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
MFG
Mizuho Financial Group Inc

Financial Services
-3.81K
- 26.18%
$5.42 - $6.85 $20.7K - $26.1K
10.7K $72K
RC
Ready Capital Corp

Real Estate
-42
- 0.33%
$3.71 - $4.66 $156 - $196
12.7K $49K
TRV
Travelers Companies, Inc.

Financial Services
-74
- 5.46%
$250.62 - $279.43 $18.5K - $20.7K
1.28K $357K
MET
Metlife Inc

Financial Services
-122
- 4.47%
$73.82 - $82.37 $9.01K - $10K
2.61K $214K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-2.41K
- 7.16%
$44.14 - $47.9 $106K - $115K
31.2K $1.48M
PEG
Public Service Enterprise Group Inc

Utilities
-22
- 0.66%
$79.99 - $90.14 $1.76K - $1.98K
3.29K $274K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-243
- 7.62%
$68.24 - $73.73 $16.6K - $17.9K
2.94K $216K
EW
Edwards Lifesciences Corp

Healthcare
-27
- 0.69%
$73.75 - $81.83 $1.99K - $2.21K
3.91K $304K
UBER
Uber Technologies, Inc

Technology
-351
- 4.95%
$86.91 - $99.57 $30.5K - $34.9K
6.74K $660K
Black Rock Inc
-268
- 6.13%
N/A
4.1K $0
Ge Vernova Inc
-44
- 3.27%
N/A
1.3K $0
Arista Networks Inc
-7.6K
- 30.8%
N/A
17.1K $0
Lam Research Corp
-21
- 0.07%
N/A
28.2K $0
Linde PLC Com
-595
- 19.8%
N/A
2.41K $0
AMGN
Amgen Inc

Healthcare
-84
- 0.98%
$271.18 - $309.22 $22.8K - $26K
8.49K $2.4M
ACWI
Ishares Msci Acwi ETF

ETFs
-107
- 5.51%
$128.32 - $138.41 $13.7K - $14.8K
1.84K $253K
AFL
Aflac Inc

Financial Services
-204
- 4.74%
$98.09 - $111.7 $20K - $22.8K
4.1K $458K
MSI
Motorola Solutions, Inc.

Technology
-56
- 6.57%
$408.73 - $490.3 $22.9K - $27.5K
797 $364K
RMD
Resmed Inc

Healthcare
-19
- 2.38%
$252.01 - $293.73 $4.79K - $5.58K
778 $212K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.43K
- 8.57%
$49.43 - $54.52 $367K - $405K
79.3K $4.3M
HOLX
Hologic Inc

Healthcare
-96
- 1.52%
$63.26 - $68.98 $6.07K - $6.62K
6.23K $420K
AES
Aes Corp

Utilities
-37.6K
- 19.69%
$10.77 - $13.94 $405K - $524K
153K $2.02M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-268
- 5.29%
$90.62 - $107.71 $24.3K - $28.9K
4.8K $472K
AZO
Autozone Inc

Consumer Cyclical
-6
- 9.09%
$3649.42 - $4354.54 $21.9K - $26.1K
60 $257K
NXPI
Nxp Semiconductors N.V.

Technology
-8
- 0.55%
$205.16 - $239.07 $1.64K - $1.91K
1.46K $331K
GD
General Dynamics Corp

Industrials
-104
- 10.89%
$293.92 - $341.0 $30.6K - $35.5K
851 $290K
CBRE
Cbre Group, Inc.

Real Estate
-93
- 4.97%
$137.04 - $165.9 $12.7K - $15.4K
1.78K $279K
MLM
Martin Marietta Materials Inc

Basic Materials
-185
- 11.34%
$546.36 - $631.12 $101K - $117K
1.45K $912K
JCI
Johnson Controls International PLC

Industrials
-2
- 0.05%
$103.24 - $111.73 $206 - $223
4.04K $444K
MS
Morgan Stanley

Financial Services
-448
- 9.14%
$139.09 - $161.16 $62.3K - $72.2K
4.45K $708K
XLU
Utilities Sector Spdr

ETFs
-72
- 1.62%
$81.14 - $87.32 $5.84K - $6.29K
4.37K $381K
SWKS
Skyworks Solutions, Inc.

Technology
-105
- 0.97%
$67.52 - $82.97 $7.09K - $8.71K
10.7K $826K
MCK
Mckesson Corp

Healthcare
-64
- 3.42%
$659.01 - $772.54 $42.2K - $49.4K
1.81K $1.4M
FLEX
Flex Ltd.

Technology
-178
- 4.2%
$48.49 - $59.33 $8.63K - $10.6K
4.06K $235K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-126
- 3.63%
$185.88 - $207.44 $23.4K - $26.1K
3.35K $672K
STT
State Street Corp

Financial Services
-106
- 2.44%
$102.01 - $117.25 $10.8K - $12.4K
4.23K $491K
PSX
Phillips 66

Energy
-116
- 4.2%
$118.37 - $139.46 $13.7K - $16.2K
2.65K $359K
DVY
Ishares Tr

ETFs
-97
- 2.02%
$133.88 - $142.57 $13K - $13.8K
4.71K $669K
NSC
Norfolk Southern Corp

Industrials
-80
- 6.27%
$259.49 - $300.41 $20.8K - $24K
1.2K $359K
DUK
Duke Energy Corp

Utilities
-1.06K
- 3.71%
$116.31 - $125.93 $123K - $133K
27.5K $3.4M
CFG
Citizens Financial Group Inc

Financial Services
-197
- 3.24%
$46.1 - $53.65 $9.08K - $10.6K
5.89K $313K
DELL
Dell Technologies Inc.

Technology
-71
- 2.6%
$120.96 - $141.77 $8.59K - $10.1K
2.67K $377K
HII
Huntington Ingalls Industries, Inc.

Industrials
-91
- 5.69%
$246.31 - $287.91 $22.4K - $26.2K
1.51K $434K
BP
Bp PLC

Energy
-490
- 2.94%
$30.25 - $35.69 $14.8K - $17.5K
16.2K $558K
HCA
Hca Healthcare, Inc.

Healthcare
-10
- 0.68%
$334.32 - $426.2 $3.34K - $4.26K
1.46K $622K
CVX
Chevron Corp

Energy
-4.44K
- 7.15%
$145.57 - $161.83 $646K - $718K
57.6K $8.95M
VEA
Vanguard Ftse Developed Market

ETFs
-2.55K
- 3.44%
$56.02 - $60.3 $143K - $154K
71.6K $4.29M
MPC
Marathon Petroleum Corp

Energy
-550
- 8.64%
$158.59 - $198.69 $87.2K - $109K
5.81K $1.12M
VUG
Vanguard Growth ETF

ETFs
-55
- 2.48%
$433.97 - $484.08 $23.9K - $26.6K
2.16K $1.04M
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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