
| Vanguard Real Estate ETF Etf (VNQ) | 0.1 | $9.1M | -8% | 84k | 107.88 | |
| Bristol Myers Squibb (BMY) | 0.1 | $9.0M | 124k | 73.03 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw Etf (VONG) | 0.1 | $8.9M | NEW | 124k | 71.35 | |
| PPG Industries (PPG) | 0.1 | $8.7M | 66k | 131.07 | ||
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.1 | $8.4M | -8% | 183k | 45.99 | |
| iShares Russell 1000 Value ETF Etf (IWD) | 0.1 | $8.2M | -3% | 49k | 167.21 | |
| NVIDIA Corporation (NVDA) | 0.1 | $7.9M | +9% | 29k | 272.87 | |
| Coca-Cola Company (KO) | 0.1 | $7.9M | 127k | 62.00 | ||
| Nike (NKE) | 0.1 | $7.7M | 57k | 134.56 | ||
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $7.5M | 166k | 45.15 | ||
| Netflix (NFLX) | 0.1 | $7.5M | -3% | 20k | 374.62 | |
| MasterCard Incorporated (MA) | 0.1 | $7.3M | +3% | 21k | 357.38 | |
| Microchip Technology (MCHP) | 0.1 | $7.3M | 97k | 75.14 | ||
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $7.2M | +13% | 46k | 158.92 | |
| Vanguard FTSE Developed Market Etf (VEA) | 0.1 | $7.2M | -9% | 146k | 48.87 | |
| Bank of America Corporation (BAC) | 0.1 | $7.0M | 169k | 41.22 | ||
| iShares Select Dividend ETF Etf (DVY) | 0.1 | $7.0M | 55k | 128.13 | ||
| Vanguard Total World Stock Ind Etf (VT) | 0.1 | $6.9M | +4% | 68k | 101.29 | |
| SPDR Gold Shares Etf (GLD) | 0.1 | $6.7M | 39k | 175.00 | ||
| United Parcel Service (UPS) | 0.1 | $6.3M | -2% | 29k | 214.44 | |
| Waste Management (WM) | 0.1 | $6.0M | 38k | 158.51 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $6.0M | +5% | 21k | 286.38 | |
| Vanguard Mid-Cap Index Fund Etf (VO) | 0.1 | $5.8M | 25k | 238.10 | ||
| 3M Company (MMM) | 0.1 | $5.6M | +5% | 37k | 148.87 | |
| Vanguard Scottsdale Fds Int-term Gov Etf (VGIT) | 0.1 | $5.5M | -5% | 87k | 62.91 | |
| Ameriprise Financial (AMP) | 0.1 | $5.4M | 18k | 300.37 | ||
| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.1 | $5.4M | -3% | 77k | 69.50 | |
| Xenia Hotels & Resorts (XHR) | 0.1 | $5.2M | +11% | 270k | 19.29 | |
| Qualcomm (QCOM) | 0.1 | $5.2M | +3% | 34k | 152.83 | |
| Verizon Communications (VZ) | 0.1 | $5.2M | -15% | 101k | 50.94 | |
| Chubb (CB) | 0.1 | $5.2M | -4% | 24k | 213.92 | |
| Skyworks Solutions (SWKS) | 0.1 | $5.2M | -5% | 39k | 133.29 | |
| NetEase (NTES) | 0.1 | $5.0M | 56k | 89.69 | ||
| Ecolab (ECL) | 0.1 | $4.8M | 27k | 176.55 | ||
| State Street Corporation (STT) | 0.1 | $4.6M | +9% | 53k | 87.12 | |
| Progressive Corporation (PGR) | 0.1 | $4.5M | -6% | 39k | 114.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.4M | +3% | 17k | 260.97 | |
| Broadmark Rlty Cap (BRMK) | 0.1 | $4.3M | 498k | 8.65 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $4.3M | +15% | 56k | 75.82 | |
| Huntington Ingalls Inds (HII) | 0.1 | $4.3M | -79% | 21k | 199.43 | |
| Gilead Sciences (GILD) | 0.1 | $4.2M | +7% | 71k | 59.45 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $4.2M | +3% | 7.1k | 590.69 | |
| Boeing Company (BA) | 0.1 | $4.2M | 22k | 191.53 | ||
| T. Rowe Price (TROW) | 0.1 | $4.1M | 27k | 151.20 | ||
| Te Connectivity Ltd for (TEL) | 0.1 | $4.1M | 31k | 130.96 | ||
| Oracle Corporation (ORCL) | 0.1 | $4.1M | 50k | 82.74 | ||
| American Express Company (AXP) | 0.1 | $4.1M | +2% | 22k | 186.98 | |
| SPDR S&P Dividend ETF Etf (SDY) | 0.1 | $3.9M | +22% | 31k | 128.10 | |
| Vanguard Short-Term Bond Index Etf (BSV) | 0.1 | $3.9M | -3% | 50k | 77.89 | |
| iShares iBoxx $ High Yield Cor Etf (HYG) | 0.0 | $3.7M | +6% | 45k | 82.29 | |
| Illinois Tool Works (ITW) | 0.0 | $3.7M | 18k | 209.40 | ||
| Domino's Pizza (DPZ) | 0.0 | $3.6M | 8.7k | 416.67 | ||
| Royal Caribbean Cruises (RCL) | 0.0 | $3.4M | +2% | 41k | 83.78 | |
| iShares MSCI EAFE Small-Cap ET Etf (SCZ) | 0.0 | $3.3M | -10% | 50k | 66.34 | |
| Utilities Select Sector SPDR F Etf (XLU) | 0.0 | $3.2M | +9% | 44k | 74.46 | |
| SYSCO Corporation (SYY) | 0.0 | $3.2M | -10% | 40k | 81.66 | |
| Fidelity National Information Services (FIS) | 0.0 | $3.2M | -16% | 32k | 100.42 | |
| Vanguard Growth Index Fund Etf (VUG) | 0.0 | $3.2M | -14% | 11k | 287.62 | |
| Vanguard Intermediate-Term Bon Etf (BIV) | 0.0 | $3.2M | -7% | 39k | 81.87 | |
| Target Corporation (TGT) | 0.0 | $3.2M | 15k | 212.21 | ||
| iShares Gold Trust Etf (IAU) | 0.0 | $3.2M | -7% | 86k | 36.82 | |
| iShares Russell 2000 Growth ET Etf (IWO) | 0.0 | $3.1M | +8% | 13k | 250.00 | |
| Fidelity MSCI Information Tech Etf (FTEC) | 0.0 | $3.1M | -12% | 25k | 123.09 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $3.1M | -26% | 25k | 126.95 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $3.1M | 17k | 183.46 | ||
| Arista Networks (ANET) | 0.0 | $3.0M | -84% | 22k | 139.00 | |
| At&t (T) | 0.0 | $3.0M | -29% | 127k | 23.63 | |
| iShares TIPS Bond ETF Etf (TIP) | 0.0 | $2.9M | +13% | 24k | 124.53 | |
| Energy Select Sector SPDR Fund Etf (XLE) | 0.0 | $2.9M | +2% | 38k | 76.44 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $2.9M | 6.5k | 447.29 | ||
| iShares Exponential Technologi Etf (XT) | 0.0 | $2.9M | -4% | 49k | 59.05 | |
| Vanguard Value Index Fund Etf (VTV) | 0.0 | $2.8M | 19k | 147.73 | ||
| iShares Russell 1000 ETF Etf (IWB) | 0.0 | $2.7M | +339% | 11k | 250.00 | |
| Lowe's Companies (LOW) | 0.0 | $2.7M | +3% | 13k | 202.20 | |
| Hologic (HOLX) | 0.0 | $2.7M | +9% | 35k | 76.82 | |
| IDEX Corporation (IEX) | 0.0 | $2.7M | -86% | 14k | 191.70 | |
| Dover Corporation (DOV) | 0.0 | $2.7M | 17k | 156.88 | ||
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $2.7M | +7% | 21k | 130.10 | |
| Palo Alto Networks (PANW) | 0.0 | $2.6M | 4.3k | 622.40 | ||
| iShares MSCI KLD 400 Social ET Etf (DSI) | 0.0 | $2.6M | 30k | 86.60 | ||
| iShares MSCI ACWI Index Fund Etf (ACWI) | 0.0 | $2.6M | -4% | 26k | 99.78 | |
| Key (KEY) | 0.0 | $2.6M | 115k | 22.39 | ||
| Wells Fargo & Company (WFC) | 0.0 | $2.6M | +5% | 53k | 48.45 | |
| Dow (DOW) | 0.0 | $2.6M | +14% | 40k | 63.74 | |
| Vanguard Total Bond Market Ind Etf (BND) | 0.0 | $2.5M | -27% | 32k | 79.51 | |
| Invesco S&P 500 Equal Weight E Etf (RSP) | 0.0 | $2.5M | 16k | 157.64 | ||
| Vanguard Scottsdale Fds Int-term Corp Etf (VCIT) | 0.0 | $2.5M | +745% | 29k | 86.01 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.4M | +5% | 5.4k | 441.32 | |
| Goldman Sachs (GS) | 0.0 | $2.3M | +16% | 7.1k | 330.07 | |
| PNC Financial Services (PNC) | 0.0 | $2.3M | -5% | 13k | 184.45 | |
| JPMorgan Ultra-Short Municipal Etf (JMST) | 0.0 | $2.3M | +9% | 45k | 50.65 | |
| Hp (HPQ) | 0.0 | $2.3M | +21% | 63k | 36.31 | |
| iShares Core U.S. Aggregate Bo Etf (AGG) | 0.0 | $2.3M | -8% | 21k | 107.06 | |
| Norfolk Southern (NSC) | 0.0 | $2.3M | +5% | 8.0k | 285.16 | |
| Consumer Discretionary Select Etf (XLY) | 0.0 | $2.3M | 12k | 185.02 | ||
| S&p Global (SPGI) | 0.0 | $2.3M | +60% | 5.5k | 410.08 | |
| iShares 1-3 Year Treasury Bond Etf (SHY) | 0.0 | $2.2M | +22% | 27k | 83.43 | |
| Delta Air Lines (DAL) | 0.0 | $2.2M | -9% | 56k | 39.57 | |
| SPDR Bloomberg Barclays 1-3 Mo Etf (BIL) | 0.0 | $2.2M | -2% | 24k | 91.42 | |
| Intuit (INTU) | 0.0 | $2.2M | -4% | 4.5k | 480.79 | |
| General Electric (GE) | 0.0 | $2.2M | +4% | 24k | 91.50 | |
| iShares S&P 500 Growth ETF Etf (IVW) | 0.0 | $2.1M | 28k | 76.38 | ||
| iShares MSCI United Kingdom ET Etf (EWU) | 0.0 | $2.1M | -10% | 63k | 33.64 | |
| Duke Energy (DUK) | 0.0 | $2.1M | 19k | 111.67 | ||
| Lamar Advertising Co-a (LAMR) | 0.0 | $2.1M | 18k | 116.16 | ||
| Financial Select Sector SPDR F Etf (XLF) | 0.0 | $2.0M | +11% | 54k | 37.71 | |
| Cigna Corp (CI) | 0.0 | $2.0M | -3% | 8.5k | 239.62 | |
| Novo Nordisk A/S (NVO) | 0.0 | $2.0M | +59% | 18k | 111.11 | |
| General Mills (GIS) | 0.0 | $2.0M | -9% | 30k | 67.74 | |
| Zimmer Holdings (ZBH) | 0.0 | $2.0M | 16k | 127.88 | ||
| Gartner (IT) | 0.0 | $2.0M | 6.6k | 297.47 | ||
| Paypal Holdings (PYPL) | 0.0 | $1.9M | -6% | 17k | 115.69 | |
| Citigroup (C) | 0.0 | $1.9M | +4% | 36k | 53.40 | |
| Vanguard FTSE All-World ex US Etf (VEU) | 0.0 | $1.9M | -25% | 33k | 57.59 | |
| Kinder Morgan (KMI) | 0.0 | $1.9M | +34% | 101k | 18.91 | |
| Dominion Resources (D) | 0.0 | $1.9M | -14% | 22k | 84.98 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.0 | $1.9M | 24k | 78.86 | ||
| Illumina (ILMN) | 0.0 | $1.8M | -7% | 5.3k | 349.34 | |
| iShares iBoxx $ Investment Gra Etf (LQD) | 0.0 | $1.8M | -12% | 15k | 120.91 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.8M | 10k | 174.60 | ||
| Becton, Dickinson and (BDX) | 0.0 | $1.8M | -3% | 6.8k | 265.93 | |
| Sony Corporation (SONY) | 0.0 | $1.8M | +32% | 17k | 102.73 | |
| Prologis (PLD) | 0.0 | $1.8M | +7% | 11k | 161.49 | |
| Dimensional International Valu Etf (DFIV) | 0.0 | $1.7M | +56% | 52k | 33.49 | |
| AvalonBay Communities (AVB) | 0.0 | $1.7M | 7.0k | 248.40 | ||
| CSX Corporation (CSX) | 0.0 | $1.7M | +5% | 45k | 37.45 | |
| Roche Holding (RHHBY) | 0.0 | $1.7M | +101% | 34k | 49.42 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.7M | 37k | 45.86 | ||
| Capital One Financial (COF) | 0.0 | $1.7M | -9% | 13k | 131.33 | |
| Dupont De Nemours (DD) | 0.0 | $1.7M | 23k | 73.59 | ||
| Canadian Natl Ry (CNI) | 0.0 | $1.6M | +16% | 12k | 134.22 | |
Past Filings by Svb Wealth
SEC 13F filings are viewable for Svb Wealth going back to 2014
- 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
- Boston Private Wealth 2019 Q4 filed Feb. 13, 2020
- Boston Private Wealth 2019 Q3 filed Nov. 1, 2019
- Boston Private Wealth 2019 Q2 filed July 10, 2019
- Boston Private Wealth 2019 Q1 filed May 14, 2019
- Boston Private Wealth 2018 Q4 filed Feb. 14, 2019
- Boston Private Wealth 2018 Q3 filed Nov. 13, 2018
- Boston Private Wealth 2018 Q2 filed Aug. 14, 2018