Siligmueller & Norvid Wealth Advisors LLC New Holdings in Q3 2025

Siligmueller & Norvid Wealth Advisors LLC

  • $222 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
10.3K
New
$26.94 - $29.62 $276K - $304K
10.3K $290M
ALL
Allstate Corp

Financial Services
1.35K
New
$192.0 - $214.65 $259K - $289K
1.35K $289M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.41K
New
$108.08 - $121.73 $260K - $293K
2.41K $285M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.73K
New
$91.44 - $91.77 $524K - $526K
5.73K $284M
BKNG
Booking Holdings Inc.

Consumer Cyclical
52
New
$5364.25 - $5815.92 $279K - $302K
52 $281M
IWM
Ishares Russell 2000 ETF

ETFs
1.14K
New
$214.92 - $244.84 $245K - $279K
1.14K $275M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.7K
New
$20.76 - $21.78 $263K - $276K
12.7K $273M
VUG
Vanguard Growth ETF

ETFs
569
New
$433.97 - $484.08 $247K - $275K
569 $273M
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
6.59K
New
N/A
6.59K $268M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.76K
New
$138.08 - $151.2 $244K - $267K
1.76K $267M
PFE
Pfizer Inc

Healthcare
10.4K
New
$23.29 - $25.88 $243K - $270K
10.4K $266M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.04K
New
$50.85 - $51.35 $256K - $259K
5.04K $258M
IWY
Ishares Tr Russell 200 Growth

ETFs
917
New
$243.93 - $275.62 $224K - $253K
917 $251M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.17K
New
$78.11 - $79.07 $247K - $250K
3.17K $250M
PG
Procter & Gamble CO

Consumer Defensive
1.6K
New
$150.47 - $161.22 $241K - $258K
1.6K $247M
SCHW
Schwab Charles Corp

Financial Services
2.57K
New
$91.03 - $98.69 $234K - $254K
2.57K $246M
AOA
Ishares Tr Core Aggressive All

ETFs
2.74K
New
$82.71 - $88.14 $227K - $242K
2.74K $242M
DUK
Duke Energy Corp

Utilities
1.91K
New
$116.31 - $125.93 $222K - $241K
1.91K $236M
ITA
Ishares Tr

ETFs
1.11K
New
$184.73 - $209.26 $205K - $232K
1.11K $233M
LLY
Eli Lilly & CO

Healthcare
301
New
$625.65 - $812.69 $188K - $245K
301 $229M
BK
Bank Of New York Mellon Corp

Financial Services
2.07K
New
$90.65 - $109.75 $188K - $228K
2.07K $226M
UPS
United Parcel Service Inc

Industrials
2.69K
New
$82.58 - $105.54 $222K - $284K
2.69K $225M
MRK
Merck & Co., Inc.

Healthcare
2.65K
New
$77.6 - $87.37 $206K - $232K
2.65K $221M
QCOM
Qualcomm Inc

Technology
1.32K
New
$145.84 - $173.55 $193K - $230K
1.32K $220M
DIS
Walt Disney CO

Communication Services
1.91K
New
$112.25 - $124.0 $214K - $237K
1.91K $218M
XLK
Technology Sector Spdr

ETFs
769
New
$250.97 - $282.66 $193K - $217K
769 $217M
ROK
Rockwell Automation, Inc

Industrials
615
New
$328.67 - $358.52 $202K - $220K
615 $215M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.12K
New
$100.16 - $100.7 $213K - $214K
2.12K $214M
NFLX
Netflix Inc

Communication Services
177
New
$1147.87 - $1297.18 $203K - $230K
177 $212M
INDA
Ishares Msci India Index Fund

ETFs
3.87K
New
$51.98 - $55.84 $201K - $216K
3.87K $202M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.25K
New
$86.07 - $90.74 $194K - $204K
2.25K $202M
LYG
Lloyds Banking Group PLC

Financial Services
11.4K
New
$4.03 - $4.63 $46K - $52.8K
11.4K $51.8M
Activity Summary
Buys All Purchases 147 New Holdings 133 Increased Positions 14 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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