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
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
9.28K
New
$47.87 - $54.42 $444K - $505K
9.28K $457K
ET
Energy Transfer LP

Energy
23.4K
New
$16.05 - $19.86 $375K - $464K
23.4K $457K
SNA
Snap On Inc

Industrials
1.34K
New
$285.44 - $371.35 $382K - $498K
1.34K $454K
GWW
W.W. Grainger, Inc.

Industrials
430
New
$1023.06 - $1220.93 $440K - $525K
430 $453K
GNTX
Gentex Corp

Consumer Cyclical
15.7K
New
$28.6 - $31.34 $450K - $493K
15.7K $452K
BHP
Bhp Group LTD

Basic Materials
9.25K
New
$48.78 - $62.43 $451K - $578K
9.25K $451K
TM
Toyota Motor Corp

Consumer Cyclical
2.3K
New
$169.2 - $199.52 $389K - $458K
2.3K $447K
AWK
American Water Works Company, Inc.

Utilities
3.59K
New
$123.83 - $146.07 $444K - $524K
3.59K $446K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
13.4K
New
$33.39 - $37.66 $446K - $504K
13.4K $446K
DEO
Diageo PLC

Consumer Defensive
3.5K
New
$118.0 - $139.88 $413K - $489K
3.5K $444K
BKR
Baker Hughes CO

Energy
10.7K
New
$35.98 - $44.88 $386K - $481K
10.7K $439K
AZO
Autozone Inc

Consumer Cyclical
137
New
$2981.19 - $3370.27 $408K - $462K
137 $438K
PCAR
Paccar Inc

Industrials
4.17K
New
$97.92 - $118.41 $409K - $494K
4.17K $434K
CNC
Centene Corp

Healthcare
7.15K
New
$56.71 - $73.94 $406K - $529K
7.15K $433K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.32K
New
$146.47 - $191.01 $340K - $444K
2.32K $433K
UBS
Ubs Group Ag

Financial Services
14.3K
New
$29.78 - $33.08 $426K - $473K
14.3K $433K
EMN
Eastman Chemical CO

Basic Materials
4.72K
New
$90.03 - $110.64 $425K - $523K
4.72K $431K
PEAK
Healthpeak Properties, Inc.

Real Estate
22.7K
New
N/A
22.7K $429K
LEN
Lennar Corp

Consumer Cyclical
3.13K
New
$136.2 - $188.96 $427K - $592K
3.13K $427K
ADEA
Adeia Inc.

Technology
30.2K
New
$11.43 - $14.61 $346K - $442K
30.2K $422K
GPC
Genuine Parts CO

Consumer Cyclical
3.62K
New
$113.11 - $143.63 $409K - $519K
3.62K $422K
AIG
American International Group, Inc.

Financial Services
5.81K
New
$70.0 - $79.22 $407K - $460K
5.81K $422K
JCI
Johnson Controls International PLC

Industrials
5.35K
New
$74.23 - $86.6 $397K - $463K
5.35K $421K
CFG
Citizens Financial Group Inc

Financial Services
9.62K
New
$39.92 - $48.46 $384K - $466K
9.62K $420K
PDD
Pinduoduo Inc.

Consumer Cyclical
4.34K
New
$94.39 - $154.27 $409K - $669K
4.34K $420K
BNPQY
Bnp Paribas Spons Adr

Financial Services
13.7K
New
$29.18 - $35.95 $399K - $492K
13.7K $419K
VOTE
Engine No 1 ETF Tr

ETFs
6.09K
New
$66.37 - $71.58 $404K - $436K
6.09K $418K
JD
Jd.Com, Inc.

Consumer Cyclical
12.1K
New
$33.35 - $47.1 $403K - $569K
12.1K $418K
NEM
Newmont Corp

Basic Materials
11.2K
New
$37.0 - $58.68 $415K - $658K
11.2K $417K
ALIZY
Allianz Se

Financial Services
13.6K
New
$29.84 - $32.96 $406K - $448K
13.6K $415K
ITOCY
Itochu Corp Adr

Industrials
4.19K
New
$95.96 - $109.1 $402K - $457K
4.19K $413K
UL
Unilever PLC

Consumer Defensive
7.28K
New
$56.7 - $64.64 $413K - $470K
7.28K $412K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.42K
New
$55.45 - $61.08 $412K - $453K
7.42K $411K
SQ
Block, Inc.

Technology
4.84K
New
$65.06 - $98.92 $315K - $479K
4.84K $411K
ADM
Archer Daniels Midland CO

Consumer Defensive
8.11K
New
$49.38 - $59.52 $400K - $482K
8.11K $409K
WELL
Welltower Inc.

Real Estate
3.23K
New
$123.11 - $139.3 $398K - $450K
3.23K $406K
EL
Estee Lauder Companies Inc

Consumer Defensive
5.43K
New
$62.74 - $97.24 $340K - $528K
5.43K $406K
SBGSY
Schneider Electric Se Unsponso

Industrials
8.18K
New
$49.64 - $53.44 $406K - $437K
8.18K $406K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
3.06K
New
$120.52 - $149.33 $368K - $456K
3.06K $399K
MFC
Manulife Financial Corp

Financial Services
12.9K
New
$29.21 - $32.87 $377K - $424K
12.9K $395K
BLDR
Builders First Source, Inc.

Industrials
2.76K
New
$142.93 - $198.25 $394K - $547K
2.76K $394K
NABZY
Natl Australia Bk LTD Ads5

Financial Services
34.2K
New
$11.41 - $13.32 $390K - $456K
34.2K $392K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
8.1K
New
$47.63 - $52.63 $386K - $426K
8.1K $390K
AER
Aer Cap Holdings N.V.

Industrials
4.08K
New
$91.85 - $100.3 $375K - $410K
4.08K $390K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.67K
New
$66.77 - $71.52 $378K - $405K
5.67K $390K
XEL
Xcel Energy Inc

Utilities
5.76K
New
$62.16 - $72.92 $358K - $420K
5.76K $388K
PATH
Ui Path, Inc.

Technology
30.3K
New
$11.95 - $15.5 $362K - $470K
30.3K $385K
ITT
Itt Inc.

Industrials
2.7K
New
$140.12 - $159.62 $378K - $430K
2.7K $385K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.52K
New
$58.88 - $64.8 $384K - $423K
6.52K $384K
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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