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
TREX
Trex CO Inc

Industrials
-4.21K
- 35.07%
$50.48 - $68.49 $212K - $288K
7.79K $402K
POOL
Pool Corp

Industrials
-1.21K
- 17.87%
$292.13 - $333.62 $354K - $404K
5.56K $1.73M
TECH
Bio Techne Corp

Healthcare
-5.9K
- 30.83%
$49.87 - $58.78 $294K - $347K
13.2K $736K
XLF
Financial Sector Spdr

ETFs
-5.26K
- 18.81%
$51.37 - $54.25 $270K - $285K
22.7K $1.22M
AEE
Ameren Corp

Utilities
-3.46K
- 23.84%
$95.0 - $104.38 $329K - $361K
11.1K $1.15M
CMS
Cms Energy Corp

Utilities
-4.25K
- 23.73%
$69.37 - $74.67 $295K - $317K
13.7K $1M
CMI
Cummins Inc

Industrials
-1.09K
- 45.23%
$327.85 - $426.39 $358K - $465K
1.32K $557K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.31K
- 35.63%
$115.96 - $125.95 $268K - $291K
4.18K $525K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.17K
- 16.12%
$48.34 - $67.22 $105K - $146K
11.3K $554K
NOW
Service Now, Inc.

Technology
-158
- 22.32%
$850.86 - $1044.69 $134K - $165K
550 $506K
JPM
Jpmorgan Chase & CO

Financial Services
-10.2K
- 8.68%
$282.78 - $316.06 $2.89M - $3.23M
107K $33.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.37K
- 20.77%
$284.45 - $324.95 $389K - $445K
5.22K $1.67M
ETR
Entergy Corp

Utilities
-7.87K
- 14.98%
$80.93 - $93.55 $637K - $736K
44.7K $4.16M
O
Realty Income Corp

Real Estate
-4.1K
- 26.94%
$56.13 - $60.79 $230K - $249K
11.1K $676K
PGR
Progressive Corp

Financial Services
-307
- 5.18%
$238.61 - $264.3 $73.3K - $81.1K
5.61K $1.39M
CPRT
Copart Inc

Consumer Cyclical
-3.08K
- 27.05%
$44.6 - $49.97 $137K - $154K
8.3K $373K
IWV
Ishares Russell 3000 ETF

ETFs
-575
- 45.24%
$351.04 - $379.81 $202K - $218K
696 $263K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-7.21K
- 10.09%
$60.01 - $65.01 $433K - $469K
64.2K $4.17M
AMP
Ameriprise Financial Inc

Financial Services
-11
- 0.27%
$486.13 - $544.55 $5.35K - $5.99K
4K $1.96M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-22.8K
- 7.46%
$21.69 - $23.34 $495K - $532K
283K $6.58M
PPG
Ppg Industries Inc

Basic Materials
-15
- 0.08%
$103.65 - $119.07 $1.55K - $1.79K
19.2K $2.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.21K
- 36.59%
$224.68 - $282.71 $271K - $341K
2.09K $583K
DOW
Dow Inc.

Basic Materials
-4.09K
- 22.15%
$20.87 - $30.37 $85.3K - $124K
14.4K $329K
A
Agilent Technologies, Inc.

Healthcare
-2.65K
- 15.14%
$112.04 - $128.75 $297K - $341K
14.9K $1.91M
EQIX
Equinix Inc

Real Estate
-174
- 9.97%
$756.7 - $811.13 $132K - $141K
1.57K $1.23M
IQV
Iqvia Holdings Inc.

Healthcare
-2.09K
- 28.14%
$157.68 - $200.82 $330K - $420K
5.34K $1.01M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.2K
- 9.12%
$135.0 - $146.02 $702K - $760K
51.8K $7.55M
WFC
Wells Fargo & Company

Financial Services
-2.4K
- 18.27%
$77.05 - $85.16 $185K - $204K
10.7K $899K
IWD
Ishares Russell 1000 Val ETF

ETFs
-857
- 27.11%
$192.76 - $203.86 $165K - $175K
2.3K $469K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.38K
- 11.94%
$136.48 - $142.97 $188K - $197K
10.1K $1.42M
TDY
Teledyne Technologies Inc

Technology
-720
- 18.91%
$509.51 - $586.04 $367K - $422K
3.09K $1.81M
BBY
Best Buy CO Inc

Consumer Cyclical
-4.52K
- 19.0%
$64.12 - $78.46 $290K - $354K
19.3K $1.46M
AMT
American Tower Corp

Real Estate
-148
- 3.84%
$192.32 - $232.35 $28.5K - $34.4K
3.71K $713K
PRU
Prudential Financial Inc

Financial Services
-1.07K
- 15.38%
$100.68 - $109.89 $108K - $118K
5.91K $612K
DE
Deere & CO

Industrials
-21
- 0.83%
$457.26 - $524.37 $9.6K - $11K
2.5K $1.14M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.62K
- 17.55%
$215.01 - $273.02 $349K - $443K
7.62K $1.92M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.36K
- 36.24%
$63.41 - $69.69 $149K - $164K
4.15K $283K
MNST
Monster Beverage Corp

Consumer Defensive
-3.21K
- 16.52%
$58.65 - $67.31 $188K - $216K
16.2K $1.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.97K
- 7.82%
$62.09 - $66.51 $309K - $331K
58.6K $3.83M
SAP
Sap Se

Technology
-237
- 16.41%
$252.42 - $311.93 $59.8K - $73.9K
1.21K $322K
KHC
Kraft Heinz CO

Consumer Defensive
-4.59K
- 20.42%
$25.63 - $28.94 $118K - $133K
17.9K $465K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.31K
- 34.5%
$108.08 - $121.73 $141K - $159K
2.48K $299K
FIS
Fidelity National Information Services, Inc.

Technology
-555
- 11.34%
$63.37 - $82.35 $35.2K - $45.7K
4.34K $286K
SHEL
Shell PLC

Energy
-1.65K
- 26.29%
$69.82 - $73.93 $115K - $122K
4.63K $330K
AXP
American Express CO

Financial Services
-566
- 9.46%
$294.27 - $342.31 $167K - $194K
5.42K $1.8M
NVS
Novartis Ag

Healthcare
-1.12K
- 24.11%
$113.5 - $129.73 $127K - $145K
3.51K $450K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.88K
- 30.48%
$66.38 - $71.68 $125K - $135K
4.29K $306K
HYG
Ishares Tr

ETFs
-1.36K
- 22.04%
$79.85 - $81.32 $108K - $110K
4.79K $389K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.63K
- 9.44%
$26.38 - $27.95 $149K - $157K
54.1K $1.48M
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