SVB WEALTH LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Alisha Gettys - Compliance Officer
Location
Boston, MA
Holdings as of
31 Dec 2024
Value $
$5.35B
Num holdings
749
Filing time
05 Feb 2025, 12:09:38 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included APP, AAPL, MSFT, IWY, and AVGO.
Previous filing
Q3 2024 - 18 Oct 2024
Next filing
Q1 2025 - 14 May 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 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
Alisha Gettys Compliance Officer Concord, North Carolina 05 Feb 2025

Other Included Managers (3):

Num Name Location File Number
10 PINNACLE ASSOCIATES LTD New York, NY 028-01669
12 NORTH AMERICAN MANAGEMENT CORP Boston, MA 028-02686
13 River Road Asset Management, LLC Louisville, KY 028-11487