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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 ZOETIS INC 18,905 897 0.04%
2 ZIMMER BIOMET HLDGS INC 40,265 4,847 0.20%
3 YUM BRANDS INC 53,591 4,444 0.18%
4 YANDEX N V 39,542 864 0.04%
5 YAHOO INC 8,627 324 0.01%
6 XYLEM INC 9,180 410 0.02%
7 Westwind Finl Svcs 57,000 0 0.00%
8 Wec Energy Group Inc 6,226 407 0.02%
9 WILLIAMS COS INC DEL 26,843 581 0.02%
10 WHOLE FOODS MKT INC 15,910 509 0.02%
11 WEYERHAEUSER CO 12,492 372 0.02%
12 WELLS FARGO & CO NEW 1,013 48 0.00%
13 WELLS FARGO & CO NEW 648,621 30,699 1.25%
14 WELLS FARGO & CO NEW 8,280 392 0.02%
15 WASTE MANAGEMENT INC DEL 52,532 3,481 0.14%
16 WASTE MANAGEMENT INC DEL 811 54 0.00%
17 WASTE CONNECTIONS INC 7,426 535 0.02%
18 WALGREENS BOOTS ALLIANCE INC 137,388 11,440 0.47%
19 WAL-MART STORES INC 114,806 8,383 0.34%
20 WAL-MART STORES INC 720 53 0.00%
21 W P Carey Inc 7,361 511 0.02%
22 Valeo SA ADR 18,321 408 0.02%
23 VULCAN MATLS CO 2,750 331 0.01%
24 VULCAN MATLS CO 24,637 2,965 0.12%
25 VODAFONE GROUP PLC NEW 34,463 1,065 0.04%
26 VISA INC 257,579 19,105 0.78%
27 VISA INC 836 62 0.00%
28 VISA INC 5,925 439 0.02%
29 VIACOM INC NEW 6,085 252 0.01%
30 VERTEX PHARMACEUTICA 20,034 1,723 0.07%
31 VERIZON COMMUNICATIONS INC 406,303 22,688 0.93%
32 VERIZON COMMUNICATIONS INC 7,500 419 0.02%
33 VEREIT Inc 33,775 342 0.01%
34 VENTAS INC 31,319 2,281 0.09%
35 VALLEY NATL BANCORP 112,316 1,024 0.04%
36 VALIDUS HOLDINGS LTD 29,279 1,423 0.06%
37 VALERO ENERGY CORP NEW 950 48 0.00%
38 VALERO ENERGY CORP NEW 145,799 7,436 0.30%
39 V F CORP 1,030 63 0.00%
40 V F CORP 191,692 11,787 0.48%
41 UnitedHealth Group Inc 93,902 13,259 0.54%
42 UnitedHealth Group Inc 200 28 0.00%
43 US BANCORP DEL 153,526 6,192 0.25%
44 US BANCORP DEL 4,010 162 0.01%
45 UNITED TECHNOLOGIES CORP 302,259 30,997 1.26%
46 UNITED TECHNOLOGIES CORP 750 77 0.00%
47 UNITED RENTALS INC 206,715 13,871 0.57%
48 UNITED PARCEL SERVICE INC 1,070 115 0.00%
49 UNITED PARCEL SERVICE INC 555 60 0.00%
50 UNITED PARCEL SERVICE INC 26,581 2,863 0.12%
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