Siligmueller & Norvid Wealth Advisors LLC Incresed Positions in Q1 2025

Siligmueller & Norvid Wealth Advisors LLC

  • $236 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.6K
+ 416.71%
$126.11 - $135.06 $1.97M - $2.1M
19.3K $2.54B
FNDX
Schwab Fundamental U S Large C

ETFs
51.1K
+ 51.36%
$23.03 - $25.01 $1.18M - $1.28M
151K $3.55B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.15K
+ 33.33%
$169.43 - $182.84 $1.21M - $1.31M
28.6K $4.95B
CGDV
Capital Group Divid Value ETF

ETFs
29K
+ 12.11%
$34.95 - $37.36 $1.01M - $1.08M
269K $9.63B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.7K
+ 1.5%
$77.7 - $78.94 $365K - $371K
318K $25.2B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.5K
+ 15.96%
$50.48 - $51.04 $782K - $791K
113K $5.71B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.05K
+ 9.55%
$78.0 - $84.37 $706K - $764K
104K $8.29B
FTCS
First Trust Capital Strength E

ETFs
4.57K
+ 6.2%
$86.39 - $91.35 $395K - $418K
78.3K $7.02B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.57K
+ 44.01%
$50.39 - $50.66 $482K - $485K
31.3K $1.59B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.84K
+ 147.34%
$67.08 - $76.14 $325K - $369K
8.13K $599M
IVE
Ishares S&P 500 Value ETF

ETFs
1.41K
+ 6.48%
$185.78 - $198.58 $262K - $280K
23.1K $4.41B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.01K
+ 0.13%
$20.05 - $20.4 $20.2K - $20.6K
765K $15.6B
VUSB
Vanguard Bd Index Fds
2.19K
+ 2.79%
N/A
80.8K $4.03B
VEU
Vanguard Ftse All World Ex Us

ETFs
77
+ 0.35%
$56.51 - $62.98 $4.35K - $4.85K
22.3K $1.4B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.06K
+ 0.56%
$19.43 - $19.62 $40K - $40.4K
371K $7.27B
VCIT
Vanguard Intermediate Term Cor

ETFs
234
+ 0.64%
$79.17 - $82.04 $18.5K - $19.2K
36.6K $2.99B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.72%
$442.66 - $534.52 $2.21K - $2.67K
701 $373M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
767
+ 1.51%
$65.27 - $71.18 $50.1K - $54.6K
51.4K $3.41B
FVD
First Tr Value Line Divid Inde

ETFs
17
+ 0.13%
$42.61 - $45.51 $724 - $774
13.6K $605M
QUAL
Ishares Msci Usa Quality Facto

ETFs
179
+ 5.32%
$168.16 - $186.21 $30.1K - $33.3K
3.54K $605M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
125
+ 0.29%
$19.42 - $19.54 $2.43K - $2.44K
42.6K $830M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
152
+ 0.65%
$23.19 - $23.5 $3.52K - $3.57K
23.6K $548M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.52%
$576.36 - $736.67 $1.15K - $1.47K
387 $223M
AAPL
Apple Inc.

Technology
118
+ 3.41%
$209.68 - $247.1 $24.7K - $29.2K
3.58K $794M
RPG
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.01%
$37.33 - $45.03 $112 - $135
26.3K $1.01B
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 0.98%
$190.26 - $242.06 $5.52K - $7.02K
2.98K $567M
MSFT
Microsoft Corp

Technology
1
+ 0.05%
$375.39 - $447.2 $375 - $447
1.84K $691M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.07%
$551.42 - $612.93 $1.65K - $1.84K
4.37K $2.45B
GOOGL
Alphabet Inc.

Communication Services
30
+ 0.65%
$154.33 - $206.19 $4.63K - $6.19K
4.67K $722M
IYY
Ishares Tr

ETFs
581
+ 0.64%
$134.05 - $149.75 $77.9K - $87K
91.2K $12.4B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.53K
+ 0.18%
$21.23 - $23.75 $32.4K - $36.2K
830K $17.9B
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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