Bp Wealth Management
Latest statistics and disclosures from Svb Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, APP, IVV, SHV, IWF, and represent 24.67% of Svb Wealth's stock portfolio.
- Added to shares of these 10 stocks: PFE (+$7.8M), SLB (+$7.6M), DKNG, RC, IFF, IOT, PXD, RSPT, EZU, LQD.
- Started 44 new stock positions in IFF, Cormorant Global Healthcare Of, CWB, Thomson Reuters Corp., FSK, SHG, DKNG, CMPGY, FFIV, PTF.
- Reduced shares in these 10 stocks: ITOT (-$170M), JPST (-$169M), ICSH (-$166M), IWF (-$148M), IVV (-$125M), SHV (-$110M), SPY (-$93M), SPYV (-$88M), IJH (-$64M), QUAL (-$53M).
- Sold out of its positions in AAVMY, AMKBY, ARAY, AFRM, AMWL, DIVO, NGLOY, APA, BAESY, DJP.
- Svb Wealth was a net seller of stock by $-2.2B.
- Svb Wealth has $5.5B in assets under management (AUM), dropping by -22.67%.
- Central Index Key (CIK): 0001626116
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Portfolio Holdings for Svb Wealth
Svb Wealth holds 937 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Svb Wealth has 937 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Svb Wealth June 30, 2023 positions
- Download the Svb Wealth June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $379M | -12% | 2.0M | 193.97 |
|
| Applovin Corp Class A (APP) | 6.4 | $355M | 14M | 25.72 |
|
|
| Ishares Core S&p 500 Etf Etf (IVV) | 4.2 | $231M | -34% | 519k | 445.71 |
|
| iShares Short Treasury Bond Etf (SHV) | 4.0 | $219M | -33% | 2.0M | 110.45 |
|
| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 3.3 | $181M | -45% | 659k | 275.18 |
|
| Microsoft Corporation (MSFT) | 3.1 | $173M | -22% | 508k | 340.54 |
|
| Spdr S&p500 Etf Trust Trust Un Etf (SPY) | 2.9 | $162M | -36% | 365k | 443.28 |
|
| iShares Ultra Short-Term Bond Etf (ICSH) | 2.8 | $153M | -52% | 3.0M | 50.30 |
|
| J P Morgan Exchange Etf Ultra Etf (JPST) | 2.7 | $149M | -53% | 3.0M | 50.14 |
|
| iShares Core S&P Total U.S. St Etf (ITOT) | 2.5 | $139M | -54% | 1.4M | 97.84 |
|
| Ishares Tr Msci Usa Qlt Fct Etf (QUAL) | 1.3 | $70M | -43% | 519k | 134.87 |
|
| Spdr Portfolio S&p 500 Value E Etf (SPYV) | 1.2 | $67M | -56% | 1.6M | 43.20 |
|
| Amazon (AMZN) | 1.1 | $59M | -19% | 453k | 130.36 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.9 | $52M | -54% | 200k | 261.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $52M | -23% | 357k | 145.44 |
|
| Ishares Tr Pfd And Incm Sec Etf (PFF) | 0.9 | $52M | -13% | 1.7M | 30.93 |
|
| 10x Genomics Inc Cl A (TXG) | 0.9 | $47M | 848k | 55.81 |
|
|
| Home Depot (HD) | 0.9 | $47M | -24% | 152k | 310.64 |
|
| Accenture (ACN) | 0.8 | $47M | -20% | 151k | 308.58 |
|
| Vanguard Index Funds S&p 500 E Etf (VOO) | 0.8 | $47M | -38% | 115k | 407.28 |
|
| Abbvie (ABBV) | 0.8 | $45M | -20% | 335k | 134.73 |
|
| Ishares Tr 0-3 Mnth Treasry Etf (SGOV) | 0.8 | $45M | -51% | 443k | 100.63 |
|
| Abbott Laboratories (ABT) | 0.8 | $42M | -19% | 381k | 109.02 |
|
| Broadcom (AVGO) | 0.7 | $38M | -26% | 44k | 867.44 |
|
| Alphabet Inc Class C cs (GOOG) | 0.7 | $38M | -28% | 316k | 120.97 |
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.7 | $37M | -55% | 504k | 72.62 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.7 | $36M | -12% | 258k | 140.80 |
|
| Procter & Gamble Company (PG) | 0.7 | $36M | -16% | 239k | 151.74 |
|
| Ishares Tr Msci Usa Value Etf (VLUE) | 0.6 | $36M | -15% | 383k | 93.79 |
|
| Nextera Energy (NEE) | 0.6 | $34M | -26% | 455k | 74.20 |
|
| Visa (V) | 0.6 | $33M | -26% | 139k | 237.48 |
|
| Union Pacific Corporation (UNP) | 0.6 | $31M | -21% | 150k | 204.62 |
|
| Ishares Core S&p Small-cap E Etf (IJR) | 0.6 | $31M | -21% | 306k | 99.65 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $29M | -13% | 246k | 119.70 |
|
| Cisco Systems (CSCO) | 0.5 | $29M | -18% | 559k | 51.74 |
|
| Marsh & McLennan Companies (MMC) | 0.5 | $28M | -21% | 149k | 188.08 |
|
| Comcast Corporation (CMCSA) | 0.5 | $27M | -19% | 644k | 41.55 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $26M | -6% | 48k | 538.38 |
|
| Information Services (III) | 0.5 | $26M | 4.8M | 5.36 |
|
|
| International Business Machines (IBM) | 0.5 | $26M | -16% | 194k | 133.81 |
|
| Honeywell International (HON) | 0.5 | $25M | -25% | 121k | 207.50 |
|
| Flexshares Trust Morningstar G Etf (GUNR) | 0.5 | $25M | -10% | 623k | 40.07 |
|
| Ishares Tr Msci Intl Qualty Etf (IQLT) | 0.4 | $25M | -17% | 688k | 35.60 |
|
| Air Products & Chemicals (APD) | 0.4 | $24M | -20% | 79k | 299.53 |
|
| Pfizer (PFE) | 0.4 | $24M | +49% | 643k | 36.68 |
|
| Valero Energy Corporation (VLO) | 0.4 | $24M | -26% | 201k | 117.30 |
|
| Anthem (ELV) | 0.4 | $23M | -26% | 52k | 444.29 |
|
| L3harris Technologies (LHX) | 0.4 | $23M | -23% | 117k | 195.77 |
|
| Wise PLC Ord (WPLCF) | 0.4 | $23M | 2.7M | 8.35 |
|
|
| Broadridge Financial Solutions (BR) | 0.4 | $22M | -30% | 135k | 165.63 |
|
| Oracle Corporation (ORCL) | 0.4 | $22M | -31% | 187k | 119.09 |
|
| Analog Devices (ADI) | 0.4 | $22M | -32% | 113k | 194.81 |
|
| Medtronic (MDT) | 0.4 | $22M | -15% | 244k | 88.10 |
|
| Intercontinental Exchange (ICE) | 0.4 | $22M | -22% | 190k | 113.08 |
|
| Eaton (ETN) | 0.4 | $21M | -39% | 103k | 201.10 |
|
| Vanguard Index Fds Vanguard To Etf (VTI) | 0.4 | $21M | -35% | 93k | 220.28 |
|
| Ishares Tr Msci Acwi Ex Us Etf (ACWX) | 0.4 | $20M | -14% | 409k | 49.22 |
|
| Tesla Motors (TSLA) | 0.4 | $20M | -10% | 77k | 261.77 |
|
| Expensify (EXFY) | 0.4 | $20M | -25% | 2.5M | 7.98 |
|
| Mondelez Int (MDLZ) | 0.4 | $20M | -21% | 272k | 72.94 |
|
| Zoetis Inc Cl A (ZTS) | 0.3 | $19M | -27% | 111k | 172.21 |
|
| Quest Diagnostics Incorporated (DGX) | 0.3 | $19M | -21% | 136k | 140.56 |
|
| Estee Lauder Companies (EL) | 0.3 | $19M | -18% | 95k | 196.38 |
|
| Equinix (EQIX) | 0.3 | $18M | -27% | 23k | 783.73 |
|
| Ishares Tr Ishs 1-5yr Invs Etf (IGSB) | 0.3 | $18M | 364k | 50.17 |
|
|
| UnitedHealth (UNH) | 0.3 | $18M | -10% | 38k | 480.64 |
|
| Stryker Corporation (SYK) | 0.3 | $18M | -8% | 60k | 305.09 |
|
| Netflix (NFLX) | 0.3 | $18M | -6% | 41k | 440.49 |
|
| Ishares Trust Global Reit Etf Etf (REET) | 0.3 | $18M | -5% | 771k | 22.97 |
|
| Johnson & Johnson (JNJ) | 0.3 | $17M | -31% | 105k | 165.52 |
|
| Merck & Co (MRK) | 0.3 | $17M | -23% | 150k | 115.39 |
|
| Danaher Corporation (DHR) | 0.3 | $17M | -18% | 72k | 240.00 |
|
| Masco Corporation (MAS) | 0.3 | $17M | -20% | 295k | 57.38 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $17M | -9% | 35k | 488.98 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $17M | -29% | 89k | 187.27 |
|
| Vanguard Specialized Funds Div Etf (VIG) | 0.3 | $17M | -17% | 102k | 162.43 |
|
| Primerica (PRI) | 0.3 | $16M | -19% | 82k | 197.76 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $16M | -23% | 47k | 341.00 |
|
| Pool Corporation (POOL) | 0.3 | $16M | -17% | 42k | 374.62 |
|
| McDonald's Corporation (MCD) | 0.3 | $16M | -13% | 53k | 298.41 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $16M | -24% | 349k | 44.52 |
|
| Intuitive Surgical (ISRG) | 0.3 | $15M | -8% | 45k | 341.94 |
|
| Ishares Inc Core Msci Emerging Etf (IEMG) | 0.3 | $15M | -25% | 313k | 49.29 |
|
| Cdw (CDW) | 0.3 | $15M | -17% | 84k | 183.50 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $15M | -8% | 165k | 92.97 |
|
| Ishares Tr Intrm Gov Cr Etf Etf (GVI) | 0.3 | $15M | -12% | 148k | 102.90 |
|
| Facebook Inc cl a (META) | 0.3 | $15M | -19% | 53k | 286.98 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $15M | -20% | 137k | 107.25 |
|
| Berkshire Hathaway (BRK.A) | 0.3 | $15M | 28.00 | 517810.00 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.3 | $14M | -19% | 119k | 120.25 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $14M | -34% | 198k | 72.50 |
|
| Ishares Trust Core Msci Eafe E Etf (IEFA) | 0.3 | $14M | -14% | 209k | 67.50 |
|
| Automatic Data Processing (ADP) | 0.3 | $14M | -9% | 64k | 219.79 |
|
| American Tower Reit (AMT) | 0.3 | $14M | -22% | 72k | 193.94 |
|
| Snowflake Inc Cl A (SNOW) | 0.3 | $14M | -14% | 80k | 175.98 |
|
| Rockwell Automation (ROK) | 0.3 | $14M | -7% | 42k | 329.45 |
|
| Kroger (KR) | 0.2 | $14M | -3% | 290k | 47.00 |
|
| Pepsi (PEP) | 0.2 | $13M | -28% | 72k | 185.22 |
|
| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 0.2 | $13M | -28% | 36k | 369.42 |
|
| Best Buy (BBY) | 0.2 | $13M | -17% | 155k | 81.95 |
|
| TJX Companies (TJX) | 0.2 | $13M | -9% | 147k | 84.79 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $12M | -16% | 29k | 423.03 |
|
| Vanguard Intl Equity Index Fds Etf (VWO) | 0.2 | $12M | -13% | 303k | 40.68 |
|
| VMware (VMW) | 0.2 | $12M | -8% | 85k | 143.69 |
|
| Vanguard Intl Equity Index Fds Etf (VSS) | 0.2 | $12M | -18% | 109k | 110.48 |
|
| Iqvia Holdings (IQV) | 0.2 | $12M | -12% | 52k | 224.77 |
|
| BlackRock (BLK) | 0.2 | $11M | -25% | 16k | 691.16 |
|
| CoStar (CSGP) | 0.2 | $11M | -22% | 124k | 89.01 |
|
| Workday Inc cl a (WDAY) | 0.2 | $11M | -8% | 48k | 225.88 |
|
| Chevron Corporation (CVX) | 0.2 | $11M | -12% | 67k | 157.35 |
|
| Keysight Technologies (KEYS) | 0.2 | $10M | -7% | 62k | 167.45 |
|
| J P Morgan Exchange Traded Etf (JMST) | 0.2 | $10M | -10% | 204k | 50.65 |
|
| Intuit (INTU) | 0.2 | $10M | -3% | 22k | 458.19 |
|
| Advanced Micro Devices (AMD) | 0.2 | $10M | -6% | 89k | 113.91 |
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.2 | $10M | -8% | 64k | 157.83 |
|
| Tyler Technologies (TYL) | 0.2 | $9.9M | -8% | 24k | 416.48 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $9.8M | -13% | 21k | 468.98 |
|
| Schwab International Equity Et Etf (SCHF) | 0.2 | $9.8M | -19% | 275k | 35.65 |
|
| Trex Company (TREX) | 0.2 | $9.5M | -6% | 145k | 65.56 |
|
| Schlumberger (SLB) | 0.2 | $9.2M | +499% | 186k | 49.12 |
|
| EOG Resources (EOG) | 0.2 | $9.1M | -11% | 80k | 114.44 |
|
| iShares Treasury Floating Rate Etf (TFLO) | 0.2 | $9.1M | -32% | 179k | 50.67 |
|
| Martin Marietta Materials (MLM) | 0.2 | $8.7M | -8% | 19k | 461.68 |
|
| Starbucks Corporation (SBUX) | 0.2 | $8.6M | -17% | 87k | 99.06 |
|
| Wal-Mart Stores (WMT) | 0.2 | $8.6M | -26% | 54k | 157.18 |
|
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.2 | $8.5M | -56% | 18k | 478.91 |
|
| Spdr Gold Tr Gold Etf (GLD) | 0.2 | $8.3M | -5% | 47k | 178.27 |
|
| Pimco Etf Trust Enhanced Short Etf (MINT) | 0.1 | $8.3M | -18% | 83k | 99.76 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $8.3M | -17% | 146k | 56.68 |
|
| Bio-techne Corporation (TECH) | 0.1 | $8.2M | -7% | 101k | 81.65 |
|
| Tradeweb Markets (TW) | 0.1 | $8.2M | -6% | 119k | 68.48 |
|
| VANGUARD FTSE Developed Market Etf (VEA) | 0.1 | $7.9M | -17% | 172k | 46.18 |
|
| Microchip Technology (MCHP) | 0.1 | $7.8M | -2% | 88k | 89.59 |
|
| Intel Corporation (INTC) | 0.1 | $7.7M | -16% | 232k | 33.44 |
|
| Electronic Arts (EA) | 0.1 | $7.7M | -7% | 59k | 129.70 |
|
| Vanguard Small-cap Index Fund Etf (VB) | 0.1 | $7.3M | -39% | 37k | 198.89 |
|
| Coca-Cola Company (KO) | 0.1 | $7.0M | -16% | 116k | 60.22 |
|
| MasterCard Incorporated (MA) | 0.1 | $6.9M | -13% | 18k | 393.29 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $6.9M | -11% | 70k | 97.96 |
|
| Amgen (AMGN) | 0.1 | $6.9M | -43% | 31k | 222.02 |
|
| Vanguard Bd Index Fds Total Bn Etf (BND) | 0.1 | $6.8M | -6% | 93k | 72.69 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $6.7M | -8% | 105k | 63.95 |
|
| Waste Management (WM) | 0.1 | $6.4M | -2% | 37k | 173.42 |
|
| Ready Cap Corp Com reit (RC) | 0.1 | $6.4M | +63% | 565k | 11.28 |
|
| Schwab U.S. TIPs ETF Etf (SCHP) | 0.1 | $6.3M | -11% | 120k | 52.43 |
|
| Vanguard Mid-cap Index Fund Etf (VO) | 0.1 | $6.2M | -23% | 28k | 220.16 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $6.2M | -2% | 18k | 351.91 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $6.0M | -13% | 87k | 69.13 |
|
| PPG Industries (PPG) | 0.1 | $5.9M | -39% | 40k | 148.30 |
|
| Nike (NKE) | 0.1 | $5.9M | -8% | 54k | 110.37 |
|
| United Rentals (URI) | 0.1 | $5.9M | -24% | 13k | 445.37 |
|
| Gilead Sciences (GILD) | 0.1 | $5.9M | 76k | 77.07 |
|
|
| Ishares Trust Msci Emg Mkts Et Etf (EEM) | 0.1 | $5.8M | -28% | 146k | 39.56 |
|
| Select Sector Spdr Trust Techn Etf (XLK) | 0.1 | $5.7M | -15% | 33k | 173.86 |
|
| iShares S&P Global Infrastruct Etf (IGF) | 0.1 | $5.6M | -6% | 120k | 46.95 |
|
| Netease Inc Ads Each Repr 25 C Adr (NTES) | 0.1 | $5.4M | +3% | 56k | 96.69 |
|
| Progressive Corporation (PGR) | 0.1 | $5.1M | -2% | 39k | 132.37 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $5.1M | -21% | 61k | 83.56 |
|
| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $5.1M | -14% | 45k | 113.30 |
|
| Total Market Index Etf | 0.1 | $5.1M | -19% | 108k | 46.89 |
|
| Vanguard Total World Stock Etf Etf (VT) | 0.1 | $4.8M | -5% | 49k | 96.98 |
|
| iShares MSCI EAFE Small-Cap ET Etf (SCZ) | 0.1 | $4.5M | -24% | 77k | 58.98 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $4.5M | -12% | 8.5k | 521.70 |
|
| salesforce (CRM) | 0.1 | $4.4M | -54% | 21k | 211.26 |
|
| iShares Russell 1000 ETF Etf (IWB) | 0.1 | $4.4M | -22% | 18k | 243.73 |
|
| Ecolab (ECL) | 0.1 | $4.4M | -10% | 23k | 186.69 |
|
| Bank of America Corporation (BAC) | 0.1 | $4.3M | -14% | 150k | 28.69 |
|
| Proshares Trust Brookfield Glo Etf (TOLZ) | 0.1 | $4.3M | -9% | 95k | 44.90 |
|
| Ameriprise Financial (AMP) | 0.1 | $4.1M | -33% | 12k | 332.17 |
|
| Verizon Communications (VZ) | 0.1 | $4.1M | -2% | 110k | 37.19 |
|
| Skyworks Solutions (SWKS) | 0.1 | $4.1M | 37k | 110.69 |
|
|
| iShares Russell 2000 Growth ET Etf (IWO) | 0.1 | $3.9M | -6% | 16k | 242.66 |
|
| SPDR S&P Dividend ETF Etf (SDY) | 0.1 | $3.9M | -25% | 32k | 122.58 |
|
| American Express Company (AXP) | 0.1 | $3.9M | -7% | 22k | 174.20 |
|
| Walt Disney Company (DIS) | 0.1 | $3.9M | -16% | 43k | 89.28 |
|
| United Parcel Service (UPS) | 0.1 | $3.8M | -21% | 21k | 179.25 |
|
| Boeing Company (BA) | 0.1 | $3.7M | -8% | 18k | 211.16 |
|
| Te Connectivity Ltd for (TEL) | 0.1 | $3.7M | -6% | 27k | 140.16 |
|
| Akoya Biosciences (AKYA) | 0.1 | $3.7M | 500k | 7.39 |
|
|
| Ishares Tr Iboxx Hi Yd Etf Etf (HYG) | 0.1 | $3.7M | -17% | 49k | 75.07 |
|
| Airbnb (ABNB) | 0.1 | $3.6M | -34% | 28k | 128.16 |
|
| Ishares Msci United Kingdome E Etf (EWU) | 0.1 | $3.5M | 109k | 32.35 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $3.5M | -4% | 34k | 103.74 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.1 | $3.4M | -34% | 32k | 106.73 |
|
| Spdr Dow Jones Global Real Est Etf (RWO) | 0.1 | $3.4M | -20% | 84k | 41.07 |
|
| Vanguard Growth Etf Etf (VUG) | 0.1 | $3.4M | -19% | 12k | 282.97 |
|
| iShares 0-5 Year High Yield Etf (SHYG) | 0.1 | $3.4M | 82k | 41.45 |
|
|
| Qualcomm (QCOM) | 0.1 | $3.4M | -19% | 28k | 119.04 |
|
| Illinois Tool Works (ITW) | 0.1 | $3.4M | -26% | 14k | 250.15 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $3.2M | -8% | 42k | 77.04 |
|
| Lowe's Companies (LOW) | 0.1 | $3.2M | -5% | 14k | 225.71 |
|
| First Tr Exchange-traded Etf (QCLN) | 0.1 | $3.2M | -5% | 62k | 51.16 |
|
| Ishares Tr Ishares Biotech Etf (IBB) | 0.1 | $3.2M | 25k | 126.96 |
|
|
| Chubb (CB) | 0.1 | $3.1M | -15% | 16k | 192.56 |
|
| Draftkings (DKNG) | 0.1 | $3.1M | NEW | 115k | 26.57 |
|
| iShares Exponential Technologi Etf (XT) | 0.1 | $3.1M | -19% | 55k | 55.60 |
|
| Siemens Healthineers (SEMHF) | 0.1 | $3.0M | 54k | 56.58 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $3.0M | -4% | 6.6k | 455.80 |
|
| Domino's Pizza (DPZ) | 0.1 | $3.0M | 8.8k | 337.00 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $2.9M | -17% | 16k | 180.02 |
|
| Cigna Corp (CI) | 0.1 | $2.9M | -3% | 10k | 280.60 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.8M | -9% | 66k | 42.68 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.8M | -14% | 6.1k | 460.36 |
|
| Goldman Sachs (GS) | 0.0 | $2.7M | -12% | 8.5k | 322.51 |
|
| Vanguard FTSE Europe ETF Etf (VGK) | 0.0 | $2.7M | -4% | 44k | 61.70 |
|
| Gartner (IT) | 0.0 | $2.7M | -5% | 7.6k | 350.31 |
|
| Consumer Discretionary Spdr Etf (XLY) | 0.0 | $2.6M | 15k | 169.81 |
|
|
| Dover Corporation (DOV) | 0.0 | $2.6M | 18k | 147.65 |
|
|
| Ishares Msci South Korea Etf Etf (EWY) | 0.0 | $2.6M | 41k | 63.38 |
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| 3M Company (MMM) | 0.0 | $2.6M | -8% | 26k | 100.09 |
|
| SPDR Bloomberg Barclays 1-3 Mo Etf (BIL) | 0.0 | $2.6M | -82% | 28k | 91.82 |
|
| Utilities Select Sector Spdr F Etf (XLU) | 0.0 | $2.5M | -3% | 39k | 65.44 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $2.5M | -11% | 21k | 120.35 |
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| General Motors Company (GM) | 0.0 | $2.5M | -8% | 64k | 38.56 |
|
| Vanguard Russell 1000 Growth E Etf (VONG) | 0.0 | $2.5M | -73% | 35k | 70.76 |
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| Taiwan Semiconductor Manufactu Adr (TSM) | 0.0 | $2.4M | 24k | 100.92 |
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| Berkshire Grey I (BGRY) | 0.0 | $2.4M | 1.7M | 1.41 |
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|
| iShares MSCI KLD 400 Social ET Etf (DSI) | 0.0 | $2.4M | +4% | 28k | 84.17 |
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| General Electric (GE) | 0.0 | $2.4M | -15% | 21k | 109.85 |
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| ConocoPhillips (COP) | 0.0 | $2.3M | 22k | 103.60 |
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| Palo Alto Networks (PANW) | 0.0 | $2.3M | -18% | 8.9k | 255.50 |
|
| Ishares Msci Acwi Etf Etf (ACWI) | 0.0 | $2.3M | -22% | 24k | 95.94 |
|
| Delta Air Lines (DAL) | 0.0 | $2.2M | -3% | 47k | 47.54 |
|
| Coinbase Global (COIN) | 0.0 | $2.2M | -29% | 31k | 71.55 |
|
| Caterpillar (CAT) | 0.0 | $2.2M | 9.0k | 246.06 |
|
|
| Dow (DOW) | 0.0 | $2.2M | -2% | 42k | 53.26 |
|
| Vanguard High Dividend Yield E Etf (VYM) | 0.0 | $2.2M | -41% | 21k | 106.07 |
|
| Novo Nordisk A/s Adr-each Cnv Adr (NVO) | 0.0 | $2.1M | -9% | 13k | 161.85 |
|
| Spdr Nuveen Bloomberg High Yie Etf (HYMB) | 0.0 | $2.1M | -3% | 85k | 25.01 |
|
| Vanguard Short-Term Bond Index Etf (BSV) | 0.0 | $2.1M | -17% | 28k | 75.57 |
|
| Vanguard Intl Equity Index Fds Etf (VEU) | 0.0 | $2.1M | -21% | 39k | 54.41 |
|
| Vanguard Large Cap Etf Etf (VV) | 0.0 | $2.1M | -7% | 10k | 202.72 |
|
| Deere & Company (DE) | 0.0 | $2.1M | 5.2k | 405.17 |
|
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| Arista Networks (ANET) | 0.0 | $2.1M | -4% | 13k | 162.06 |
|
| Citigroup (C) | 0.0 | $2.1M | -10% | 45k | 46.04 |
|
| S&p Global (SPGI) | 0.0 | $2.1M | -6% | 5.1k | 400.86 |
|
| Duke Energy (DUK) | 0.0 | $2.1M | -12% | 23k | 89.74 |
|
| Fidelity MSCI Information Tech Etf (FTEC) | 0.0 | $2.1M | -19% | 16k | 130.64 |
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| State Street Corporation (STT) | 0.0 | $2.0M | +3% | 27k | 73.18 |
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| Alibaba Group Holding (BABA) | 0.0 | $2.0M | +3% | 24k | 83.35 |
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| At&t (T) | 0.0 | $2.0M | -21% | 124k | 15.95 |
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| iShares Barclays 0-5 Year Tips Etf (STIP) | 0.0 | $2.0M | -67% | 20k | 97.60 |
|
| Hologic (HOLX) | 0.0 | $2.0M | -26% | 24k | 80.97 |
|
| Shell Plc Spon Ads Ea Rep 2 Or Adr (SHEL) | 0.0 | $2.0M | -2% | 32k | 60.38 |
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| Applied Materials (AMAT) | 0.0 | $1.9M | -10% | 13k | 144.55 |
|
| Select Sector Spdr Tr Energy Etf (XLE) | 0.0 | $1.9M | -22% | 24k | 81.17 |
|
| Kinder Morgan (KMI) | 0.0 | $1.9M | -2% | 110k | 17.22 |
|
| Gitlab (GTLB) | 0.0 | $1.9M | +27% | 37k | 51.11 |
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| McKesson Corporation (MCK) | 0.0 | $1.9M | 4.4k | 427.24 |
|
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| Ishares Tips Bond E Etf (TIP) | 0.0 | $1.9M | +6% | 18k | 107.62 |
|
Past Filings by Svb Wealth
SEC 13F filings are viewable for Svb Wealth going back to 2014
- 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
- Boston Private Wealth 2019 Q4 filed Feb. 13, 2020
- Boston Private Wealth 2019 Q3 filed Nov. 1, 2019