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 889 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Svb Wealth has 889 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) 6.8 $280M -9% 7.0M 39.84
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Apple (AAPL) 4.7 $193M -47% 1.0M 192.53
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Microsoft Corporation (MSFT) 3.8 $157M -11% 418k 376.04
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Ishares Core S&p 500 Etf Etf (IVV) 2.5 $101M -40% 212k 477.63
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Spdr S&p500 Etf Trust Trust Un Etf (SPY) 2.1 $88M -38% 186k 475.31
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iShares Short Treasury Bond Etf (SHV) 2.1 $85M -54% 768k 110.13
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10x Genomics Inc Cl A (TXG) 2.0 $81M +92% 1.4M 55.96
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Ishares Tr Rus 1000 Grw Etf Etf (IWF) 1.8 $74M -48% 243k 303.17
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Vanguard Index Funds S&p 500 E Etf (VOO) 1.7 $72M +71% 164k 436.80
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Amazon (AMZN) 1.6 $65M 430k 151.94
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Broadcom (AVGO) 1.3 $53M +10% 48k 1116.26
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Abbvie (ABBV) 1.1 $45M -9% 293k 154.97
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JPMorgan Chase & Co. (JPM) 1.1 $45M -20% 266k 170.10
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Ishares Tr Msci Usa Qlt Fct Etf (QUAL) 1.1 $44M -28% 299k 147.14
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iShares Core S&P Total U.S. St Etf (ITOT) 1.0 $41M -55% 385k 105.23
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Home Depot (HD) 1.0 $39M -18% 113k 346.55
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Ishares Trust Core Us Aggbd Et Etf (AGG) 0.9 $38M +1319% 385k 99.25
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iShares Ultra Short-Term Bond Etf (ICSH) 0.9 $38M -60% 745k 50.36
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J P Morgan Exchange Etf Ultra Etf (JPST) 0.9 $37M -59% 734k 50.23
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Alphabet Inc Class C cs (GOOG) 0.9 $37M -12% 261k 140.93
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Accenture (ACN) 0.9 $37M -23% 105k 350.91
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Abbott Laboratories (ABT) 0.8 $34M -14% 309k 110.07
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Alphabet Inc Class A cs (GOOGL) 0.8 $32M -5% 227k 139.69
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Snowflake Inc Cl A (SNOW) 0.7 $30M +86% 148k 199.00
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Ishares Tr 0-3 Mnth Treasry Etf (SGOV) 0.7 $29M -12% 290k 100.27
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Procter & Gamble Company (PG) 0.7 $28M -14% 194k 146.54
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Visa (V) 0.7 $28M -14% 108k 260.35
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Ishares Trust Core Msci Eafe E Etf (IEFA) 0.6 $27M +155% 379k 70.35
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Ishares Tr Msci Usa Value Etf (VLUE) 0.6 $27M -23% 263k 101.16
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Ishares Tr Pfd And Incm Sec Etf (PFF) 0.6 $26M -37% 847k 31.19
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Union Pacific Corporation (UNP) 0.6 $26M -25% 104k 245.62
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iShares Russell Top 200 Growth Etf (IWY) 0.6 $25M +2410% 142k 175.22
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Tesla Motors (TSLA) 0.6 $25M +45% 100k 248.48
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Ishares Russell 2000 Value Etf Etf (IWN) 0.6 $25M -32% 160k 155.33
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Facebook Inc cl a (META) 0.6 $24M +33% 69k 353.96
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Ishares Core S&p Small-cap E Etf (IJR) 0.6 $24M -20% 220k 108.25
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International Business Machines (IBM) 0.6 $24M -19% 143k 163.55
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Cisco Systems (CSCO) 0.6 $23M -13% 458k 50.52
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.6 $23M -39% 83k 277.15
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Ishares Tr Intrm Gov Cr Etf Etf (GVI) 0.6 $23M 216k 104.76
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Costco Wholesale Corporation (COST) 0.5 $23M -23% 34k 660.07
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Ishares Inc Core Msci Emerging Etf (IEMG) 0.5 $21M +26% 412k 50.58
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Nextera Energy (NEE) 0.5 $21M -18% 342k 60.74
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Comcast Corporation (CMCSA) 0.5 $21M -21% 472k 43.85
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Broadridge Financial Solutions (BR) 0.5 $19M -24% 94k 205.75
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Ishares Tr Msci Intl Qualty Etf (IQLT) 0.5 $19M -13% 514k 37.56
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Spdr Portfolio S&p 500 Value E Etf (SPYV) 0.5 $19M -54% 413k 46.63
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Marsh & McLennan Companies (MMC) 0.5 $19M -22% 101k 189.47
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Honeywell International (HON) 0.5 $19M -18% 91k 209.71
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L3harris Technologies (LHX) 0.5 $19M -17% 90k 210.62
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Valero Energy Corporation (VLO) 0.5 $19M -20% 145k 130.00
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Schwab International Equity Et Etf (SCHF) 0.4 $18M +80% 495k 36.96
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Anthem (ELV) 0.4 $18M -19% 38k 471.57
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NVIDIA Corporation (NVDA) 0.4 $18M +21% 36k 495.23
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Ishares Tr Ishs 1-5yr Invs Etf (IGSB) 0.4 $18M 346k 51.27
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Intercontinental Exchange (ICE) 0.4 $17M -22% 136k 128.43
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iShares Russell Top 200 Value Etf (IWX) 0.4 $17M +2010% 246k 70.17
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Ishares Russell 2000 Etf Etf (IWM) 0.4 $17M 86k 200.71
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Vanguard Russell 3000 ETF Etf (VTHR) 0.4 $17M NEW 80k 212.83
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Air Products & Chemicals (APD) 0.4 $17M -15% 62k 273.80
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Eaton (ETN) 0.4 $17M -22% 70k 240.82
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Pfizer (PFE) 0.4 $17M -5% 583k 28.79
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UnitedHealth (UNH) 0.4 $17M -12% 31k 526.46
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Adobe Systems Incorporated (ADBE) 0.4 $16M -14% 28k 596.60
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Ishares Msci Eafe Etf Etf (EFA) 0.4 $16M +15% 211k 75.35
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Analog Devices (ADI) 0.4 $16M -24% 79k 198.56
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Ishares Trust Global Reit Etf Etf (REET) 0.4 $16M -8% 643k 24.18
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Flexshares Trust Morningstar G Etf (GUNR) 0.4 $15M -30% 375k 40.95
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Zoetis Inc Cl A (ZTS) 0.4 $15M -22% 78k 197.37
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McDonald's Corporation (MCD) 0.4 $15M -2% 50k 296.51
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Vanguard Intl Equity Index Fds Etf (VWO) 0.4 $15M +23% 360k 41.10
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Berkshire Hathaway (BRK.B) 0.4 $15M 41k 356.66
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Oracle Corporation (ORCL) 0.4 $14M -17% 137k 105.43
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Vanguard Index Fds Vanguard To Etf (VTI) 0.3 $14M -25% 60k 237.22
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Medtronic (MDT) 0.3 $14M -24% 170k 82.38
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Merck & Co (MRK) 0.3 $14M -8% 127k 109.02
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Mondelez Int (MDLZ) 0.3 $14M -23% 189k 72.43
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Johnson & Johnson (JNJ) 0.3 $14M -9% 87k 156.74
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Cdw (CDW) 0.3 $13M -23% 58k 227.32
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Masco Corporation (MAS) 0.3 $13M -25% 198k 66.98
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Equinix (EQIX) 0.3 $13M -22% 16k 805.37
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Danaher Corporation (DHR) 0.3 $13M -17% 56k 231.34
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TJX Companies (TJX) 0.3 $13M 136k 93.81
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Exxon Mobil Corporation (XOM) 0.3 $13M +4% 128k 99.98
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Bank of New York Mellon Corporation (BK) 0.3 $13M -23% 242k 52.05
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Quest Diagnostics Incorporated (DGX) 0.3 $13M -24% 91k 137.88
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Vanguard Bd Index Fds Total Bn Etf (BND) 0.3 $13M +75% 170k 73.55
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Ishares Russell Mid-cap Value Etf (IWS) 0.3 $12M +586% 103k 116.29
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Berkshire Hathaway (BRK.A) 0.3 $12M -21% 22.00 542625.00
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Netflix (NFLX) 0.3 $12M -17% 25k 486.88
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Intuitive Surgical (ISRG) 0.3 $12M -19% 34k 337.36
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Stryker Corporation (SYK) 0.3 $12M -25% 39k 299.46
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Primerica (PRI) 0.3 $11M -25% 56k 205.76
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Ishares Tr Msci Acwi Ex Us Etf (ACWX) 0.3 $11M -36% 223k 51.04
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Ishares National Muni Bond Etf Etf (MUB) 0.3 $11M +134% 104k 108.41
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Pool Corporation (POOL) 0.3 $11M -26% 28k 398.70
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American Tower Reit (AMT) 0.3 $11M -20% 52k 215.88
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Automatic Data Processing (ADP) 0.3 $11M -17% 47k 232.97
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Agilent Technologies Inc C ommon (A) 0.3 $11M -28% 78k 139.03
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Pepsi (PEP) 0.3 $11M -10% 63k 169.84
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Intuit (INTU) 0.3 $11M -20% 17k 625.02
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Vanguard Intl Equity Index Fds Etf (VSS) 0.3 $11M -11% 92k 115.03
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Advanced Micro Devices (AMD) 0.3 $11M -18% 71k 147.41
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Vanguard Specialized Funds Div Etf (VIG) 0.3 $10M -38% 61k 170.40
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Intel Corporation (INTC) 0.2 $10M -3% 202k 50.25
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BlackRock (BLK) 0.2 $10M -18% 12k 811.78
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Chevron Corporation (CVX) 0.2 $9.7M 65k 149.16
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Nike (NKE) 0.2 $9.7M -13% 89k 108.57
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JPMorgan U.S. Quality Factor E Etf (JQUA) 0.2 $9.5M +2346% 199k 47.86
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Eli Lilly & Co. (LLY) 0.2 $9.5M +2% 16k 582.93
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Kroger (KR) 0.2 $9.3M -25% 203k 45.71
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JPMorgan U.S. Value Factor ETF Etf (JVAL) 0.2 $9.2M +1392% 239k 38.58
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Vanguard Growth Etf Etf (VUG) 0.2 $9.2M +134% 30k 310.89
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EOG Resources (EOG) 0.2 $9.0M -18% 74k 120.95
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Workday Inc cl a (WDAY) 0.2 $8.5M -30% 31k 276.06
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Charles Schwab Corporation (SCHW) 0.2 $8.5M -11% 123k 68.80
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Expensify (EXFY) 0.2 $8.3M +63% 3.4M 2.47
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Schwab US Dividend Equity ETF Etf (SCHD) 0.2 $8.2M -62% 108k 76.13
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Iqvia Holdings (IQV) 0.2 $8.2M -26% 35k 231.38
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Spdr Gold Tr Gold Etf (GLD) 0.2 $8.2M +2% 43k 191.17
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Trex Company (TREX) 0.2 $8.1M -27% 98k 82.79
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Wal-Mart Stores (WMT) 0.2 $8.1M -5% 52k 157.65
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MasterCard Incorporated (MA) 0.2 $8.0M +7% 19k 426.52
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Best Buy (BBY) 0.2 $7.9M -29% 101k 78.28
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Schlumberger (SLB) 0.2 $7.9M -15% 152k 52.04
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Starbucks Corporation (SBUX) 0.2 $7.9M -3% 82k 96.01
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Amgen (AMGN) 0.2 $7.8M -3% 27k 288.02
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iShares Russell 1000 Value ETF Etf (IWD) 0.2 $7.5M -8% 45k 165.25
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Microchip Technology (MCHP) 0.2 $7.4M -4% 82k 90.18
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Vanguard Real Estate Etf Etf (VNQ) 0.2 $7.4M +45% 83k 88.36
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Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 0.2 $7.4M +466% 70k 104.46
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Rockwell Automation (ROK) 0.2 $7.3M -25% 24k 310.48
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CoStar (CSGP) 0.2 $7.2M -27% 82k 87.39
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Tradeweb Markets (TW) 0.2 $7.2M -29% 79k 90.88
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General Mills (GIS) 0.2 $7.1M +28% 109k 65.14
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Keysight Technologies (KEYS) 0.2 $7.0M -26% 44k 159.09
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $7.0M 17k 406.89
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Tyler Technologies (TYL) 0.2 $6.7M -27% 16k 418.12
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Invesco Qqq Tr Unit Ser 1 Etf (QQQ) 0.2 $6.6M -56% 16k 409.52
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Vanguard Small-cap Index Fund Etf (VB) 0.2 $6.6M -5% 31k 213.33
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Martin Marietta Materials (MLM) 0.2 $6.5M -26% 13k 498.91
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Select Sector Spdr Trust Techn Etf (XLK) 0.2 $6.4M +2% 33k 192.48
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VANGUARD FTSE Developed Market Etf (VEA) 0.2 $6.4M -8% 134k 47.90
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iShares Russell 1000 ETF Etf (IWB) 0.1 $6.2M +30% 24k 262.26
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J P Morgan Exchange Traded Etf (JMST) 0.1 $6.1M -16% 121k 50.74
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Ishares Trust Msci Emg Mkts Et Etf (EEM) 0.1 $6.1M +3% 152k 40.21
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Waste Management (WM) 0.1 $6.1M -7% 34k 179.10
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Schwab U.S. TIPs ETF Etf (SCHP) 0.1 $6.1M +15% 116k 52.20
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PPG Industries (PPG) 0.1 $6.0M 40k 149.55
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Coca-Cola Company (KO) 0.1 $6.0M -5% 101k 58.93
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Progressive Corporation (PGR) 0.1 $6.0M 37k 159.28
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Gilead Sciences (GILD) 0.1 $5.9M -3% 72k 81.01
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Electronic Arts (EA) 0.1 $5.8M -23% 42k 136.81
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salesforce (CRM) 0.1 $5.8M +12% 22k 263.14
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CVS Caremark Corporation (CVS) 0.1 $5.7M -9% 72k 78.96
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.1 $5.5M NEW 32k 168.54
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Boeing Company (BA) 0.1 $5.4M +19% 21k 260.66
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iShares MSCI EAFE Small-Cap ET Etf (SCZ) 0.1 $5.4M +33% 87k 61.90
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Bio-techne Corporation (TECH) 0.1 $5.3M -26% 69k 77.16
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Total Market Index Etf 0.1 $5.3M +72% 104k 50.71
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iShares Treasury Floating Rate Etf (TFLO) 0.1 $5.2M -35% 103k 50.47
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Monster Beverage Corp (MNST) 0.1 $5.2M +21% 90k 57.61
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Bank of America Corporation (BAC) 0.1 $5.1M +7% 150k 33.67
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Coinbase Global (COIN) 0.1 $4.9M -5% 28k 173.92
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Netease Inc Ads Each Repr 25 C Adr (NTES) 0.1 $4.9M -2% 53k 93.16
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United Rentals (URI) 0.1 $4.8M -20% 8.5k 573.45
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Bristol Myers Squibb (BMY) 0.1 $4.8M 93k 51.31
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Thermo Fisher Scientific (TMO) 0.1 $4.6M +7% 8.7k 530.73
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iShares Russell 2000 Growth ET Etf (IWO) 0.1 $4.5M +16% 18k 252.22
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Vanguard Total World Stock Etf Etf (VT) 0.1 $4.3M -5% 42k 102.88
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Draftkings (DKNG) 0.1 $4.3M +3% 122k 35.25
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iShares S&P Global Infrastruct Etf (IGF) 0.1 $4.3M +42% 90k 47.05
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Proshares Trust Brookfield Glo Etf (TOLZ) 0.1 $4.2M +12% 92k 45.63
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Qualcomm (QCOM) 0.1 $4.2M +7% 29k 144.63
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Pimco Etf Trust Enhanced Short Etf (MINT) 0.1 $4.2M -17% 42k 99.79
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SPDR S&P Dividend ETF Etf (SDY) 0.1 $4.2M -2% 33k 124.97
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Royal Caribbean Cruises (RCL) 0.1 $4.0M -3% 31k 129.49
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Skyworks Solutions (SWKS) 0.1 $4.0M 36k 112.42
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Ishares Select Dividend Etf Etf (DVY) 0.1 $3.9M -24% 33k 117.22
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Raytheon Technologies Corp (RTX) 0.1 $3.8M -21% 46k 84.14
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Datadog Inc Cl A (DDOG) 0.1 $3.8M +91% 31k 121.51
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Te Connectivity Ltd for (TEL) 0.1 $3.7M 26k 140.50
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Walt Disney Company (DIS) 0.1 $3.6M 40k 90.29
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Verizon Communications (VZ) 0.1 $3.6M 95k 37.70
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Vanguard Russell 2000 Etf Iv Etf (VTWO) 0.1 $3.5M NEW 43k 81.10
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QuinStreet (QNST) 0.1 $3.5M +68% 273k 12.82
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iShares 0-5 Year High Yield Etf (SHYG) 0.1 $3.5M 83k 42.22
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Goldman Sachs (GS) 0.1 $3.5M +7% 9.0k 385.78
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iShares 10-20 Year Treasury Bo Etf (TLH) 0.1 $3.5M +373% 32k 108.26
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Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $3.4M -46% 6.7k 507.38
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Gartner (IT) 0.1 $3.4M 7.4k 451.11
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Vanguard Large Cap Etf Etf (VV) 0.1 $3.2M +51% 15k 218.15
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Ishares Tr Ishares Biotech Etf (IBB) 0.1 $3.2M -9% 24k 135.85
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Ameriprise Financial (AMP) 0.1 $3.2M -19% 8.5k 379.83
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Ready Cap Corp Com reit (RC) 0.1 $3.2M -28% 310k 10.25
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Uber Technologies (UBER) 0.1 $3.2M +28% 51k 61.57
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Lowe's Companies (LOW) 0.1 $3.2M +3% 14k 222.54
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Ecolab (ECL) 0.1 $3.1M -24% 16k 198.35
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Wells Fargo & Company (WFC) 0.1 $3.0M +2% 61k 49.22
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American Express Company (AXP) 0.1 $2.9M -25% 16k 187.34
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ConocoPhillips (COP) 0.1 $2.8M +16% 25k 116.08
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General Motors Company (GM) 0.1 $2.8M +17% 77k 35.92
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Vanguard Russell 1000 Growth E Etf (VONG) 0.1 $2.8M +12% 35k 78.02
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Novo Nordisk A/s Adr-each Cnv Adr (NVO) 0.1 $2.7M -3% 27k 103.45
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Dover Corporation (DOV) 0.1 $2.7M +7% 18k 153.81
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Remitly Global (RELY) 0.1 $2.7M +105% 141k 19.42
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Cigna Corp (CI) 0.1 $2.7M -7% 9.1k 299.47
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Colgate-Palmolive Company (CL) 0.1 $2.7M -7% 34k 79.71
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Vanguard Mid-cap Index Fund Etf (VO) 0.1 $2.7M -51% 12k 232.64
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Vanguard Short-Term Bond Index Etf (BSV) 0.1 $2.7M +31% 35k 77.02
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Arista Networks (ANET) 0.1 $2.7M -9% 11k 235.51
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Caterpillar (CAT) 0.1 $2.6M 8.9k 295.70
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At&t (T) 0.1 $2.6M +38% 154k 16.78
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United Parcel Service (UPS) 0.1 $2.6M -9% 16k 157.22
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3M Company (MMM) 0.1 $2.6M -2% 24k 109.32
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Chubb (CB) 0.1 $2.6M -8% 11k 225.99
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Palo Alto Networks (PANW) 0.1 $2.5M -6% 8.6k 294.88
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General Electric (GE) 0.1 $2.5M 20k 127.63
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Akoya Biosciences (AKYA) 0.1 $2.5M 515k 4.88
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Blackstone Group Inc Com Cl A (BX) 0.1 $2.5M -88% 19k 130.92
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Texas Instruments Incorporated (TXN) 0.1 $2.5M -3% 15k 170.45
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Airbnb (ABNB) 0.1 $2.5M +7% 18k 136.14
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Ishares Tr Iboxx Hi Yd Etf Etf (HYG) 0.1 $2.4M -23% 31k 77.39
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Lockheed Martin Corporation (LMT) 0.1 $2.4M +4% 5.3k 453.19
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Northrop Grumman Corporation (NOC) 0.1 $2.3M +7% 4.9k 468.17
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Applied Materials (AMAT) 0.1 $2.3M +13% 14k 162.06
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Taiwan Semiconductor Manufactu Adr (TSM) 0.1 $2.3M +3% 22k 104.00
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State Street Corporation (STT) 0.1 $2.3M -3% 29k 77.46
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $2.2M -2% 19k 115.63
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iShares MSCI KLD 400 Social ET Etf (DSI) 0.1 $2.2M -7% 24k 91.05
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Duke Energy (DUK) 0.1 $2.2M 22k 97.04
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Upstart Hldgs (UPST) 0.1 $2.1M +98% 53k 40.85
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Kinder Morgan (KMI) 0.1 $2.1M +15% 120k 17.64
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Booking Holdings (BKNG) 0.1 $2.1M +14% 591.00 3547.22
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Illinois Tool Works (ITW) 0.1 $2.1M +10% 8.0k 261.92
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Schwab Us Large Cap Growth Etf Etf (SCHG) 0.1 $2.1M +42% 25k 82.96
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Dow (DOW) 0.1 $2.1M 38k 54.84
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SYSCO Corporation (SYY) 0.0 $2.0M +34% 28k 73.13
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Vaneck J P Morgan Em Lcl Cry B Etf (EMLC) 0.0 $2.0M +784% 79k 25.35
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iShares Barclays 0-5 Year Tips Etf (STIP) 0.0 $2.0M +49% 20k 98.59
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McKesson Corporation (MCK) 0.0 $2.0M 4.3k 463.03
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Vanguard High Dividend Yield E Etf (VYM) 0.0 $2.0M -7% 18k 111.63
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Cadence Design Systems (CDNS) 0.0 $2.0M +5% 7.2k 272.37
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Spdr Dow Jones Global Real Est Etf (RWO) 0.0 $1.9M -40% 44k 43.71
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Kraft Heinz (KHC) 0.0 $1.9M +17% 52k 36.98
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Vanguard Intl Equity Index Fds Etf (VEU) 0.0 $1.9M -7% 34k 56.14
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Deere & Company (DE) 0.0 $1.9M 4.8k 399.91
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Schwab U.S. Broad Market ETF Etf (SCHB) 0.0 $1.9M 34k 55.67
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Shell Plc Spon Ads Ea Rep 2 Or Adr (SHEL) 0.0 $1.9M -8% 28k 65.80
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Industries N shs - a - (LYB) 0.0 $1.8M +7% 19k 95.08
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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