Siligmueller & Norvid Wealth Advisors LLC Portfolio Holdings by Sector
Siligmueller & Norvid Wealth Advisors LLC
- $235 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCSH SCHB BSCS IYY CGDV DGRW BSCR FTCS 70 stocks |
$210 Million
94.61% of portfolio
|
  70  
|
- |
  70  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARES ARCC EAD 3 stocks |
$6.94 Million
3.13% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$1.35 Million
0.61% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$865,955
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$775,783
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
EQR 1 stocks |
$733,818
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$647,639
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$315,483
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$310,059
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VERU 1 stocks |
$16,913
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|