Svb-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
1,637
Total Value
1099762450
Accession Number
0001626116-25-000003
Form Type
13F-HR
Manager Name
Svb-Wealth
Data Enrichment
88% identified
1,444 identified193 unidentified

Holdings

1,637 positions • $1.1B total value
Manager:
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Page 4 of 76
Uber Technologies, Inc
Shares:8.3K
Value:$603.9K
% of Portfolio:0.1% ($603.9K/$1.1B)
Bank of New York Mellon Corp
Shares:7.2K
Value:$600.5K
% of Portfolio:0.1% ($600.5K/$1.1B)
Palantir Technologies Inc.
Shares:7.0K
Value:$592.1K
% of Portfolio:0.1% ($592.1K/$1.1B)
74347X831
Shares:10.0K
Value:$573.0K
% of Portfolio:0.1% ($573.0K/$1.1B)
RTX Corp
Shares:4.3K
Value:$569.2K
% of Portfolio:0.1% ($569.2K/$1.1B)
74347R107
Shares:6.8K
Value:$563.0K
% of Portfolio:0.1% ($563.0K/$1.1B)
Aon plc
Shares:1.4K
Value:$541.2K
% of Portfolio:0.0% ($541.2K/$1.1B)
TRAVELERS COMPANIES, INC.
Shares:2.0K
Value:$529.9K
% of Portfolio:0.0% ($529.9K/$1.1B)
VERTEX PHARMACEUTICALS INC / MA
Shares:1.1K
Value:$520.5K
% of Portfolio:0.0% ($520.5K/$1.1B)
Trane Technologies plc
Shares:1.5K
Value:$502.1K
% of Portfolio:0.0% ($502.1K/$1.1B)
46435G425
Shares:4.1K
Value:$499.5K
% of Portfolio:0.0% ($499.5K/$1.1B)
KINDER MORGAN, INC.
Shares:17.4K
Value:$497.3K
% of Portfolio:0.0% ($497.3K/$1.1B)
AUTOMATIC DATA PROCESSING INC
Shares:1.6K
Value:$493.6K
% of Portfolio:0.0% ($493.6K/$1.1B)
COMCAST CORP
Shares:13.0K
Value:$481.4K
% of Portfolio:0.0% ($481.4K/$1.1B)
CAPITAL ONE FINANCIAL CORP
Shares:2.6K
Value:$473.6K
% of Portfolio:0.0% ($473.6K/$1.1B)
46434G863
Shares:13.4K
Value:$467.4K
% of Portfolio:0.0% ($467.4K/$1.1B)
ASTRAZENECA PLC
Shares:6.2K
Value:$458.9K
% of Portfolio:0.0% ($458.9K/$1.1B)
AUTOZONE INC
Shares:116
Value:$442.4K
% of Portfolio:0.0% ($442.4K/$1.1B)
BOEING CO
Shares:2.5K
Value:$430.5K
% of Portfolio:0.0% ($430.5K/$1.1B)
TWILIO INC
Shares:4.4K
Value:$427.9K
% of Portfolio:0.0% ($427.9K/$1.1B)