Silvia Mccoll Wealth Management, LLC has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $19.6B, Apple Inc. with a value of $9.59B, Vanguard Small Cap Value ETF with a value of $8.29B, Chevron Corp with a value of $5.9B, and Ishares Core S&P Mid Cap ETF with a value of $3.85B.
Examining the 13F form we can see an increase of $12.7B in the current position value, from $121B to 134B.
Silvia Mccoll Wealth Management, LLC is based out at San Diego, CA
Below you can find more details about Silvia Mccoll Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$134 Billion
ETFs: $71.8 Billion
Technology: $17.6 Billion
Energy: $10.8 Billion
Financial Services: $6.49 Billion
Consumer Defensive: $5.15 Billion
Industrials: $4.62 Billion
Consumer Cyclical: $3.77 Billion
Healthcare: $3.68 Billion
Other: $7.38 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
