SVB WEALTH LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Kurt Sims - Manager, Compliance
Location
Boston, MA
Holdings as of
31 Mar 2025
Value $
$2.43B
Num holdings
1,516
Filing time
14 May 2025, 16:15:11 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included APP, AAPL, AMZN, AVGO, and IEFA.
Previous filing
Q4 2024 - 05 Feb 2025
Next filing
Q2 2025 - 14 Aug 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 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
Kurt Sims Manager, Compliance Maumelle, Arkansas 14 May 2025

Other Included Managers (2):

Num Name Location File Number
10 PINNACLE ASSOCIATES LTD New York, NY 028-01669
13 River Road Asset Management, LLC Louisville, KY 028-11487