Siligmueller & Norvid Wealth Advisors LLC Portfolio Holdings

Siligmueller & Norvid Wealth Advisors LLC

  • $258 Billion
  • Q2 2025

Siligmueller & Norvid Wealth Advisors LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $258 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $28.3B, Schwab Strategic Tr Us Broad M with a value of $20.9B, Invesco ETF Fd Tr Invesco Bull with a value of $18.7B, Capital Group Divid Value ETF with a value of $13.2B, and Ishares Tr with a value of $12.7B.

Examining the 13F form we can see an increase of $21.1B in the current position value, from $236B to 258B.

Siligmueller & Norvid Wealth Advisors LLC is based out at Glen Ellyn, IL

Below you can find more details about Siligmueller & Norvid Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $258 Billion
ETFs: $226 Billion
Financial Services: $7.38 Billion
Technology: $1.65 Billion
Communication Services: $1.37 Billion
Consumer Cyclical: $664 Million
Consumer Defensive: $654 Million
Industrials: $200 Million
Healthcare: $15.6 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$632 Million 0.25% of portfolio
16,677
Q4 2024 New
$0
$612 Million 0.24% of portfolio
13,580
Q2 2025 Added 0.12%
$0
$625 Million 0.24% of portfolio
32,000
Q2 2025 Reduced 24.92%
$0
$604 Million 0.23% of portfolio
20,749
Q1 2025 Reduced 39.4%
$0
$575 Million 0.22% of portfolio
5,200
Q4 2024 New
$0
$578 Million 0.22% of portfolio
9,885
Q2 2025 Reduced 24.66%
$0
$514 Million 0.2% of portfolio
922
Q2 2025 Added 0.33%
$0
$495 Million 0.19% of portfolio
22,520
Q2 2025 Reduced 5.74%
$0
$482 Million 0.19% of portfolio
10,149
Q1 2025 Reduced 54.95%
$0
$466 Million 0.18% of portfolio
8,220
Q1 2025 Reduced 25.41%
$0
$452 Million 0.18% of portfolio
8,610
Q2 2025 Reduced 40.46%
$0
$417 Million 0.16% of portfolio
24,955
Q2 2025 Reduced 55.75%
$0
$397 Million 0.15% of portfolio
14,553
Q1 2025 Reduced 44.35%
$0
$297 Million 0.12% of portfolio
12,725
Q2 2025 Reduced 46.12%
$0
$301 Million 0.12% of portfolio
14,510
Q4 2024 New
$0
$304 Million 0.12% of portfolio
18,484
Q2 2025 Reduced 62.5%
$0
$280 Million 0.11% of portfolio
12,100
Q4 2024 New
$0
$273 Million 0.11% of portfolio
6,443
Q4 2024 New
$0
$254 Million 0.1% of portfolio
5,600
Q2 2025 Reduced 26.32%
$0
$201 Million 0.08% of portfolio
3,966
Q4 2024 New
$0
$210 Million 0.08% of portfolio
2,443
Q2 2025 Reduced 8.95%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $258 Billion
  • Prior Value $236 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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