Svb Wealth LLC Top Holdings and 13F Report (2025) About Svb Wealth LLCInvestment ActivitySvb Wealth LLC has $5.35 billion in total holdings as of December 31, 2024.Svb Wealth LLC owns shares of 794 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 11.31% of the portfolio was purchased this quarter.About 7.58% of the portfolio was sold this quarter.This quarter, Svb Wealth LLC has purchased 789 new stocks and bought additional shares in 218 stocks.Svb Wealth LLC sold shares of 457 stocks and completely divested from 79 stocks this quarter.Largest Holdings Applovin Corp $1,781,921,530Apple $401,891,339Microsoft $139,549,540iShares Russell Top 200 Growth ETF $108,126,713Broadcom $100,961,205 Largest New Holdings this Quarter 09290d101 - BlackRock Inc $10,948,360 Holding040413205 - Arista Networks Inc $3,866,229 Holdingg87052109 - TE Connectivity PLC $3,524,964 Holding78349d107 - RxSight $2,640,934 Holding512807306 - Lam Research Corp $1,837,229 Holding Largest Purchases this Quarter Broadcom 389,176 shares (about $90.23M)iShares Core S&P 500 ETF 131,270 shares (about $77.28M)JPMorgan Chase & Co. 200,485 shares (about $48.06M)SPDR S&P 500 ETF Trust 79,817 shares (about $46.78M)iShares Russell Top 200 Growth ETF 124,813 shares (about $29.36M) Largest Sales this Quarter Apple 57,788 shares (about $14.47M)iShares MSCI USA Quality Factor ETF 73,308 shares (about $13.05M)iShares Short Treasury Bond ETF 111,157 shares (about $12.24M)iShares Russell 1000 Growth ETF 29,161 shares (about $11.71M)JPMorgan Ultra-Short Income ETF 227,734 shares (about $11.47M) 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$1,781,921,530$2,910,260 ▼-0.2%5,502,64533.3%COMAAPLApple$401,891,339$14,471,273 ▼-3.5%1,604,8697.5%Computer and TechnologyMSFTMicrosoft$139,549,540$9,046,244 ▼-6.1%331,0782.6%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$108,126,713$29,364,795 ▲37.3%459,5852.0%ETFAVGOBroadcom$100,961,205$90,226,551 ▲840.5%435,4781.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$98,883,891$26,970,968 ▲37.5%1,020,4731.8%FinanceIVViShares Core S&P 500 ETF$80,003,719$77,275,784 ▲2,832.8%135,9041.5%ETFAMZNAmazon.com$77,254,545$3,065,101 ▼-3.8%352,1331.4%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$59,853,110$24,597,996 ▲69.8%851,6381.1%ETFIWXiShares Russell Top 200 Value ETF$56,738,344$10,964,626 ▲24.0%717,9341.1%ETFNVDANVIDIA$48,954,378$5,955,228 ▲13.8%364,5420.9%Computer and TechnologyGOOGLAlphabet$48,439,796$446,557 ▼-0.9%255,8900.9%Computer and TechnologyJPMJPMorgan Chase & Co.$48,080,197$48,058,144 ▲217,918.5%200,5770.9%FinanceSPYSPDR S&P 500 ETF Trust$47,927,820$46,779,104 ▲4,072.3%81,7770.9%FinanceABBVAbbVie$45,763,454$2,550,351 ▼-5.3%257,5320.9%MedicalIWSiShares Russell Mid-Cap Value ETF$38,576,870$8,300,507 ▲27.4%298,2600.7%ETFGOOGAlphabet$37,454,853$3,930,097 ▼-9.5%196,6760.7%Computer and TechnologyHDHome Depot$36,152,433$2,754,416 ▼-7.1%92,9400.7%Retail/WholesaleMETAMeta Platforms$31,860,589$358,333 ▲1.1%54,4150.6%Computer and TechnologyABTAbbott Laboratories$30,812,542$1,543,721 ▼-4.8%272,4130.6%MedicalVOOVanguard S&P 500 ETF$30,079,117$27,146,369 ▲925.6%55,8250.6%ETFVVisa$28,774,739$1,504,347 ▼-5.0%91,0480.5%Business ServicesIWFiShares Russell 1000 Growth ETF$28,666,760$11,710,463 ▼-29.0%71,3850.5%ETFPGProcter & Gamble$27,937,450$1,517,070 ▼-5.2%166,6410.5%Consumer StaplesACNAccenture$27,631,129$4,805,766 ▼-14.8%78,5450.5%Computer and TechnologyBXBlackstone$25,578,539$163,281 ▼-0.6%148,3510.5%FinanceIWPiShares Russell Mid-Cap Growth ETF$25,086,895$7,973,091 ▲46.6%197,9240.5%ETFIBMInternational Business Machines$25,035,853$2,531,350 ▼-9.2%113,8870.5%Computer and TechnologyCOSTCostco Wholesale$24,712,262$2,912,877 ▼-10.5%26,9700.5%Retail/WholesaleCSCOCisco Systems$24,147,745$1,357,039 ▼-5.3%407,9020.5%Computer and TechnologyTSLATesla$23,874,227$2,154,084 ▲9.9%59,1180.4%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$21,868,322$13,054,641 ▼-37.4%122,8010.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$21,332,316$790,662 ▼-3.6%408,5090.4%ETFPFFiShares Preferred and Income Securities ETF$20,004,656$3,388,668 ▼-14.5%636,2800.4%ETFBRK.BBerkshire Hathaway$20,001,718$4,024,186 ▲25.2%44,1270.4%FinanceWMTWalmart$19,952,142$572,999 ▲3.0%220,8320.4%Retail/WholesaleNEENextEra Energy$19,950,848$2,505,640 ▼-11.2%278,2930.4%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$19,578,939$5,780,836 ▼-22.8%195,1650.4%ETFUNPUnion Pacific$19,278,425$1,917,809 ▼-9.0%84,5400.4%TransportationMUBiShares National Muni Bond ETF$18,869,343$2,793,205 ▲17.4%177,0940.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$18,575,810$133,076 ▼-0.7%359,3000.3%ManufacturingORCLOracle$18,307,212$1,982,680 ▼-9.8%109,8610.3%Computer and TechnologyBRBroadridge Financial Solutions$17,494,137$2,170,687 ▼-11.0%77,3770.3%Business ServicesIJRiShares Core S&P Small-Cap ETF$17,297,189$16,730,076 ▲2,950.0%150,1230.3%ETFCVXChevron$17,050,045$83,138 ▼-0.5%117,7160.3%EnergyHONHoneywell International$16,688,815$2,231,576 ▼-11.8%73,8800.3%Multi-Sector ConglomeratesXOMExxon Mobil$16,678,926$5,788,443 ▲53.2%155,0520.3%EnergyETNEaton$16,473,205$1,710,773 ▼-9.4%49,6380.3%IndustrialsIWMiShares Russell 2000 ETF$16,196,480$1,569,910 ▼-8.8%73,3010.3%FinanceMMCMarsh & McLennan Companies$15,934,199$15,090,504 ▲1,788.6%75,0160.3%FinanceIWNiShares Russell 2000 Value ETF$15,319,642$3,049,810 ▼-16.6%93,3150.3%ETFLHXL3Harris Technologies$15,243,723$2,091,670 ▼-12.1%72,4920.3%AerospaceICEIntercontinental Exchange$15,174,990$2,556,285 ▼-14.4%101,8380.3%FinanceBRK.ABerkshire Hathaway$14,980,2400.0%220.3%FinanceGVIiShares Intermediate Government/Credit Bond ETF$14,495,939$953,186 ▼-6.2%139,0760.3%ETFNFLXNetflix$14,407,141$1,134,638 ▼-7.3%16,1640.3%Consumer DiscretionaryPEPPepsiCo$14,373,580$451,161 ▼-3.0%94,5260.3%Consumer StaplesTJXTJX Companies$14,301,963$1,334,225 ▼-8.5%118,3840.3%Retail/WholesalePFEPfizer$13,873,041$1,237,757 ▼-8.2%522,9190.3%MedicalVIGVanguard Dividend Appreciation ETF$13,834,239$2,476,079 ▼-15.2%70,6440.3%ETFIJHiShares Core S&P Mid-Cap ETF$13,425,884$13,234,779 ▲6,925.4%215,4690.3%ETFVTIVanguard Total Stock Market ETF$13,044,952$21,446 ▼-0.2%45,0120.2%ETFADPAutomatic Data Processing$12,896,681$498,807 ▼-3.7%44,0570.2%Business ServicesISRGIntuitive Surgical$12,716,548$2,233,473 ▼-14.9%24,3630.2%MedicalVTWOVanguard Russell 2000 ETF$12,709,750$3,081,966 ▲32.0%142,2790.2%ETFLLYEli Lilly and Company$12,286,283$766,638 ▼-5.9%15,9140.2%MedicalMCDMcDonald's$12,253,576$878,651 ▼-6.7%42,2700.2%Retail/WholesaleAPDAir Products and Chemicals$12,229,439$1,985,645 ▼-14.0%42,1640.2%Basic MaterialsUNHUnitedHealth Group$12,014,911$654,568 ▼-5.2%23,7520.2%MedicalADIAnalog Devices$11,578,792$1,225,697 ▼-9.6%54,4980.2%Computer and TechnologySYKStryker$11,320,708$874,203 ▼-7.2%31,4420.2%MedicalDHRDanaher$11,202,329$464,153 ▼-4.0%48,8010.2%MedicalSNOWSnowflake$11,134,505$890,946 ▼-7.4%72,1100.2%Computer and TechnologyELVElevance Health$11,109,233$1,111,882 ▼-9.1%30,1140.2%MedicalBlackRock Inc$10,948,360$10,948,360 ▲New Holding10,6800.2%COMPRIPrimerica$10,702,999$2,490,029 ▼-18.9%39,4330.2%FinanceEFAiShares MSCI EAFE ETF$10,687,017$1,482,182 ▼-12.2%141,3440.2%FinanceDGXQuest Diagnostics$10,345,206$1,951,069 ▼-15.9%68,5750.2%MedicalGSThe Goldman Sachs Group$10,312,375$5,663,246 ▲121.8%18,0090.2%FinanceIQLTiShares MSCI Intl Quality Factor ETF$10,226,456$3,176,027 ▼-23.7%275,4970.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$10,015,547$9,950,851 ▲15,380.9%77,8690.2%ETFMDTMedtronic$9,839,867$1,964,810 ▼-16.6%123,1830.2%MedicalVLUEiShares MSCI USA Value Factor ETF$9,804,434$8,077,495 ▼-45.2%92,8360.2%ETFKRKroger$9,770,161$1,488,021 ▼-13.2%159,7740.2%Retail/WholesaleZTSZoetis$9,409,483$1,602,571 ▼-14.6%57,7520.2%MedicalMDLZMondelez International$9,404,024$1,020,309 ▼-9.8%157,4420.2%Consumer StaplesMRKMerck & Co., Inc.$9,378,448$7,987,722 ▲574.4%94,2750.2%MedicalMASMasco$9,193,076$1,919,197 ▼-17.3%126,6780.2%ConstructionARESAres Management$9,103,327$694,482 ▼-7.1%51,4230.2%FinanceETREntergy$9,062,280$4,100,291 ▲82.6%119,5230.2%UtilitiesQQQInvesco QQQ$8,685,360$465,223 ▲5.7%16,9890.2%FinanceVWOVanguard FTSE Emerging Markets ETF$8,678,416$288,683 ▼-3.2%197,0570.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$8,359,449$2,132,241 ▲34.2%83,9810.2%ETFJNJJohnson & Johnson$8,133,281$5,818,205 ▲251.3%56,2390.2%MedicalMAMastercard$8,117,769$102,157 ▲1.3%15,4160.2%Business ServicesADBEAdobe$8,032,583$770,619 ▼-8.8%18,0640.2%Computer and TechnologyEOGEOG Resources$7,836,566$838,314 ▼-9.7%63,9310.1%EnergyINTUIntuit$7,645,326$1,903,161 ▼-19.9%12,1640.1%Computer and TechnologyAAgilent Technologies$7,507,783$1,429,792 ▼-16.0%55,8860.1%MedicalPGRProgressive$7,505,278$137,775 ▼-1.8%31,3230.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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