SW

SVB WEALTH LLC

13F
SVB WEALTH LLC
Last update 2025-05-15 1518 Stocks (1158 new)
Value $2.43 Bil Turnover 2 %
Countries:
Top Holdings: APP(38.13%)AAPL(6.76%)AMZN(2.66%)AVGO(2.48%)IEFA(2.29%)
Summary Stock Picks Current Portfolio
SVB WEALTH LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APP
AppLovin Corp
3,501,904
927,899.6
-36.36%
38.130
-12.11%
1.030
+30.41%
+5.50%
115,606.5
Media - Diversified
AAPL
Apple Inc
741,110
164,622.6
-53.82%
6.760
-4.04%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
AMZN
Amazon.com Inc
339,865
64,662.8
-3.48%
2.660
-0.05%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
AVGO
Broadcom Inc
359,794
60,240.3
-17.38%
2.480
-0.33%
0.010
+79.10%
+19.33%
1,294,301.1
Semiconductors
IEFA
iShares Core MSCI EAFE ETF
737,140
55,764.7
-13.44%
2.290
-0.15%
0.040
+14.34%
+21.05%
143,058.9
 
ABBV
AbbVie Inc
215,679
45,188.9
-16.25%
1.860
-0.14%
0.010
-5.26%
+8.51%
334,344.8
Drug Manufacturers
JPM
JPMorgan Chase & Co
180,556
44,290.4
-17.08%
1.820
-0.17%
0.010
+30.86%
+25.49%
822,612.0
Banks
SPY
SPDR S&P 500 ETF Trust
78,791
44,074.6
-5.89%
1.810
-0.05%
0.010
+16.86%
+7.34%
643,153.0
 
NVDA
NVIDIA Corp
388,172
42,070.1
+6.48%
1.730
+0.11%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
GOOGL
Alphabet Inc
221,159
34,200.1
-13.57%
1.410
-0.12%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media

SVB WEALTH LLC's Historical Top Holdings Breakdowns

SVB WEALTH LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APP
AppLovin Corp
2025-03-31
Reduce
Reduce
-12.11%
●
238.08 ($344.61) 510.13
$341.64
-0.86%
Reduce -36.36%
3,501,904
-2,000,741
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-4.04%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -53.82%
741,110
-863,759
MSFT
Microsoft Corp
2025-03-31
Sold Out
Sold Out
-2.61%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Sold Out
0
-331,078
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Sold Out
Sold Out
-2.02%
●
210.19 ($230.05) 243.33
$248.36
7.96%
Sold Out
0
-459,585
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-1.85%
●
95.85 ($97.76) 99.25
$98.47
0.73%
Sold Out
0
-1,020,473
IVV
iShares Core S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-1.54%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Sold Out
0
-139,846
IWX
iShares Russell Top 200 Value ETF
2025-03-31
Sold Out
Sold Out
-1.06%
●
78.54 ($82.27) 84.86
$85.36
3.76%
Sold Out
0
-717,934
IWS
iShares Russell Mid-Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.72%
●
122.59 ($130.21) 135.24
$134.95
3.64%
Sold Out
0
-298,260
HD
The Home Depot Inc
2025-03-31
Sold Out
Sold Out
-0.68%
●
347.25 ($389.72) 424.87
$371.68
-4.63%
Sold Out
0
-92,940
VOO
Vanguard S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-0.64%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Sold Out
0
-63,585

SVB WEALTH LLC Total Holding History ($B)

To

SVB WEALTH LLC's Asset Allocation

To

SVB WEALTH LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SVB WEALTH LLC's Hypothetical Growth since 2025-03-31

SVB WEALTH LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SVB WEALTH LLC's Holdings Heat Map

Size field:

SVB WEALTH LLC's Holdings Bubble Chart

SVB WEALTH LLC News

  • 1

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