Svb Wealth Llc

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Sean Casey - Compliance Officer
Location
Boston, MA
Holdings as of
December 31, 2022
Value $
$7.4B
Num holdings
1,044
Date filed
2/10/2023, 12:22 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included JPST, ICSH, SHV, IVV, and ITOT.
Previous filing
Q3 2022 - Nov 9, 2022
Filing 2022 Q4 compared to 2022 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Sean Casey Compliance Officer New York, New York 2/10/2023

Other Included Managers (4):

Num Name Location File Number
10 Pinnacle Associates Ltd New York, NY 028-01669
11 BlackRock Investment Management, LLC Wilmington, DE 028-12016
12 North American Management Corp Boston, MA 028-02686
13 River Road Asset Management, LLC Louisville, KY 028-11487