Bp Wealth Management
Latest statistics and disclosures from Svb Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APP, AAPL, MSFT, IVV, AMZN, and represent 23.29% of Svb Wealth's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$118M), IWY (+$26M), AGG (+$26M), IJH (+$23M), IWX (+$18M), VTHR (+$18M), BX (+$18M), QQQM (+$17M), IWS (+$12M), IEFA (+$10M).
- Started 82 new stock positions in APO, AXS, Legato Medical, XFOR, KVYO, AEG, ALGN, Fidelity Wise Origin Bitcoin, VMware, SEMHF.
- Reduced shares in these 10 stocks: APP (-$88M), SHV (-$51M), SPY (-$31M), IWF (-$23M), VOO (-$13M), VLO (-$12M), MSFT (-$10M), EXFY (-$8.3M), BK (-$7.9M), META (-$6.9M).
- Sold out of its positions in ASGLY, AEM, AKAM, ABEV, AEE, APA, ARCH, ARM, ATDRY, BASFY.
- Svb Wealth was a net seller of stock by $-27M.
- Svb Wealth has $4.5B in assets under management (AUM), dropping by 9.11%.
- Central Index Key (CIK): 0001626116
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Portfolio Holdings for Svb Wealth
Svb Wealth holds 867 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Svb Wealth has 867 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Svb Wealth March 31, 2024 positions
- Download the Svb Wealth March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applovin Corp Class A (APP) | 8.9 | $398M | -18% | 5.8M | 69.21 |
|
| Apple (AAPL) | 6.5 | $289M | +68% | 1.7M | 171.48 |
|
| Microsoft Corporation (MSFT) | 3.7 | $166M | -5% | 394k | 420.72 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 2.7 | $119M | +6% | 226k | 525.73 |
|
| Amazon (AMZN) | 1.6 | $73M | -6% | 403k | 180.38 |
|
| Spdr S&p500 Etf Trust Trust Un Etf (SPY) | 1.5 | $67M | -31% | 127k | 523.07 |
|
| Vanguard Index Funds S&p 500 E Etf (VOO) | 1.5 | $66M | -15% | 138k | 480.70 |
|
| Ishares Trust Core Us Aggbd Et Etf (AGG) | 1.4 | $63M | +67% | 646k | 97.94 |
|
| Broadcom (AVGO) | 1.4 | $61M | -2% | 46k | 1325.41 |
|
| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 1.3 | $59M | -27% | 175k | 337.05 |
|
| 10x Genomics Inc Cl A (TXG) | 1.2 | $54M | 1.4M | 37.53 |
|
|
| iShares Russell Top 200 Growth Etf (IWY) | 1.2 | $54M | +93% | 276k | 195.10 |
|
| iShares Core S&P Total U.S. St Etf (ITOT) | 1.2 | $53M | +20% | 464k | 115.30 |
|
| Abbvie (ABBV) | 1.1 | $51M | -3% | 281k | 182.10 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $50M | -5% | 252k | 200.30 |
|
| Ishares Tr Msci Usa Qlt Fct Etf (QUAL) | 1.1 | $49M | 295k | 164.35 |
|
|
| Home Depot (HD) | 0.9 | $41M | -5% | 107k | 383.60 |
|
| Ishares Trust Core Msci Eafe E Etf (IEFA) | 0.9 | $38M | +36% | 517k | 74.22 |
|
| Alphabet Inc Class C cs (GOOG) | 0.9 | $38M | -3% | 251k | 152.26 |
|
| iShares Russell Top 200 Value Etf (IWX) | 0.8 | $37M | +96% | 482k | 76.32 |
|
| Vanguard Russell 3000 ETF Etf (VTHR) | 0.8 | $36M | +94% | 156k | 232.96 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $35M | +2% | 233k | 150.93 |
|
| Abbott Laboratories (ABT) | 0.8 | $34M | -2% | 301k | 113.66 |
|
| iShares Short Treasury Bond Etf (SHV) | 0.8 | $34M | -59% | 309k | 110.54 |
|
| Ishares Tr 0-3 Mnth Treasry Etf (SGOV) | 0.7 | $34M | +14% | 332k | 100.71 |
|
| Accenture (ACN) | 0.7 | $33M | -8% | 96k | 346.61 |
|
| J P Morgan Exchange Etf Ultra Etf (JPST) | 0.7 | $32M | -12% | 640k | 50.45 |
|
| iShares Ultra Short-Term Bond Etf (ICSH) | 0.7 | $31M | -16% | 621k | 50.56 |
|
| Procter & Gamble Company (PG) | 0.7 | $31M | -2% | 188k | 162.25 |
|
| Visa (V) | 0.6 | $29M | -4% | 103k | 279.08 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $28M | -14% | 31k | 903.58 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.6 | $28M | +456% | 459k | 60.74 |
|
| Spdr Portfolio S&p 500 Value E Etf (SPYV) | 0.6 | $27M | +29% | 535k | 50.10 |
|
| Ishares Tr Pfd And Incm Sec Etf (PFF) | 0.6 | $27M | -2% | 825k | 32.23 |
|
| Facebook Inc cl a (META) | 0.6 | $27M | -20% | 55k | 485.58 |
|
| Ishares Tr Msci Usa Value Etf (VLUE) | 0.6 | $26M | -8% | 241k | 108.31 |
|
| International Business Machines (IBM) | 0.6 | $25M | -7% | 133k | 190.96 |
|
| Ishares Russell Mid-cap Value Etf (IWS) | 0.6 | $25M | +94% | 201k | 125.33 |
|
| Ishares Inc Core Msci Emerging Etf (IEMG) | 0.5 | $24M | +14% | 472k | 51.60 |
|
| Snowflake Inc Cl A (SNOW) | 0.5 | $24M | 148k | 161.60 |
|
|
| Union Pacific Corporation (UNP) | 0.5 | $24M | -7% | 97k | 245.93 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.5 | $23M | +294% | 128k | 182.69 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $23M | -6% | 32k | 732.63 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.5 | $23M | -10% | 143k | 158.81 |
|
| Ishares Core S&p Small-cap E Etf (IJR) | 0.5 | $22M | -8% | 202k | 110.52 |
|
| Cisco Systems (CSCO) | 0.5 | $22M | -4% | 439k | 49.91 |
|
| Nextera Energy (NEE) | 0.5 | $21M | -4% | 326k | 63.91 |
|
| Eaton (ETN) | 0.5 | $21M | -6% | 66k | 312.68 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $20M | +694% | 152k | 131.37 |
|
| Comcast Corporation (CMCSA) | 0.4 | $20M | -4% | 452k | 43.35 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $20M | -6% | 95k | 205.98 |
|
| Chevron Corporation (CVX) | 0.4 | $19M | +86% | 122k | 157.74 |
|
| Ishares Tr Ishs 1-5yr Invs Etf (IGSB) | 0.4 | $19M | +4% | 362k | 51.28 |
|
| Schwab International Equity Et Etf (SCHF) | 0.4 | $19M | -4% | 475k | 39.02 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $19M | -4% | 90k | 204.86 |
|
| Anthem (ELV) | 0.4 | $18M | -7% | 35k | 518.54 |
|
| L3harris Technologies (LHX) | 0.4 | $18M | -5% | 85k | 213.10 |
|
| Honeywell International (HON) | 0.4 | $18M | -5% | 87k | 205.25 |
|
| Berkshire Hathaway (BRK.A) | 0.4 | $18M | +27% | 28.00 | 634440.00 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.4 | $18M | +5% | 221k | 79.86 |
|
| Ishares Tr Intrm Gov Cr Etf Etf (GVI) | 0.4 | $18M | -21% | 169k | 103.98 |
|
| Intercontinental Exchange (ICE) | 0.4 | $18M | -6% | 127k | 137.43 |
|
| Pepsi (PEP) | 0.4 | $17M | +57% | 99k | 175.01 |
|
| Ishares Tr Msci Intl Qualty Etf (IQLT) | 0.4 | $17M | -15% | 435k | 39.66 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $17M | -5% | 81k | 210.30 |
|
| Berkshire Hathaway (BRK.B) | 0.4 | $17M | -3% | 40k | 420.52 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.4 | $17M | +47% | 154k | 107.60 |
|
| Pfizer (PFE) | 0.4 | $17M | +2% | 595k | 27.75 |
|
| Vanguard Specialized Funds Div Etf (VIG) | 0.4 | $16M | +47% | 90k | 182.61 |
|
| Oracle Corporation (ORCL) | 0.4 | $16M | -5% | 129k | 125.61 |
|
| Merck & Co (MRK) | 0.4 | $16M | -4% | 122k | 131.95 |
|
| Analog Devices (ADI) | 0.3 | $14M | -7% | 73k | 197.79 |
|
| McDonald's Corporation (MCD) | 0.3 | $14M | 51k | 281.95 |
|
|
| Air Products & Chemicals (APD) | 0.3 | $14M | -5% | 58k | 242.27 |
|
| JPMorgan U.S. Value Factor ETF Etf (JVAL) | 0.3 | $14M | +40% | 335k | 41.62 |
|
| Cdw (CDW) | 0.3 | $14M | -6% | 54k | 255.78 |
|
| UnitedHealth (UNH) | 0.3 | $14M | -10% | 28k | 494.69 |
|
| Vanguard Intl Equity Index Fds Etf (VWO) | 0.3 | $14M | -8% | 331k | 41.77 |
|
| Johnson & Johnson (JNJ) | 0.3 | $14M | 86k | 158.19 |
|
|
| TJX Companies (TJX) | 0.3 | $14M | 134k | 101.42 |
|
|
| Medtronic (MDT) | 0.3 | $14M | -8% | 156k | 87.15 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $14M | -9% | 116k | 116.24 |
|
| Ishares Tr Rus Md Cp Gr Etf Etf (IWP) | 0.3 | $14M | +68% | 118k | 114.14 |
|
| Netflix (NFLX) | 0.3 | $13M | -10% | 22k | 607.33 |
|
| Tesla Motors (TSLA) | 0.3 | $13M | -24% | 76k | 175.79 |
|
| Danaher Corporation (DHR) | 0.3 | $13M | -5% | 53k | 249.72 |
|
| Vanguard Index Fds Vanguard To Etf (VTI) | 0.3 | $13M | -16% | 50k | 259.90 |
|
| Valero Energy Corporation (VLO) | 0.3 | $13M | -47% | 76k | 170.69 |
|
| Primerica (PRI) | 0.3 | $13M | -9% | 51k | 252.96 |
|
| Stryker Corporation (SYK) | 0.3 | $13M | -7% | 36k | 357.87 |
|
| Masco Corporation (MAS) | 0.3 | $13M | -18% | 161k | 78.88 |
|
| Mondelez Int (MDLZ) | 0.3 | $13M | -5% | 179k | 70.00 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $12M | -2% | 16k | 778.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $12M | -11% | 24k | 504.60 |
|
| Equinix (EQIX) | 0.3 | $12M | -8% | 15k | 825.36 |
|
| Zoetis Inc Cl A (ZTS) | 0.3 | $12M | -7% | 72k | 169.21 |
|
| Ishares Trust Global Reit Etf Etf (REET) | 0.3 | $12M | -21% | 502k | 23.68 |
|
| Flexshares Trust Morningstar G Etf (GUNR) | 0.3 | $12M | -23% | 289k | 41.07 |
|
| Intuitive Surgical (ISRG) | 0.3 | $12M | -14% | 29k | 399.09 |
|
| Automatic Data Processing (ADP) | 0.3 | $12M | 47k | 249.74 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.3 | $11M | -6% | 85k | 133.11 |
|
| Kroger (KR) | 0.2 | $11M | -6% | 190k | 57.13 |
|
| Ishares Tr Msci Acwi Ex Us Etf (ACWX) | 0.2 | $11M | -9% | 202k | 53.39 |
|
| Total Market Index Etf | 0.2 | $11M | +86% | 193k | 55.73 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.2 | $11M | +46% | 122k | 86.48 |
|
| Pool Corporation (POOL) | 0.2 | $11M | -7% | 26k | 403.50 |
|
| Vanguard Bd Index Fds Total Bn Etf (BND) | 0.2 | $10M | -15% | 143k | 72.63 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $10M | -10% | 70k | 145.51 |
|
| JPMorgan U.S. Quality Factor E Etf (JQUA) | 0.2 | $10M | -3% | 193k | 52.87 |
|
| Intuit (INTU) | 0.2 | $10M | -8% | 16k | 650.00 |
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.2 | $10M | +16% | 126k | 80.63 |
|
| Vanguard Intl Equity Index Fds Etf (VSS) | 0.2 | $10M | -5% | 87k | 116.84 |
|
| American Tower Reit (AMT) | 0.2 | $9.7M | -5% | 49k | 197.59 |
|
| Advanced Micro Devices (AMD) | 0.2 | $9.6M | -25% | 53k | 180.49 |
|
| BlackRock (BLK) | 0.2 | $9.6M | -6% | 12k | 833.68 |
|
| EOG Resources (EOG) | 0.2 | $9.4M | 74k | 127.84 |
|
|
| Vanguard Small-cap Index Fund Etf (VB) | 0.2 | $9.1M | +28% | 40k | 228.59 |
|
| Wal-Mart Stores (WMT) | 0.2 | $8.9M | +187% | 148k | 60.17 |
|
| Intel Corporation (INTC) | 0.2 | $8.8M | 199k | 44.17 |
|
|
| Airbnb (ABNB) | 0.2 | $8.6M | +186% | 52k | 164.96 |
|
| Trex Company (TREX) | 0.2 | $8.6M | -12% | 86k | 99.75 |
|
| Vanguard Growth Etf Etf (VUG) | 0.2 | $8.5M | -16% | 25k | 344.22 |
|
| MasterCard Incorporated (MA) | 0.2 | $8.4M | -7% | 17k | 481.57 |
|
| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 0.2 | $8.2M | +15% | 19k | 444.01 |
|
| Amgen (AMGN) | 0.2 | $8.2M | +5% | 29k | 284.32 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $8.1M | -8% | 112k | 72.34 |
|
| Schlumberger (SLB) | 0.2 | $8.0M | -3% | 146k | 54.81 |
|
| Coinbase Global (COIN) | 0.2 | $7.9M | +4% | 30k | 265.12 |
|
| Nike (NKE) | 0.2 | $7.8M | -6% | 84k | 93.98 |
|
| Best Buy (BBY) | 0.2 | $7.8M | -6% | 95k | 82.03 |
|
| Iqvia Holdings (IQV) | 0.2 | $7.8M | -13% | 31k | 252.89 |
|
| Progressive Corporation (PGR) | 0.2 | $7.7M | 37k | 206.82 |
|
|
| Vanguard Russell 2000 Etf Iv Etf (VTWO) | 0.2 | $7.7M | +108% | 90k | 85.06 |
|
| Microchip Technology (MCHP) | 0.2 | $7.5M | +2% | 84k | 89.71 |
|
| Waste Management (WM) | 0.2 | $7.4M | +2% | 35k | 213.15 |
|
| Starbucks Corporation (SBUX) | 0.2 | $7.4M | -2% | 81k | 91.39 |
|
| Workday Inc cl a (WDAY) | 0.2 | $7.3M | -12% | 27k | 272.75 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $7.2M | 17k | 418.01 |
|
|
| Martin Marietta Materials (MLM) | 0.2 | $7.1M | -11% | 12k | 613.93 |
|
| iShares Russell 1000 ETF Etf (IWB) | 0.2 | $7.1M | +4% | 25k | 288.03 |
|
| Tradeweb Markets (TW) | 0.2 | $7.1M | -14% | 68k | 104.17 |
|
| CoStar (CSGP) | 0.2 | $7.0M | -12% | 72k | 96.60 |
|
| Ares Management Corporation cl a com stk (ARES) | 0.2 | $6.7M | NEW | 51k | 132.98 |
|
| VANGUARD FTSE Developed Market Etf (VEA) | 0.1 | $6.7M | 133k | 50.17 |
|
|
| United Rentals (URI) | 0.1 | $6.7M | +9% | 9.2k | 721.14 |
|
| Ishares Trust Msci Emg Mkts Et Etf (EEM) | 0.1 | $6.3M | 153k | 41.08 |
|
|
| Select Sector Spdr Trust Techn Etf (XLK) | 0.1 | $6.2M | -10% | 30k | 208.27 |
|
| salesforce (CRM) | 0.1 | $6.2M | -6% | 21k | 301.18 |
|
| Keysight Technologies (KEYS) | 0.1 | $6.2M | -10% | 39k | 156.38 |
|
| Rockwell Automation (ROK) | 0.1 | $6.1M | -10% | 21k | 291.33 |
|
| Coca-Cola Company (KO) | 0.1 | $6.1M | 100k | 61.18 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $6.0M | -56% | 105k | 57.62 |
|
| iShares MSCI EAFE Small-Cap ET Etf (SCZ) | 0.1 | $6.0M | +8% | 94k | 63.33 |
|
| PPG Industries (PPG) | 0.1 | $5.8M | 40k | 144.90 |
|
|
| Tyler Technologies (TYL) | 0.1 | $5.8M | -15% | 14k | 425.01 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.7M | 150k | 37.92 |
|
|
| iShares 10-20 Year Treasury Bo Etf (TLH) | 0.1 | $5.6M | +67% | 53k | 105.03 |
|
| Draftkings (DKNG) | 0.1 | $5.5M | 122k | 45.41 |
|
|
| Spdr Gold Tr Gold Etf (GLD) | 0.1 | $5.5M | -37% | 27k | 205.72 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $5.4M | -5% | 68k | 79.76 |
|
| Netease Inc Ads Each Repr 25 C Adr (NTES) | 0.1 | $5.4M | 52k | 103.47 |
|
|
| J P Morgan Exchange Traded Etf (JMST) | 0.1 | $5.3M | -13% | 104k | 50.74 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $5.1M | 94k | 54.23 |
|
|
| Gilead Sciences (GILD) | 0.1 | $5.1M | -4% | 69k | 73.25 |
|
| Schwab U.S. TIPs ETF Etf (SCHP) | 0.1 | $5.1M | -16% | 97k | 52.16 |
|
| Vanguard Mid-cap Index Fund Etf (VO) | 0.1 | $5.0M | +72% | 20k | 249.85 |
|
| Electronic Arts (EA) | 0.1 | $4.9M | -12% | 37k | 132.67 |
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.1 | $4.9M | -39% | 27k | 179.11 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $4.9M | -2% | 8.4k | 581.13 |
|
| Walt Disney Company (DIS) | 0.1 | $4.9M | 40k | 122.36 |
|
|
| QuinStreet (QNST) | 0.1 | $4.8M | 274k | 17.66 |
|
|
| Bio-techne Corporation (TECH) | 0.1 | $4.8M | 68k | 70.39 |
|
|
| Proshares Trust Brookfield Glo Etf (TOLZ) | 0.1 | $4.8M | +13% | 105k | 45.93 |
|
| Monster Beverage Corp (MNST) | 0.1 | $4.7M | -12% | 79k | 59.28 |
|
| iShares Russell 2000 Growth ET Etf (IWO) | 0.1 | $4.6M | -4% | 17k | 270.80 |
|
| Bitwise Bitcoin Etf Tr Etf | 0.1 | $4.5M | NEW | 117k | 38.71 |
|
| iShares Treasury Floating Rate Etf (TFLO) | 0.1 | $4.2M | -19% | 84k | 50.69 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $4.2M | -4% | 43k | 97.53 |
|
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $4.2M | +13% | 7.6k | 556.40 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $4.1M | -4% | 30k | 139.01 |
|
| Verizon Communications (VZ) | 0.1 | $4.1M | +3% | 98k | 41.96 |
|
| Pimco Etf Trust Enhanced Short Etf (MINT) | 0.1 | $4.1M | -3% | 40k | 100.54 |
|
| iShares S&P Global Infrastruct Etf (IGF) | 0.1 | $4.0M | -6% | 84k | 47.62 |
|
| Te Connectivity Ltd for (TEL) | 0.1 | $3.9M | +3% | 27k | 145.24 |
|
| Skyworks Solutions (SWKS) | 0.1 | $3.9M | 36k | 108.32 |
|
|
| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $3.9M | -6% | 31k | 123.18 |
|
| Ameriprise Financial (AMP) | 0.1 | $3.8M | +2% | 8.7k | 438.43 |
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| Goldman Sachs (GS) | 0.1 | $3.8M | 9.0k | 417.70 |
|
|
| Boeing Company (BA) | 0.1 | $3.7M | -7% | 19k | 192.99 |
|
| American Express Company (AXP) | 0.1 | $3.7M | +3% | 16k | 227.70 |
|
| General Motors Company (GM) | 0.1 | $3.6M | +3% | 80k | 45.35 |
|
| Datadog Inc Cl A (DDOG) | 0.1 | $3.6M | -7% | 29k | 123.71 |
|
| Lowe's Companies (LOW) | 0.1 | $3.6M | 14k | 254.74 |
|
|
| Vanguard Large Cap Etf Etf (VV) | 0.1 | $3.5M | 15k | 239.76 |
|
|
| Gartner (IT) | 0.1 | $3.5M | 7.3k | 476.67 |
|
|
| Ecolab (ECL) | 0.1 | $3.5M | -3% | 15k | 230.90 |
|
| iShares 0-5 Year High Yield Etf (SHYG) | 0.1 | $3.5M | 82k | 42.55 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $3.5M | 60k | 57.96 |
|
|
| Cigna Corp (CI) | 0.1 | $3.5M | +5% | 9.6k | 363.19 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $3.4M | NEW | 8.0k | 429.32 |
|
| General Electric (GE) | 0.1 | $3.4M | -3% | 19k | 175.53 |
|
| General Mills (GIS) | 0.1 | $3.3M | -56% | 47k | 69.97 |
|
| Vanguard Global ex-U.S. Real E Etf (VNQI) | 0.1 | $3.3M | +91% | 79k | 42.14 |
|
| Siemens Healthineers (SEMHF) | 0.1 | $3.3M | NEW | 54k | 61.26 |
|
| Caterpillar (CAT) | 0.1 | $3.3M | 8.9k | 366.43 |
|
|
| Ishares Tr Ishares Biotech Etf (IBB) | 0.1 | $3.2M | 24k | 137.22 |
|
|
| SPDR S&P Dividend ETF Etf (SDY) | 0.1 | $3.2M | -27% | 24k | 131.24 |
|
| Arista Networks (ANET) | 0.1 | $3.2M | -3% | 11k | 289.98 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $3.1M | +2% | 35k | 90.05 |
|
| Dover Corporation (DOV) | 0.1 | $3.1M | 18k | 177.19 |
|
|
| Ishares Msci United Kingdome E Etf (EWU) | 0.1 | $3.0M | +165% | 88k | 34.21 |
|
| Chubb (CB) | 0.1 | $2.9M | 11k | 259.14 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $2.8M | +15% | 10k | 284.13 |
|
| Ready Cap Corp Com reit (RC) | 0.1 | $2.8M | 310k | 9.13 |
|
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| Applied Materials (AMAT) | 0.1 | $2.8M | -4% | 14k | 206.25 |
|
| United Parcel Service (UPS) | 0.1 | $2.8M | +13% | 19k | 148.63 |
|
| At&t (T) | 0.1 | $2.7M | 154k | 17.60 |
|
|
| Vanguard Total World Stock Etf Etf (VT) | 0.1 | $2.7M | -42% | 24k | 110.50 |
|
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $2.6M | +22% | 221k | 11.93 |
|
| Remitly Global (RELY) | 0.1 | $2.6M | -10% | 126k | 20.74 |
|
| Vanguard Russell 1000 Growth E Etf (VONG) | 0.1 | $2.6M | -14% | 30k | 86.67 |
|
| Novo Nordisk A/s Adr-each Cnv Adr (NVO) | 0.1 | $2.6M | -23% | 20k | 128.40 |
|
| ConocoPhillips (COP) | 0.1 | $2.6M | -16% | 20k | 127.28 |
|
| Vanguard Short-Term Bond Index Etf (BSV) | 0.1 | $2.5M | -6% | 33k | 76.67 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $2.5M | -2% | 14k | 174.21 |
|
| Qualcomm (QCOM) | 0.1 | $2.4M | -50% | 14k | 169.29 |
|
| Akoya Biosciences (AKYA) | 0.1 | $2.4M | 515k | 4.69 |
|
|
| Schwab Us Large Cap Growth Etf Etf (SCHG) | 0.1 | $2.4M | +2% | 26k | 92.72 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.4M | 5.2k | 454.87 |
|
|
| 3M Company (MMM) | 0.1 | $2.3M | -7% | 22k | 106.07 |
|
| McKesson Corporation (MCK) | 0.1 | $2.3M | 4.3k | 536.87 |
|
|
| Duke Energy (DUK) | 0.1 | $2.3M | +4% | 24k | 96.71 |
|
| Citigroup (C) | 0.1 | $2.3M | +8% | 36k | 63.24 |
|
| iShares Exponential Technologi Etf (XT) | 0.0 | $2.2M | +78% | 38k | 59.62 |
|
| Kinder Morgan (KMI) | 0.0 | $2.2M | 122k | 18.34 |
|
|
| Booking Holdings (BKNG) | 0.0 | $2.2M | +3% | 613.00 | 3627.88 |
|
| S&p Global (SPGI) | 0.0 | $2.2M | +47% | 5.2k | 425.39 |
|
| State Street Corporation (STT) | 0.0 | $2.2M | -3% | 28k | 77.32 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $2.2M | -4% | 11k | 201.50 |
|
| Vanguard Intl Equity Index Fds Etf (VEU) | 0.0 | $2.2M | +7% | 37k | 58.65 |
|
| Illinois Tool Works (ITW) | 0.0 | $2.1M | 7.9k | 268.33 |
|
|
| Schwab U.S. Broad Market ETF Etf (SCHB) | 0.0 | $2.1M | 35k | 61.05 |
|
|
| Dow (DOW) | 0.0 | $2.1M | -5% | 36k | 57.93 |
|
| Micron Technology (MU) | 0.0 | $2.0M | 17k | 117.89 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $2.0M | -8% | 6.5k | 311.28 |
|
| Delta Air Lines (DAL) | 0.0 | $2.0M | 43k | 47.87 |
|
|
| Industries N shs - a - (LYB) | 0.0 | $2.0M | +2% | 20k | 102.28 |
|
| O'reilly Automotive (ORLY) | 0.0 | $2.0M | 1.8k | 1128.88 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.0M | -15% | 4.2k | 478.66 |
|
| Target Corporation (TGT) | 0.0 | $2.0M | +7% | 11k | 177.21 |
|
Past Filings by Svb Wealth
SEC 13F filings are viewable for Svb Wealth going back to 2014
- Svb Wealth 2024 Q1 filed May 15, 2024
- Svb Wealth 2023 Q4 filed Jan. 30, 2024
- Svb Wealth 2023 Q3 filed Oct. 23, 2023
- Svb Wealth 2023 Q2 filed July 24, 2023
- Svb Wealth 2023 Q1 filed May 12, 2023
- Svb Wealth 2022 Q4 filed Feb. 10, 2023
- Svb Wealth 2022 Q3 filed Nov. 9, 2022
- Svb Wealth 2022 Q2 filed Aug. 16, 2022
- Svb Wealth 2022 Q1 filed May 13, 2022
- Boston Private Wealth 2021 Q4 filed Feb. 15, 2022
- Boston Private Wealth 2021 Q3 filed Nov. 9, 2021
- Boston Private Wealth 2021 Q2 filed Aug. 13, 2021
- Boston Private Wealth 2021 Q1 filed May 11, 2021
- Boston Private Wealth 2020 Q4 filed Feb. 10, 2021
- Boston Private Wealth 2020 Q3 filed Nov. 10, 2020
- Boston Private Wealth 2020 Q2 filed Aug. 5, 2020