SVB WEALTH LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$118M
Signature - Title
Alisha Gettys - Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by SVB WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SVB WEALTH LLC reported 19 stock holdings with total value $118M as of Q3 2024. Top holdings included IWY, AGG, IWX, IEFA, and IWS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 19 $118M $0 -$3.99B -$3.99B IWY, AGG, IWX, IEFA, IWS 13F-HR 10/18/2024, 11:45 AM
Q2 2024 746 $4.04B +$129M -$677M -$548M APP, AAPL, MSFT, IVV, AVGO 13F-HR 8/6/2024, 10:35 AM
Q1 2024 856 $4.49B +$455M -$482M -$27.2M APP, AAPL, MSFT, IVV, AMZN 13F-HR 5/15/2024, 04:34 PM
Q4 2023 878 $4.11B +$385M -$1.26B -$873M APP, AAPL, MSFT, IVV, SPY 13F-HR 1/30/2024, 02:00 PM
Q3 2023 863 $4.55B +$58.9M -$1.02B -$964M AAPL, APP, SHV, IVV, MSFT 13F-HR 10/23/2023, 02:25 PM
Q2 2023 927 $5.53B +$41.2M -$2.21B -$2.17B AAPL, APP, IVV, SHV, IWF 13F-HR 7/24/2023, 02:31 PM
Q1 2023 1,006 $7.16B +$384M -$1.01B -$622M AAPL, SHV, IVV, JPST, ICSH 13F-HR 5/12/2023, 05:23 PM
Q4 2022 1,044 $7.4B +$450M -$306M +$144M JPST, ICSH, SHV, IVV, ITOT 13F-HR 2/10/2023, 12:22 PM
Q3 2022 1,005 $6.85B +$1.11B -$402M +$709M JPST, ICSH, AAPL, IVV, ITOT 13F-HR 11/9/2022, 03:59 PM
Q2 2022 770 $6.5B +$529M -$444M +$84.9M SGOV, JPST, ICSH, ITOT, AAPL 13F-HR 8/15/2022, 06:25 PM
Q1 2022 821 $7.44B +$1.94B -$243M +$1.7B IVV, ITOT, AAPL, IWF, JPST 13F-HR 5/13/2022, 04:29 PM
Q4 2021 813 $6.1B +$205M -$2.51B -$2.3B ITOT, IWF, IVV, AAPL, MSFT 13F-HR 2/15/2022, 10:33 AM
Q3 2021 1,009 $7.78B +$247M -$318M -$70.5M SGOV, ITOT, IWF, JPST, ICSH 13F-HR 11/9/2021, 08:52 AM
Q2 2021 1,000 $7.89B +$541M -$250M +$291M SGOV, ITOT, IWF, ICSH, JPST 13F-HR 8/13/2021, 10:47 AM
Q1 2021 940 $7.18B +$579M -$459M +$120M SGOV, IWF, ITOT, ICSH, JPST 13F-HR 5/11/2021, 03:21 PM
Q4 2020 876 $6.81B +$406M -$194M +$212M SGOV, IWF, ITOT, AAPL, IVV 13F-HR 2/10/2021, 12:32 PM
Q3 2020 793 $6.06B +$607M -$114M +$493M SGOV, IWF, ITOT, AAPL, IVV 13F-HR 11/10/2020, 12:00 PM
Q2 2020 639 $5.38B +$2.09B -$1.46B +$624M SGOV, IWF, ITOT, IVV, SPY 13F-HR 8/5/2020, 12:57 PM
Q1 2020 588 $4.12B +$158M -$532M -$374M BIL, ITOT, IWD, SPY, AAPL 13F-HR 5/11/2020, 12:32 PM
Q4 2019 656 $5.49B +$261M -$149M +$112M BIL, ITOT, IWD, IVV, SPY 13F-HR 2/13/2020, 01:58 PM
Q3 2019 509 $5.02B +$2.18B -$166M +$2.01B BIL, ITOT, IWD, IVV, SPY 13F-HR 11/1/2019, 12:26 PM
Q2 2019 519 $2.98B +$539M -$183M +$356M AAPL, MSFT, BRKA, JPM, IVV 13F-HR 7/10/2019, 10:06 AM
Q1 2019 396 $2.53B +$173M -$259M -$85.7M AAPL, MSFT, BRKA, JPM, AMZN 13F-HR 5/14/2019, 12:45 PM
Q4 2018 429 $2.34B +$142M -$225M -$83.8M AAPL, MSFT, BRKA, JPM, GLNG 13F-HR 2/14/2019, 02:54 PM
Q3 2018 471 $2.83B +$131M -$103M +$28.3M AAPL, MSFT, JPM, GLNG, AMZN 13F-HR 11/13/2018, 09:38 AM
Q2 2018 445 $2.61B +$185M -$243M -$58.2M AAPL, MSFT, GLNG, JPM, AMZN 13F-HR 8/14/2018, 10:02 AM
Q1 2018 454 $2.61B +$143M -$142M +$1.29M AAPL, MSFT, JPM, HD, BRKA 13F-HR 5/11/2018, 04:08 PM
Q4 2017 477 $2.66B +$65.1M -$152M -$87.3M AAPL, MSFT, JPM, HD, V 13F-HR 2/13/2018, 09:52 AM
Q3 2017 465 $2.6B +$104M -$132M -$28.3M AAPL, MSFT, JPM, HD, MRK 13F-HR 11/13/2017, 09:31 AM
Q2 2017 474 $2.54B +$109M -$136M -$26.4M AAPL, MSFT, JPM, GE, HD 13F-HR 8/4/2017, 04:52 PM
Q1 2017 488 $2.51B +$99.6M -$134M -$34.7M AAPL, MSFT, JPM, GE, MRK 13F-HR 5/11/2017, 10:25 AM
Q4 2016 490 $2.42B +$115M -$217M -$102M AAPL, JPM, GE, MSFT, XOM 13F-HR 2/15/2017, 08:38 AM
Q3 2016 517 $2.46B +$91.8M -$153M -$60.7M AAPL, MSFT, GE, JPM, MRK Restatement 11/15/2016, 10:37 AM
Q2 2016 506 $2.45B +$122M -$164M -$42M AAPL, GE, MSFT, JPM, XOM 13F-HR 8/1/2016, 09:47 AM
Q1 2016 516 $2.46B +$142M -$227M -$84.9M AAPL, GE, MSFT, JPM, XOM 13F-HR 5/13/2016, 09:55 AM
Q4 2015 534 $2.53B +$101M -$277M -$176M AAPL, GE, JPM, MSFT, HD 13F-HR 2/12/2016, 03:50 PM
Q3 2015 542 $2.57B +$191M -$374M -$183M AAPL, GE, JPM, MSFT, SBUX 13F-HR 11/12/2015, 01:02 PM
Q2 2015 550 $3B +$144M -$190M -$45.7M AAPL, GE, JPM, MSFT, UTX 13F-HR 8/13/2015, 11:30 AM
Q1 2015 553 $3.09B +$182M -$197M -$15.3M AAPL, GE, JPM, UTX, XOM 13F-HR 5/12/2015, 01:35 PM
Q4 2014 538 $3.09B $0 $0 AAPL, GE, JPM, MSFT, XOM 13F-HR 2/10/2015, 10:42 AM