Silvia Mccoll Wealth Management, LLC Purchases in Q3 2024

Silvia Mccoll Wealth Management, LLC

  • $134 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
117K
New
$27.25 - $30.52 $3.2M - $3.58M
117K $3.54B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.4K
+ 11.22%
$77.02 - $85.06 $1.8M - $1.99M
232K $19.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
41.3K
+ 202.09%
$57.32 - $62.65 $2.37M - $2.59M
61.8K $3.85B
Dimensional ETF Trust
60.8K
New
N/A
60.8K $1.75B
VBR
Vanguard Small Cap Value ETF

ETFs
3.94K
+ 10.55%
$179.99 - $201.6 $709K - $794K
41.3K $8.29B
AVEM
American Centy ETF Tr Avantis

ETFs
22.5K
New
$57.2 - $65.59 $1.29M - $1.48M
22.5K $1.46B
MGC
Vanguard Mega Cap ETF

ETFs
6.18K
New
$185.93 - $206.64 $1.15M - $1.28M
6.18K $1.28B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.83K
New
$114.73 - $120.23 $1.01M - $1.06M
8.83K $1.06B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
37.4K
New
$25.19 - $25.5 $941K - $953K
37.4K $952M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.7K
+ 15.1%
$28.11 - $29.42 $413K - $432K
112K $3.29B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.11K
+ 13.48%
$74.26 - $78.84 $231K - $245K
26.1K $2.05B
CWEN
Clearway Energy, Inc.

Utilities
7.96K
New
$24.11 - $30.68 $192K - $244K
7.96K $244M
O
Realty Income Corp

Real Estate
3.45K
New
$52.36 - $63.42 $181K - $219K
3.45K $219M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.11K
+ 10.75%
$38.04 - $45.36 $80.3K - $95.7K
21.7K $971M
GLW
Corning Inc

Technology
4.7K
New
$37.76 - $46.2 $177K - $217K
4.7K $212M
USB
Us Bancorp \De\

Financial Services
4.63K
New
$39.04 - $47.23 $181K - $219K
4.63K $212M
NVDA
Nvidia Corp

Technology
1.86K
+ 24.63%
$98.91 - $134.91 $184K - $251K
9.41K $1.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 1.06%
$517.38 - $573.86 $20.7K - $23K
3.83K $2.19B
PLD
Prologis, Inc.

Real Estate
165
+ 3.6%
$111.95 - $132.43 $18.5K - $21.9K
4.74K $599M
AVGO
Broadcom Inc.

Technology
4.92K
+ 900.0%
$136.27 - $1745.86 $671K - $8.59M
5.47K $944M
VTHR
Vanguard Russell 3000 ETF

ETFs
13
+ 0.73%
$228.55 - $253.74 $2.97K - $3.3K
1.78K $453M
EPD
Enterprise Products Partners L.P.

Energy
640
+ 3.07%
$27.88 - $30.0 $17.8K - $19.2K
21.5K $626M
Schwab Charles Family Fd
14.7K
+ 2.57%
N/A
586K $586M
CCJ
Cameco Corp

Energy
210
+ 3.89%
$36.9 - $53.72 $7.75K - $11.3K
5.61K $268M
WFC
Wells Fargo & Company

Financial Services
2
+ 0.03%
$51.58 - $60.97 $103 - $122
6.04K $341M
INTC
Intel Corp

Technology
47
+ 0.47%
$18.9 - $34.87 $888 - $1.64K
10.1K $237M
Activity Summary
Buys All Purchases 27 New Holdings 10 Increased Positions 17 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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