Svb Wealth LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

Investors and financial experts utilize 13F filings to gain insights into the holdings of institutional investors. In this article, we will compare the Q1 2023 and Q2 2023 13F holdings of Svb Wealth LLC, a prominent investment firm. The analysis will highlight the changes in the number of shares and the value of holdings for various companies.

Apple Inc:

One of the biggest changes in Svb Wealth LLC's holdings was observed in Apple Inc. In Q1 2023, the company held 2,227,100 shares of Apple, which decreased to 1,952,808 shares in Q2 2023. Despite the decrease in the number of shares, the value of holdings increased from $367,248,000 to $378,786,000, representing a 3.1% change. This suggests that the firm continues to view Apple as an attractive long-term investment.

Applovin Corp:

Svb Wealth LLC maintained a consistent number of shares in Applovin Corp between the two quarters, with holdings of 13,800,500 shares in Q1 2023 and 13,800,621 shares in Q2 2023. However, there was a significant increase in the value of holdings from $217,357,000 to $355,089,000, indicating the firm's growing confidence in the company's potential for growth.

iShares Core S&P 500 ETF:

The holdings of iShares Core S&P 500 ETF experienced a notable change in the number of shares and value. In Q1 2023, Svb Wealth LLC held 795,255 shares, which sharply decreased to 515,345 shares in Q2 2023. The value of holdings also decreased from $326,913,000 to $229,694,000. This change might reflect a shift in the firm's investment strategy or market conditions.

iShares Short Treasury Bond:

Svb Wealth LLC reduced its holdings in iShares Short Treasury Bond between Q1 2023 and Q2 2023. The number of shares decreased from 2,979,160 to 1,980,571. Similarly, the value of holdings decreased from $329,197,000 to $218,754,000. This reduction suggests a change in the firm's allocation toward different investment options.

Conclusion:

The Q1 2023 and Q2 2023 13F holdings comparison for Svb Wealth LLC reveals interesting insights into the firm's investment strategy. While there were fluctuations in the number of shares held, the overall value of the holdings remained strong. The changes in holdings for companies like Apple Inc and Applovin Corp indicate the firm's positive outlook on their growth potential. On the other hand, the reduction in holdings for iShares Core S&P 500 ETF and iShares Short Treasury Bond suggests a shift in investment focus or risk appetite. These comparisons provide a glimpse into the dynamic nature of investment decisions and the evolving market trends observed by Svb Wealth LLC.

Disclaimer: The information in this article is for informational purposes only and should not be construed as investment advice. The holdings mentioned are based on public records and may have changed since the publication of this article. Always conduct thorough research and consult with a financial professional before making any investment decisions.