Bp Wealth Management
Latest statistics and disclosures from Svb Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPST, ICSH, SHV, IVV, ITOT, and represent 24.14% of Svb Wealth's stock portfolio.
- Added to shares of these 10 stocks: SHV (+$94M), EXFY (+$30M), VOO (+$16M), IVV (+$15M), QUAL (+$13M), VLUE (+$12M), BX (+$9.5M), TW (+$8.8M), CMCSA (+$8.6M), TECH (+$7.5M).
- Started 133 new stock positions in NVTS, ALPMY, BOUYY, CODYY, OVV, AKYA, NCV, FLOT, ARW, VST.
- Reduced shares in these 10 stocks: SGOV (-$85M), DIS (-$13M), JMST (-$12M), DDOG (-$11M), UNH (-$7.1M), PFF (-$7.0M), CME (-$5.2M), SUB, BRK.B, AMZN.
- Sold out of its positions in AAVMY, ARKK, AU Optronics, AAP, AEG, ASAN, ATDRY, BILL, Blackstone Private Credit Fund, BEPC.
- Svb Wealth was a net buyer of stock by $149M.
- Svb Wealth has $7.4B in assets under management (AUM), dropping by 9.08%.
- Central Index Key (CIK): 0001626116
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Portfolio Holdings for Svb Wealth
Svb Wealth holds 1053 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Svb Wealth has 1053 total positions. Only the first 250 positions are shown.
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- Download the Svb Wealth December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ET Etf (JPST) | 5.1 | $375M | 7.5M | 50.13 | ||
| iShares Ultra Short-Term Bond Etf (ICSH) | 5.0 | $371M | 7.4M | 50.04 | ||
| iShares Short Treasury Bond Etf (SHV) | 4.9 | $365M | +34% | 3.3M | 109.92 | |
| iShares Core S&P 500 ETF Etf (IVV) | 4.7 | $349M | +4% | 908k | 384.21 | |
| iShares Core S&P Total U.S. St Etf (ITOT) | 4.4 | $327M | 3.9M | 84.80 | ||
| Apple (AAPL) | 4.3 | $318M | 2.5M | 129.93 | ||
| iShares Russell 1000 Growth ET Etf (IWF) | 4.1 | $302M | 1.4M | 214.24 | ||
| Spdr S&P 500 Etf Etf (SPY) | 3.3 | $248M | 648k | 382.43 | ||
| Microsoft Corporation (MSFT) | 2.4 | $175M | 730k | 239.82 | ||
| SPDR Portfolio S&P 500 Value E Etf (SPYV) | 2.3 | $170M | 4.4M | 38.89 | ||
| iShares S&P MidCap Fund Etf (IJH) | 1.7 | $124M | 513k | 241.89 | ||
| iShares MSCI USA Quality Facto Etf (QUAL) | 1.6 | $120M | +12% | 1.0M | 113.96 | |
| iShares 0-3 Month Treasury Bon Etf (SGOV) | 1.4 | $101M | -45% | 1.0M | 100.14 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 1.3 | $100M | +7% | 1.3M | 75.54 | |
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| Vanguard S&P 500 ETF Etf (VOO) | 1.1 | $79M | +26% | 226k | 351.34 | |
| Abbvie (ABBV) | 1.0 | $74M | 455k | 161.61 | ||
| Home Depot (HD) | 0.9 | $69M | 218k | 315.86 | ||
| JPMorgan Chase & Co. (JPM) | 0.9 | $68M | 506k | 134.10 | ||
| iShares Preferred and Income S Etf (PFF) | 0.9 | $65M | -9% | 2.1M | 30.53 | |
| Abbott Laboratories (ABT) | 0.8 | $57M | 516k | 109.79 | ||
| Nextera Energy (NEE) | 0.8 | $56M | 674k | 83.60 | ||
| Amazon (AMZN) | 0.8 | $56M | -7% | 670k | 84.00 | |
| Merck & Co (MRK) | 0.7 | $55M | -5% | 499k | 110.95 | |
| Accenture (ACN) | 0.7 | $55M | 207k | 266.84 | ||
| Procter & Gamble Company (PG) | 0.6 | $47M | 311k | 151.56 | ||
| Alphabet Inc Class C cs (GOOG) | 0.6 | $46M | -8% | 514k | 88.73 | |
| Union Pacific Corporation (UNP) | 0.6 | $44M | 214k | 207.07 | ||
| Anthem (ELV) | 0.6 | $44M | 86k | 512.97 | ||
| iShares S&P Small-Cap Fund Etf (IJR) | 0.6 | $43M | +15% | 457k | 94.64 | |
| Visa (V) | 0.6 | $43M | -7% | 206k | 207.76 | |
| iShares Russell 2000 Value ETF Etf (IWN) | 0.5 | $41M | 293k | 138.67 | ||
| Valero Energy Corporation (VLO) | 0.5 | $40M | 317k | 126.86 | ||
| FlexShares Global Upstream Nat Etf (GUNR) | 0.5 | $39M | +5% | 900k | 43.47 | |
| iShares MSCI USA Value Factor Etf (VLUE) | 0.5 | $38M | +47% | 419k | 91.14 | |
| Honeywell International (HON) | 0.5 | $38M | 175k | 214.30 | ||
| Broadcom (AVGO) | 0.5 | $37M | 65k | 559.13 | ||
| 10x Genomics Inc Cl A (TXG) | 0.5 | $36M | -2% | 983k | 36.43 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $35M | 210k | 165.48 | ||
| Cars (CARS) | 0.5 | $34M | 2.5M | 13.77 | ||
| L3harris Technologies (LHX) | 0.5 | $34M | 164k | 208.21 | ||
| iShares MSCI Intl Quality Fact Etf (IQLT) | 0.4 | $33M | +15% | 1.0M | 32.39 | |
| Air Products & Chemicals (APD) | 0.4 | $33M | 108k | 308.26 | ||
| International Business Machines (IBM) | 0.4 | $32M | 227k | 140.89 | ||
| Cisco Systems (CSCO) | 0.4 | $32M | 669k | 47.64 | ||
| Johnson & Johnson (JNJ) | 0.4 | $32M | 179k | 176.65 | ||
| Estee Lauder Companies (EL) | 0.4 | $31M | 123k | 248.11 | ||
| Expensify (EXFY) | 0.4 | $30M | NEW | 3.4M | 8.83 | |
| Comcast Corporation (CMCSA) | 0.4 | $30M | +40% | 845k | 34.97 | |
| Analog Devices (ADI) | 0.4 | $29M | 178k | 164.03 | ||
| Quest Diagnostics Incorporated (DGX) | 0.4 | $29M | +3% | 185k | 156.44 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $29M | 329k | 88.23 | ||
| Vanguard Total Stock Market In Etf (VTI) | 0.4 | $28M | -4% | 149k | 191.19 | |
| Eaton (ETN) | 0.4 | $28M | +14% | 180k | 156.95 | |
| UnitedHealth (UNH) | 0.4 | $28M | -20% | 53k | 530.18 | |
| Broadridge Financial Solutions (BR) | 0.4 | $28M | +4% | 207k | 134.13 | |
| Intercontinental Exchange (ICE) | 0.4 | $27M | 266k | 102.59 | ||
| Cdw (CDW) | 0.4 | $26M | 148k | 178.58 | ||
| Danaher Corporation (DHR) | 0.4 | $26M | -2% | 99k | 265.42 | |
| Costco Wholesale Corporation (COST) | 0.3 | $26M | -3% | 56k | 456.50 | |
| Mondelez Int (MDLZ) | 0.3 | $25M | 375k | 66.65 | ||
| iShares MSCI ACWI ex US Index Etf (ACWX) | 0.3 | $24M | +22% | 534k | 45.50 | |
| Oracle Corporation (ORCL) | 0.3 | $24M | +3% | 296k | 81.74 | |
| Pfizer (PFE) | 0.3 | $24M | 469k | 51.24 | ||
| iShares Russell 2000 ETF Etf (IWM) | 0.3 | $24M | +2% | 138k | 174.36 | |
| iShares Global REIT ETF Etf (REET) | 0.3 | $24M | +4% | 1.0M | 22.71 | |
| Agilent Technologies Inc C ommon (A) | 0.3 | $24M | 158k | 149.65 | ||
| Zoetis Inc Cl A (ZTS) | 0.3 | $23M | +3% | 159k | 146.55 | |
| Equinix (EQIX) | 0.3 | $23M | -2% | 35k | 655.03 | |
| iShares Core MSCI Emerging Mar Etf (IEMG) | 0.3 | $23M | +36% | 484k | 46.70 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $23M | 496k | 45.52 | ||
| Primerica (PRI) | 0.3 | $21M | 151k | 141.82 | ||
| SVB Financial (SIVB) | 0.3 | $21M | 92k | 230.14 | ||
| iShares MSCI EAFE ETF Etf (EFA) | 0.3 | $21M | -3% | 321k | 65.64 | |
| American Tower Reit (AMT) | 0.3 | $21M | -6% | 98k | 211.86 | |
| Pepsi (PEP) | 0.3 | $20M | 109k | 180.66 | ||
| Berkshire Hathaway (BRK.B) | 0.3 | $19M | -19% | 63k | 308.90 | |
| Automatic Data Processing (ADP) | 0.3 | $19M | -4% | 79k | 238.86 | |
| iShares Intermediate Governmen Etf (GVI) | 0.3 | $19M | +53% | 184k | 102.46 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $19M | -3% | 171k | 110.30 | |
| Masco Corporation (MAS) | 0.3 | $19M | -4% | 402k | 46.67 | |
| SPDR S&P MidCap 400 ETF Etf (MDY) | 0.3 | $19M | -2% | 42k | 442.79 | |
| Netflix (NFLX) | 0.3 | $19M | +5% | 63k | 294.88 | |
| Wise PLC Ord (WPLCF) | 0.3 | $19M | 2.7M | 6.77 | ||
| iShares 1-5 Year Investment Gr Etf (IGSB) | 0.2 | $18M | +23% | 369k | 49.82 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.2 | $18M | +59% | 119k | 151.85 | |
| Stryker Corporation (SYK) | 0.2 | $18M | 72k | 244.49 | ||
| McDonald's Corporation (MCD) | 0.2 | $17M | 65k | 263.53 | ||
| Charles Schwab Corporation (SCHW) | 0.2 | $17M | 205k | 83.26 | ||
| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.2 | $17M | +49% | 276k | 61.64 | |
| BlackRock (BLK) | 0.2 | $17M | -3% | 24k | 708.64 | |
| Pool Corporation (POOL) | 0.2 | $17M | 56k | 302.33 | ||
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.2 | $16M | +15% | 418k | 38.98 | |
| Best Buy (BBY) | 0.2 | $16M | -5% | 199k | 80.21 | |
| TJX Companies (TJX) | 0.2 | $16M | 199k | 79.60 | ||
| Amgen (AMGN) | 0.2 | $15M | -11% | 58k | 262.64 | |
| Vanguard FTSE All-World ex-US Etf (VSS) | 0.2 | $15M | +11% | 146k | 102.81 | |
| Intuitive Surgical (ISRG) | 0.2 | $15M | 56k | 265.35 | ||
| Adobe Systems Incorporated (ADBE) | 0.2 | $15M | 43k | 336.53 | ||
| Chevron Corporation (CVX) | 0.2 | $14M | -5% | 79k | 179.49 | |
| CoStar (CSGP) | 0.2 | $14M | 179k | 77.28 | ||
| Schwab International Equity ET Etf (SCHF) | 0.2 | $14M | -22% | 423k | 32.21 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $14M | +26% | 29.00 | 468710.96 | |
| VMware (VMW) | 0.2 | $13M | 109k | 122.76 | ||
| PIMCO Enhanced Short Maturity Etf (MINT) | 0.2 | $13M | +65% | 135k | 98.65 | |
| Iqvia Holdings (IQV) | 0.2 | $13M | 65k | 204.89 | ||
| Rockwell Automation (ROK) | 0.2 | $13M | 51k | 257.57 | ||
| Snowflake Inc Cl A (SNOW) | 0.2 | $13M | +3% | 91k | 143.54 | |
| Keysight Technologies (KEYS) | 0.2 | $13M | 75k | 171.07 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $13M | +288% | 173k | 74.19 | |
| EOG Resources (EOG) | 0.2 | $13M | 99k | 129.52 | ||
| Vanguard Small-Cap Index Fund Etf (VB) | 0.2 | $12M | +25% | 67k | 183.54 | |
| Invesco QQQ Trust Etf (QQQ) | 0.2 | $12M | +5% | 46k | 266.28 | |
| Starbucks Corporation (SBUX) | 0.2 | $11M | 113k | 99.20 | ||
| Group 1 Automotive (GPI) | 0.2 | $11M | 62k | 180.37 | ||
| iShares Russell 1000 Value ETF Etf (IWD) | 0.2 | $11M | +15% | 74k | 151.65 | |
| Wal-Mart Stores (WMT) | 0.1 | $11M | 76k | 141.79 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $10M | -3% | 109k | 93.19 | |
| Vanguard FTSE Developed Market Etf (VEA) | 0.1 | $10M | +19% | 240k | 41.97 | |
| Bio-techne Corporation (TECH) | 0.1 | $10M | +290% | 121k | 82.88 | |
| Eli Lilly & Co. (LLY) | 0.1 | $9.6M | 26k | 365.83 | ||
| Workday Inc cl a (WDAY) | 0.1 | $9.5M | +2% | 57k | 167.33 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $9.3M | -2% | 93k | 100.92 | |
| Tyler Technologies (TYL) | 0.1 | $9.3M | 29k | 322.41 | ||
| Coca-Cola Company (KO) | 0.1 | $9.1M | -2% | 144k | 63.61 | |
| Facebook Inc cl a (META) | 0.1 | $9.1M | -11% | 76k | 120.34 | |
| Electronic Arts (EA) | 0.1 | $8.9M | -5% | 73k | 122.18 | |
| Bristol Myers Squibb (BMY) | 0.1 | $8.9M | -10% | 123k | 71.95 | |
| Tradeweb Markets (TW) | 0.1 | $8.8M | NEW | 135k | 64.93 | |
| Intel Corporation (INTC) | 0.1 | $8.5M | 322k | 26.43 | ||
| United Rentals (URI) | 0.1 | $8.5M | +2% | 24k | 355.42 | |
| Workiva Inc equity us cm (WK) | 0.1 | $8.5M | 101k | 83.97 | ||
| Vanguard Total Bond Market Ind Etf (BND) | 0.1 | $8.4M | -12% | 118k | 71.84 | |
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $8.4M | +21% | 223k | 37.90 | |
| PPG Industries (PPG) | 0.1 | $8.2M | -2% | 66k | 125.74 | |
| MasterCard Incorporated (MA) | 0.1 | $7.9M | -2% | 23k | 347.74 | |
| Martin Marietta Materials (MLM) | 0.1 | $7.7M | 23k | 337.98 | ||
| Vanguard Mid-Cap Index Fund Etf (VO) | 0.1 | $7.6M | +58% | 37k | 203.81 | |
| Schwab U.S. TIPs ETF Etf (SCHP) | 0.1 | $7.6M | -37% | 146k | 51.79 | |
| Trex Company (TREX) | 0.1 | $7.4M | -8% | 175k | 42.33 | |
| Nike (NKE) | 0.1 | $7.4M | +7% | 63k | 117.01 | |
| SPDR Gold Shares Etf (GLD) | 0.1 | $7.3M | +13% | 43k | 169.64 | |
| Vanguard Russell 1000 Growth E Etf (VONG) | 0.1 | $7.2M | -7% | 131k | 55.12 | |
| Vanguard Real Estate ETF Etf (VNQ) | 0.1 | $7.2M | 88k | 82.48 | ||
| ProShares DJ Brookfield Global Etf (TOLZ) | 0.1 | $7.2M | +436% | 161k | 44.47 | |
| Microchip Technology (MCHP) | 0.1 | $7.2M | 102k | 70.25 | ||
| Tesla Motors (TSLA) | 0.1 | $7.1M | -14% | 58k | 123.18 | |
| iShares National Muni Bond ETF Etf (MUB) | 0.1 | $7.1M | +274% | 68k | 105.52 | |
| Vanguard Short-Term Bond Index Etf (BSV) | 0.1 | $7.1M | 95k | 75.28 | ||
| Bank of America Corporation (BAC) | 0.1 | $7.0M | -23% | 213k | 33.12 | |
| Gilead Sciences (GILD) | 0.1 | $7.0M | 82k | 85.85 | ||
| iShares Treasury Floating Rate Etf (TFLO) | 0.1 | $6.9M | +102% | 137k | 50.41 | |
| NVIDIA Corporation (NVDA) | 0.1 | $6.8M | +9% | 47k | 146.14 | |
| iShares Select Dividend ETF Etf (DVY) | 0.1 | $6.8M | +4% | 56k | 120.60 | |
| iShares MSCI EAFE Small-Cap ET Etf (SCZ) | 0.1 | $6.7M | 120k | 56.48 | ||
| Advanced Micro Devices (AMD) | 0.1 | $6.7M | -5% | 104k | 64.77 | |
| Walt Disney Company (DIS) | 0.1 | $6.6M | -66% | 76k | 86.88 | |
| iShares S&P Global Infrastruct Etf (IGF) | 0.1 | $6.5M | -5% | 142k | 45.84 | |
| Waste Management (WM) | 0.1 | $6.2M | 40k | 156.88 | ||
| Rover Group (ROVR) | 0.1 | $6.2M | 1.7M | 3.67 | ||
| iShares 1-3 Year Treasury Bond Etf (SHY) | 0.1 | $6.1M | +50% | 76k | 81.17 | |
| salesforce (CRM) | 0.1 | $6.1M | -18% | 46k | 132.59 | |
| Coupa Software (COUP) | 0.1 | $6.0M | 77k | 78.29 | ||
| Ameriprise Financial (AMP) | 0.1 | $5.9M | +2% | 19k | 311.36 | |
| SPDR Dow Jones Global Real Est Etf (RWO) | 0.1 | $5.9M | -7% | 145k | 40.90 | |
| Total Market Index Etf | 0.1 | $5.9M | -39% | 145k | 40.44 | |
| Progressive Corporation (PGR) | 0.1 | $5.7M | -2% | 44k | 129.71 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $5.7M | 10k | 550.65 | ||
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $5.6M | -2% | 45k | 124.44 | |
| iShares iBoxx $ High Yield Cor Etf (HYG) | 0.1 | $5.4M | +53% | 74k | 73.63 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $5.3M | 19k | 288.78 | ||
| iShares Russell 1000 ETF Etf (IWB) | 0.1 | $5.2M | +2% | 25k | 210.52 | |
| iShares Barclays 0-5 Year Tips Etf (STIP) | 0.1 | $5.1M | NEW | 53k | 96.96 | |
| United Parcel Service (UPS) | 0.1 | $5.1M | -10% | 29k | 173.84 | |
| Vanguard Total World Stock Ind Etf (VT) | 0.1 | $5.0M | +13% | 58k | 86.19 | |
| Chubb (CB) | 0.1 | $5.0M | -11% | 23k | 220.60 | |
| Verizon Communications (VZ) | 0.1 | $5.0M | -21% | 126k | 39.40 | |
| Akoya Biosciences (AKYA) | 0.1 | $4.9M | NEW | 517k | 9.57 | |
| Boeing Company (BA) | 0.1 | $4.8M | +2% | 25k | 190.49 | |
| SPDR S&P Dividend ETF Etf (SDY) | 0.1 | $4.7M | +3% | 37k | 125.11 | |
| SPDR Bloomberg Barclays 1-3 Mo Etf (BIL) | 0.1 | $4.6M | +35% | 51k | 91.47 | |
| Zoominfo Technologies (ZI) | 0.1 | $4.5M | NEW | 149k | 30.11 | |
| iShares Russell 2000 Growth ET Etf (IWO) | 0.1 | $4.4M | +54% | 21k | 214.52 | |
| Illinois Tool Works (ITW) | 0.1 | $4.4M | +3% | 20k | 220.30 | |
| 3M Company (MMM) | 0.1 | $4.3M | 36k | 119.92 | ||
| Qualcomm (QCOM) | 0.1 | $4.2M | -2% | 38k | 109.94 | |
| Ecolab (ECL) | 0.1 | $4.1M | 28k | 145.56 | ||
| Datadog Inc Cl A (DDOG) | 0.1 | $4.1M | -72% | 56k | 73.50 | |
| Netease Adr (NTES) | 0.1 | $4.0M | 56k | 72.63 | ||
| Cigna Corp (CI) | 0.1 | $4.0M | +7% | 12k | 331.35 | |
| Vanguard Growth Index Fund Etf (VUG) | 0.1 | $3.9M | +31% | 18k | 213.10 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $3.9M | -5% | 7.1k | 545.59 | |
| Ready Cap Corp Com reit (RC) | 0.1 | $3.9M | 346k | 11.14 | ||
| iShares MBS ETF Etf (MBB) | 0.1 | $3.8M | +403% | 41k | 92.75 | |
| Medtronic (MDT) | 0.1 | $3.8M | -19% | 48k | 77.72 | |
| Colgate-Palmolive Company (CL) | 0.1 | $3.7M | -4% | 48k | 78.79 | |
| iShares MSCI USA Min Vol Facto Etf (USMV) | 0.1 | $3.7M | +133% | 52k | 72.10 | |
| Huntington Ingalls Inds (HII) | 0.1 | $3.7M | -6% | 16k | 230.68 | |
| American Express Company (AXP) | 0.0 | $3.6M | -41% | 25k | 147.75 | |
| Te Connectivity Ltd for (TEL) | 0.0 | $3.6M | 32k | 114.80 | ||
| Vanguard FTSE All-World ex US Etf (VEU) | 0.0 | $3.6M | +92% | 71k | 50.14 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $3.6M | -2% | 7.3k | 486.46 | |
| Xenia Hotels & Resorts (XHR) | 0.0 | $3.6M | 270k | 13.18 | ||
| Goldman Sachs (GS) | 0.0 | $3.5M | -3% | 10k | 343.40 | |
| Skyworks Solutions (SWKS) | 0.0 | $3.5M | 38k | 91.13 | ||
| iShares MSCI United Kingdom ET Etf (EWU) | 0.0 | $3.5M | +195% | 113k | 30.66 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $3.4M | -10% | 21k | 165.22 | |
| iShares Nasdaq Biotechnology I Etf (IBB) | 0.0 | $3.4M | 26k | 131.29 | ||
| Vanguard Value Index Fund Etf (VTV) | 0.0 | $3.4M | 24k | 140.37 | ||
| iShares 0-5 Year High Yield Etf (SHYG) | 0.0 | $3.4M | +209% | 82k | 40.89 | |
| Lowe's Companies (LOW) | 0.0 | $3.3M | -10% | 17k | 199.24 | |
| Energy Select Sector SPDR Fund Etf (XLE) | 0.0 | $3.3M | 38k | 87.47 | ||
| iShares Exponential Technologi Etf (XT) | 0.0 | $3.3M | +58% | 69k | 47.34 | |
| Vanguard High Dividend Yield E Etf (VYM) | 0.0 | $3.3M | +18% | 30k | 108.21 | |
| At&t (T) | 0.0 | $3.2M | +9% | 172k | 18.41 | |
| Wells Fargo & Company (WFC) | 0.0 | $3.2M | -6% | 77k | 41.29 | |
| Utilities Select Sector SPDR F Etf (XLU) | 0.0 | $3.1M | 45k | 70.50 | ||
| Domino's Pizza (DPZ) | 0.0 | $3.1M | 8.9k | 346.41 | ||
| Cummins (CMI) | 0.0 | $3.1M | -31% | 13k | 242.29 | |
| T. Rowe Price (TROW) | 0.0 | $3.0M | 28k | 109.06 | ||
| First Trust Nasdaq Clean Edge Etf (QCLN) | 0.0 | $3.0M | +51% | 65k | 47.19 | |
| Airbnb (ABNB) | 0.0 | $3.0M | -35% | 35k | 85.50 | |
| iShares Core U.S. Aggregate Bo Etf (AGG) | 0.0 | $2.9M | +20% | 30k | 96.99 | |
| State Street Corporation (STT) | 0.0 | $2.9M | 38k | 77.57 | ||
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $2.8M | 25k | 115.34 | ||
| Gartner (IT) | 0.0 | $2.8M | -6% | 8.4k | 336.14 | |
| Schwab U.S. Large-Cap ETF Etf (SCHX) | 0.0 | $2.8M | +208% | 62k | 45.15 | |
| iShares Gold Trust Etf (IAU) | 0.0 | $2.7M | -5% | 78k | 34.59 | |
| Duke Energy (DUK) | 0.0 | $2.7M | +9% | 26k | 102.99 | |
| Vanguard Intermediate-Term Tre Etf (VGIT) | 0.0 | $2.7M | -35% | 45k | 58.48 | |
| Target Corporation (TGT) | 0.0 | $2.6M | -6% | 18k | 149.04 | |
| Pimco 1-5 Year Us Tips Index F Etf (STPZ) | 0.0 | $2.6M | +9% | 52k | 49.87 | |
| ConocoPhillips (COP) | 0.0 | $2.6M | -8% | 22k | 118.01 | |
| Vanguard FTSE Europe ETF Etf (VGK) | 0.0 | $2.6M | 46k | 55.44 | ||
| Hologic (HOLX) | 0.0 | $2.5M | +2% | 34k | 74.81 | |
| Kinder Morgan (KMI) | 0.0 | $2.5M | +8% | 139k | 18.08 | |
| Vanguard Short-Term Inflation- Etf (VTIP) | 0.0 | $2.5M | +360% | 53k | 46.71 | |
| SPDR Bloomberg 3-12 Mth TBill Etf (BILS) | 0.0 | $2.4M | NEW | 24k | 99.29 | |
| Deere & Company (DE) | 0.0 | $2.4M | +4% | 5.6k | 428.70 | |
| SYSCO Corporation (SYY) | 0.0 | $2.4M | -17% | 32k | 76.45 | |
| Dover Corporation (DOV) | 0.0 | $2.4M | 18k | 135.41 | ||
| PNC Financial Services (PNC) | 0.0 | $2.4M | -3% | 15k | 157.95 | |
| General Mills (GIS) | 0.0 | $2.4M | -5% | 29k | 83.85 | |
| Intuit (INTU) | 0.0 | $2.4M | -6% | 6.1k | 389.18 | |
| Dow (DOW) | 0.0 | $2.3M | +14% | 46k | 50.39 | |
| IDEX Corporation (IEX) | 0.0 | $2.3M | -5% | 10k | 228.33 | |
| iShares MSCI ACWI Index Fund Etf (ACWI) | 0.0 | $2.3M | -17% | 27k | 84.88 | |
| Caterpillar (CAT) | 0.0 | $2.3M | +10% | 9.6k | 239.55 | |
| iShares MSCI South Korea ETF Etf (EWY) | 0.0 | $2.3M | NEW | 41k | 56.48 | |
| Fidelity MSCI Information Tech Etf (FTEC) | 0.0 | $2.3M | 24k | 94.51 | ||
| Novo-Nordisk AS Adr (NVO) | 0.0 | $2.3M | -6% | 17k | 135.34 | |
Past Filings by Svb Wealth
SEC 13F filings are viewable for Svb Wealth going back to 2014
- 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
- Boston Private Wealth 2019 Q2 filed July 10, 2019
- Boston Private Wealth 2019 Q1 filed May 14, 2019