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 JNJ, UPST, MSTR, BSV, HON, TTDKY, TKC, EMN, WDAY, CAH.
  • 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.

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