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
CVS
Cvs Health Corp

Healthcare
-804
- 4.08%
$58.75 - $76.5 $47.2K - $61.5K
18.9K $1.42M
CSX
Csx Corp

Industrials
-120
- 0.49%
$32.05 - $36.52 $3.85K - $4.38K
24.6K $874K
LMT
Lockheed Martin Corp

Industrials
-25
- 1.14%
$410.74 - $499.21 $10.3K - $12.5K
2.17K $1.08M
KLAC
Kla Corp

Technology
-10
- 2.35%
$843.9 - $1078.6 $8.44K - $10.8K
415 $447K
XLC
Select Sector Spdr Tr Communic

ETFs
-286
- 2.56%
$105.99 - $119.41 $30.3K - $34.2K
10.9K $1.29M
DHI
Horton D R Inc

Consumer Cyclical
-122
- 4.79%
$129.82 - $184.04 $15.8K - $22.5K
2.43K $411K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.4K
- 2.16%
$23.82 - $25.84 $33.3K - $36.2K
63.5K $1.63M
MU
Micron Technology Inc

Technology
-599
- 14.04%
$104.88 - $168.89 $62.8K - $101K
3.67K $613K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-737
- 2.67%
$459.11 - $506.91 $338K - $374K
26.8K $13.5M
GM
General Motors CO

Consumer Cyclical
-427
- 3.3%
$48.89 - $61.24 $20.9K - $26.1K
12.5K $762K
GE
General Electric CO

Industrials
-294
- 5.56%
$244.75 - $305.63 $72K - $89.9K
4.99K $1.5M
NEM
Newmont Corp

Basic Materials
-128
- 2.13%
$57.35 - $85.25 $7.34K - $10.9K
5.88K $495K
XLK
Technology Sector Spdr

ETFs
-1.35K
- 7.33%
$250.97 - $282.66 $338K - $381K
17K $4.8M
ALL
Allstate Corp

Financial Services
-79
- 0.58%
$192.0 - $214.65 $15.2K - $17K
13.5K $2.9M
AMD
Advanced Micro Devices Inc

Technology
-182
- 1.79%
$134.8 - $184.42 $24.5K - $33.6K
10K $1.62M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-113
- 1.34%
$339.37 - $366.46 $38.3K - $41.4K
8.34K $3.05M
CDNS
Cadence Design Systems Inc

Technology
-25
- 0.57%
$309.46 - $373.37 $7.74K - $9.33K
4.39K $1.54M
DAL
Delta Air Lines, Inc.

Industrials
-163
- 0.62%
$49.0 - $61.97 $7.99K - $10.1K
26.1K $1.48M
BAC
Bank Of America Corp

Financial Services
-1.52K
- 2.29%
$44.92 - $52.42 $68.1K - $79.5K
64.7K $3.34M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-421
- 0.66%
$72.04 - $77.35 $30.3K - $32.6K
63.5K $4.87M
LHX
L3 Harris Technologies, Inc.

Industrials
-5.72K
- 15.68%
$252.18 - $305.41 $1.44M - $1.75M
30.8K $9.4M
CAT
Caterpillar Inc

Industrials
-102
- 2.98%
$390.92 - $477.15 $39.9K - $48.7K
3.32K $1.58M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-489
- 2.7%
$89.32 - $107.82 $43.7K - $52.7K
17.6K $1.9M
MO
Altria Group, Inc.

Consumer Defensive
-1.03K
- 1.98%
$57.75 - $67.68 $59.3K - $69.4K
50.7K $3.35M
NTES
Net Ease, Inc.

Communication Services
-944
- 3.41%
$127.31 - $159.34 $120K - $150K
26.7K $4.06M
INTC
Intel Corp

Technology
-165
- 0.52%
$19.31 - $35.5 $3.19K - $5.86K
31.4K $1.06M
IWM
Ishares Russell 2000 ETF

ETFs
-2.74K
- 6.91%
$214.92 - $244.84 $589K - $671K
36.9K $8.93M
VTI
Vanguard Total Stock Market Et

ETFs
-1.09K
- 3.32%
$303.93 - $329.86 $332K - $360K
31.8K $10.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-47
- 0.74%
$404.94 - $499.99 $19K - $23.5K
6.3K $3.05M
RTX
Raytheon Technologies Corp

Industrials
-30
- 0.13%
$144.19 - $167.33 $4.33K - $5.02K
23.1K $3.86M
JNJ
Johnson & Johnson

Healthcare
-2.76K
- 8.31%
$155.17 - $185.42 $428K - $512K
30.5K $5.65M
VLO
Valero Energy Corp

Energy
-2.23K
- 7.32%
$131.77 - $175.63 $294K - $392K
28.3K $4.82M
HD
Home Depot, Inc.

Consumer Cyclical
-2.45K
- 4.81%
$357.4 - $423.42 $875K - $1.04M
48.5K $19.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
-3.14K
- 2.09%
$86.92 - $99.32 $273K - $312K
147K $14.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.23K
- 1.71%
$121.35 - $144.54 $149K - $177K
70.6K $10.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.02K
- 14.3%
$293.94 - $444.72 $1.18M - $1.79M
24.1K $10.7M
ORCL
Oracle Corp

Technology
-5.14K
- 8.58%
$218.96 - $328.33 $1.13M - $1.69M
54.8K $15.4M
ABBV
Abb Vie Inc.

Healthcare
-8.49K
- 8.3%
$184.85 - $231.54 $1.57M - $1.97M
93.9K $21.7M
NVDA
Nvidia Corp

Technology
-8.65K
- 3.58%
$153.3 - $186.58 $1.33M - $1.61M
233K $43.5M
GOOG
Alphabet Inc.

Communication Services
-5.47K
- 4.81%
$175.16 - $255.24 $957K - $1.4M
108K $26.4M
GOOGL
Alphabet Inc.

Communication Services
-14.3K
- 9.53%
$174.36 - $254.72 $2.5M - $3.65M
136K $33.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
-610
- 0.19%
$243.93 - $275.62 $149K - $168K
322K $88.1M
AVGO
Broadcom Inc.

Technology
-15K
- 5.55%
$264.74 - $369.57 $3.97M - $5.55M
256K $84.3M
AAPL
Apple Inc.

Technology
-34.5K
- 6.94%
$202.38 - $256.87 $6.97M - $8.85M
462K $118M
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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