SVB WEALTH LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$4.5T

Holdings

867

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (867 positions)

StockValue
SPDR ICE PREFERRED SECURITIES
$779K
FHLCFidelity MSCI Health Care Inde
$778K
DEDEERE & CO
$778K
TAT&T INC COM USD1
$775K
CFGCITIZENS FINL GROUP INC COM
$774K
GPCGENUINE PARTS CO COM USD1.00
$763K
KLACKLA CORP COM NEW
$756K
ADSKAUTODESK INC
$754K
AFLAFLAC INC COM USD0.10
$751K
AEPAMERICAN ELEC PWR CO INC COM
$750K
METMETLIFE INC COM USD0.01
$750K
BHPBHP GROUP LTD SPON ADS EACH RE
$741K
PHPARKER-HANNIFIN CORP COM
$738K
CITCINTAS CORP
$733K
CBRECBRE GROUP INC COM USD0.01 CLA
$729K
LVSLAS VEGAS SANDS CORP COM USD0.
$711K
DEODIAGEO ADR EACH REPR 4 ORD GBX
$705K
ROPROPER TECHNOLOGIES INC
$704K
OCOWENS CORNING COM USD0.01
$703K
AIGAMERICAN INTERNATIONAL GROUP
$703K
IFFINTERNATIONAL FLAVORS &FRAGRAN
$702K
CHDCHURCH &DWIGHT CO INC COM
$699K
IJHISHARES CORE S&P MID-CAP ETF
$692K
CNRCANADIAN NATL RY CO COM
$689K
PLTRPalantir Technologies Inc
$687K
CPRTCOPART INC COM USD0.0001
$684K
FASTFASTENAL COM STK USD0.01
$679K
LENLENNAR CORP COM USD0.10 CLASS
$674K
GDGENERAL DYNAMICS CORP
$667K
NXPINXP Semiconductors NV
$662K
NRANRG ENERGY INC
$655K
RPMRPM INTERNATIONAL INC
$653K
FNCLFidelity MSCI Financials Index
$649K
XRAYDENTSPLY SIRONA INC COM
$647K
AYIACUITY BRANDS INC
$642K
IWVISHARES RUSSELL 3000 INDEX FUN
$641K
APOAPOLLO GLOBAL MGMT INC COM
$628K
TOELYTOKYO ELECTRON LTD F SPONSORED
$625K
VXFVANGUARD EXTENDED MARKET ETF
$623K
FTVFORTIVE CORP COM
$621K
YUMCYUM CHINA HOLDINGS INC SHS
$618K
APHAMPHENOL CORP CLASS A COM USD0
$617K
TQQQProShares UltraPro QQQ
$616K
SNPSSYNOPSYS INC
$609K
HESS CORPORATION COM USD1.00
$606K
DVNDEVON ENERGY CORP NEW
$605K
VOEVanguard Mid-Cap Value Index F
$600K
CORCENCORA INC COM
$598K
IVEISHARES S&P 500 VALUE ETF
$596K
VBKVANGUARD SMALL CAP GROWTH ETF
$594K
WBAWALGREENS BOOTS ALLIANCE INC
$592K
BBVABANCO BILBAO VIZCAYA S A ADR S
$588K
GWWGRAINGER W W INC COM USD0.50
$588K
TWLOTWILIO INC CL A
$588K
EWEDWARDS LIFESCIENCES CORP
$586K
STXSEAGATE TECHNOLOGY HLDGS PUB L
$584K
XLFISELECT SECTOR SPDR TR ENERGY
$584K
DOCHEALTHPEAK PROPERTIES INC COM
$583K
FIDUFidelity MSCI Industrials Inde
$582K
ROKURoku Inc
$580K
NEMNEWMONT CORP COM ISIN #US65163
$573K
SHWSHERWIN-WILLIAMS CO
$571K
CMWAYCOMMONWEALTH BANK OF AUSTRALIA
$567K
GNTXGentex Corp
$563K
HPEHEWLETT PACKARD ENTERPRISE CO
$561K
TIPISHARES TIPS BOND E
$557K
UBSUBS GROUP AG
$542K
ODFLOLD DOMINION FREIGHT LINE INC
$541K
PHMPULTE GROUP INC COM USD0.01
$537K
GEHCGE HEALTHCARE TECHNOLOGIES INC
$534K
FANGDIAMONDBACK ENERGY INC COM USD
$534K
EWKiShares MSCI USA Min Vol Facto
$532K
RHHBYROCHE HOLDINGS ADR
$531K
FCXFREEPORT-MCMORAN INC COM USD0.
$530K
SYNCHRONY FINANCIAL COM
$529K
SONYSONY GROUP CORPORATION SPON AD
$527K
AGQProShares Ultra S&P 500
$524K
FIDELITY NATL INFORMATION SERV
$518K
AWCAMERICAN WATER WORKS COMPANY I
$514K
SPDR PORTFOLIO HIGH YIELD BOND
$514K
Agnc Inv Corp
$509K
NMFCNew Mountain Finance Corp
$507K
EWKiShares MSCI Emerging Markets
$505K
ROSTROSS STORES INC
$505K
USBUS BANCORP
$502K
HERMES INTERNATIONAL SA ADR
$501K
BNP Paribas
$498K
ETEnergy Transfer LP
$498K
GSKGSK PLC SPON ADS EACH REP 2 OR
$497K
LRLCYL OREAL UNSPON ADR EACH REP 0.
$492K
NABZYNATIONAL AUSTRALIA BANK ORD
$491K
PCARPACCAR INC COM USD1.00
$489K
SNYSANOFI SPONSORED ADR CMN
$488K
ALIZYALLIANZ SE UNSPON ADS EACH REP
$487K
FDXFEDEX CORP COM USD0.10
$484K
IJKiShares S&P Mid-Cap 400 Growth
$480K
CEGCONSTELLATION ENERGY CORP COM
$478K
MARMARRIOTT INTERNATIONAL INC
$477K
SOXXISHARES TR ISHARES SEMICDTR
$477K
EPDENTERPRISE PRODS PARTNERS L P
$477K
PreviousPage 5 of 10Next