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:
Search and click to pin securities to the top
Page 5 of 76
SHOPIFY INC.
Shares:4.3K
Value:$411.2K
% of Portfolio:0.0% ($411.2K/$1.1B)
ASML HOLDING NV
Shares:614
Value:$406.8K
% of Portfolio:0.0% ($406.8K/$1.1B)
AMERIPRISE FINANCIAL INC
Shares:840
Value:$406.7K
% of Portfolio:0.0% ($406.7K/$1.1B)
EXELON CORP
Shares:8.7K
Value:$401.0K
% of Portfolio:0.0% ($401.0K/$1.1B)
29287L106
Shares:6.1K
Value:$398.2K
% of Portfolio:0.0% ($398.2K/$1.1B)
46438R105
Shares:28.4K
Value:$393.1K
% of Portfolio:0.0% ($393.1K/$1.1B)
WELLTOWER INC.
Shares:2.6K
Value:$393.1K
% of Portfolio:0.0% ($393.1K/$1.1B)
78464A854
Shares:6.0K
Value:$392.4K
% of Portfolio:0.0% ($392.4K/$1.1B)
46432F388
Shares:3.6K
Value:$388.2K
% of Portfolio:0.0% ($388.2K/$1.1B)
03073E105
Shares:1.4K
Value:$385.7K
% of Portfolio:0.0% ($385.7K/$1.1B)
Prologis, Inc.
Shares:3.4K
Value:$385.2K
% of Portfolio:0.0% ($385.2K/$1.1B)
NOVARTIS AG
Shares:3.5K
Value:$384.7K
% of Portfolio:0.0% ($384.7K/$1.1B)
METLIFE INC
Shares:4.7K
Value:$381.0K
% of Portfolio:0.0% ($381.0K/$1.1B)
78463X202
Shares:7.0K
Value:$378.1K
% of Portfolio:0.0% ($378.1K/$1.1B)
Autodesk, Inc.
Shares:1.4K
Value:$367.3K
% of Portfolio:0.0% ($367.3K/$1.1B)
HCA Healthcare, Inc.
Shares:1.1K
Value:$363.9K
% of Portfolio:0.0% ($363.9K/$1.1B)
ROKU, INC
Shares:5.2K
Value:$363.1K
% of Portfolio:0.0% ($363.1K/$1.1B)
78463X541
Shares:6.8K
Value:$360.0K
% of Portfolio:0.0% ($360.0K/$1.1B)
AMERICAN TOWER CORP /MA/
Shares:1.6K
Value:$355.0K
% of Portfolio:0.0% ($355.0K/$1.1B)
TARGET CORP
Shares:3.3K
Value:$345.8K
% of Portfolio:0.0% ($345.8K/$1.1B)