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
SAN
Banco Santander, S.A.

Financial Services
69.2K
New
$4.49 - $5.05 $311K - $349K
69.2K $315K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.79K
New
$64.85 - $73.04 $311K - $350K
4.79K $313K
KB
Kb Financial Group Inc.

Financial Services
5.49K
New
$56.9 - $72.19 $312K - $396K
5.49K $312K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.1K
New
$100.24 - $101.35 $310K - $314K
3.1K $311K
VXF
Vanguard Extended Market ETF

ETFs
1.63K
New
$179.17 - $207.15 $293K - $338K
1.63K $310K
FDX
Fedex Corp

Industrials
1.1K
New
$260.5 - $305.15 $286K - $334K
1.1K $308K
EPD
Enterprise Products Partners L.P.

Energy
9.81K
New
$28.66 - $34.43 $281K - $338K
9.81K $307K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.15K
New
$58.32 - $85.45 $242K - $354K
4.15K $307K
VMW
Vmware, Inc.

Technology
2.15K
New
N/A
2.15K $306K
D
Dominion Energy, Inc

Utilities
5.68K
New
$52.63 - $60.92 $299K - $346K
5.68K $306K
TPR
Tapestry, Inc.

Consumer Cyclical
4.63K
New
$43.54 - $66.18 $202K - $306K
4.63K $302K
TRGP
Targa Resources Corp.

Energy
1.7K
New
$150.58 - $207.69 $255K - $352K
1.7K $302K
ADRNY
Koninklijke Ahold Delhaize N.V

Consumer Defensive
9.24K
New
$32.46 - $35.11 $300K - $324K
9.24K $301K
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
10.1K
New
$29.2 - $31.87 $296K - $323K
10.1K $300K
ESS
Essex Property Trust, Inc.

Real Estate
1.1K
New
N/A
1.1K $300K
ANSS
Ansys Inc

Technology
888
New
$313.05 - $361.45 $278K - $321K
888 $299K
RDY
Dr Reddys Laboratories LTD

Healthcare
19K
New
$13.99 - $79.75 $266K - $1.51M
19K $299K
CLX
Clorox CO

Consumer Defensive
1.84K
New
$156.51 - $169.74 $288K - $312K
1.84K $298K
SAFRY
Safran S A Sponsored Adr (Fran

Industrials
5.48K
New
$54.05 - $60.47 $296K - $331K
5.48K $298K
TGOPY
3i Group PLC Unsponsored Adr (

Financial Services
13.2K
New
$20.83 - $24.24 $275K - $320K
13.2K $297K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.12K
New
$94.77 - $97.36 $295K - $303K
3.12K $297K
MKTX
Marketaxess Holdings Inc

Financial Services
1.31K
New
$225.3 - $293.66 $295K - $385K
1.31K $296K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
20.5K
New
$12.27 - $15.41 $251K - $316K
20.5K $296K
RIO
Rio Tinto PLC

Basic Materials
4.99K
New
$58.59 - $71.15 $292K - $355K
4.99K $293K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.5K
New
$23.29 - $23.93 $290K - $298K
12.5K $292K
XLI
Industrial Sector Spdr

ETFs
2.21K
New
$131.76 - $143.99 $292K - $319K
2.21K $291K
GNR
Spdr S&P Global Natural Resour

ETFs
5.85K
New
$48.67 - $58.43 $284K - $342K
5.85K $290K
LNG
Cheniere Energy, Inc.

Energy
1.35K
New
$181.07 - $225.92 $245K - $306K
1.35K $290K
WHGLY
Wh Group LTD (Cayman Islds)
18.8K
New
$15.2 - $16.9 $286K - $318K
18.8K $289K
HWM
Howmet Aerospace Inc.

Industrials
2.65K
New
$99.72 - $120.09 $264K - $318K
2.65K $289K
INFY
Infosys LTD

Technology
13.2K
New
$20.71 - $23.42 $274K - $310K
13.2K $289K
AM
Antero Midstream Corp

Energy
19.2K
New
$14.22 - $15.97 $273K - $306K
19.2K $289K
FITB
Fifth Third Bancorp

Financial Services
6.82K
New
$41.76 - $48.44 $285K - $330K
6.82K $288K
IAU
Ishares Gold Trust

ETFs
5.81K
New
$48.37 - $52.65 $281K - $306K
5.81K $287K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
2.96K
New
$92.41 - $103.11 $274K - $305K
2.96K $286K
BACHY
Bank Of China LTD Beijing Unsp

Financial Services
22.7K
New
$11.5 - $12.83 $262K - $292K
22.7K $286K
SRE
Sempra Energy

Utilities
3.26K
New
$80.81 - $94.77 $263K - $309K
3.26K $285K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.4K
New
$22.39 - $23.45 $278K - $291K
12.4K $285K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
12.4K
New
$23.11 - $25.17 $286K - $311K
12.4K $285K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
23.8K
New
$9.95 - $12.23 $237K - $291K
23.8K $279K
ENB
Enbridge Inc

Energy
6.6K
New
$40.4 - $43.92 $266K - $290K
6.6K $279K
NMFC
New Mountain Finance Corp

Financial Services
24.7K
New
$10.68 - $11.94 $264K - $295K
24.7K $278K
OXY
Occidental Petroleum Corp

Energy
5.62K
New
$45.36 - $55.91 $255K - $314K
5.62K $277K
RY
Royal Bank Of Canada

Financial Services
2.3K
New
$119.72 - $128.02 $275K - $294K
2.3K $276K
CF
Cf Industries Holdings, Inc.

Basic Materials
3.24K
New
$81.39 - $94.14 $264K - $305K
3.24K $276K
SNY
Sanofi

Healthcare
5.71K
New
$45.89 - $57.31 $262K - $327K
5.71K $275K
SMMT
Summit Therapeutics Inc.

Healthcare
15.4K
New
$17.52 - $23.46 $269K - $360K
15.4K $273K
CBT
Cabot Corp

Basic Materials
2.97K
New
$90.64 - $117.0 $269K - $347K
2.97K $271K
AXAHY
Axa Ads (1 Ord Shs)

Financial Services
7.54K
New
$33.85 - $39.15 $255K - $295K
7.54K $268K
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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