Svb Wealth LLC New Holdings in Q4 2024

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
5.5M
New
$130.67 - $401.5 $719M - $2.21B
5.5M $1.78B
MSFT
Microsoft Corp

Technology
331K
New
$406.35 - $454.46 $135M - $150M
331K $140M
AVGO
Broadcom Inc.

Technology
435K
New
$159.67 - $250.0 $69.5M - $109M
435K $101M
AMZN
Amazon Com Inc

Consumer Cyclical
352K
New
$180.88 - $232.93 $63.7M - $82M
352K $77.3M
JPM
Jpmorgan Chase & CO

Financial Services
218K
New
$205.18 - $250.29 $44.7M - $54.5M
218K $52.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
83.7K
New
$567.81 - $607.81 $47.5M - $50.9M
83.7K $49.1M
NVDA
Nvidia Corp

Technology
365K
New
$117.0 - $148.88 $42.7M - $54.3M
365K $49M
GOOGL
Alphabet Inc.

Communication Services
256K
New
$161.86 - $196.66 $41.4M - $50.3M
256K $48.4M
ABBV
Abb Vie Inc.

Healthcare
258K
New
$164.99 - $203.87 $42.5M - $52.5M
258K $45.8M
GOOG
Alphabet Inc.

Communication Services
197K
New
$163.08 - $198.16 $32.1M - $39M
197K $37.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
63.6K
New
$521.84 - $558.82 $33.2M - $35.5M
63.6K $34.3M
META
Meta Platforms, Inc.

Communication Services
54.4K
New
$554.08 - $632.68 $30.2M - $34.4M
54.4K $32.1M
ABT
Abbott Laboratories

Healthcare
272K
New
$111.93 - $119.39 $30.5M - $32.5M
272K $30.8M
V
Visa Inc.

Financial Services
91K
New
$273.87 - $320.91 $24.9M - $29.2M
91K $28.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
71.4K
New
$370.24 - $418.94 $26.4M - $29.9M
71.4K $28.7M
PG
Procter & Gamble CO

Consumer Defensive
167K
New
$161.05 - $179.7 $26.8M - $29.9M
167K $27.9M
ACN
Accenture PLC

Technology
78.5K
New
$343.9 - $376.86 $27M - $29.6M
78.5K $27.6M
IBM
International Business Machines Corp

Technology
114K
New
$204.9 - $238.04 $23.3M - $27.1M
114K $25M
COST
Costco Wholesale Corp

Consumer Defensive
27K
New
$873.59 - $994.69 $23.6M - $26.8M
27K $24.7M
CSCO
Cisco Systems, Inc.

Technology
408K
New
$52.45 - $60.02 $21.4M - $24.5M
408K $24.1M
TSLA
Tesla, Inc.

Consumer Cyclical
59.1K
New
$213.65 - $479.86 $12.6M - $28.4M
59.1K $23.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
636K
New
$31.23 - $33.51 $19.9M - $21.3M
636K $20M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44.1K
New
$442.29 - $483.08 $19.5M - $21.3M
44.1K $20M
WMT
Walmart Inc.

Consumer Defensive
221K
New
$79.1 - $95.7 $17.5M - $21.1M
221K $20M
NEE
Nextera Energy Inc

Utilities
278K
New
$69.77 - $85.43 $19.4M - $23.8M
278K $20M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
195K
New
$100.16 - $100.7 $19.5M - $19.7M
195K $19.6M
UNP
Union Pacific Corp

Industrials
84.5K
New
$223.15 - $249.32 $18.9M - $21.1M
84.5K $19.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
359K
New
$51.54 - $52.55 $18.5M - $18.9M
359K $18.6M
ORCL
Oracle Corp

Technology
110K
New
$165.41 - $192.43 $18.2M - $21.1M
110K $18.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
155K
New
$113.92 - $127.38 $17.6M - $19.7M
155K $17.8M
BR
Broadridge Financial Solutions, Inc.

Technology
77.4K
New
$209.64 - $236.44 $16.2M - $18.3M
77.4K $17.5M
CVX
Chevron Corp

Energy
118K
New
$141.15 - $162.53 $16.6M - $19.1M
118K $17M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
78.7K
New
$209.89 - $233.24 $16.5M - $18.4M
78.7K $16.7M
HON
Honeywell International Inc

Industrials
73.9K
New
$202.84 - $236.0 $15M - $17.4M
73.9K $16.7M
XOM
Exxon Mobil Corp

Energy
155K
New
$105.51 - $125.37 $16.4M - $19.4M
155K $16.7M
ETN
Eaton Corp PLC

Industrials
49.6K
New
$326.96 - $377.52 $16.2M - $18.7M
49.6K $16.5M
IWM
Ishares Russell 2000 ETF

ETFs
73.3K
New
$216.13 - $242.4 $15.8M - $17.8M
73.3K $16.2M
IWN
Ishares Russell2000 Val ETF

ETFs
93.3K
New
$162.69 - $181.35 $15.2M - $16.9M
93.3K $15.3M
LHX
L3 Harris Technologies, Inc.

Industrials
72.5K
New
$208.94 - $264.22 $15.1M - $19.2M
72.5K $15.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
102K
New
$148.29 - $166.93 $15.1M - $17M
102K $15.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
22
New
$664750.0 - $724132.5 $14.6M - $15.9M
22 $15M
GVI
Ishares Tr

ETFs
139K
New
$103.89 - $107.05 $14.4M - $14.9M
139K $14.5M
NFLX
Netflix Inc

Communication Services
16.2K
New
$687.65 - $936.56 $11.1M - $15.1M
16.2K $14.4M
PEP
Pepsico Inc

Consumer Defensive
94.5K
New
$151.29 - $176.1 $14.3M - $16.6M
94.5K $14.4M
TJX
Tjx Companies Inc

Consumer Cyclical
118K
New
$112.15 - $127.2 $13.3M - $15.1M
118K $14.3M
PFE
Pfizer Inc

Healthcare
523K
New
$24.8 - $30.19 $13M - $15.8M
523K $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
218K
New
$61.68 - $67.87 $13.5M - $14.8M
218K $13.6M
VTI
Vanguard Total Stock Market Et

ETFs
45K
New
$280.04 - $302.45 $12.6M - $13.6M
45K $13M
ADP
Automatic Data Processing Inc

Industrials
44.1K
New
$280.08 - $307.97 $12.3M - $13.6M
44.1K $12.9M
Activity Summary
Buys All Purchases 758 New Holdings 739 Increased Positions 19 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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