$4.12 Billion is the total value of SVB WEALTH LLC's 663 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 41.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Buy | SPDR SER BARCLAYS 1-3 MONTH TBILL ETFetf | $767,377,000 | +0.8% | 8,374,733 | +0.5% | 18.63% | +34.4% |
| V | Buy | Visa | $49,902,000 | -13.1% | 309,724 | +1.3% | 1.21% | +15.9% |
| ABT | Buy | Abbott Laboratories | $45,466,000 | -6.7% | 576,171 | +2.7% | 1.10% | +24.5% |
| PFF | Buy | ISHARES TR PFD AND INCM SECetf | $44,757,000 | +3.7% | 1,405,668 | +22.5% | 1.09% | +38.3% |
| HD | Buy | HOME DEPOT INC COM | $43,522,000 | -13.7% | 233,101 | +0.9% | 1.06% | +15.0% |
| MRK | Buy | Merck | $40,706,000 | -14.0% | 529,070 | +1.7% | 0.99% | +14.8% |
| NEE | Buy | Nextera Energy | $37,371,000 | +1.0% | 155,313 | +1.7% | 0.91% | +34.8% |
| PG | Buy | Procter & Gamble | $36,671,000 | -10.7% | 333,371 | +1.4% | 0.89% | +19.1% |
| ACN | Buy | Accenture | $36,265,000 | -18.3% | 222,133 | +5.3% | 0.88% | +8.9% |
| ABBV | Buy | AbbVie | $33,562,000 | -11.4% | 440,500 | +2.9% | 0.82% | +18.1% |
| MDT | Buy | Medtronic | $29,250,000 | -20.2% | 324,352 | +0.4% | 0.71% | +6.4% |
| ADP | Buy | Automatic Data Proc | $27,558,000 | -15.8% | 201,626 | +5.0% | 0.67% | +12.2% |
| DIS | Buy | Walt Disney | $27,336,000 | -16.1% | 282,980 | +25.6% | 0.66% | +12.0% |
| HON | Buy | Honeywell International | $24,438,000 | -19.6% | 182,661 | +6.3% | 0.59% | +7.2% |
| FIS | Buy | Fidelity National Information | $24,059,000 | -2.4% | 197,788 | +11.6% | 0.58% | +30.1% |
| ICE | Buy | Intercontinental Exchange Grou | $21,944,000 | -4.6% | 271,753 | +9.3% | 0.53% | +27.2% |
| PEP | Buy | Pepsico | $21,425,000 | -0.6% | 178,395 | +13.2% | 0.52% | +32.7% |
| APD | Buy | Air Prod. & Chemical | $20,822,000 | -13.9% | 104,315 | +1.4% | 0.50% | +14.8% |
| RTN | Buy | Raytheon | $20,257,000 | -40.3% | 154,457 | +0.1% | 0.49% | -20.3% |
| ANTM | Buy | Anthem | $18,285,000 | +8.5% | 80,534 | +44.4% | 0.44% | +44.6% |
| BR | Buy | Broadridge Financial Solutions | $18,216,000 | -14.1% | 192,093 | +11.9% | 0.44% | +14.5% |
| MMC | Buy | Marsh & McLennan | $18,108,000 | -19.1% | 209,439 | +4.2% | 0.44% | +7.8% |
| CSCO | Buy | Cisco Systems | $18,095,000 | +19.3% | 460,311 | +45.6% | 0.44% | +59.1% |
| CMCSA | Buy | Comcast | $17,294,000 | -14.9% | 503,027 | +11.4% | 0.42% | +13.5% |
| CB | Buy | Chubb Limited | $15,971,000 | -25.2% | 142,998 | +4.3% | 0.39% | -0.3% |
| ADBE | Buy | Adobe Systems | $13,437,000 | -3.2% | 42,223 | +0.3% | 0.33% | +28.9% |
| BX | Buy | Blackstone Group | $12,706,000 | -0.8% | 278,834 | +21.8% | 0.31% | +32.2% |
| AMP | Buy | Ameriprise Financial | $11,752,000 | -36.2% | 114,675 | +3.7% | 0.28% | -14.9% |
| IWF | Buy | ISHARES TR RSSLL 1000 GRWTetf | $10,944,000 | +27.4% | 72,646 | +48.8% | 0.27% | +70.5% |
| SBUX | Buy | Starbucks | $10,744,000 | -19.0% | 163,434 | +8.3% | 0.26% | +7.9% |
| SYY | Buy | Sysco | $10,396,000 | -41.1% | 227,824 | +10.5% | 0.25% | -21.5% |
| D | Buy | Dominion Resources | $9,892,000 | -6.0% | 137,024 | +7.9% | 0.24% | +25.7% |
| TXG | New | 10x Genomics Inc Ordinary Shar | $8,725,000 | – | 140,000 | +100.0% | 0.21% | – |
| QUAL | Buy | iShares Tr Msci Usa Qlt Facetf | $8,265,000 | +229.8% | 101,985 | +311.0% | 0.20% | +337.0% |
| VT | Buy | VANGUARD TOTAL WORLD STOCK INDetf | $7,988,000 | -22.4% | 127,195 | +0.1% | 0.19% | +3.7% |
| POOL | New | Pool | $7,863,000 | – | 39,958 | +100.0% | 0.19% | – |
| UPS | Buy | United Parcel Service | $7,671,000 | +734.7% | 82,109 | +946.0% | 0.19% | +994.1% |
| IQLT | Buy | iShares Edge MSCI Intl Qualityetf | $6,597,000 | +191.4% | 255,197 | +264.0% | 0.16% | +290.2% |
| VSS | New | Vanguard FTSE All-World x-US Setf | $5,981,000 | – | 76,437 | +100.0% | 0.14% | – |
| GLD | Buy | SPDR GOLD TR GOLD SHSetf | $5,791,000 | +3.7% | 39,113 | +0.1% | 0.14% | +38.2% |
| XT | New | ISHARES EXPONENTIAL TECHNOLOGIetf | $5,196,000 | – | 145,913 | +100.0% | 0.13% | – |
| ANET | New | Arista Networks, Inc. | $5,063,000 | – | 24,995 | +100.0% | 0.12% | – |
| MINT | Buy | PIMCO ETF TR ENHAN SHRT MATetf | $4,912,000 | +30.4% | 49,628 | +33.8% | 0.12% | +72.5% |
| HYMB | New | SPDR Nuveen S&P High Yield Munetf | $4,918,000 | – | 89,868 | +100.0% | 0.12% | – |
| MA | Buy | Mastercard | $4,704,000 | -15.5% | 19,475 | +4.5% | 0.11% | +12.9% |
| VB | Buy | Vanguard Small Cap VIPERSetf | $4,505,000 | -11.1% | 39,026 | +27.6% | 0.11% | +18.5% |
| BRMK | Buy | Broadmark Realty Capital Inc | $4,412,000 | -28.4% | 586,764 | +21.4% | 0.11% | -4.5% |
| XLV | Buy | SPDR Health Care Sectoretf | $4,313,000 | -5.6% | 48,685 | +8.5% | 0.10% | +26.5% |
| EPP | Buy | iShares MSCI Pacific Ex-Japanetf | $3,937,000 | +368.7% | 116,093 | +539.7% | 0.10% | +540.0% |
| LQD | Buy | iShares iBoxx Invest Grade Coretf | $3,865,000 | +189.3% | 31,291 | +199.6% | 0.09% | +291.7% |
| EWU | Buy | iShares MSCI United Kingdom ETetf | $3,633,000 | +291.1% | 152,123 | +458.4% | 0.09% | +417.6% |
| VHT | Buy | Vanguard Health Care ETFetf | $3,353,000 | +789.4% | 20,186 | +925.2% | 0.08% | +1057.1% |
| GUNR | New | FLEXSHARES GLOBAL UPSTREAM Netf | $3,140,000 | – | 139,353 | +100.0% | 0.08% | – |
| XLU | Buy | SPDR Utilities Sectoretf | $3,026,000 | -7.5% | 54,606 | +7.8% | 0.07% | +21.7% |
| LLY | Buy | Eli Lilly | $3,024,000 | +10.2% | 21,800 | +4.4% | 0.07% | +46.0% |
| XLK | Buy | SPDR Technology Sectoretf | $2,891,000 | -11.6% | 35,966 | +0.8% | 0.07% | +16.7% |
| BABA | Buy | Alibaba | $2,795,000 | +20.5% | 14,370 | +31.4% | 0.07% | +61.9% |
| XLE | Buy | SPDR Energy Sectoretf | $2,681,000 | +501.1% | 92,258 | +1141.7% | 0.06% | +712.5% |
| OEF | Buy | iShares Tr S&P 100 Indexfundetf | $2,678,000 | +29.9% | 22,574 | +57.7% | 0.06% | +71.1% |
| KXI | Buy | iShares Global Consumer Stapleetf | $2,536,000 | +214.6% | 53,052 | +265.0% | 0.06% | +313.3% |
| MCHI | Buy | iShares MSCI China ETFetf | $2,061,000 | +76.8% | 35,997 | +97.9% | 0.05% | +138.1% |
| NSRGY | Buy | Nestle | $2,024,000 | +6.6% | 19,659 | +12.2% | 0.05% | +40.0% |
| NOC | Buy | Northrup Grumman | $1,979,000 | +0.5% | 6,542 | +14.3% | 0.05% | +33.3% |
| RSP | Buy | POWERSHARES EXCHANGE TRADED FD S&P 500 PORTFetf | $1,533,000 | -25.0% | 18,258 | +3.4% | 0.04% | 0.0% |
| DOV | Buy | Dover | $1,469,000 | -26.0% | 17,500 | +1.7% | 0.04% | 0.0% |
| TSLA | Buy | Tesla Motors | $1,480,000 | +330.2% | 2,825 | +243.3% | 0.04% | +500.0% |
| HYG | Buy | iShares iBoxx High Yield Corpetf | $1,179,000 | +146.7% | 15,295 | +181.5% | 0.03% | +222.2% |
| HOLX | Buy | Hologic | $1,181,000 | -32.8% | 33,653 | +0.0% | 0.03% | -9.4% |
| YUMC | Buy | Yum China | $1,213,000 | -9.5% | 28,452 | +2.0% | 0.03% | +20.8% |
| PYPL | Buy | PayPal | $1,171,000 | -7.4% | 12,232 | +4.7% | 0.03% | +21.7% |
| CI | Buy | Cigna Corp | $1,158,000 | -13.1% | 6,533 | +0.2% | 0.03% | +16.7% |
| TT | New | Trane Technologies | $1,113,000 | – | 13,479 | +100.0% | 0.03% | – |
| ABC | Buy | Amerisourcebergen Corp | $990,000 | +9.8% | 11,183 | +5.4% | 0.02% | +50.0% |
| NVS | Buy | Novartis | $928,000 | +2.7% | 11,256 | +18.0% | 0.02% | +43.8% |
| ALL | Buy | Allstate | $897,000 | +3.5% | 9,780 | +26.8% | 0.02% | +37.5% |
| LOW | Buy | Lowes | $923,000 | -22.0% | 10,723 | +8.5% | 0.02% | 0.0% |
| Buy | Muscle Pharm Corp | $843,000 | -1.2% | 3,648,355 | +2.6% | 0.02% | +25.0% | |
| MTEM | Buy | Molecular Templates | $824,000 | +47.4% | 62,000 | +55.0% | 0.02% | +100.0% |
| AEP | Buy | American Electric Power | $831,000 | -8.0% | 10,392 | +8.8% | 0.02% | +25.0% |
| XLI | Buy | SPDR Industrial Sectoretf | $782,000 | +17.9% | 13,250 | +62.9% | 0.02% | +58.3% |
| CAT | Buy | Caterpillar | $735,000 | -19.0% | 6,331 | +3.1% | 0.02% | +5.9% |
| A | Buy | Agilent Technologies | $722,000 | -16.0% | 10,087 | +0.1% | 0.02% | +12.5% |
| XYL | Buy | Xylem Inc | $691,000 | +37.4% | 10,616 | +66.2% | 0.02% | +88.9% |
| MS | Buy | Morgan Stanley | $680,000 | +13.7% | 20,000 | +71.1% | 0.02% | +54.5% |
| DLR | Buy | Digital Realty Trust REIT | $678,000 | +20.6% | 4,880 | +4.0% | 0.02% | +60.0% |
| VNQI | Buy | Vanguard Glbl Ex-US Real Estetf | $660,000 | +116.4% | 15,380 | +197.8% | 0.02% | +166.7% |
| COF | Buy | Capital One Financial | $641,000 | -46.7% | 12,713 | +8.9% | 0.02% | -27.3% |
| RHHBY | Buy | Roche Holdings | $670,000 | +65.0% | 16,534 | +64.8% | 0.02% | +128.6% |
| JD | Buy | JD.com | $627,000 | +20.6% | 15,481 | +4.9% | 0.02% | +66.7% |
| ATVI | New | Activision Blizzard | $570,000 | – | 9,584 | +100.0% | 0.01% | – |
| NOW | Buy | ServiceNow, Inc | $591,000 | +67.4% | 2,063 | +64.8% | 0.01% | +133.3% |
| TSM | Buy | Taiwan Semiconductor | $592,000 | +27.0% | 12,397 | +54.5% | 0.01% | +75.0% |
| BOND | New | Pimco Total Return ETFetf | $573,000 | – | 5,400 | +100.0% | 0.01% | – |
| FTV | Buy | Fortive Corp | $524,000 | -10.7% | 9,494 | +23.7% | 0.01% | +18.2% |
| AEM | New | Agnico Eagle Mines | $478,000 | – | 12,012 | +100.0% | 0.01% | – |
| GSK | Buy | GlaxoSmithKline | $510,000 | -16.4% | 13,458 | +3.6% | 0.01% | +9.1% |
| BIIB | New | Biogen | $496,000 | – | 1,568 | +100.0% | 0.01% | – |
| SOXX | Buy | iShares PHLX SOX SEMICONDUCTORetf | $443,000 | +5.5% | 2,157 | +28.9% | 0.01% | +37.5% |
| STZ | Buy | Constellation Brands | $442,000 | +25.6% | 3,085 | +66.3% | 0.01% | +83.3% |
| LRCX | Buy | Lam Research Corp Com | $455,000 | +67.9% | 1,895 | +104.9% | 0.01% | +120.0% |
| MU | Buy | Micron Technology | $444,000 | +35.4% | 10,560 | +73.0% | 0.01% | +83.3% |
| SONY | Buy | Sony Corp ADR | $405,000 | +70.9% | 6,851 | +95.9% | 0.01% | +150.0% |
| MNST | Buy | Monster Beverage | $424,000 | -5.4% | 7,531 | +6.9% | 0.01% | +25.0% |
| EFG | Buy | iShares MSCI EAFE Growthetf | $395,000 | -6.4% | 5,556 | +13.8% | 0.01% | +25.0% |
| WPM | Buy | Wheaton Precious Metals | $386,000 | -7.4% | 14,009 | +0.1% | 0.01% | +12.5% |
| TWLO | New | Twilio Inc. | $388,000 | – | 4,336 | +100.0% | 0.01% | – |
| ARCC | Buy | Ares Capital | $377,000 | -19.1% | 35,000 | +40.0% | 0.01% | +12.5% |
| TCEHY | Buy | Tencent Holdings Ltd Uns ADR | $363,000 | +19.8% | 7,393 | +17.6% | 0.01% | +50.0% |
| CTAS | Buy | Cintas Corp Com | $383,000 | -35.1% | 2,212 | +0.9% | 0.01% | -18.2% |
| CAH | Buy | Cardinal Health | $364,000 | +32.8% | 7,595 | +40.0% | 0.01% | +80.0% |
| FINX | Buy | Global X FinTechetf | $372,000 | -20.2% | 15,400 | +0.3% | 0.01% | +12.5% |
| CHTR | Buy | Charter Communications | $310,000 | -4.6% | 711 | +6.3% | 0.01% | +33.3% |
| KWEB | Buy | KraneShares CSI China Internetetf | $327,000 | +14.7% | 7,224 | +23.5% | 0.01% | +60.0% |
| CNI | New | Canadian Natl Railway Company | $312,000 | – | 4,018 | +100.0% | 0.01% | – |
| DHI | Buy | D.R. Horton | $330,000 | -34.0% | 9,692 | +2.2% | 0.01% | -11.1% |
| HIG | Buy | Hartford Financial | $334,000 | -8.7% | 9,467 | +57.1% | 0.01% | +14.3% |
| SAP | Buy | SAP AG | $349,000 | +61.6% | 3,154 | +95.4% | 0.01% | +100.0% |
| LYB | Buy | LyondellBasell Ind | $338,000 | -41.1% | 6,807 | +12.1% | 0.01% | -20.0% |
| AAGIY | Buy | AIA Group Ltd-Sp ADR | $301,000 | +0.7% | 8,360 | +17.3% | 0.01% | +40.0% |
| PNGAY | Buy | Ping An Ins Group Co China Spo | $274,000 | -2.8% | 13,918 | +16.7% | 0.01% | +40.0% |
| ADRNY | New | Koninklijke Ahold Delhaize | $300,000 | – | 12,821 | +100.0% | 0.01% | – |
| MCO | Buy | Moodys Corp | $273,000 | -3.5% | 1,292 | +8.5% | 0.01% | +40.0% |
| MYL | New | Mylan N.V. | $305,000 | – | 20,424 | +100.0% | 0.01% | – |
| FUJIY | New | Fujifilm Hldgs | $267,000 | – | 5,341 | +100.0% | 0.01% | – |
| ALIZY | New | Allianz SE | $233,000 | – | 13,753 | +100.0% | 0.01% | – |
| AAPL | New | Apple 07/20 $260 Putput | $261,000 | – | 100 | +100.0% | 0.01% | – |
| AZN | Buy | AstraZeneca PLC | $249,000 | +7.8% | 5,573 | +20.5% | 0.01% | +50.0% |
| BIDU | Buy | Baidu ADR | $236,000 | -4.5% | 2,336 | +19.7% | 0.01% | +50.0% |
| CDK | Buy | CDK Global | $255,000 | -39.0% | 7,761 | +1.5% | 0.01% | -25.0% |
| IR | New | Ingersoll Rand Plc | $248,000 | – | 10,004 | +100.0% | 0.01% | – |
| IX | New | Orix Corp Sponsored ADR | $229,000 | – | 3,874 | +100.0% | 0.01% | – |
| RDSA | Buy | Royal Dutch Shell A | $245,000 | -22.0% | 7,027 | +32.2% | 0.01% | 0.0% |
| SNY | New | Sanofi ADR | $229,000 | – | 5,226 | +100.0% | 0.01% | – |
| LUV | New | Southwest Airlines | $245,000 | – | 6,868 | +100.0% | 0.01% | – |
| TRI | Buy | Thomson Reuters | $238,000 | -4.8% | 3,507 | +0.6% | 0.01% | +20.0% |
| VYM | Buy | Vanguard Whitehall Fdshigh Divetf | $246,000 | -14.3% | 3,483 | +13.5% | 0.01% | +20.0% |
| ZS | New | Zscaler | $243,000 | – | 4,000 | +100.0% | 0.01% | – |
| UN | New | Unilever NV | $218,000 | – | 4,475 | +100.0% | 0.01% | – |
| VOD | New | Vodafone | $188,000 | – | 13,650 | +100.0% | 0.01% | – |
| REGN | New | Regeneron Pharmaceuticals | $218,000 | – | 447 | +100.0% | 0.01% | – |
| CHEF | New | CHEFS WHSE INC COM | $194,000 | – | 19,272 | +100.0% | 0.01% | – |
| BAYRY | New | Bayer AG | $169,000 | – | 11,663 | +100.0% | 0.00% | – |
| NMR | New | Nomura Holdings Inc. ADR | $146,000 | – | 34,114 | +100.0% | 0.00% | – |
| DTEGY | Buy | Deutsche Telekom AG | $156,000 | -17.9% | 12,079 | +4.1% | 0.00% | +33.3% |
| DANOY | New | Danone | $137,000 | – | 10,746 | +100.0% | 0.00% | – |
| AMX | New | America Movil | $127,000 | – | 10,784 | +100.0% | 0.00% | – |
| NGLOY | New | Anglo American PLC ADR | $124,000 | – | 14,009 | +100.0% | 0.00% | – |
| FUJHY | New | Fuji Heavy Industries | $124,000 | – | 13,216 | +100.0% | 0.00% | – |
| HEFA | New | ISHARES TR HDG MSCI EAFEetf | $116,000 | – | 4,810 | +100.0% | 0.00% | – |
| SIVR | New | Aberdeen Standard Physical Siletf | $139,000 | – | 10,285 | +100.0% | 0.00% | – |
| MFC | New | Manulife Financial | $134,000 | – | 10,650 | +100.0% | 0.00% | – |
| RCRUY | Buy | Recruit Holdings | $67,000 | -18.3% | 12,944 | +18.8% | 0.00% | +100.0% |
| TEF | New | Telefonica SA | $94,000 | – | 20,610 | +100.0% | 0.00% | – |
| ENLAY | New | Enel Societa Per Azioni Adr | $77,000 | – | 11,002 | +100.0% | 0.00% | – |
| KT | New | KT Corportation | $88,000 | – | 11,340 | +100.0% | 0.00% | – |
| SMFG | New | Sumitomo Mitsui Sponsored ADR | $95,000 | – | 19,928 | +100.0% | 0.00% | – |
| GLDM | New | WORLD GOLD TR SPDR GLD MINISetf | $94,000 | – | 5,995 | +100.0% | 0.00% | – |
| KBA | New | KRANESHARES TR BOSERA MSCI CHetf | $88,000 | – | 3,000 | +100.0% | 0.00% | – |
| UMC | New | United Microelectronics | $93,000 | – | 43,070 | +100.0% | 0.00% | – |
| CFRUY | Buy | COMPAGNIE FINANCIERE RICHEMONT | $85,000 | -10.5% | 15,772 | +29.8% | 0.00% | 0.0% |
| MFG | New | Mizuho Financial Group | $26,000 | – | 11,365 | +100.0% | 0.00% | – |
| F | New | Ford Motor | $58,000 | – | 11,954 | +100.0% | 0.00% | – |
| NRGX | Buy | PIMCO ENRGY TACTICAL CR OPP COM SHS BEN INTetf | $29,000 | -67.0% | 5,456 | +2.3% | 0.00% | -50.0% |
| VEON | New | csusveon | $24,000 | – | 16,012 | +100.0% | 0.00% | – |
| MHTX | Buy | Manhattan Scientifics Inc | $7,000 | 0.0% | 645,000 | +1.6% | 0.00% | – |
| LVHD | Buy | LEGG MASON ETF INVESTMENT TRL VOL H DIV ETetf | $14,000 | +133.3% | 582 | +225.1% | 0.00% | – |
| EFAV | Buy | ISHARES TR EAFE MIN VOL Eetf | $8,000 | +166.7% | 132 | +247.4% | 0.00% | – |
| SPHD | Buy | INVESCO S&P 500 HIGH DIV/LOW VOLATILITYetf | $8,000 | +100.0% | 294 | +226.7% | 0.00% | – |
| MGC | New | VANGUARD WORLD FD MEGA CAP INDEXetf | $9,000 | – | 103 | +100.0% | 0.00% | – |
| GER | New | GOLDMAN SACHS MLP ENERGY RENetf | $7,000 | – | 10,300 | +100.0% | 0.00% | – |
| XHB | New | SPDR SERIES TRUST S&P HOMEBUILDetf | $4,000 | – | 165 | +100.0% | 0.00% | – |
| NANR | Buy | SPDR INDEX SHS FDS S&P NORTH AMERetf | $6,000 | +100.0% | 294 | +209.5% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 36 | Q3 2023 | 7.1% |
| MICROSOFT CORP COM | 36 | Q3 2023 | 4.1% |
| JPMORGAN CHASE & CO COM | 36 | Q3 2023 | 2.9% |
| HOME DEPOT INC COM | 36 | Q3 2023 | 2.0% |
| AMAZON COM INC COM | 36 | Q3 2023 | 2.2% |
| MERCK &CO. INC COM | 36 | Q3 2023 | 1.8% |
| ABBVIE INC COM USD0.01 | 36 | Q3 2023 | 1.7% |
| ABBOTT LABS COM | 36 | Q3 2023 | 1.8% |
| VISA INC COM CL A | 36 | Q3 2023 | 2.0% |
| BERKSHIRE HATHAWAY INC-CL A | 36 | Q3 2023 | 3.4% |
View SVB WEALTH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-15 |
View SVB WEALTH LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.