Silvia Mccoll Wealth Management, LLC Portfolio Holdings

Silvia Mccoll Wealth Management, LLC

  • $133 Billion
  • Q4 2024

Silvia Mccoll Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 106 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 $19.1B, Apple Inc. with a value of $9.98B, Vanguard Small Cap Value ETF with a value of $8.29B, Chevron Corp with a value of $5.76B, and Ishares Core S&P Mid Cap ETF with a value of $3.93B.

Examining the 13F form we can see an decrease of $169M in the current position value, from $134B to 133B.

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 $133 Billion
ETFs: $71.6 Billion
Technology: $18.3 Billion
Energy: $10.6 Billion
Financial Services: $7.12 Billion
Consumer Defensive: $5.04 Billion
Consumer Cyclical: $4.53 Billion
Industrials: $3.98 Billion
Communication Services: $3.85 Billion
Other: $6.31 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15B
$987 Million 0.74% of portfolio
4,066
Q4 2024 Reduced 11.01%
$2.58B
$201 Million 0.15% of portfolio
30,000
Q4 2022 New
$2.17B
$207 Million 0.15% of portfolio
7,955
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $133 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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