Svb Wealth LLC Purchases in Q3 2025

Svb Wealth LLC

  • $1.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
12.1K
+ 4.33%
$132.83 - $140.61 $1.6M - $1.7M
291K $40.6M
IWX
Ishares Tr Russell 200 Value E

ETFs
13.1K
+ 2.46%
$83.04 - $87.88 $1.09M - $1.15M
546K $48M
IWP
Ishares Russell Mid Cap Growth

ETFs
11K
+ 6.15%
$137.51 - $145.26 $1.52M - $1.6M
190K $27.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
22.4K
New
$92.26 - $97.51 $2.06M - $2.18M
22.4K $2.16M
PLTR
Palantir Technologies Inc.

Technology
1.87K
+ 7.28%
$130.68 - $186.97 $244K - $350K
27.6K $5.03M
DFIS
Dimensional ETF Tr Dimensional

ETFs
32.3K
+ 17.77%
$29.65 - $31.77 $958K - $1.03M
214K $6.77M
GVI
Ishares Tr

ETFs
11.4K
+ 21.06%
$105.8 - $107.81 $1.2M - $1.23M
65.3K $7.02M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.93K
New
$275.84 - $326.36 $807K - $955K
2.93K $955K
SHV
Ishares Tr

ETFs
8.51K
+ 50.6%
$110.06 - $110.49 $937K - $940K
25.3K $2.8M
MRK
Merck & Co., Inc.

Healthcare
8.02K
+ 14.56%
$77.6 - $87.37 $623K - $701K
63.1K $5.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
21.4K
New
$38.58 - $58.24 $827K - $1.25M
21.4K $839K
PEP
Pepsico Inc

Consumer Defensive
2.86K
+ 5.66%
$133.81 - $152.16 $382K - $435K
53.3K $7.49M
APH
Amphenol Corp

Technology
5.26K
+ 135.15%
$97.39 - $125.4 $513K - $660K
9.16K $1.13M
GLD
Spdr Gold Trust

ETFs
105
+ 0.77%
$300.96 - $355.47 $31.6K - $37.3K
13.8K $4.89M
EXC
Exelon Corp

Utilities
16.1K
New
$42.73 - $45.54 $686K - $731K
16.1K $722K
TROW
Price T Rowe Group Inc

Financial Services
5.62K
+ 36.95%
$98.67 - $111.52 $555K - $627K
20.8K $2.14M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
23.7K
New
$24.87 - $25.69 $590K - $609K
23.7K $604K
AMCR
Amcor PLC

Consumer Cyclical
103K
+ 39.46%
$7.97 - $9.94 $821K - $1.02M
364K $2.98M
PLD
Prologis, Inc.

Real Estate
4.46K
+ 83.45%
$104.08 - $115.35 $464K - $514K
9.8K $1.12M
LLY
Eli Lilly & CO

Healthcare
820
+ 11.55%
$625.65 - $812.69 $513K - $666K
7.92K $6.04M
RF
Regions Financial Corp

Financial Services
3.45K
+ 2.38%
$24.03 - $27.41 $82.9K - $94.6K
148K $3.91M
LDOS
Leidos Holdings, Inc.

Technology
235
+ 1.7%
$159.2 - $188.96 $37.4K - $44.4K
14.1K $2.66M
IDXX
Idexx Laboratories Inc

Healthcare
12
+ 0.28%
$514.61 - $682.78 $6.18K - $8.19K
4.35K $2.78M
EMN
Eastman Chemical CO

Basic Materials
9.72K
+ 69.24%
$58.79 - $81.56 $572K - $793K
23.8K $1.5M
BK
Bank Of New York Mellon Corp

Financial Services
53
+ 0.24%
$90.65 - $109.75 $4.8K - $5.82K
22.2K $2.42M
AVUV
American Centy ETF Tr Avantis

ETFs
3.13K
+ 30.71%
$90.37 - $102.12 $283K - $320K
13.3K $1.33M
COIN
Coinbase Global, Inc.

Technology
1.2K
+ 75.74%
$297.99 - $419.78 $357K - $503K
2.78K $938K
UAL
United Airlines Holdings, Inc.

Industrials
807
+ 4.58%
$80.05 - $109.36 $64.6K - $88.3K
18.4K $1.78M
HOOD
Robinhood Markets, Inc.

Technology
57
+ 0.79%
$91.27 - $143.18 $5.2K - $8.16K
7.25K $1.04M
UHS
Universal Health Services Inc

Healthcare
1K
+ 16.52%
$154.95 - $204.44 $155K - $205K
7.06K $1.44M
SNA
Snap On Inc

Industrials
178
+ 2.31%
$313.01 - $346.53 $55.7K - $61.7K
7.89K $2.73M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
677
+ 1.65%
$40.76 - $47.94 $27.6K - $32.5K
41.7K $2M
STX
Seagate Technology Holdings PLC

Technology
74
+ 2.28%
$142.01 - $236.06 $10.5K - $17.5K
3.32K $783K
COP
Conocophillips

Energy
1.69K
+ 5.6%
$91.0 - $98.99 $154K - $167K
31.9K $3.02M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
404
+ 2.45%
$301.44 - $365.84 $122K - $148K
16.9K $5.46M
EVRG
Evergy, Inc.

Utilities
2.51K
+ 17.95%
$67.73 - $76.02 $170K - $191K
16.5K $1.25M
GLW
Corning Inc

Technology
3.35K
New
$51.6 - $82.03 $173K - $274K
3.35K $274K
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.11%
$291.67 - $316.99 $7.29K - $7.92K
22.8K $6.93M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.49K
New
$103.83 - $179.9 $155K - $268K
1.49K $266K
NTAP
Net App, Inc.

Technology
2.22K
New
$101.1 - $126.36 $225K - $281K
2.22K $263K
WEC
Wec Energy Group, Inc.

Utilities
2.15K
New
$103.66 - $114.59 $223K - $246K
2.15K $246K
APP
App Lovin Corp

Technology
312
New
$335.1 - $718.54 $105K - $224K
312 $224K
SNPS
Synopsys Inc

Technology
450
New
$387.78 - $645.35 $175K - $290K
450 $222K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
5.14K
New
$32.78 - $42.61 $168K - $219K
5.14K $215K
GILD
Gilead Sciences, Inc.

Healthcare
1.79K
+ 5.07%
$108.22 - $120.47 $194K - $216K
37.1K $4.12M
GPN
Global Payments Inc

Industrials
2.44K
New
$77.61 - $90.01 $189K - $220K
2.44K $202K
CI
Cigna Corp

Healthcare
1.38K
+ 27.85%
$262.23 - $334.39 $363K - $463K
6.35K $1.83M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
746
+ 9.96%
$132.9 - $142.03 $99.1K - $106K
8.24K $1.16M
FITB
Fifth Third Bancorp

Financial Services
2.73K
+ 23.78%
$40.91 - $46.28 $112K - $126K
14.2K $632K
Activity Summary
Buys All Purchases 96 New Holdings 14 Increased Positions 82 Sells All Sells 295 Reductions 295 Sold out 0 Options Calls 0 Puts 0
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