Svb Wealth LLC Reduced Holdings in Q3 2025

Svb Wealth LLC

  • $1.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-162K
- 26.18%
$97.75 - $100.75 $15.8M - $16.3M
455K $45.7M
MUB
Ishares National Muni Bond ETF

ETFs
-49.9K
- 39.59%
$103.24 - $106.68 $5.15M - $5.33M
76.2K $8.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10K
- 19.24%
$617.65 - $666.84 $6.17M - $6.67M
42K $28M
COST
Costco Wholesale Corp

Consumer Defensive
-2.35K
- 15.04%
$915.95 - $994.57 $2.15M - $2.33M
13.3K $12.3M
ELV
Elevance Health, Inc.

Healthcare
-4.12K
- 19.73%
$274.66 - $395.76 $1.13M - $1.63M
16.7K $5.41M
IBM
International Business Machines Corp

Technology
-7.29K
- 14.95%
$234.77 - $292.47 $1.71M - $2.13M
41.5K $11.7M
MSFT
Microsoft Corp

Technology
-12.4K
- 6.74%
$491.09 - $535.64 $6.08M - $6.64M
171K $88.8M
ACN
Accenture PLC

Technology
-1.18K
- 2.97%
$232.56 - $304.78 $275K - $361K
38.7K $9.53M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-16.6K
- 22.39%
$182.33 - $194.5 $3.02M - $3.22M
57.4K $11.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.1K
- 3.92%
$211.65 - $238.24 $2.14M - $2.41M
247K $54.3M
NFLX
Netflix Inc

Communication Services
-373
- 3.51%
$1147.87 - $1297.18 $428K - $484K
10.3K $12.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-6.89K
- 14.66%
$167.28 - $188.45 $1.15M - $1.3M
40.1K $6.76M
ISRG
Intuitive Surgical Inc

Healthcare
-862
- 5.66%
$433.66 - $544.47 $374K - $469K
14.4K $6.43M
V
Visa Inc.

Financial Services
-2.61K
- 4.41%
$332.09 - $358.86 $867K - $937K
56.5K $19.3M
HON
Honeywell International Inc

Industrials
-4.2K
- 11.59%
$207.7 - $240.4 $873K - $1.01M
32.1K $6.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20.4K
- 26.05%
$108.46 - $120.63 $2.21M - $2.46M
57.9K $6.88M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-16.4K
- 48.58%
$98.52 - $103.93 $1.62M - $1.7M
17.3K $1.79M
IEMG
Ishares Inc

ETFs
-29.4K
- 8.97%
N/A
298K $16M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.98K
- 11.89%
$620.67 - $670.08 $3.71M - $4M
44.3K $29.6M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-39.5K
- 58.89%
$40.15 - $43.86 $1.59M - $1.73M
27.6K $1.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7.06K
- 16.87%
$420.11 - $472.68 $2.97M - $3.34M
34.8K $16.3M
EEM
Ishares Msci Emerging Markets

ETFs
-35.4K
- 41.29%
$48.07 - $53.4 $1.7M - $1.89M
50.4K $2.69M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.61K
- 11.51%
$196.15 - $217.83 $708K - $786K
27.7K $5.59M
BR
Broadridge Financial Solutions, Inc.

Technology
-4.52K
- 12.42%
$233.75 - $266.89 $1.06M - $1.21M
31.8K $7.58M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-10K
- 38.86%
$133.48 - $144.38 $1.34M - $1.45M
15.8K $2.25M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-11.9K
- 13.71%
$100.37 - $100.74 $1.19M - $1.19M
74.6K $7.51M
ABT
Abbott Laboratories

Healthcare
-7.37K
- 8.24%
$120.51 - $136.62 $888K - $1.01M
82.1K $11M
CSCO
Cisco Systems, Inc.

Technology
-12.8K
- 5.98%
$66.2 - $71.79 $846K - $917K
201K $13.8M
KMI
Kinder Morgan, Inc.

Energy
-27.8K
- 11.71%
$26.23 - $28.5 $728K - $791K
209K $5.93M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12.4K
- 24.51%
$60.9 - $70.75 $758K - $880K
38.3K $2.39M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-20.3K
- 34.09%
$50.52 - $50.75 $1.02M - $1.03M
39.2K $1.99M
ARES
Ares Management Corp

Financial Services
-4.33K
- 19.39%
$159.89 - $192.76 $693K - $835K
18K $2.88M
IWN
Ishares Russell2000 Val ETF

ETFs
-8.34K
- 32.66%
$157.1 - $178.94 $1.31M - $1.49M
17.2K $3.04M
PG
Procter & Gamble CO

Consumer Defensive
-3.26K
- 4.09%
$150.47 - $161.22 $491K - $526K
76.6K $11.8M
CRM
Salesforce, Inc.

Technology
-2.5K
- 27.91%
$231.66 - $273.65 $580K - $685K
6.46K $1.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-17.5K
- 40.59%
$50.47 - $50.74 $884K - $889K
25.6K $1.3M
EOG
Eog Resources Inc

Energy
-5.69K
- 21.09%
$112.12 - $126.1 $638K - $717K
21.3K $2.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.2K
- 41.03%
$72.57 - $74.72 $816K - $840K
16.2K $1.2M
KR
Kroger CO

Consumer Defensive
-7.57K
- 10.86%
$64.52 - $74.35 $489K - $563K
62.2K $4.19M
IGF
Ishares Global Infrastructure

ETFs
-13.8K
- 50.41%
$58.29 - $61.43 $806K - $849K
13.6K $831K
MA
Mastercard Inc

Financial Services
-1.53K
- 10.95%
$550.18 - $598.96 $842K - $916K
12.4K $7.08M
CMCSA
Comcast Corp

Communication Services
-11.6K
- 12.17%
$31.41 - $36.33 $365K - $423K
84K $2.64M
ADBE
Adobe Inc.

Technology
-1.32K
- 15.9%
$333.65 - $392.1 $439K - $516K
6.96K $2.46M
URI
United Rentals, Inc.

Industrials
-1.73K
- 37.94%
$774.14 - $975.23 $1.34M - $1.69M
2.83K $2.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.93K
- 21.14%
$546.99 - $602.2 $1.06M - $1.16M
7.2K $4.32M
SYK
Stryker Corp

Healthcare
-1.05K
- 8.66%
$368.57 - $403.53 $386K - $423K
11K $4.08M
DGX
Quest Diagnostics Inc

Healthcare
-5.1K
- 18.38%
N/A
22.6K $3.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.8K
- 13.68%
$87.29 - $93.61 $941K - $1.01M
68K $6.35M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.87K
- 10.19%
$265.78 - $299.3 $496K - $559K
16.5K $4.49M
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
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email