Dark
Light
System
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 BERKSHIRE HATHAWAY INC DEL 12 2,561 0.10%
2 ALPHABET INC. CLASS C 30 22 0.00%
3 Alphabet Inc Cap Stock Cl A 30 23 0.00%
4 California Resources Corp 89 0 0.00%
5 CITIGROUPINC 100 4 0.00%
6 FACEBOOK INC 100 11 0.00%
7 IAC INTERACTIVECORP 120 6 0.00%
8 3M CO 125 21 0.00%
9 ANHEUSER BUSH INBEV SA/NV 150 19 0.00%
10 APPLE INC 160 17 0.00%
11 CUMMINS INC 160 18 0.00%
12 KANSAS CITY SOUTHERN 170 15 0.00%
13 AMSURG CORP 175 13 0.00%
14 UnitedHealth Group Inc 200 26 0.00%
15 Ameriprise Financial 200 19 0.00%
16 AUTOMATIC DATA PROCESSING IN 222 20 0.00%
17 BECTON DICKINSON & CO 235 36 0.00%
18 LAZARD LTD 250 10 0.00%
19 DISNEY WALT CO 265 26 0.00%
20 NEXTERA ENERGY INC 280 33 0.00%
21 UST GLOBAL PRIVATE MARKETS FUN 281 420 0.02%
22 AVNET INC 290 13 0.00%
23 UNION PAC CORP 302 24 0.00%
24 HEXCEL CORP NEW COM 310 14 0.00%
25 CHEVRON CORP NEW 320 31 0.00%
26 PEPSICO INC 325 33 0.00%
27 LOWES COS INC 325 25 0.00%
28 GLAXOSMITHKLINE PLC SPONSORED 325 13 0.00%
29 PHILLIPS 66 345 30 0.00%
30 TJX COS INC NEW 385 30 0.00%
31 COGNEX CORP 390 15 0.00%
32 REPUBLIC SVCS INC 400 19 0.00%
33 LAS VEGAS SANDS CORP 400 21 0.00%
34 ANHEUSER BUSH INBEV SA/NV 400 50 0.00%
35 CHUBB LIMITED 421 50 0.00%
36 PROCTER AND GAMBLE CO 429 35 0.00%
37 ROYAL CARIBBEAN GROUP 430 35 0.00%
38 ROPER TECHNOLOGIES INC 445 81 0.00%
39 BERKSHIRE HATHAWAY INC DEL 473 67 0.00%
40 MAGELLAN MIDSTREAM PRTNRS LP 499 34 0.00%
41 MASTERCARD INCORPORATED 500 47 0.00%
42 DOMINION ENERGY INC 500 38 0.00%
43 MICROSOFT CORP 500 28 0.00%
44 COLGATE PALMOLIVE CO 520 37 0.00%
45 Baxalta Inc 530 21 0.00%
46 BAXTER INTL INC 530 22 0.00%
47 METLIFE INC 535 24 0.00%
48 NESTLE SA SPONSORED ADR REPSTG 541 41 0.00%
49 UNITED PARCEL SERVICE INC 555 59 0.00%
50 AMERICAN EXPRESS CO 565 35 0.00%
Page 1 of 14