Siligmueller & Norvid Wealth Advisors LLC Reduced Holdings in Q2 2025

Siligmueller & Norvid Wealth Advisors LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-186K
- 50.13%
$19.49 - $19.66 $3.63M - $3.66M
185K $3.64B
PDEC
Innovator U.S. Equity Power Bu
-53.9K
- 69.15%
N/A
24.1K $968M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-14.4K
- 74.27%
$114.78 - $133.31 $1.65M - $1.91M
4.97K $667M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-20.2K
- 38.26%
$49.79 - $50.59 $1.01M - $1.02M
32.6K $1.64B
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.6K
- 23.5%
$79.56 - $82.92 $684K - $713K
28K $2.29B
BSCU
Invesco Exc Self Ind Tr

ETFs
-31.4K
- 55.75%
$16.31 - $16.78 $513K - $528K
25K $417M
BSCV
Invesco ETF Self Indexed Fd Tr
-30.8K
- 62.5%
$15.97 - $16.53 $492K - $509K
18.5K $304M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.85K
- 40.46%
$51.68 - $52.76 $302K - $309K
8.61K $452M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-10.9K
- 46.12%
$22.66 - $23.41 $247K - $255K
12.7K $297M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-10.7K
- 13.95%
$20.01 - $20.15 $213K - $215K
65.7K $1.32B
VGSH
Vanguard

ETFs
-3.24K
- 24.66%
$58.32 - $58.95 $189K - $191K
9.89K $578M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-3.64K
- 15.94%
$49.07 - $59.23 $178K - $215K
19.2K $1.15B
SPYG
Spdr Portfolio

ETFs
-9.44K
- 19.34%
$71.83 - $95.32 $678K - $900K
39.4K $3.8B
CGUS
Capital Group Core Equity ETF
-10.7K
- 15.62%
$29.93 - $36.93 $320K - $395K
57.7K $2.17B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-4.64K
- 16.08%
$35.9 - $43.76 $167K - $203K
24.2K $1.03B
IXUS
Ishares Tr

ETFs
-2.3K
- 18.08%
$62.37 - $77.63 $144K - $179K
10.4K $807M
AAPL
Apple Inc.

Technology
-149
- 4.17%
$172.42 - $223.89 $25.7K - $33.4K
3.43K $720M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2K
- 26.32%
$38.86 - $45.19 $77.7K - $90.4K
5.6K $254M
IJAN
Innovator Etfs Tr Intl Dev Pwr
-2.92K
- 18.53%
N/A
12.8K $436M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 1.43%
$483.48 - $539.8 $4.83K - $5.4K
691 $326M
XLE
Energy Sector Spdr

ETFs
-240
- 8.95%
$76.44 - $94.13 $18.3K - $22.6K
2.44K $210M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-292
- 2.01%
$48.13 - $49.85 $14.1K - $14.6K
14.2K $692M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-1.37K
- 5.74%
$20.93 - $22.05 $28.7K - $30.3K
22.5K $495M
Innovator Etfs Trust
-2
- 0.01%
N/A
26.2K $799M
AMZN
Amazon Com Inc

Consumer Cyclical
-6
- 0.2%
$167.32 - $223.3 $1K - $1.34K
2.98K $664M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-906
- 3.17%
$152.93 - $181.74 $139K - $165K
27.7K $5.06B
IVW
Ishares S&P 500 Growth ETF

ETFs
-570
- 4.75%
$82.96 - $110.1 $47.3K - $62.8K
11.4K $1.28B
PJUL
Innovator U.S. Equity Power Bu

ETFs
-504
- 0.9%
$37.66 - $43.85 $19K - $22.1K
55.3K $2.43B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.87K
- 5.37%
$22.27 - $29.21 $86.3K - $113K
68.3K $2.02B
PAPR
Innovator U.S. Equity Power Bu

ETFs
-543
- 0.38%
$33.22 - $37.29 $18K - $20.2K
143K $5.34B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-14.6K
- 6.2%
$19.6 - $24.44 $286K - $357K
221K $5.47B
IYY
Ishares Tr

ETFs
-7.69K
- 8.42%
$120.9 - $150.87 $929K - $1.16M
83.5K $12.7B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.07K
- 1.99%
$71.28 - $83.74 $147K - $173K
102K $8.63B
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Siligmueller & Norvid Wealth Advisors LLC Portfolio

Follow Siligmueller & Norvid Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Siligmueller & Norvid Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Siligmueller & Norvid Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email