Bp Wealth Management
Latest statistics and disclosures from Svb Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APP, AAPL, MSFT, IWY, AVGO, and represent 47.32% of Svb Wealth's stock portfolio.
- Added to shares of these 10 stocks: APP (+$1.8B), AAPL (+$401M), MSFT (+$140M), AVGO (+$101M), IVV (+$82M), AGG (+$79M), AMZN (+$77M), IWY (+$77M), JPM (+$52M), SPY (+$49M).
- Started 739 new stock positions in AJG, IT, SLB, LLY, VLUE, ROKU, SONY, NEE, JNJ, UPS.
- Svb Wealth was a net buyer of stock by $5.2B.
- Svb Wealth has $5.4B in assets under management (AUM), dropping by 4453.95%.
- Central Index Key (CIK): 0001626116
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Portfolio Holdings for Svb Wealth
Svb Wealth holds 758 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Svb Wealth has 758 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Svb Wealth Dec. 31, 2024 positions
- Download the Svb Wealth December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applovin Corp Class A (APP) | 33.3 | $1.8B | NEW | 5.5M | 323.83 |
|
| Apple (AAPL) | 7.5 | $402M | +54880% | 1.6M | 250.42 |
|
| Microsoft Corporation (MSFT) | 2.6 | $140M | NEW | 331k | 421.50 |
|
| iShares Russell Top 200 Growth Etf (IWY) | 2.0 | $108M | +243% | 460k | 235.27 |
|
| Broadcom (AVGO) | 1.9 | $101M | NEW | 436k | 231.84 |
|
| Ishares Trust Core Us Aggbd Et Etf (AGG) | 1.8 | $99M | +398% | 1.0M | 96.90 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 1.5 | $82M | +18926% | 140k | 588.68 |
|
| Amazon (AMZN) | 1.4 | $77M | NEW | 352k | 219.39 |
|
| Ishares Trust Core Msci Eafe E Etf (IEFA) | 1.1 | $60M | +346% | 852k | 70.28 |
|
| iShares Russell Top 200 Value Etf (IWX) | 1.1 | $57M | +201% | 718k | 79.03 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $52M | NEW | 218k | 239.71 |
|
| Spdr S&p500 Etf Trust Trust Un Etf (SPY) | 0.9 | $49M | NEW | 84k | 586.08 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $49M | NEW | 365k | 134.29 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.9 | $48M | NEW | 256k | 189.30 |
|
| Abbvie (ABBV) | 0.9 | $46M | NEW | 258k | 177.70 |
|
| Ishares Russell Mid-cap Value Etf (IWS) | 0.7 | $39M | +391% | 298k | 129.34 |
|
| Alphabet Inc Class C cs (GOOG) | 0.7 | $38M | NEW | 197k | 190.44 |
|
| Home Depot (HD) | 0.7 | $36M | NEW | 93k | 388.99 |
|
| Vanguard Index Funds S&p 500 E Etf (VOO) | 0.6 | $34M | NEW | 64k | 538.81 |
|
| Facebook Inc cl a (META) | 0.6 | $32M | NEW | 54k | 585.51 |
|
| Abbott Laboratories (ABT) | 0.6 | $31M | NEW | 272k | 113.11 |
|
| Visa (V) | 0.5 | $29M | NEW | 91k | 316.04 |
|
| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 0.5 | $29M | NEW | 71k | 401.58 |
|
| Procter & Gamble Company (PG) | 0.5 | $28M | NEW | 167k | 167.65 |
|
| Accenture (ACN) | 0.5 | $28M | NEW | 79k | 351.79 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $26M | +4449% | 148k | 172.42 |
|
| Ishares Tr Rus Md Cp Gr Etf Etf (IWP) | 0.5 | $25M | +514% | 198k | 126.75 |
|
| International Business Machines (IBM) | 0.5 | $25M | NEW | 114k | 219.83 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $25M | NEW | 27k | 916.27 |
|
| Cisco Systems (CSCO) | 0.5 | $24M | NEW | 408k | 59.20 |
|
| Tesla Motors (TSLA) | 0.4 | $24M | NEW | 59k | 403.84 |
|
| Ishares Tr Msci Usa Qlt Fct Etf (QUAL) | 0.4 | $22M | +5426% | 123k | 178.08 |
|
| Ishares Inc Core Msci Emerging Etf (IEMG) | 0.4 | $21M | +312% | 409k | 52.22 |
|
| Ishares Tr Pfd And Incm Sec Etf (PFF) | 0.4 | $20M | NEW | 636k | 31.44 |
|
| Berkshire Hathaway (BRK.B) | 0.4 | $20M | NEW | 44k | 453.28 |
|
| Wal-Mart Stores (WMT) | 0.4 | $20M | NEW | 221k | 90.35 |
|
| Nextera Energy (NEE) | 0.4 | $20M | NEW | 278k | 71.69 |
|
| Ishares Tr 0-3 Mnth Treasry Etf (SGOV) | 0.4 | $20M | NEW | 195k | 100.32 |
|
| Union Pacific Corporation (UNP) | 0.4 | $19M | NEW | 85k | 228.04 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.4 | $19M | +339% | 177k | 106.55 |
|
| Ishares Tr Ishs 1-5yr Invs Etf (IGSB) | 0.3 | $19M | NEW | 359k | 51.70 |
|
| Oracle Corporation (ORCL) | 0.3 | $18M | NEW | 110k | 166.64 |
|
| Ishares Core S&p Small-cap E Etf (IJR) | 0.3 | $18M | NEW | 155k | 115.22 |
|
| Broadridge Financial Solutions (BR) | 0.3 | $18M | NEW | 77k | 226.09 |
|
| Chevron Corporation (CVX) | 0.3 | $17M | NEW | 118k | 144.84 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $17M | NEW | 79k | 212.41 |
|
| Honeywell International (HON) | 0.3 | $17M | NEW | 74k | 225.89 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $17M | NEW | 155k | 107.57 |
|
| Eaton (ETN) | 0.3 | $17M | NEW | 50k | 331.87 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $16M | NEW | 73k | 220.96 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.3 | $15M | NEW | 93k | 164.17 |
|
| L3harris Technologies (LHX) | 0.3 | $15M | NEW | 73k | 210.28 |
|
| Intercontinental Exchange (ICE) | 0.3 | $15M | NEW | 102k | 149.01 |
|
| Berkshire Hathaway (BRK.A) | 0.3 | $15M | NEW | 22.00 | 680920.00 |
|
| Ishares Tr Intrm Gov Cr Etf Etf (GVI) | 0.3 | $15M | NEW | 139k | 104.23 |
|
| Netflix (NFLX) | 0.3 | $14M | NEW | 16k | 891.33 |
|
| Pepsi (PEP) | 0.3 | $14M | NEW | 95k | 152.06 |
|
| TJX Companies (TJX) | 0.3 | $14M | NEW | 118k | 120.81 |
|
| Pfizer (PFE) | 0.3 | $14M | NEW | 523k | 26.53 |
|
| Vanguard Specialized Funds Div Etf (VIG) | 0.3 | $14M | NEW | 71k | 195.83 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.3 | $14M | NEW | 218k | 62.31 |
|
| Vanguard Index Fds Vanguard To Etf (VTI) | 0.2 | $13M | NEW | 45k | 289.81 |
|
| Automatic Data Processing (ADP) | 0.2 | $13M | NEW | 44k | 292.73 |
|
| Intuitive Surgical (ISRG) | 0.2 | $13M | NEW | 24k | 521.96 |
|
| Vanguard Russell 2000 Etf Iv Etf (VTWO) | 0.2 | $13M | +296% | 142k | 89.33 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $12M | NEW | 16k | 772.03 |
|
| McDonald's Corporation (MCD) | 0.2 | $12M | NEW | 42k | 289.89 |
|
| Air Products & Chemicals (APD) | 0.2 | $12M | NEW | 42k | 290.04 |
|
| UnitedHealth (UNH) | 0.2 | $12M | NEW | 24k | 505.85 |
|
| Analog Devices (ADI) | 0.2 | $12M | NEW | 55k | 212.46 |
|
| Stryker Corporation (SYK) | 0.2 | $11M | NEW | 31k | 360.05 |
|
| Danaher Corporation (DHR) | 0.2 | $11M | NEW | 49k | 229.55 |
|
| Snowflake Inc Cl A (SNOW) | 0.2 | $11M | NEW | 72k | 154.41 |
|
| Anthem (ELV) | 0.2 | $11M | NEW | 30k | 368.91 |
|
| Blackrock (BLK) | 0.2 | $11M | NEW | 11k | 1025.11 |
|
| Primerica (PRI) | 0.2 | $11M | NEW | 39k | 271.42 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $11M | NEW | 141k | 75.61 |
|
| Merck & Co (MRK) | 0.2 | $11M | NEW | 107k | 99.48 |
|
| Johnson & Johnson (JNJ) | 0.2 | $10M | NEW | 72k | 144.62 |
|
| Quest Diagnostics Incorporated (DGX) | 0.2 | $10M | NEW | 69k | 150.86 |
|
| Goldman Sachs (GS) | 0.2 | $10M | NEW | 18k | 572.62 |
|
| Ishares Tr Msci Intl Qualty Etf (IQLT) | 0.2 | $10M | NEW | 276k | 37.12 |
|
| iShares Core S&P Total U.S. St Etf (ITOT) | 0.2 | $10M | NEW | 78k | 128.62 |
|
| Medtronic (MDT) | 0.2 | $9.8M | NEW | 123k | 79.88 |
|
| Ishares Tr Msci Usa Value Etf (VLUE) | 0.2 | $9.8M | NEW | 93k | 105.61 |
|
| Kroger (KR) | 0.2 | $9.8M | NEW | 160k | 61.15 |
|
| Zoetis Inc Cl A (ZTS) | 0.2 | $9.4M | NEW | 58k | 162.93 |
|
| Mondelez Int (MDLZ) | 0.2 | $9.4M | NEW | 157k | 59.73 |
|
| Masco Corporation (MAS) | 0.2 | $9.2M | NEW | 127k | 72.57 |
|
| Ares Management Corporation cl a com stk (ARES) | 0.2 | $9.1M | NEW | 51k | 177.03 |
|
| Entergy Corporation (ETR) | 0.2 | $9.1M | NEW | 120k | 75.82 |
|
| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 0.2 | $8.7M | NEW | 17k | 511.24 |
|
| Vanguard Intl Equity Index Fds Etf (VWO) | 0.2 | $8.7M | NEW | 197k | 44.04 |
|
| iShares 10-20 Year Treasury Bo Etf (TLH) | 0.2 | $8.4M | +664% | 84k | 99.54 |
|
| MasterCard Incorporated (MA) | 0.2 | $8.1M | NEW | 15k | 526.57 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $8.0M | NEW | 18k | 444.67 |
|
| EOG Resources (EOG) | 0.1 | $7.8M | NEW | 64k | 122.58 |
|
| Intuit (INTU) | 0.1 | $7.6M | NEW | 12k | 628.52 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $7.5M | NEW | 56k | 134.34 |
|
| Progressive Corporation (PGR) | 0.1 | $7.5M | NEW | 31k | 239.61 |
|
| 10x Genomics Inc Cl A (TXG) | 0.1 | $7.5M | NEW | 523k | 14.36 |
|
| Cdw (CDW) | 0.1 | $7.3M | NEW | 42k | 174.04 |
|
| Pool Corporation (POOL) | 0.1 | $7.2M | NEW | 21k | 340.93 |
|
| Gilead Sciences (GILD) | 0.1 | $7.1M | NEW | 77k | 92.37 |
|
| Datadog Inc Cl A (DDOG) | 0.1 | $7.1M | NEW | 50k | 143.03 |
|
| Vanguard Intl Equity Index Fds Etf (VSS) | 0.1 | $6.9M | NEW | 61k | 114.48 |
|
| Ishares Tr Msci Acwi Ex Us Etf (ACWX) | 0.1 | $6.9M | NEW | 132k | 52.16 |
|
| Select Sector Spdr Trust Techn Etf (XLK) | 0.1 | $6.8M | NEW | 29k | 232.52 |
|
| Amgen (AMGN) | 0.1 | $6.7M | NEW | 26k | 260.64 |
|
| Vanguard Small-cap Index Fund Etf (VB) | 0.1 | $6.7M | NEW | 28k | 240.28 |
|
| Starbucks Corporation (SBUX) | 0.1 | $6.7M | NEW | 73k | 91.25 |
|
| Schwab International Equity Et Etf (SCHF) | 0.1 | $6.6M | NEW | 356k | 18.50 |
|
| Valero Energy Corporation (VLO) | 0.1 | $6.5M | NEW | 53k | 122.59 |
|
| Waste Management (WM) | 0.1 | $6.5M | NEW | 32k | 201.79 |
|
| Best Buy (BBY) | 0.1 | $6.5M | NEW | 76k | 85.80 |
|
| Microchip Technology (MCHP) | 0.1 | $6.5M | NEW | 113k | 57.35 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $6.4M | NEW | 87k | 74.01 |
|
| Comcast Corporation (CMCSA) | 0.1 | $6.3M | NEW | 167k | 37.53 |
|
| Spdr Gold Tr Gold Etf (GLD) | 0.1 | $6.2M | NEW | 26k | 242.13 |
|
| iShares Treasury Floating Rate Etf (TFLO) | 0.1 | $6.2M | NEW | 123k | 50.47 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $6.1M | NEW | 15k | 402.70 |
|
| Flexshares Trust Morningstar G Etf (GUNR) | 0.1 | $6.0M | NEW | 165k | 36.36 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $5.9M | NEW | 13k | 464.11 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $5.9M | NEW | 26k | 230.69 |
|
| Spdr Portfolio S&p 500 Value E Etf (SPYV) | 0.1 | $5.9M | NEW | 116k | 51.14 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $5.8M | +381% | 66k | 89.08 |
|
| Nike (NKE) | 0.1 | $5.8M | NEW | 77k | 75.67 |
|
| Coca-Cola Company (KO) | 0.1 | $5.8M | NEW | 93k | 62.26 |
|
| Workday Inc cl a (WDAY) | 0.1 | $5.6M | NEW | 22k | 258.03 |
|
| iShares Russell 1000 ETF Etf (IWB) | 0.1 | $5.6M | NEW | 17k | 322.15 |
|
| Linde (LIN) | 0.1 | $5.5M | NEW | 13k | 418.69 |
|
| Corpay (CPAY) | 0.1 | $5.4M | NEW | 16k | 338.42 |
|
| salesforce (CRM) | 0.1 | $5.4M | NEW | 16k | 334.34 |
|
| United Rentals (URI) | 0.1 | $5.4M | NEW | 7.6k | 704.47 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.3M | NEW | 122k | 43.95 |
|
| Tradeweb Markets (TW) | 0.1 | $5.3M | NEW | 40k | 130.92 |
|
| Schlumberger (SLB) | 0.1 | $5.2M | NEW | 136k | 38.34 |
|
| VANGUARD FTSE Developed Market Etf (VEA) | 0.1 | $5.1M | NEW | 108k | 47.82 |
|
| Tyler Technologies (TYL) | 0.1 | $5.0M | NEW | 8.8k | 576.62 |
|
| Iqvia Holdings (IQV) | 0.1 | $5.0M | NEW | 26k | 196.51 |
|
| iShares MSCI EAFE Small-Cap ET Etf (SCZ) | 0.1 | $5.0M | +205% | 82k | 60.75 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $4.9M | NEW | 87k | 56.56 |
|
| Airbnb (ABNB) | 0.1 | $4.9M | NEW | 37k | 131.41 |
|
| Electronic Arts (EA) | 0.1 | $4.8M | NEW | 33k | 146.30 |
|
| Vanguard Mid-cap Index Fund Etf (VO) | 0.1 | $4.8M | NEW | 18k | 264.13 |
|
| PPG Industries (PPG) | 0.1 | $4.7M | NEW | 39k | 119.45 |
|
| Ishares Trust Msci Emg Mkts Et Etf (EEM) | 0.1 | $4.7M | NEW | 111k | 41.82 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $4.5M | NEW | 39k | 115.72 |
|
| CoStar (CSGP) | 0.1 | $4.5M | NEW | 62k | 71.59 |
|
| iShares Ultra Short-Term Bond Etf (ICSH) | 0.1 | $4.4M | NEW | 88k | 50.43 |
|
| Draftkings (DKNG) | 0.1 | $4.4M | NEW | 118k | 37.20 |
|
| Ameriprise Financial (AMP) | 0.1 | $4.3M | NEW | 8.1k | 532.46 |
|
| Ishares Trust Global Reit Etf Etf (REET) | 0.1 | $4.3M | NEW | 178k | 23.97 |
|
| Kinder Morgan (KMI) | 0.1 | $4.1M | NEW | 150k | 27.40 |
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.1 | $4.1M | NEW | 22k | 185.13 |
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $4.0M | NEW | 146k | 27.32 |
|
| Copart (CPRT) | 0.1 | $4.0M | NEW | 69k | 57.39 |
|
| JPMorgan U.S. Value Factor ETF Etf (JVAL) | 0.1 | $3.9M | +1564% | 90k | 43.20 |
|
| Arista Networks (ANET) | 0.1 | $3.9M | NEW | 35k | 110.53 |
|
| J P Morgan Exchange Etf Ultra Etf (JPST) | 0.1 | $3.8M | NEW | 76k | 50.37 |
|
| Monster Beverage Corp (MNST) | 0.1 | $3.8M | NEW | 73k | 52.56 |
|
| Netease Inc Ads Each Repr 25 C Adr (NTES) | 0.1 | $3.8M | NEW | 43k | 89.21 |
|
| Palo Alto Networks (PANW) | 0.1 | $3.8M | NEW | 21k | 181.96 |
|
| American Express Company (AXP) | 0.1 | $3.7M | NEW | 13k | 296.79 |
|
| Trex Company (TREX) | 0.1 | $3.7M | NEW | 54k | 69.03 |
|
| Equinix (EQIX) | 0.1 | $3.7M | NEW | 3.9k | 943.00 |
|
| J P Morgan Exchange Traded Etf (JMST) | 0.1 | $3.7M | NEW | 72k | 50.71 |
|
| Walt Disney Company (DIS) | 0.1 | $3.6M | NEW | 33k | 111.35 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $3.5M | NEW | 6.8k | 520.16 |
|
| Te Connectivity (TEL) | 0.1 | $3.5M | NEW | 25k | 142.97 |
|
| QuinStreet (QNST) | 0.1 | $3.5M | NEW | 152k | 23.07 |
|
| iShares 0-5 Year High Yield Etf (SHYG) | 0.1 | $3.5M | NEW | 82k | 42.61 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.5M | NEW | 50k | 70.24 |
|
| SPDR Bloomberg Barclays 1-3 Mo Etf (BIL) | 0.1 | $3.5M | NEW | 38k | 91.43 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $3.5M | NEW | 45k | 76.83 |
|
| Lowe's Companies (LOW) | 0.1 | $3.5M | NEW | 14k | 246.81 |
|
| Verizon Communications (VZ) | 0.1 | $3.5M | NEW | 87k | 39.99 |
|
| Fidelity Wise Origin Bitcoin F Etf (FBTC) | 0.1 | $3.5M | NEW | 42k | 81.58 |
|
| iShares Short Treasury Bond Etf (SHV) | 0.1 | $3.4M | NEW | 31k | 110.11 |
|
| Gartner (IT) | 0.1 | $3.4M | NEW | 7.1k | 484.47 |
|
| Ecolab (ECL) | 0.1 | $3.4M | NEW | 15k | 234.32 |
|
| At&t (T) | 0.1 | $3.3M | NEW | 144k | 22.77 |
|
| iShares Russell 2000 Growth ET Etf (IWO) | 0.1 | $3.2M | NEW | 11k | 287.83 |
|
| Ishares Tr Ishares Biotech Etf (IBB) | 0.1 | $3.1M | NEW | 23k | 132.21 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.1M | NEW | 26k | 120.79 |
|
| Palantir Technologies (PLTR) | 0.1 | $3.1M | NEW | 40k | 75.63 |
|
| Dover Corporation (DOV) | 0.1 | $3.0M | NEW | 16k | 187.60 |
|
| Booking Holdings (BKNG) | 0.1 | $2.9M | NEW | 592.00 | 4968.42 |
|
| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $2.9M | NEW | 22k | 131.29 |
|
| JPMorgan U.S. Quality Factor E Etf (JQUA) | 0.1 | $2.9M | NEW | 50k | 57.27 |
|
| Vanguard Bd Index Fds Total Bn Etf (BND) | 0.1 | $2.9M | NEW | 40k | 71.91 |
|
| Ishares Msci United Kingdome E Etf (EWU) | 0.1 | $2.8M | NEW | 83k | 33.90 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.8M | NEW | 31k | 90.91 |
|
| Siemens Healthineers (SEMHF) | 0.1 | $2.8M | NEW | 54k | 51.27 |
|
| Vanguard Total World Stock Etf Etf (VT) | 0.1 | $2.8M | NEW | 24k | 117.48 |
|
| Proshares Trust Brookfield Glo Etf (TOLZ) | 0.1 | $2.7M | +434% | 56k | 49.12 |
|
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $2.7M | NEW | 4.7k | 569.58 |
|
| General Motors Company (GM) | 0.0 | $2.7M | NEW | 50k | 53.27 |
|
| Intel Corporation (INTC) | 0.0 | $2.7M | NEW | 133k | 20.05 |
|
| Rxsight (RXST) | 0.0 | $2.6M | NEW | 77k | 34.38 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $2.6M | NEW | 49k | 53.05 |
|
| Applied Materials (AMAT) | 0.0 | $2.5M | NEW | 16k | 162.64 |
|
| Caterpillar (CAT) | 0.0 | $2.5M | NEW | 7.0k | 362.76 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.5M | NEW | 13k | 187.51 |
|
| 3M Company (MMM) | 0.0 | $2.5M | NEW | 19k | 129.09 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $2.5M | NEW | 8.8k | 283.86 |
|
| Chubb (CB) | 0.0 | $2.5M | NEW | 9.0k | 276.31 |
|
| Total Market Index Etf | 0.0 | $2.4M | NEW | 38k | 62.46 |
|
| General Electric (GE) | 0.0 | $2.4M | NEW | 14k | 166.79 |
|
| SPDR S&P Dividend ETF Etf (SDY) | 0.0 | $2.3M | NEW | 18k | 132.10 |
|
| Cigna Corp (CI) | 0.0 | $2.3M | NEW | 8.4k | 276.14 |
|
| State Street Corporation (STT) | 0.0 | $2.3M | NEW | 24k | 98.15 |
|
| S&p Global (SPGI) | 0.0 | $2.3M | NEW | 4.6k | 497.96 |
|
| Schwab U.S. Broad Market ETF Etf (SCHB) | 0.0 | $2.3M | NEW | 100k | 22.70 |
|
| Skyworks Solutions (SWKS) | 0.0 | $2.3M | NEW | 26k | 88.68 |
|
| ConocoPhillips (COP) | 0.0 | $2.2M | NEW | 23k | 99.17 |
|
| Taiwan Semiconductor Manufactu Adr (TSM) | 0.0 | $2.2M | NEW | 11k | 197.49 |
|
| Duke Energy (DUK) | 0.0 | $2.2M | NEW | 21k | 107.74 |
|
| Altria (MO) | 0.0 | $2.2M | NEW | 43k | 52.29 |
|
| iShares S&P Global Infrastruct Etf (IGF) | 0.0 | $2.2M | NEW | 42k | 52.27 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $2.2M | NEW | 4.5k | 485.94 |
|
| Pimco Etf Trust Enhanced Short Etf (MINT) | 0.0 | $2.2M | NEW | 22k | 100.34 |
|
| McKesson Corporation (MCK) | 0.0 | $2.1M | NEW | 3.7k | 569.91 |
|
| O'reilly Automotive (ORLY) | 0.0 | $2.1M | NEW | 1.8k | 1185.80 |
|
| Delta Air Lines (DAL) | 0.0 | $2.1M | NEW | 35k | 60.50 |
|
| Morgan Stanley (MS) | 0.0 | $2.1M | NEW | 16k | 125.73 |
|
| Boeing Company (BA) | 0.0 | $2.1M | NEW | 12k | 177.00 |
|
| Schwab Us Large Cap Growth Etf Etf (SCHG) | 0.0 | $2.0M | NEW | 73k | 27.87 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $2.0M | NEW | 4.9k | 410.45 |
|
| Qualcomm (QCOM) | 0.0 | $2.0M | NEW | 13k | 153.62 |
|
| Cadence Design Systems (CDNS) | 0.0 | $2.0M | NEW | 6.5k | 300.46 |
|
| United Parcel Service (UPS) | 0.0 | $2.0M | NEW | 16k | 126.10 |
|
| Select Sector Spdr Tr Financia Etf (XLF) | 0.0 | $1.9M | NEW | 40k | 48.33 |
|
| Oneok (OKE) | 0.0 | $1.9M | NEW | 19k | 100.40 |
|
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.0 | $1.8M | NEW | 177k | 10.36 |
|
| Lam Research (LRCX) | 0.0 | $1.8M | NEW | 25k | 72.23 |
|
| iShares Exponential Technologi Etf (XT) | 0.0 | $1.8M | NEW | 31k | 59.66 |
|
| Capital One Financial (COF) | 0.0 | $1.8M | NEW | 10k | 178.32 |
|
| American Tower Reit (AMT) | 0.0 | $1.8M | NEW | 9.8k | 183.42 |
|
| Vanguard Global ex-U.S. Real E Etf (VNQI) | 0.0 | $1.8M | +123% | 45k | 39.56 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.8M | NEW | 40k | 44.89 |
|
| Republic Services (RSG) | 0.0 | $1.7M | NEW | 8.7k | 201.19 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.7M | NEW | 3.7k | 469.29 |
|
| iShares MSCI KLD 400 Social ET Etf (DSI) | 0.0 | $1.7M | NEW | 16k | 110.25 |
|
| PNC Financial Services (PNC) | 0.0 | $1.7M | NEW | 8.8k | 192.85 |
|
| Ready Cap Corp Com reit (RC) | 0.0 | $1.7M | NEW | 247k | 6.82 |
|
| Kkr & Co (KKR) | 0.0 | $1.7M | NEW | 11k | 147.91 |
|
| Servicenow (NOW) | 0.0 | $1.7M | NEW | 1.6k | 1060.12 |
|
| Samsara (IOT) | 0.0 | $1.7M | NEW | 38k | 43.69 |
|
| Bio-techne Corporation (TECH) | 0.0 | $1.6M | NEW | 23k | 72.03 |
|
Past Filings by Svb Wealth
SEC 13F filings are viewable for Svb Wealth going back to 2014
- Svb Wealth 2024 Q4 filed Feb. 5, 2025
- Svb Wealth 2024 Q3 filed Oct. 18, 2024
- Svb Wealth 2024 Q2 filed Aug. 6, 2024
- Svb Wealth 2024 Q1 filed May 15, 2024
- 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