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
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.73K
New
$22.4 - $68.28 $218K - $665K
9.73K $225K
SCGLY
Societe Generale France Sp Adr

Financial Services
40K
New
$4.84 - $5.98 $193K - $239K
40K $225K
CSL
Carlisle Companies Inc

Industrials
612
New
$368.67 - $480.91 $226K - $294K
612 $225K
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
11.2K
New
$18.77 - $23.4 $211K - $263K
11.2K $224K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.91K
New
$74.71 - $79.24 $218K - $231K
2.91K $223K
IP
International Paper CO

Consumer Cyclical
4.15K
New
$46.64 - $59.57 $194K - $247K
4.15K $223K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.95K
New
$44.33 - $49.55 $219K - $245K
4.95K $222K
FRCOY
Fast Retailing CO LTD Unsponso
6.52K
New
$31.47 - $36.75 $205K - $239K
6.52K $219K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.05K
New
$106.33 - $110.69 $218K - $227K
2.05K $218K
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
7.58K
New
$27.83 - $38.42 $211K - $291K
7.58K $218K
HDB
Hdfc Bank LTD

Financial Services
3.38K
New
$59.45 - $68.01 $201K - $230K
3.38K $215K
ARW
Arrow Electronics Inc

Technology
1.91K
New
$112.44 - $137.23 $215K - $262K
1.91K $215K
MITSY
Mitsui & CO LTD Adr (Us)

Industrials
514
New
$405.0 - $467.19 $208K - $240K
514 $214K
MPWR
Monolithic Power Systems Inc

Technology
363
New
$560.06 - $942.58 $203K - $342K
363 $214K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.18K
New
$85.33 - $104.24 $186K - $228K
2.18K $212K
UMC
United Microelectronics Corp

Technology
32.7K
New
$6.34 - $8.35 $207K - $273K
32.7K $212K
WEC
Wec Energy Group, Inc.

Utilities
2.24K
New
$92.94 - $101.82 $208K - $228K
2.24K $210K
NDAQ
Nasdaq, Inc.

Financial Services
2.72K
New
$70.87 - $83.05 $193K - $226K
2.72K $210K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.42K
New
$59.24 - $74.8 $202K - $256K
3.42K $209K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4.42K
New
$46.96 - $51.46 $208K - $228K
4.42K $208K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.13K
New
$175.77 - $196.52 $198K - $222K
1.13K $208K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.96K
New
$70.31 - $77.39 $208K - $229K
2.96K $208K
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
3.77K
New
$53.73 - $61.69 $203K - $233K
3.77K $207K
SHECY
Shin Etsu Chemical CO LTD Unsp

Basic Materials
12.5K
New
$16.21 - $20.96 $203K - $262K
12.5K $206K
USAC
Usa Compression Partners, LP

Energy
8.77K
New
$21.54 - $23.99 $189K - $210K
8.77K $206K
HUBB
Hubbell Inc

Industrials
493
New
$418.89 - $472.12 $207K - $233K
493 $206K
CMPGY
Compass Group PLC Sponsored Ad

Consumer Cyclical
6.1K
New
$31.98 - $35.84 $195K - $219K
6.1K $204K
SRL
Scully Royalty Ltd.

Financial Services
22.5K
New
$6.44 - $9.1 $145K - $204K
22.5K $204K
CWEN
Clearway Energy, Inc.

Utilities
7.86K
New
$25.71 - $30.74 $202K - $242K
7.86K $204K
VEEV
Veeva Systems Inc

Healthcare
969
New
$201.81 - $250.45 $196K - $243K
969 $203K
ISNPY
Intesa Sanpaolo Spa Spons Adr
8.44K
New
$22.63 - $26.92 $191K - $227K
8.44K $203K
UNM
Unum Group

Financial Services
2.79K
New
$58.88 - $77.07 $164K - $215K
2.79K $203K
BNTX
Bio N Tech Se

Healthcare
1.79K
New
$99.72 - $122.68 $178K - $219K
1.79K $203K
LNVGY
Lenovo Group LTD

Technology
7.89K
New
$23.18 - $30.15 $183K - $238K
7.89K $203K
CFRUY
Compagnie Financiere Richemont

Consumer Cyclical
12.7K
New
$13.17 - $15.7 $168K - $200K
12.7K $193K
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
13.1K
New
$12.87 - $15.57 $169K - $204K
13.1K $192K
PROSY
Prosus N V Adr(Nld)

Communication Services
24.2K
New
$7.94 - $9.17 $192K - $222K
24.2K $192K
VTRS
Viatris Inc

Healthcare
15K
New
$11.32 - $13.37 $170K - $201K
15K $187K
CVE
Cenovus Energy Inc.

Energy
12K
New
$14.35 - $18.36 $172K - $220K
12K $181K
AGNC
Agnc Investment Corp.

Real Estate
19.3K
New
$9.21 - $10.59 $178K - $204K
19.3K $177K
TSCDY
Tesco PLC

Consumer Defensive
12.1K
New
$13.08 - $14.43 $159K - $175K
12.1K $170K
WBD
Warner Bros. Discovery, Inc.

Communication Services
15.9K
New
$7.33 - $12.37 $116K - $197K
15.9K $168K
DANOY
Groupe Danone

Consumer Defensive
12.5K
New
$13.26 - $14.63 $166K - $183K
12.5K $167K
TTDKY
Tdk Corp Amer Dep Sh

Technology
11.6K
New
$11.65 - $66.41 $135K - $772K
11.6K $150K
GNL
Global Net Lease, Inc.

Real Estate
20K
New
$7.02 - $8.61 $140K - $172K
20K $145K
RYCEY
Rolls Royce Hldngs PLC Spons A
20.2K
New
$6.73 - $7.59 $136K - $154K
20.2K $143K
MFG
Mizuho Financial Group Inc

Financial Services
28.4K
New
$4.05 - $5.26 $115K - $149K
28.4K $138K
AVVIY
Aviva PLC Adr(Uk)
11K
New
$11.62 - $13.03 $128K - $144K
11K $130K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
22.8K
New
$5.64 - $5.93 $128K - $135K
22.8K $129K
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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