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
PAYX
Paychex Inc

Industrials
-104
- 2.23%
$126.69 - $147.99 $13.2K - $15.4K
4.57K $578K
BSX
Boston Scientific Corp

Healthcare
-243
- 3.29%
$97.03 - $108.14 $23.6K - $26.3K
7.15K $697K
SPGI
S&P Global Inc.

Financial Services
-105
- 10.6%
$484.94 - $564.15 $50.9K - $59.2K
886 $431K
TFC
Truist Financial Corp

Financial Services
-2.88K
- 17.31%
$42.83 - $47.07 $123K - $136K
13.8K $628K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-615
- 11.78%
$65.64 - $78.22 $40.4K - $48.1K
4.61K $308K
WMB
Williams Companies, Inc.

Energy
-1.27K
- 15.99%
$56.52 - $64.01 $71.9K - $81.5K
6.69K $423K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.85K
- 26.02%
$43.53 - $46.27 $80.3K - $85.4K
5.25K $240K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.66K
- 21.08%
$26.44 - $27.1 $70.3K - $72.1K
9.96K $268K
TT
Trane Technologies PLC

Industrials
-105
- 7.21%
$398.96 - $472.54 $41.9K - $49.6K
1.35K $570K
NOC
Northrop Grumman Corp

Industrials
-262
- 30.97%
$498.9 - $609.32 $131K - $160K
584 $355K
COF
Capital One Financial Corp

Financial Services
-278
- 4.21%
$207.29 - $229.74 $57.6K - $63.9K
6.33K $1.35M
VTV
Vanguard Value ETF

ETFs
-498
- 14.9%
$175.51 - $186.57 $87.4K - $92.9K
2.85K $530K
EMR
Emerson Electric CO

Industrials
-394
- 13.27%
$128.6 - $149.63 $50.7K - $59K
2.57K $337K
ROP
Roper Technologies Inc

Industrials
-43
- 8.3%
$495.03 - $573.0 $21.3K - $24.6K
475 $236K
CME
Cme Group Inc.

Financial Services
-41
- 0.49%
$258.83 - $287.1 $10.6K - $11.8K
8.35K $2.26M
CB
Chubb LTD

Financial Services
-97
- 2.59%
$265.99 - $289.59 $25.8K - $28.1K
3.65K $1.03M
ROK
Rockwell Automation, Inc

Industrials
-228
- 16.17%
$328.67 - $358.52 $74.9K - $81.7K
1.18K $413K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-458
- 17.43%
$107.66 - $112.36 $49.3K - $51.5K
2.17K $241K
SONY
Sony Group Corp

Technology
-2.68K
- 23.13%
$23.92 - $30.07 $64.1K - $80.5K
8.9K $256K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.87K
- 7.23%
$59.61 - $63.09 $111K - $118K
23.9K $1.5M
SPG
Simon Property Group Inc

Real Estate
-643
- 22.78%
$159.93 - $187.67 $103K - $121K
2.18K $409K
LYG
Lloyds Banking Group PLC

Financial Services
-10.6K
- 44.68%
$4.03 - $4.63 $42.9K - $49.2K
13.2K $59K
MCO
Moodys Corp

Financial Services
-26
- 2.22%
$472.69 - $521.32 $12.3K - $13.6K
1.14K $544K
DRI
Darden Restaurants Inc

Consumer Cyclical
-13
- 0.93%
$184.73 - $220.27 $2.4K - $2.86K
1.38K $263K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-553
- 32.36%
$171.01 - $228.24 $94.6K - $126K
1.16K $247K
IOT
Samsara Inc.

Technology
-400
- 3.99%
$32.22 - $42.09 $12.9K - $16.8K
9.64K $358K
ASML
Asml Holding Nv

Technology
-117
- 26.12%
$689.63 - $968.09 $80.7K - $113K
331 $320K
TGT
Target Corp

Consumer Defensive
-116
- 4.29%
$86.56 - $107.43 $10K - $12.5K
2.59K $232K
KEYS
Keysight Technologies, Inc.

Technology
-361
- 13.13%
$158.51 - $178.15 $57.2K - $64.3K
2.39K $417K
SAN
Banco Santander, S.A.

Financial Services
-7.47K
- 35.06%
$8.27 - $10.48 $61.8K - $78.3K
13.8K $145K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.12K
- 6.26%
$52.12 - $55.33 $214K - $228K
61.7K $3.41M
C
Citigroup Inc

Financial Services
-2.91K
- 17.97%
$85.57 - $103.49 $249K - $301K
13.3K $1.35M
FISV
Fiserv Inc

Technology
-212
- 11.86%
N/A
1.58K $197K
CSGP
Costar Group, Inc.

Real Estate
-1.98K
- 5.59%
$81.42 - $96.83 $161K - $192K
33.5K $2.83M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-158
- 6.75%
$567.09 - $607.37 $89.6K - $96K
2.18K $1.3M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-636
- 8.66%
$57.15 - $62.12 $36.3K - $39.5K
6.71K $416K
AON
Aon PLC

Financial Services
-58
- 9.22%
$350.91 - $375.27 $20.4K - $21.8K
571 $203K
ETN
Eaton Corp PLC

Industrials
-1.5K
- 4.79%
$342.99 - $392.76 $513K - $587K
29.7K $11.1M
TXN
Texas Instruments Inc

Technology
-103
- 2.43%
N/A
4.14K $804K
AZN
Astrazeneca PLC

Healthcare
-887
- 12.12%
$68.72 - $82.11 $61K - $72.8K
6.43K $493K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-343
- 7.63%
$119.73 - $134.7 $41.1K - $46.2K
4.15K $553K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 0.47%
$412.46 - $514.1 $1.24K - $1.54K
641 $314K
TMUS
T Mobile Us, Inc.

Communication Services
-63
- 3.94%
$226.02 - $259.01 $14.2K - $16.3K
1.54K $367K
BDX
Becton Dickinson & CO

Healthcare
-186
- 13.04%
$172.41 - $199.66 $32.1K - $37.1K
1.24K $232K
XLV
Select Sector Spdr Fund Health

ETFs
-225
- 5.19%
$129.01 - $139.72 $29K - $31.4K
4.11K $572K
ECL
Ecolab Inc.

Basic Materials
-85
- 3.08%
$259.39 - $285.47 $22K - $24.3K
2.67K $732K
SHW
Sherwin Williams CO

Basic Materials
-36
- 4.35%
$330.88 - $375.23 $11.9K - $13.5K
792 $274K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-100
- 1.67%
$100.16 - $100.7 $10K - $10.1K
5.88K $591K
KMB
Kimberly Clark Corp

Consumer Defensive
-14
- 0.84%
$121.72 - $136.77 $1.7K - $1.91K
1.64K $204K
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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