Svb Wealth LLC Incresed Positions 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
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
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
AMAT
Applied Materials Inc

Technology
1.74K
+ 7.72%
$156.25 - $204.95 $271K - $356K
24.2K $4.96M
PEP
Pepsico Inc

Consumer Defensive
2.86K
+ 5.66%
$133.81 - $152.16 $382K - $435K
53.3K $7.49M
GLD
Spdr Gold Trust

ETFs
105
+ 0.77%
$300.96 - $355.47 $31.6K - $37.3K
13.8K $4.89M
TROW
Price T Rowe Group Inc

Financial Services
5.62K
+ 36.95%
$98.67 - $111.52 $555K - $627K
20.8K $2.14M
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
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.11%
$291.67 - $316.99 $7.29K - $7.92K
22.8K $6.93M
GILD
Gilead Sciences, Inc.

Healthcare
1.79K
+ 5.07%
$108.22 - $120.47 $194K - $216K
37.1K $4.12M
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
BMY
Bristol Myers Squibb CO

Healthcare
5.04K
+ 7.59%
$43.31 - $48.98 $218K - $247K
71.4K $3.22M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
14
+ 0.26%
$195.29 - $223.85 $2.73K - $3.13K
5.4K $1.2M
EBAY
Ebay Inc

Consumer Cyclical
68
+ 0.86%
$75.33 - $100.77 $5.12K - $6.85K
7.95K $723K
QCOM
Qualcomm Inc

Technology
449
+ 6.17%
$145.84 - $173.55 $65.5K - $77.9K
7.73K $1.29M
MMM
3 M CO

Industrials
726
+ 17.54%
$144.41 - $160.2 $105K - $116K
4.86K $754K
SO
Southern CO

Utilities
658
+ 5.74%
$90.83 - $96.0 $59.8K - $63.2K
12.1K $1.15M
VBR
Vanguard Small Cap Value ETF

ETFs
385
+ 34.53%
$195.41 - $212.37 $75.2K - $81.8K
1.5K $313K
VRSK
Verisk Analytics, Inc.

Industrials
1.63K
+ 30.4%
$242.3 - $312.95 $395K - $510K
6.99K $1.76M
HPQ
Hp Inc

Technology
1.29K
+ 9.76%
$24.45 - $29.35 $31.5K - $37.9K
14.5K $394K
WELL
Welltower Inc.

Real Estate
47
+ 2.27%
$150.71 - $178.14 $7.08K - $8.37K
2.11K $376K
AEP
American Electric Power CO Inc

Utilities
193
+ 4.54%
$103.26 - $115.0 $19.9K - $22.2K
4.45K $500K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.01%
$28.92 - $32.19 $57.8 - $64.4
20.3K $648K
YUM
Yum Brands Inc

Consumer Cyclical
250
+ 6.39%
$139.5 - $153.94 $34.9K - $38.5K
4.16K $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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