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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 FIRST SOLAR INC 1,000 48 0.00% Call
2 APPLE INC 840,257 80,329 3.28%
3 GENERAL ELECTRIC CO 1,966,497 61,905 2.53%
4 MICROSOFT CORP 1,032,702 52,843 2.16%
5 JPMORGAN CHASE & CO 823,112 51,148 2.09%
6 EXXON MOBIL CORP 464,062 43,501 1.77%
7 MERCK & CO INC 655,894 37,786 1.54%
8 JOHNSON & JOHNSON 288,467 34,991 1.43%
9 PROCTER AND GAMBLE CO 403,847 34,194 1.40%
10 HOME DEPOT INC 262,166 33,476 1.37%
11 PFIZER INC 921,777 32,456 1.32%
12 UNITED TECHNOLOGIES CORP 302,259 30,997 1.26%
13 WELLS FARGO & CO NEW 648,621 30,699 1.25%
14 STRYKER CORP 253,675 30,398 1.24%
15 MEDTRONIC PLC 347,488 30,152 1.23%
16 CVS HEALTH CORP 304,185 29,123 1.19%
17 ABBVIE INC 460,360 28,501 1.16%
18 UNION PAC CORP 324,778 28,337 1.16%
19 DISNEY WALT CO 285,187 27,897 1.14%
20 OCCIDENTAL PETE CORP DEL 368,269 27,826 1.14%
21 STARBUCKS CORP 464,417 26,527 1.08%
22 CHUBB LIMITED 198,450 25,939 1.06%
23 ABBOTT LABS 610,533 24,000 0.98%
24 ALPHABET INC 33,229 23,378 0.95%
25 CISCO SYS INC 813,188 23,330 0.95%
26 ESSEX PPTY TR INC 100,063 22,823 0.93%
27 VERIZON COMMUNICATIONS INC 406,303 22,688 0.93%
28 CELGENE CORP 229,465 22,632 0.92%
29 GILEAD SCIENCES INC 269,105 22,449 0.92%
30 CHEVRON CORP NEW 213,773 22,410 0.91%
31 ALPHABET INC 31,327 21,681 0.88%
32 COMCAST CORP NEW 328,135 21,391 0.87%
33 SCHLUMBERGER LTD 268,468 21,230 0.87%
34 BlackRock Inc 61,639 21,113 0.86%
35 MONDELEZ INTL INC 457,378 20,815 0.85%
36 DANAHER CORP DEL 205,588 20,764 0.85%
37 FACEBOOK INC 180,493 20,627 0.84%
38 RAYTHEON CO 148,569 20,198 0.82%
39 INTERNATIONAL BUSINESS MACHS 132,131 20,055 0.82%
40 BROADCOM LTD 123,854 19,247 0.79%
41 CITIGROUPINC 454,000 19,245 0.79%
42 VISA INC 257,579 19,105 0.78%
43 NEXTERA ENERGY INC 145,390 18,959 0.77%
44 INTEL CORP 568,358 18,642 0.76%
45 BRISTOL MYERS SQUIBB CO 240,628 17,698 0.72%
46 CARDINAL HEALTH INC 226,383 17,660 0.72%
47 FEDEX CORP 113,989 17,301 0.71%
48 ACCENTURE PLC IRELAND 152,421 17,268 0.70%
49 COCA COLA CO 378,572 17,161 0.70%
50 AMGEN INC 111,970 17,036 0.70%
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