Filer Name: SVB WEALTH LLC
CIK: 1626116
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 758
Portfolio Value: $5.35B

Svb Wealth Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
03831w108 - APPLOVIN CORPORATION CLASS A C 5,502,645 $1,782M 33.29% 100.0% -
AAPL US APPLE INC 1,604,869 $402M 7.51% 54880.1% -
MSFT US MICROSOFT CORP 331,078 $140M 2.61% 100.0% -
IWY US ISHARES RUSSELL TOP 200 GROW 459,585 $108M 2.02% 243.1% -
11135f101 - BROADCOM LTD SHS 435,478 $101M 1.89% 100.0% -
AGG US ISHARES CORE U.S. AGGREGATE 1,020,473 $99M 1.85% 398.9% -
IVV US ISHARES CORE S&P 500 ETF 139,846 $82M 1.54% 18926.7% -
AMZN US AMAZON.COM INC 352,133 $77M 1.44% 100.0% -
46432f842 - ISHARES TR CORE MSCI EAFE 851,638 $60M 1.12% 346.8% -
IWX US ISHARES RUSSELL TOP 200 VALU 717,934 $57M 1.06% 202.0% -
46625h100 - JP MORGAN CHASE & CO 217,752 $52M 0.98% 100.0% -
78462f103 - SPDR S&P 500 ETF TR 83,723 $49M 0.92% 100.0% -
02079k305 - ALPHABET INC- A 255,890 $48M 0.91% 100.0% -
67066g104 - NVIDIA CORP COM 364,542 $49M 0.91% 100.0% -
00287y109 - ABBVIE INC 257,532 $46M 0.86% 100.0% -
IWS US ISHARES RUSSELL MID-CAP VALU 298,260 $39M 0.72% 391.2% -
02079k107 - ALPHABET INC CAP STK CL C 196,676 $37M 0.70% 100.0% -
HD US HOME DEPOT INC 92,940 $36M 0.68% 100.0% -
VOO US VANGUARD S&P 500 ETF 63,585 $34M 0.64% 100.0% -
30303m102 - META PLATFORMS INC CLASS A COM 54,415 $32M 0.60% 100.0% -
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