Svb Wealth LLC Top Holdings and 13F Report (2025) About Svb Wealth LLCInvestment ActivitySvb Wealth LLC has $2.43 billion in total holdings as of March 31, 2025.Svb Wealth LLC owns shares of 1,518 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 7.37% of the portfolio was purchased this quarter.About 104.32% of the portfolio was sold this quarter.This quarter, Svb Wealth LLC has purchased 758 new stocks and bought additional shares in 83 stocks.Svb Wealth LLC sold shares of 257 stocks and completely divested from 401 stocks this quarter.Largest Holdings Applovin Corp $927,899,573Apple $164,622,610Amazon.com $64,662,789Broadcom $60,240,292iShares Core MSCI EAFE ETF $55,764,654 Largest New Holdings this Quarter 25434v773 - Dimensional International Small Cap ETF $6,292,203 Holding92206c714 - Vanguard Russell 1000 Value $1,101,001 Holding00130h105 - AES $990,313 Holding92206c706 - Vanguard Intermediate-Term Treasury Index ETF $623,819 Holding36467w109 - GameStop $339,397 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 180,539 shares (about $44.29M)SPDR S&P 500 ETF Trust 76,845 shares (about $42.99M)Merck & Co., Inc. 79,322 shares (about $7.12M)Dimensional International Small Cap ETF 243,506 shares (about $6.29M)AT&T 115,683 shares (about $3.27M) Largest Sales this Quarter Applovin Corp 2,000,741 shares (about $530.14M)Apple 863,759 shares (about $191.87M)Blackstone 139,450 shares (about $19.49M)Broadcom 75,684 shares (about $12.67M)AbbVie 41,853 shares (about $8.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSvb Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorApplovin Corp$927,899,573$530,136,383 ▼-36.4%3,501,90438.1%COMAAPLApple$164,622,610$191,866,607 ▼-53.8%741,1106.8%Computer and TechnologyAMZNAmazon.com$64,662,789$2,334,112 ▼-3.5%339,8652.7%Retail/WholesaleAVGOBroadcom$60,240,292$12,671,768 ▼-17.4%359,7942.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$55,764,654$8,661,776 ▼-13.4%737,1402.3%ETFABBVAbbVie$45,188,914$8,769,011 ▼-16.3%215,6791.9%MedicalJPMJPMorgan Chase & Co.$44,290,401$44,286,231 ▲1,061,994.1%180,5561.8%FinanceSPYSPDR S&P 500 ETF Trust$44,074,579$42,986,014 ▲3,948.9%78,7911.8%FinanceNVDANVIDIA$42,070,107$2,561,021 ▲6.5%388,1721.7%Computer and TechnologyGOOGLAlphabet$34,200,054$5,370,806 ▼-13.6%221,1591.4%Computer and TechnologyMETAMeta Platforms$30,852,312$510,661 ▼-1.6%53,5291.3%Computer and TechnologyABTAbbott Laboratories$29,879,206$6,256,289 ▼-17.3%225,2491.2%MedicalVVisa$29,192,233$2,716,412 ▼-8.5%83,2971.2%Business ServicesGOOGAlphabet$25,189,774$5,536,954 ▼-18.0%161,2351.0%Computer and TechnologyBRK.BBerkshire Hathaway$23,724,111$223,149 ▲0.9%44,5461.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$21,004,144$1,043,078 ▼-4.7%389,1820.9%ETFCSCOCisco Systems$20,434,559$4,737,038 ▼-18.8%331,1390.8%Computer and TechnologyACNAccenture$19,944,963$4,564,207 ▼-18.6%63,9180.8%Computer and TechnologyXOMExxon Mobil$19,395,988$955,718 ▲5.2%163,0880.8%EnergyCOSTCostco Wholesale$18,522,904$6,984,511 ▼-27.4%19,5850.8%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$18,025,774$1,621,492 ▼-8.3%179,0580.7%ETFQUALiShares MSCI USA Quality Factor ETF$17,094,627$3,890,821 ▼-18.5%100,0330.7%ETFTSLATesla$15,329,003$7,775 ▲0.1%59,1480.6%Auto/Tires/TrucksVTWOVanguard Russell 2000 ETF$14,141,816$2,667,015 ▲23.2%175,3480.6%ETFNFLXNetflix$13,530,800$1,542,381 ▼-10.2%14,5100.6%Consumer DiscretionaryNEENextEra Energy$13,524,832$6,203,377 ▼-31.4%190,7860.6%UtilitiesORCLOracle$13,225,157$2,134,474 ▼-13.9%94,5940.5%Computer and TechnologyBRBroadridge Financial Solutions$13,180,705$5,580,257 ▼-29.7%54,3620.5%Business ServicesBRK.ABerkshire Hathaway$12,775,066$4,790,650 ▼-27.3%160.5%FinanceUNHUnitedHealth Group$11,781,768$658,354 ▼-5.3%22,4950.5%MedicalICEIntercontinental Exchange$11,731,166$5,836,085 ▼-33.2%68,0060.5%FinanceETNEaton$11,614,671$1,878,332 ▼-13.9%42,7280.5%IndustrialsELVElevance Health$11,366,057$1,732,464 ▼-13.2%26,1310.5%MedicalMAMastercard$10,045,576$1,595,606 ▲18.9%18,3270.4%Business ServicesADPAutomatic Data Processing$9,698,614$3,761,940 ▼-27.9%31,7440.4%Business ServicesQQQInvesco QQQ$9,557,716$1,591,077 ▲20.0%20,3820.4%FinanceAPDAir Products and Chemicals$9,498,638$2,936,565 ▼-23.6%32,2070.4%Basic MaterialsIQLTiShares MSCI Intl Quality Factor ETF$9,043,094$1,891,388 ▼-17.3%227,8430.4%ETFISRGIntuitive Surgical$8,999,832$3,066,808 ▼-25.4%18,1710.4%MedicalADIAnalog Devices$8,887,684$2,103,035 ▼-19.1%44,0700.4%Computer and TechnologyMRKMerck & Co., Inc.$8,274,339$7,119,937 ▲616.8%92,1830.3%MedicalVLUEiShares MSCI USA Value Factor ETF$7,485,907$2,415,101 ▼-24.4%70,1910.3%ETFGLDSPDR Gold Shares$7,304,735$89,325 ▼-1.2%25,3510.3%FinanceGSThe Goldman Sachs Group$7,280,042$2,558,340 ▼-26.0%13,3260.3%FinanceKMIKinder Morgan$7,076,404$2,808,947 ▲65.8%248,0340.3%EnergyMDTMedtronic$6,934,754$4,134,452 ▼-37.4%77,1730.3%MedicalWMWaste Management$6,742,719$700,085 ▼-9.4%29,1250.3%Business ServicesDGXQuest Diagnostics$6,601,371$5,001,577 ▼-43.1%39,0150.3%MedicalBlackRock Inc$6,598,719$3,509,474 ▼-34.7%6,9720.3%COMETREntergy$6,593,501$3,624,519 ▼-35.5%77,1260.3%UtilitiesDFISDimensional International Small Cap ETF$6,292,203$6,292,203 ▲New Holding243,5060.3%ETFPRIPrimerica$6,263,682$4,956,259 ▼-44.2%22,0140.3%FinanceVLOValero Energy$5,418,987$1,581,281 ▼-22.6%41,0310.2%EnergyGUNRFlexShares Global Upstream Natural Resources Index Fund$5,400,207$982,745 ▼-15.4%139,1450.2%ETFXLKTechnology Select Sector SPDR Fund$5,306,742$740,231 ▼-12.2%25,7010.2%ETFVRTXVertex Pharmaceuticals$5,156,340$2,194,693 ▼-29.9%10,6360.2%MedicalZTSZoetis$5,138,044$4,370,779 ▼-46.0%31,2060.2%MedicalEOGEOG Resources$5,116,634$3,081,855 ▼-37.6%39,8990.2%EnergyTFLOiShares Treasury Floating Rate Bond ETF$5,000,906$1,235,294 ▼-19.8%98,7150.2%ETFRTXRTX$4,964,570$136,702 ▼-2.7%37,4790.2%AerospaceCMCSAComcast$4,701,145$1,469,767 ▼-23.8%127,4020.2%Consumer DiscretionaryDDOGDatadog$4,679,748$254,276 ▼-5.2%47,1700.2%Computer and TechnologyAMGNAmgen$4,653,714$3,411,228 ▼-42.3%14,9370.2%MedicalADBEAdobe$4,612,998$2,314,936 ▼-33.4%12,0280.2%Computer and TechnologyARESAres Management$4,593,831$2,945,459 ▼-39.1%31,3330.2%FinanceCRMSalesforce$4,581,541$215,498 ▲4.9%17,0720.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,578,973$1,086,265 ▲31.1%49,9180.2%ETFAMATApplied Materials$4,426,792$2,163,693 ▲95.6%30,5050.2%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$4,379,418$1,519,490 ▼-25.8%85,7530.2%ETFBACBank of America$4,275,215$801,261 ▼-15.8%102,4490.2%FinanceABNBAirbnb$4,275,115$171,664 ▼-3.9%35,7870.2%Consumer DiscretionaryICSHiShares Ultra Short-Term Bond Active ETF$4,182,822$273,325 ▼-6.1%82,5010.2%ETFCDWCDW$4,119,351$2,589,499 ▼-38.6%25,7040.2%Computer and TechnologyTAT&T$4,112,584$3,271,532 ▲389.0%145,4230.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$3,932,686$63,541 ▲1.6%77,6750.2%ETFPOOLPool$3,912,720$2,830,045 ▼-42.0%12,2910.2%Consumer DiscretionaryCOPConocoPhillips$3,840,645$1,459,067 ▲61.3%36,5700.2%EnergyVZVerizon Communications$3,781,201$140,344 ▼-3.6%83,3600.2%Computer and TechnologyTXG10x Genomics$3,746,190$816,185 ▼-17.9%429,1170.2%MedicalAAgilent Technologies$3,732,259$2,805,306 ▼-42.9%31,9050.2%MedicalRCLRoyal Caribbean Cruises$3,503,375$1,777,881 ▼-33.7%17,0530.1%Consumer DiscretionarySHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,437,359$42,392 ▼-1.2%80,8410.1%ETFBKNGBooking$3,432,332$704,895 ▲25.8%7450.1%Retail/WholesaleREETiShares Global REIT ETF$3,402,398$904,220 ▼-21.0%140,2470.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,398,000$285,879 ▼-7.8%66,8240.1%ETFDUKDuke Energy$3,377,515$851,118 ▲33.7%27,6910.1%UtilitiesAXPAmerican Express$3,220,258$178,111 ▼-5.2%11,9690.1%FinancePalantir Technologies Inc$3,148,457$256,576 ▼-7.5%37,3040.1%COMNTESNetEase$3,126,714$1,277,342 ▼-29.0%30,3800.1%Computer and TechnologyMOAltria Group$3,039,759$491,021 ▲19.3%50,6460.1%Consumer StaplesAMPAmeriprise Financial$3,027,483$871,842 ▼-22.4%6,2540.1%FinanceNINiSource$3,010,929$2,313,370 ▲331.6%75,1050.1%UtilitiesBKBank of New York Mellon$3,007,737$778,982 ▼-20.6%35,8620.1%FinanceCSGPCoStar Group$2,978,910$1,946,378 ▼-39.5%37,5980.1%Computer and TechnologyALLAllstate$2,962,429$1,419,920 ▲92.1%14,3060.1%FinanceBBYBest Buy$2,948,976$2,616,110 ▼-47.0%40,0620.1%Retail/WholesaleRFRegions Financial$2,896,320$2,082,403 ▲255.8%133,2870.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,886,661$2,852,518 ▲8,354.7%5,4110.1%ETFQNSTQuinStreet$2,748,091$35,145 ▲1.3%154,0410.1%Computer and TechnologyLINDE PLC COM$2,692,806$3,457,855 ▼-56.2%5,7830.1%COMShowing largest 100 holdings. 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