SVB WEALTH LLC Q2 2022 Filing

Filed August 16, 2022

Portfolio Value

$6.5T

Holdings

768

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (768 positions)

#StockSharesValue% PortfolioType
101
KEYSKeysight Technologies Inc
76,724$10.6B0.16%
102
GPIGroup 1 Automotive Inc
62,006$10.5B0.16%
103
TYLTyler Technologies Inc
30,086$10.0B0.15%
104
ROKRockwell Automation Inc
49,506$9.9B0.15%
105
EAElectronic Arts Inc
80,878$9.8B0.15%
106
EOG Resources Inc
88,077$9.7B0.15%
107
CRMSalesforce Inc
58,425$9.6B0.15%
108
BMYBristol-Myers Squibb Co
125,057$9.6B0.15%
109
CVSCVS Health Corp
103,159$9.6B0.15%
110
RTXRaytheon Technologies Corp
94,229$9.1B0.14%
111
VNQVanguard Real Estate ETF
98,543$9.0B0.14%
112
QQQInvesco QQQ Trust
31,905$8.9B0.14%
113
LDURPIMCO Enhanced Short Maturity
87,490$8.7B0.13%
114
WMTWal-Mart Inc
70,581$8.6B0.13%
115
IWDiShares Russell 1000 Value ETF
57,285$8.3B0.13%
116
KOCoca-Cola Co
130,648$8.2B0.13%
117
SPDR Dow Jones Global Real Est
184,500$8.1B0.13%
118
SBUXStarbucks Corp
106,550$8.1B0.13%
119
VIGVanguard Dividend Appreciation
56,010$8.0B0.12%
120
JPMorgan Ultra-Short Municipal
155,023$7.9B0.12%
121
CMECME Group Inc
37,789$7.7B0.12%
122
AMDAdvanced Micro Devices Inc
99,071$7.6B0.12%
123
PPGPPG Industries Inc
66,161$7.6B0.12%
124
BRK-BBerkshire Hathaway Inc
18$7.4B0.11%
125
VWOVanguard FTSE Emerging Markets
172,053$7.2B0.11%
126
VBVanguard Small-Cap Index Fund
39,985$7.0B0.11%
127
MLMMartin Marietta Materials Inc
23,386$7.0B0.11%
128
VTWGVanguard Russell 1000 Growth E
124,243$7.0B0.11%
129
EEMiShares MSCI Emerging Markets
165,879$6.7B0.10%
130
GLDSPDR Gold Shares
39,059$6.6B0.10%
131
VEAVanguard FTSE Developed Market
160,336$6.5B0.10%
132
AQLTiShares Select Dividend ETF
55,062$6.5B0.10%
133
XEJAccuray Inc.
163,801$6.1B0.09%
134
MAMasterCard Incorporated
19,275$6.1B0.09%
135
LLYLilly Eli & Co
18,580$6.0B0.09%
136
WDAYWorkday Inc
42,998$6.0B0.09%
137
NKENike Inc
58,074$5.9B0.09%
138
Waste Management Inc Del
38,414$5.9B0.09%
139
TSLATesla Inc
8,724$5.9B0.09%
140
URIUnited Rentals Inc
24,093$5.9B0.09%
141
Total Market Index
146,219$5.8B0.09%
142
XLFITechnology Select Sector SPDR
45,459$5.8B0.09%
143
MCHPMicrochip Technology Inc
96,575$5.6B0.09%
144
MDTMedtronic PLC
61,759$5.5B0.09%
145
SUBiShares Short-Term National Mu
51,810$5.4B0.08%
146
BACBank of America Corp
173,927$5.4B0.08%
147
Vanguard Intermediate-Term Tre
87,272$5.3B0.08%
148
Netease Inc
56,846$5.3B0.08%
149
UPSUnited Parcel Service Inc
28,668$5.2B0.08%
150
MMM3M Co
39,734$5.1B0.08%
151
NVDANVIDIA Corporation
32,924$5.0B0.08%
152
VRTXVertex Pharmaceuticals Inc
17,165$4.8B0.07%
153
VZVerizon Communications Inc
94,705$4.8B0.07%
154
PGRProgressive Corp
41,125$4.8B0.07%
155
CBChubb Limited
23,155$4.6B0.07%
156
GILDGilead Sciences Inc
72,975$4.5B0.07%
157
AMPAmeriprise Financial Inc
18,686$4.4B0.07%
158
VTVanguard Total World Stock Ind
50,923$4.3B0.07%
159
AQLTiShares Core MSCI EAFE ETF
73,782$4.3B0.07%
160
ECLEcolab Inc
27,907$4.3B0.07%
161
CLColgate Palmolive Co
52,392$4.2B0.06%
162
RCReady Capital Corp
350,904$4.2B0.06%
163
BSVVanguard Short-Term Bond Index
53,581$4.1B0.06%
164
TMOThermo Fisher Scientific Inc
7,390$4.0B0.06%
165
SPDR S&P Dividend ETF
33,595$4.0B0.06%
166
HIIHuntington Ingalls Industries
17,997$3.9B0.06%
167
XHRXenia Hotels & Resorts Inc
269,804$3.9B0.06%
168
QCOMQualcomm Inc
30,508$3.9B0.06%
169
SPDR Bloomberg Barclays 1-3 Mo
39,201$3.6B0.06%
170
HYGiShares iBoxx $ High Yield Cor
48,363$3.6B0.05%
171
DPZDominos Pizza Inc
9,081$3.5B0.05%
172
SWKSSkyworks Solutions Inc
37,948$3.5B0.05%
173
NFLXNetflix Inc
20,048$3.5B0.05%
174
TELTE Connectivity Ltd
30,940$3.5B0.05%
175
VOVanguard Mid-Cap Index Fund
17,081$3.4B0.05%
176
Broadmark Realty Cap Inc
497,964$3.3B0.05%
177
ITWIllinois Tool Works Inc
17,877$3.3B0.05%
178
BIVVanguard Intermediate-Term Bon
41,941$3.3B0.05%
179
NOCNorthrop Grumman Corp
6,710$3.2B0.05%
180
XLFIUtilities Select Sector SPDR F
44,847$3.1B0.05%
181
SCZiShares MSCI EAFE Small-Cap ET
57,480$3.1B0.05%
182
Rover Group Inc
832,433$3.1B0.05%
183
SYYSysco Corp
36,551$3.1B0.05%
184
BABoeing Co
22,589$3.1B0.05%
185
IAU*iShares Gold Trust
88,199$3.0B0.05%
186
TROWPrice T Rowe Group Inc
26,443$3.0B0.05%
187
AXPAmerican Express Co
21,281$3.0B0.05%
188
Fidelity Natl Information Serv
30,795$2.8B0.04%
189
SHYiShares 1-3 Year Treasury Bond
33,334$2.8B0.04%
190
IWOiShares Russell 2000 Growth ET
12,971$2.7B0.04%
191
ACWIiShares MSCI ACWI Index Fund
31,587$2.6B0.04%
192
VUGVanguard Growth Index Fund
11,844$2.6B0.04%
193
TAT&T Inc
125,283$2.6B0.04%
194
MUBiShares National Muni Bond ETF
24,550$2.6B0.04%
195
XLFIEnergy Select Sector SPDR Fund
36,024$2.6B0.04%
196
TIPiShares TIPS Bond ETF
22,529$2.6B0.04%
197
TXNTexas Instruments Inc
16,598$2.5B0.04%
198
VTVVanguard Value Index Fund
19,214$2.5B0.04%
199
LOWLowes Cos Inc
14,144$2.5B0.04%
200
Berkshire Grey Inc Cl A
1,686,067$2.4B0.04%
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