Bp Wealth Management

Latest statistics and disclosures from Svb Wealth's latest quarterly 13F-HR filing:

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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.

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

SEC 13F filings are viewable for Svb Wealth going back to 2014

View all past filings