Siligmueller & Norvid Wealth Advisors LLC Portfolio Holdings by Sector
Siligmueller & Norvid Wealth Advisors LLC
- $236 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCSH SCHB BSCS IYY CGDV DGRW BSCR FTCS 69 stocks |
$213 Million
95.33% of portfolio
|
  25  
|
  26  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARES ARCC EAD 3 stocks |
$5.8 Million
2.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1.15 Million
0.51% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$794,295
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
EQR 1 stocks |
$731,977
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$691,435
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$567,165
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$373,339
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$301,091
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VERU 1 stocks |
$12,743
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|