Bp Wealth Management

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

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Positions held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Svb Wealth

Svb Wealth holds 867 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Svb Wealth has 867 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Applovin Corp Class A (APP) 8.9 $398M -18% 5.8M 69.21
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Apple (AAPL) 6.5 $289M +68% 1.7M 171.48
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Microsoft Corporation (MSFT) 3.7 $166M -5% 394k 420.72
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Ishares Core S&p 500 Etf Etf (IVV) 2.7 $119M +6% 226k 525.73
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Amazon (AMZN) 1.6 $73M -6% 403k 180.38
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Spdr S&p500 Etf Trust Trust Un Etf (SPY) 1.5 $67M -31% 127k 523.07
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Vanguard Index Funds S&p 500 E Etf (VOO) 1.5 $66M -15% 138k 480.70
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Ishares Trust Core Us Aggbd Et Etf (AGG) 1.4 $63M +67% 646k 97.94
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Broadcom (AVGO) 1.4 $61M -2% 46k 1325.41
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Ishares Tr Rus 1000 Grw Etf Etf (IWF) 1.3 $59M -27% 175k 337.05
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10x Genomics Inc Cl A (TXG) 1.2 $54M 1.4M 37.53
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iShares Russell Top 200 Growth Etf (IWY) 1.2 $54M +93% 276k 195.10
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iShares Core S&P Total U.S. St Etf (ITOT) 1.2 $53M +20% 464k 115.30
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Abbvie (ABBV) 1.1 $51M -3% 281k 182.10
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JPMorgan Chase & Co. (JPM) 1.1 $50M -5% 252k 200.30
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Ishares Tr Msci Usa Qlt Fct Etf (QUAL) 1.1 $49M 295k 164.35
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Home Depot (HD) 0.9 $41M -5% 107k 383.60
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Ishares Trust Core Msci Eafe E Etf (IEFA) 0.9 $38M +36% 517k 74.22
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Alphabet Inc Class C cs (GOOG) 0.9 $38M -3% 251k 152.26
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iShares Russell Top 200 Value Etf (IWX) 0.8 $37M +96% 482k 76.32
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Vanguard Russell 3000 ETF Etf (VTHR) 0.8 $36M +94% 156k 232.96
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Alphabet Inc Class A cs (GOOGL) 0.8 $35M +2% 233k 150.93
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Abbott Laboratories (ABT) 0.8 $34M -2% 301k 113.66
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iShares Short Treasury Bond Etf (SHV) 0.8 $34M -59% 309k 110.54
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Ishares Tr 0-3 Mnth Treasry Etf (SGOV) 0.7 $34M +14% 332k 100.71
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Accenture (ACN) 0.7 $33M -8% 96k 346.61
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J P Morgan Exchange Etf Ultra Etf (JPST) 0.7 $32M -12% 640k 50.45
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iShares Ultra Short-Term Bond Etf (ICSH) 0.7 $31M -16% 621k 50.56
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Procter & Gamble Company (PG) 0.7 $31M -2% 188k 162.25
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Visa (V) 0.6 $29M -4% 103k 279.08
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NVIDIA Corporation (NVDA) 0.6 $28M -14% 31k 903.58
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.6 $28M +456% 459k 60.74
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Spdr Portfolio S&p 500 Value E Etf (SPYV) 0.6 $27M +29% 535k 50.10
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Ishares Tr Pfd And Incm Sec Etf (PFF) 0.6 $27M -2% 825k 32.23
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Facebook Inc cl a (META) 0.6 $27M -20% 55k 485.58
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Ishares Tr Msci Usa Value Etf (VLUE) 0.6 $26M -8% 241k 108.31
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International Business Machines (IBM) 0.6 $25M -7% 133k 190.96
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Ishares Russell Mid-cap Value Etf (IWS) 0.6 $25M +94% 201k 125.33
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Ishares Inc Core Msci Emerging Etf (IEMG) 0.5 $24M +14% 472k 51.60
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Snowflake Inc Cl A (SNOW) 0.5 $24M 148k 161.60
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Union Pacific Corporation (UNP) 0.5 $24M -7% 97k 245.93
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.5 $23M +294% 128k 182.69
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Costco Wholesale Corporation (COST) 0.5 $23M -6% 32k 732.63
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Ishares Russell 2000 Value Etf Etf (IWN) 0.5 $23M -10% 143k 158.81
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Ishares Core S&p Small-cap E Etf (IJR) 0.5 $22M -8% 202k 110.52
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Cisco Systems (CSCO) 0.5 $22M -4% 439k 49.91
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Nextera Energy (NEE) 0.5 $21M -4% 326k 63.91
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Eaton (ETN) 0.5 $21M -6% 66k 312.68
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Blackstone Group Inc Com Cl A (BX) 0.4 $20M +694% 152k 131.37
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Comcast Corporation (CMCSA) 0.4 $20M -4% 452k 43.35
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Marsh & McLennan Companies (MMC) 0.4 $20M -6% 95k 205.98
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Chevron Corporation (CVX) 0.4 $19M +86% 122k 157.74
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Ishares Tr Ishs 1-5yr Invs Etf (IGSB) 0.4 $19M +4% 362k 51.28
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Schwab International Equity Et Etf (SCHF) 0.4 $19M -4% 475k 39.02
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Broadridge Financial Solutions (BR) 0.4 $19M -4% 90k 204.86
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Anthem (ELV) 0.4 $18M -7% 35k 518.54
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L3harris Technologies (LHX) 0.4 $18M -5% 85k 213.10
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Honeywell International (HON) 0.4 $18M -5% 87k 205.25
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Berkshire Hathaway (BRK.A) 0.4 $18M +27% 28.00 634440.00
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Ishares Msci Eafe Etf Etf (EFA) 0.4 $18M +5% 221k 79.86
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Ishares Tr Intrm Gov Cr Etf Etf (GVI) 0.4 $18M -21% 169k 103.98
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Intercontinental Exchange (ICE) 0.4 $18M -6% 127k 137.43
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Pepsi (PEP) 0.4 $17M +57% 99k 175.01
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Ishares Tr Msci Intl Qualty Etf (IQLT) 0.4 $17M -15% 435k 39.66
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Ishares Russell 2000 Etf Etf (IWM) 0.4 $17M -5% 81k 210.30
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Berkshire Hathaway (BRK.B) 0.4 $17M -3% 40k 420.52
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Ishares National Muni Bond Etf Etf (MUB) 0.4 $17M +47% 154k 107.60
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Pfizer (PFE) 0.4 $17M +2% 595k 27.75
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Vanguard Specialized Funds Div Etf (VIG) 0.4 $16M +47% 90k 182.61
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Oracle Corporation (ORCL) 0.4 $16M -5% 129k 125.61
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Merck & Co (MRK) 0.4 $16M -4% 122k 131.95
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Analog Devices (ADI) 0.3 $14M -7% 73k 197.79
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McDonald's Corporation (MCD) 0.3 $14M 51k 281.95
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Air Products & Chemicals (APD) 0.3 $14M -5% 58k 242.27
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JPMorgan U.S. Value Factor ETF Etf (JVAL) 0.3 $14M +40% 335k 41.62
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Cdw (CDW) 0.3 $14M -6% 54k 255.78
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UnitedHealth (UNH) 0.3 $14M -10% 28k 494.69
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Vanguard Intl Equity Index Fds Etf (VWO) 0.3 $14M -8% 331k 41.77
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Johnson & Johnson (JNJ) 0.3 $14M 86k 158.19
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TJX Companies (TJX) 0.3 $14M 134k 101.42
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Medtronic (MDT) 0.3 $14M -8% 156k 87.15
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Exxon Mobil Corporation (XOM) 0.3 $14M -9% 116k 116.24
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Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 0.3 $14M +68% 118k 114.14
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Netflix (NFLX) 0.3 $13M -10% 22k 607.33
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Tesla Motors (TSLA) 0.3 $13M -24% 76k 175.79
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Danaher Corporation (DHR) 0.3 $13M -5% 53k 249.72
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Vanguard Index Fds Vanguard To Etf (VTI) 0.3 $13M -16% 50k 259.90
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Valero Energy Corporation (VLO) 0.3 $13M -47% 76k 170.69
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Primerica (PRI) 0.3 $13M -9% 51k 252.96
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Stryker Corporation (SYK) 0.3 $13M -7% 36k 357.87
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Masco Corporation (MAS) 0.3 $13M -18% 161k 78.88
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Mondelez Int (MDLZ) 0.3 $13M -5% 179k 70.00
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Eli Lilly & Co. (LLY) 0.3 $12M -2% 16k 778.00
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Adobe Systems Incorporated (ADBE) 0.3 $12M -11% 24k 504.60
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Equinix (EQIX) 0.3 $12M -8% 15k 825.36
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Zoetis Inc Cl A (ZTS) 0.3 $12M -7% 72k 169.21
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Ishares Trust Global Reit Etf Etf (REET) 0.3 $12M -21% 502k 23.68
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Flexshares Trust Morningstar G Etf (GUNR) 0.3 $12M -23% 289k 41.07
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Intuitive Surgical (ISRG) 0.3 $12M -14% 29k 399.09
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Automatic Data Processing (ADP) 0.3 $12M 47k 249.74
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Quest Diagnostics Incorporated (DGX) 0.3 $11M -6% 85k 133.11
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Kroger (KR) 0.2 $11M -6% 190k 57.13
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Ishares Tr Msci Acwi Ex Us Etf (ACWX) 0.2 $11M -9% 202k 53.39
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Total Market Index Etf 0.2 $11M +86% 193k 55.73
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Vanguard Real Estate Etf Etf (VNQ) 0.2 $11M +46% 122k 86.48
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Pool Corporation (POOL) 0.2 $11M -7% 26k 403.50
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Vanguard Bd Index Fds Total Bn Etf (BND) 0.2 $10M -15% 143k 72.63
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Agilent Technologies Inc C ommon (A) 0.2 $10M -10% 70k 145.51
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JPMorgan U.S. Quality Factor E Etf (JQUA) 0.2 $10M -3% 193k 52.87
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Intuit (INTU) 0.2 $10M -8% 16k 650.00
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Schwab US Dividend Equity ETF Etf (SCHD) 0.2 $10M +16% 126k 80.63
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Vanguard Intl Equity Index Fds Etf (VSS) 0.2 $10M -5% 87k 116.84
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American Tower Reit (AMT) 0.2 $9.7M -5% 49k 197.59
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Advanced Micro Devices (AMD) 0.2 $9.6M -25% 53k 180.49
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BlackRock (BLK) 0.2 $9.6M -6% 12k 833.68
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EOG Resources (EOG) 0.2 $9.4M 74k 127.84
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Vanguard Small-cap Index Fund Etf (VB) 0.2 $9.1M +28% 40k 228.59
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Wal-Mart Stores (WMT) 0.2 $8.9M +187% 148k 60.17
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Intel Corporation (INTC) 0.2 $8.8M 199k 44.17
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Airbnb (ABNB) 0.2 $8.6M +186% 52k 164.96
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Trex Company (TREX) 0.2 $8.6M -12% 86k 99.75
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Vanguard Growth Etf Etf (VUG) 0.2 $8.5M -16% 25k 344.22
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MasterCard Incorporated (MA) 0.2 $8.4M -7% 17k 481.57
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Invesco Qqq Tr Unit Ser 1 Etf (QQQ) 0.2 $8.2M +15% 19k 444.01
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Amgen (AMGN) 0.2 $8.2M +5% 29k 284.32
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Charles Schwab Corporation (SCHW) 0.2 $8.1M -8% 112k 72.34
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Schlumberger (SLB) 0.2 $8.0M -3% 146k 54.81
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Coinbase Global (COIN) 0.2 $7.9M +4% 30k 265.12
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Nike (NKE) 0.2 $7.8M -6% 84k 93.98
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Best Buy (BBY) 0.2 $7.8M -6% 95k 82.03
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Iqvia Holdings (IQV) 0.2 $7.8M -13% 31k 252.89
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Progressive Corporation (PGR) 0.2 $7.7M 37k 206.82
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Vanguard Russell 2000 Etf Iv Etf (VTWO) 0.2 $7.7M +108% 90k 85.06
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Microchip Technology (MCHP) 0.2 $7.5M +2% 84k 89.71
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Waste Management (WM) 0.2 $7.4M +2% 35k 213.15
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Starbucks Corporation (SBUX) 0.2 $7.4M -2% 81k 91.39
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Workday Inc cl a (WDAY) 0.2 $7.3M -12% 27k 272.75
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $7.2M 17k 418.01
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Martin Marietta Materials (MLM) 0.2 $7.1M -11% 12k 613.93
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iShares Russell 1000 ETF Etf (IWB) 0.2 $7.1M +4% 25k 288.03
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Tradeweb Markets (TW) 0.2 $7.1M -14% 68k 104.17
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CoStar (CSGP) 0.2 $7.0M -12% 72k 96.60
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Ares Management Corporation cl a com stk (ARES) 0.2 $6.7M NEW 51k 132.98
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VANGUARD FTSE Developed Market Etf (VEA) 0.1 $6.7M 133k 50.17
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United Rentals (URI) 0.1 $6.7M +9% 9.2k 721.14
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Ishares Trust Msci Emg Mkts Et Etf (EEM) 0.1 $6.3M 153k 41.08
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Select Sector Spdr Trust Techn Etf (XLK) 0.1 $6.2M -10% 30k 208.27
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salesforce (CRM) 0.1 $6.2M -6% 21k 301.18
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Keysight Technologies (KEYS) 0.1 $6.2M -10% 39k 156.38
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Rockwell Automation (ROK) 0.1 $6.1M -10% 21k 291.33
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Coca-Cola Company (KO) 0.1 $6.1M 100k 61.18
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Bank of New York Mellon Corporation (BK) 0.1 $6.0M -56% 105k 57.62
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iShares MSCI EAFE Small-Cap ET Etf (SCZ) 0.1 $6.0M +8% 94k 63.33
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PPG Industries (PPG) 0.1 $5.8M 40k 144.90
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Tyler Technologies (TYL) 0.1 $5.8M -15% 14k 425.01
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Bank of America Corporation (BAC) 0.1 $5.7M 150k 37.92
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iShares 10-20 Year Treasury Bo Etf (TLH) 0.1 $5.6M +67% 53k 105.03
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Draftkings (DKNG) 0.1 $5.5M 122k 45.41
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Spdr Gold Tr Gold Etf (GLD) 0.1 $5.5M -37% 27k 205.72
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CVS Caremark Corporation (CVS) 0.1 $5.4M -5% 68k 79.76
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Netease Inc Ads Each Repr 25 C Adr (NTES) 0.1 $5.4M 52k 103.47
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J P Morgan Exchange Traded Etf (JMST) 0.1 $5.3M -13% 104k 50.74
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Bristol Myers Squibb (BMY) 0.1 $5.1M 94k 54.23
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Gilead Sciences (GILD) 0.1 $5.1M -4% 69k 73.25
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Schwab U.S. TIPs ETF Etf (SCHP) 0.1 $5.1M -16% 97k 52.16
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Vanguard Mid-cap Index Fund Etf (VO) 0.1 $5.0M +72% 20k 249.85
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Electronic Arts (EA) 0.1 $4.9M -12% 37k 132.67
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iShares Russell 1000 Value ETF Etf (IWD) 0.1 $4.9M -39% 27k 179.11
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Thermo Fisher Scientific (TMO) 0.1 $4.9M -2% 8.4k 581.13
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Walt Disney Company (DIS) 0.1 $4.9M 40k 122.36
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QuinStreet (QNST) 0.1 $4.8M 274k 17.66
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Bio-techne Corporation (TECH) 0.1 $4.8M 68k 70.39
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Proshares Trust Brookfield Glo Etf (TOLZ) 0.1 $4.8M +13% 105k 45.93
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Monster Beverage Corp (MNST) 0.1 $4.7M -12% 79k 59.28
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iShares Russell 2000 Growth ET Etf (IWO) 0.1 $4.6M -4% 17k 270.80
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Bitwise Bitcoin Etf Tr Etf (BITB) 0.1 $4.5M NEW 117k 38.71
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iShares Treasury Floating Rate Etf (TFLO) 0.1 $4.2M -19% 84k 50.69
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Raytheon Technologies Corp (RTX) 0.1 $4.2M -4% 43k 97.53
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Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $4.2M +13% 7.6k 556.40
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Royal Caribbean Cruises (RCL) 0.1 $4.1M -4% 30k 139.01
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Verizon Communications (VZ) 0.1 $4.1M +3% 98k 41.96
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Pimco Etf Trust Enhanced Short Etf (MINT) 0.1 $4.1M -3% 40k 100.54
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iShares S&P Global Infrastruct Etf (IGF) 0.1 $4.0M -6% 84k 47.62
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Te Connectivity Ltd for (TEL) 0.1 $3.9M +3% 27k 145.24
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Skyworks Solutions (SWKS) 0.1 $3.9M 36k 108.32
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Ishares Select Dividend Etf Etf (DVY) 0.1 $3.9M -6% 31k 123.18
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Ameriprise Financial (AMP) 0.1 $3.8M +2% 8.7k 438.43
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Goldman Sachs (GS) 0.1 $3.8M 9.0k 417.70
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Boeing Company (BA) 0.1 $3.7M -7% 19k 192.99
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American Express Company (AXP) 0.1 $3.7M +3% 16k 227.70
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General Motors Company (GM) 0.1 $3.6M +3% 80k 45.35
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Datadog Inc Cl A (DDOG) 0.1 $3.6M -7% 29k 123.71
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Lowe's Companies (LOW) 0.1 $3.6M 14k 254.74
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Vanguard Large Cap Etf Etf (VV) 0.1 $3.5M 15k 239.76
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Gartner (IT) 0.1 $3.5M 7.3k 476.67
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Ecolab (ECL) 0.1 $3.5M -3% 15k 230.90
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iShares 0-5 Year High Yield Etf (SHYG) 0.1 $3.5M 82k 42.55
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Wells Fargo & Company (WFC) 0.1 $3.5M 60k 57.96
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Cigna Corp (CI) 0.1 $3.5M +5% 9.6k 363.19
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Teledyne Technologies Incorporated (TDY) 0.1 $3.4M NEW 8.0k 429.32
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General Electric (GE) 0.1 $3.4M -3% 19k 175.53
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General Mills (GIS) 0.1 $3.3M -56% 47k 69.97
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Vanguard Global ex-U.S. Real E Etf (VNQI) 0.1 $3.3M +91% 79k 42.14
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Siemens Healthineers (SEMHF) 0.1 $3.3M NEW 54k 61.26
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Caterpillar (CAT) 0.1 $3.3M 8.9k 366.43
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Ishares Tr Ishares Biotech Etf (IBB) 0.1 $3.2M 24k 137.22
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SPDR S&P Dividend ETF Etf (SDY) 0.1 $3.2M -27% 24k 131.24
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Arista Networks (ANET) 0.1 $3.2M -3% 11k 289.98
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Colgate-Palmolive Company (CL) 0.1 $3.1M +2% 35k 90.05
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Dover Corporation (DOV) 0.1 $3.1M 18k 177.19
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Ishares Msci United Kingdome E Etf (EWU) 0.1 $3.0M +165% 88k 34.21
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Chubb (CB) 0.1 $2.9M 11k 259.14
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Palo Alto Networks (PANW) 0.1 $2.8M +15% 10k 284.13
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Ready Cap Corp Com reit (RC) 0.1 $2.8M 310k 9.13
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Applied Materials (AMAT) 0.1 $2.8M -4% 14k 206.25
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United Parcel Service (UPS) 0.1 $2.8M +13% 19k 148.63
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At&t (T) 0.1 $2.7M 154k 17.60
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Vanguard Total World Stock Etf Etf (VT) 0.1 $2.7M -42% 24k 110.50
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Nu Hldgs Ltd Ord Shs Cl A (NU) 0.1 $2.6M +22% 221k 11.93
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Remitly Global (RELY) 0.1 $2.6M -10% 126k 20.74
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Vanguard Russell 1000 Growth E Etf (VONG) 0.1 $2.6M -14% 30k 86.67
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Novo Nordisk A/s Adr-each Cnv Adr (NVO) 0.1 $2.6M -23% 20k 128.40
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ConocoPhillips (COP) 0.1 $2.6M -16% 20k 127.28
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Vanguard Short-Term Bond Index Etf (BSV) 0.1 $2.5M -6% 33k 76.67
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Texas Instruments Incorporated (TXN) 0.1 $2.5M -2% 14k 174.21
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Qualcomm (QCOM) 0.1 $2.4M -50% 14k 169.29
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Akoya Biosciences (AKYA) 0.1 $2.4M 515k 4.69
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Schwab Us Large Cap Growth Etf Etf (SCHG) 0.1 $2.4M +2% 26k 92.72
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Lockheed Martin Corporation (LMT) 0.1 $2.4M 5.2k 454.87
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3M Company (MMM) 0.1 $2.3M -7% 22k 106.07
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McKesson Corporation (MCK) 0.1 $2.3M 4.3k 536.87
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Duke Energy (DUK) 0.1 $2.3M +4% 24k 96.71
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Citigroup (C) 0.1 $2.3M +8% 36k 63.24
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iShares Exponential Technologi Etf (XT) 0.0 $2.2M +78% 38k 59.62
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Kinder Morgan (KMI) 0.0 $2.2M 122k 18.34
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Booking Holdings (BKNG) 0.0 $2.2M +3% 613.00 3627.88
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S&p Global (SPGI) 0.0 $2.2M +47% 5.2k 425.39
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State Street Corporation (STT) 0.0 $2.2M -3% 28k 77.32
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Marathon Petroleum Corp (MPC) 0.0 $2.2M -4% 11k 201.50
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Vanguard Intl Equity Index Fds Etf (VEU) 0.0 $2.2M +7% 37k 58.65
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Illinois Tool Works (ITW) 0.0 $2.1M 7.9k 268.33
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Schwab U.S. Broad Market ETF Etf (SCHB) 0.0 $2.1M 35k 61.05
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Dow (DOW) 0.0 $2.1M -5% 36k 57.93
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Micron Technology (MU) 0.0 $2.0M 17k 117.89
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Cadence Design Systems (CDNS) 0.0 $2.0M -8% 6.5k 311.28
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Delta Air Lines (DAL) 0.0 $2.0M 43k 47.87
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Industries N shs - a - (LYB) 0.0 $2.0M +2% 20k 102.28
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O'reilly Automotive (ORLY) 0.0 $2.0M 1.8k 1128.88
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Northrop Grumman Corporation (NOC) 0.0 $2.0M -15% 4.2k 478.66
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Target Corporation (TGT) 0.0 $2.0M +7% 11k 177.21
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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