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
                 |