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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 (2016Q1)
Original 13F HR (0001626116-16-000012) filed in 2016.05.13
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 872,566 95,101 3.87%
2 GENERAL ELECTRIC CO 2,019,062 64,186 2.61%
3 MICROSOFT CORP 1,040,386 57,460 2.34%
4 JPMORGAN CHASE & CO 849,011 50,278 2.05%
5 EXXON MOBIL CORP 485,221 40,560 1.65%
6 CVS HEALTH CORP 357,136 37,046 1.51%
7 HOME DEPOT INC 270,837 36,138 1.47%
8 MERCK & CO INC 665,729 35,224 1.43%
9 PROCTER AND GAMBLE CO 417,029 34,326 1.40%
10 UNITED TECHNOLOGIES CORP 324,413 32,474 1.32%
11 WELLS FARGO & CO NEW 669,042 32,355 1.32%
12 STARBUCKS CORP 540,489 32,267 1.31%
13 JOHNSON & JOHNSON 295,945 32,021 1.30%
14 DISNEY WALT CO 300,014 29,794 1.21%
15 GILEAD SCIENCES INC 316,411 29,065 1.18%
16 STRYKER CORP 261,739 28,082 1.14%
17 ALAPHABET INC 36,645 27,956 1.14%
18 PFIZER INC 925,103 27,420 1.12%
19 MEDTRONIC PLC 359,859 26,989 1.10%
20 ABBVIE INC 470,941 26,900 1.10%
21 UNION PAC CORP 323,765 25,755 1.05%
22 CELGENE CORP 242,023 24,224 0.99%
23 CISCO SYS INC 848,261 24,150 0.98%
24 OCCIDENTAL PETE CORP DEL 346,421 23,706 0.97%
25 CHUBB LIMITED 196,860 23,456 0.96%
26 COMCAST CORP NEW 375,796 22,954 0.93%
27 ALPHABET INC 30,725 22,889 0.93%
28 VERIZON COMMUNICATIONS INC 415,272 22,458 0.91%
29 ABBOTT LABS 535,762 22,411 0.91%
30 BlackRock Inc 65,609 22,345 0.91%
31 CARDINAL HEALTH INC 262,930 21,547 0.88%
32 VISA INC 276,727 21,164 0.86%
33 FACEBOOK INC 184,604 21,063 0.86%
34 CHEVRON CORP NEW 218,501 20,845 0.85%
35 VALERO ENERGY CORP NEW 315,943 20,265 0.83%
36 DANAHER CORP DEL 208,127 19,743 0.80%
37 CITIGROUP INC 469,222 19,590 0.80%
38 NIKE INC 317,551 19,520 0.79%
39 INTEL CORP 599,680 19,400 0.79%
40 BROADCOM LTD 121,607 18,788 0.76%
41 ACCENTURE PLC IRELAND 160,099 18,475 0.75%
42 INTERNATIONAL BUSINESS MACHS 121,756 18,440 0.75%
43 RAYTHEON CO 150,157 18,414 0.75%
44 MONDELEZ INTL INC 454,751 18,245 0.74%
45 FEDEX CORP 110,212 17,934 0.73%
46 COCA COLA CO 385,799 17,897 0.73%
47 NEXTERA ENERGY INC 150,242 17,780 0.72%
48 COLGATE PALMOLIVE CO 250,736 17,715 0.72%
49 SCHLUMBERGER LTD 235,101 17,339 0.71%
50 BRISTOL MYERS SQUIBB CO 271,307 17,331 0.71%
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