Svb Wealth LLC Portfolio Holdings

Svb Wealth LLC

  • $117 Million
  • Q3 2024

Svb Wealth LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Million distributed in 1609 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $29.5M, Ishares Core U.S. Aggregate Bo with a value of $20.7M, Ishares Tr Russell 200 Value E with a value of $19.3M, Ishares Tr with a value of $14.9M, and Ishares Russell Midcap Value E with a value of $8.03M.

Examining the 13F form we can see an decrease of $3.9B in the current position value, from $4.01B to 117M.

Svb Wealth LLC is based out at Boston, MA

Below you can find more details about Svb Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Million
ETFs: $116 Million
Technology: $679,000
Financial Services: $499,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,609
  • Current Value $117 Million
  • Prior Value $4.01 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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