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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 (2016Q2)
Original 13F HR (0001626116-16-000014) filed in 2016.08.01
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 840,257 80,329 3.28%
2 GENERAL ELECTRIC CO 1,966,497 61,905 2.53%
3 MICROSOFT CORP 1,032,702 52,843 2.16%
4 JPMORGAN CHASE & CO 823,112 51,148 2.09%
5 EXXON MOBIL CORP 464,062 43,501 1.77%
6 MERCK & CO INC 655,894 37,786 1.54%
7 JOHNSON & JOHNSON 288,467 34,991 1.43%
8 PROCTER AND GAMBLE CO 403,847 34,194 1.40%
9 HOME DEPOT INC 262,166 33,476 1.37%
10 PFIZER INC 921,777 32,456 1.32%
11 UNITED TECHNOLOGIES CORP 302,259 30,997 1.26%
12 WELLS FARGO & CO NEW 648,621 30,699 1.25%
13 STRYKER CORP 253,675 30,398 1.24%
14 MEDTRONIC PLC 347,488 30,152 1.23%
15 CVS HEALTH CORP 304,185 29,123 1.19%
16 ABBVIE INC 460,360 28,501 1.16%
17 UNION PAC CORP 324,778 28,337 1.16%
18 DISNEY WALT CO 285,187 27,897 1.14%
19 OCCIDENTAL PETE CORP DEL 368,269 27,826 1.14%
20 STARBUCKS CORP 464,417 26,527 1.08%
21 CHUBB LIMITED 198,450 25,939 1.06%
22 ABBOTT LABS 610,533 24,000 0.98%
23 ALPHABET INC 33,229 23,378 0.95%
24 CISCO SYS INC 813,188 23,330 0.95%
25 ESSEX PPTY TR INC 100,063 22,823 0.93%
26 VERIZON COMMUNICATIONS INC 406,303 22,688 0.93%
27 CELGENE CORP 229,465 22,632 0.92%
28 GILEAD SCIENCES INC 269,105 22,449 0.92%
29 CHEVRON CORP NEW 213,773 22,410 0.91%
30 ALPHABET INC 31,327 21,681 0.88%
31 COMCAST CORP NEW 328,135 21,391 0.87%
32 SCHLUMBERGER LTD 268,468 21,230 0.87%
33 BlackRock Inc 61,639 21,113 0.86%
34 MONDELEZ INTL INC 457,378 20,815 0.85%
35 DANAHER CORP DEL 205,588 20,764 0.85%
36 FACEBOOK INC 180,493 20,627 0.84%
37 RAYTHEON CO 148,569 20,198 0.82%
38 INTERNATIONAL BUSINESS MACHS 132,131 20,055 0.82%
39 BROADCOM LTD 123,854 19,247 0.79%
40 CITIGROUP INC 454,000 19,245 0.79%
41 VISA INC 257,579 19,105 0.78%
42 NEXTERA ENERGY INC 145,390 18,959 0.77%
43 INTEL CORP 568,358 18,642 0.76%
44 BRISTOL MYERS SQUIBB CO 240,628 17,698 0.72%
45 CARDINAL HEALTH INC 226,383 17,660 0.72%
46 FEDEX CORP 113,989 17,301 0.71%
47 ACCENTURE PLC IRELAND 152,421 17,268 0.70%
48 COCA COLA CO 378,572 17,161 0.70%
49 AMGEN INC 111,970 17,036 0.70%
50 AMAZON COM INC 23,560 16,860 0.69%
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