Silvia Mccoll Wealth Management, LLC Portfolio Holdings

Silvia Mccoll Wealth Management, LLC

  • $132 Billion
  • Q1 2025

Silvia Mccoll Wealth Management, LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 109 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 $19.5B, Apple Inc. with a value of $8.79B, Vanguard Small Cap Value ETF with a value of $7.83B, Chevron Corp with a value of $6.64B, and Ishares Core S&P Mid Cap ETF with a value of $3.76B.

Examining the 13F form we can see an decrease of $1.55B in the current position value, from $133B to 132B.

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 $132 Billion
ETFs: $71.1 Billion
Technology: $16.3 Billion
Energy: $11.6 Billion
Financial Services: $7.45 Billion
Consumer Defensive: $5.3 Billion
Industrials: $4 Billion
Consumer Cyclical: $3.82 Billion
Communication Services: $3.55 Billion
Other: $6.96 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.28B
$995 Million 0.75% of portfolio
4,076
Q1 2025 Added 0.25%
$2.48B
$202 Million 0.15% of portfolio
6,680
Q1 2025 Reduced 16.03%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $132 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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