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Institutional Investment Manager
SVB WEALTH LLC
SVB WEALTH LLC (CIK: 0001626116) incorporated in Massachusetts, located at 53 State Street, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 561 holdings with a total value of $3,097,355,000.
#
Name
Shares
Value ($)
%
Options
Notes
551 WELLS FARGO & CO NEW 730,990 39,766,000 1.28%
552 CHEVRON CORP NEW 378,854 39,773,000 1.28%
553 CVS HEALTH CORP 385,929 39,832,000 1.29%
554 PROCTER AND GAMBLE CO 510,431 41,825,000 1.35%
555 PFIZER INC 1,258,875 43,796,000 1.41%
556 MICROSOFT CORP 1,136,739 46,214,000 1.49%
557 EXXON MOBIL CORP 569,208 48,382,000 1.56%
558 UNITED TECHNOLOGIES CORP 423,593 49,645,000 1.60%
559 JPMorgan Chase & Co 908,659 55,046,000 1.78%
560 GENERAL ELECTRIC CO 2,710,035 67,236,000 2.17%
561 APPLE INC 827,496 102,965,000 3.32%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001626116-15-000003, filed 2015.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.