Siligmueller & Norvid Wealth Advisors LLC Portfolio Holdings by Sector
Siligmueller & Norvid Wealth Advisors LLC
- $258 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCSH SCHB BSCS CGDV IYY FTCS DGRW EQWL 70 stocks |
$226 Million
94.99% of portfolio
|
  26  
|
  26  
|
  3  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARES ARCC EAD 3 stocks |
$7.06 Million
2.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1.37 Million
0.58% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$931,462
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$720,204
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$663,990
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$653,559
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$325,675
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$200,315
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VERU 1 stocks |
$15,597
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|