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
INTU
Intuit Inc

Technology
-510
- 16.23%
$646.03 - $807.39 $329K - $412K
2.63K $1.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.21K
- 30.05%
$91.44 - $91.77 $659K - $661K
16.8K $1.54M
OKE
Oneok Inc

Energy
-7.04K
- 41.51%
$71.36 - $83.47 $502K - $587K
9.91K $723K
CDW
Cdw Corp

Technology
-2.18K
- 13.78%
$156.97 - $182.84 $343K - $399K
13.6K $2.17M
PRI
Primerica, Inc.

Financial Services
-2.53K
- 19.24%
$255.46 - $285.58 $647K - $724K
10.6K $2.95M
T
At&T Inc.

Communication Services
-19.3K
- 15.49%
$26.94 - $29.62 $520K - $571K
105K $2.97M
GS
Goldman Sachs Group Inc

Financial Services
-1.64K
- 21.34%
$696.56 - $806.32 $1.14M - $1.32M
6.03K $4.8M
XOM
Exxon Mobil Corp

Energy
-10.3K
- 9.49%
$105.83 - $117.22 $1.09M - $1.21M
98.3K $11.1M
TYL
Tyler Technologies Inc

Technology
-757
- 23.26%
$522.22 - $611.76 $395K - $463K
2.5K $1.31M
TFLO
Ishares Treasury Floating Rate

ETFs
-12.3K
- 37.55%
$50.45 - $50.65 $619K - $621K
20.4K $1.03M
IEFA
Ishares Tr

ETFs
-28.8K
- 5.7%
$81.7 - $87.53 $2.35M - $2.52M
475K $41.5M
NKE
Nike, Inc.

Consumer Cyclical
-7.63K
- 23.61%
$69.24 - $79.24 $528K - $605K
24.7K $1.72M
IRM
Iron Mountain Inc

Real Estate
-5.49K
- 66.81%
$89.46 - $104.46 $491K - $574K
2.73K $278K
TW
Tradeweb Markets Inc.

Financial Services
-2.05K
- 21.8%
$110.5 - $146.12 $227K - $300K
7.37K $817K
META
Meta Platforms, Inc.

Communication Services
-561
- 1.7%
$695.21 - $791.73 $390K - $444K
32.4K $23.8M
ZTS
Zoetis Inc.

Healthcare
-2.1K
- 9.06%
$141.13 - $159.19 $297K - $335K
21.1K $3.09M
REET
Ishares Global Reit ETF

ETFs
-22.9K
- 35.88%
$24.45 - $25.91 $560K - $593K
40.9K $1.05M
MCHP
Microchip Technology Inc

Technology
-1.75K
- 2.73%
$60.95 - $75.26 $106K - $131K
62.1K $3.99M
NI
Nisource Inc.

Utilities
-17.2K
- 20.77%
$39.0 - $43.33 $669K - $743K
65.4K $2.83M
PFF
Ishares Trust Ishares Pfd And

ETFs
-18.1K
- 21.82%
$30.67 - $32.13 $556K - $582K
64.9K $2.05M
VLUE
Ishares Msci Usa Value Factor

ETFs
-8.43K
- 17.59%
$111.55 - $125.05 $940K - $1.05M
39.5K $4.94M
SLB
Schlumberger Limited

Energy
-15.1K
- 24.57%
$32.37 - $37.31 $489K - $564K
46.4K $1.59M
WDAY
Workday, Inc.

Technology
-2.03K
- 27.85%
$213.69 - $247.69 $433K - $502K
5.26K $1.27M
IT
Gartner Inc

Technology
-27
- 0.83%
$225.98 - $406.7 $6.1K - $11K
3.23K $848K
UNP
Union Pacific Corp

Industrials
-2.98K
- 7.26%
$214.91 - $237.16 $639K - $706K
38K $8.99M
TOLZ
Dj Brookfield Global

ETFs
-8.2K
- 51.46%
$52.67 - $54.58 $432K - $448K
7.74K $418K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-92
- 1.23%
$366.54 - $479.53 $33.7K - $44.1K
7.42K $2.9M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-9.62K
- 67.44%
$45.22 - $48.34 $435K - $465K
4.65K $221K
PFE
Pfizer Inc

Healthcare
-24.8K
- 14.78%
$23.29 - $25.88 $579K - $643K
143K $3.65M
VB
Vanguard Small Cap ETF

ETFs
-2.49K
- 19.91%
$237.58 - $259.17 $592K - $645K
10K $2.55M
WMT
Walmart Inc.

Consumer Defensive
-10K
- 8.58%
$94.4 - $104.27 $946K - $1.04M
107K $11M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.19K
- 38.88%
$161.21 - $180.02 $354K - $395K
3.45K $596K
UNH
Unitedhealth Group Inc

Healthcare
-2.83K
- 15.94%
$237.77 - $353.61 $672K - $999K
14.9K $5.14M
MAS
Masco Corp

Industrials
-8.57K
- 22.44%
$64.44 - $76.07 $552K - $652K
29.6K $2.09M
ADI
Analog Devices Inc

Technology
-2.41K
- 7.84%
$220.68 - $255.63 $532K - $617K
28.4K $6.97M
SBUX
Starbucks Corp

Consumer Cyclical
-1.26K
- 3.67%
$81.9 - $96.86 $103K - $122K
33.1K $2.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-8.64K
- 42.38%
$41.91 - $44.87 $362K - $387K
11.7K $524K
PANW
Palo Alto Networks Inc

Technology
-1.54K
- 11.8%
$167.06 - $208.19 $257K - $321K
11.5K $2.35M
DHR
Danaher Corp

Healthcare
-1.7K
- 7.12%
$181.46 - $212.2 $309K - $362K
22.2K $4.4M
VIG
Vanguard Dividend Appreciation

ETFs
-1.68K
- 8.56%
N/A
17.9K $3.26M
SCHW
Schwab Charles Corp

Financial Services
-4.49K
- 15.04%
$91.03 - $98.69 $409K - $443K
25.3K $2.42M
VZ
Verizon Communications Inc

Communication Services
-7.59K
- 13.72%
$40.84 - $45.06 $310K - $342K
47.7K $2.1M
EA
Electronic Arts Inc.

Communication Services
-3.2K
- 37.37%
$147.79 - $202.05 $473K - $647K
5.37K $1.08M
MDT
Medtronic PLC

Healthcare
-7.6K
- 13.96%
$87.67 - $95.74 $666K - $727K
46.8K $4.46M
VO
Vanguard Mid Cap ETF

ETFs
-1.17K
- 26.6%
$279.83 - $293.74 $326K - $342K
3.22K $944K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.06K
- 8.43%
$567.77 - $614.76 $1.74M - $1.88M
33.2K $20.3M
CL
Colgate Palmolive CO

Consumer Defensive
-605
- 3.09%
$79.36 - $93.33 $48K - $56.5K
19K $1.52M
FTNT
Fortinet, Inc.

Technology
-144
- 1.29%
$74.39 - $107.65 $10.7K - $15.5K
11.1K $930K
NEE
Nextera Energy Inc

Utilities
-11.5K
- 11.31%
$69.77 - $77.54 $805K - $894K
90.4K $6.82M
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
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