Silicon Hills Wealth Management, LLC Closed Holding Positions

Silicon Hills Wealth Management, LLC

  • $176 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
ICLN
Ishares

ETFs
Q2 2022 Filed on Aug 12, 2022
16,205
$16.82 - $22.08 $273K - $358K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
270
$582.26 - $782.23 $157K - $211K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
3,060
$73.92 - $82.1 $226K - $251K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2022 Filed on Aug 12, 2022
8,444
$20.29 - $27.29 $171K - $230K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2022 Filed on Aug 12, 2022
8,102
$31.38 - $37.78 $254K - $306K
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Aug 12, 2022
6,308
$31.13 - $40.9 $196K - $258K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Aug 12, 2022
4,877
$27.2 - $48.94 $133K - $239K
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2022 Filed on Aug 12, 2022
4,898
$48.73 - $49.59 $239K - $243K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q2 2022 Filed on Aug 12, 2022
5,820
$30.34 - $38.42 $177K - $224K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 12, 2022
8,963
$81.27 - $102.58 $728K - $919K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2022 Filed on Aug 12, 2022
6,166
$55.58 - $76.32 $343K - $471K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
3,736
$82.54 - $104.28 $308K - $390K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 12, 2022
7,202
$61.64 - $74.67 $444K - $538K
TRN
Trinity Industries Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
6,000
$22.39 - $34.03 $134K - $204K
IEMG
Ishares Inc

ETFs
Q2 2022 Filed on Aug 12, 2022
13,605
$48.46 - $57.45 $659K - $782K
HRL
Hormel Foods Corp

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
5,334
$44.69 - $54.81 $238K - $292K
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
Q2 2022 Filed on Aug 12, 2022
8,424
$32.35 - $40.97 $273K - $345K
DIAL
Columbia ETF Tr I Diversified

ETFs
Q1 2022 Filed on May 13, 2022
41,451
$19.15 - $21.13 $794K - $876K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on May 13, 2022
4,127
$43.71 - $54.29 $180K - $224K
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on May 13, 2022
4,400
$50.8 - $55.11 $224K - $242K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2022 Filed on May 13, 2022
2,180
$117.53 - $144.59 $256K - $315K
RBOT
Vicarious Surgical Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
10,000
$4.39 - $10.17 $43.9K - $102K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2022 Filed on May 13, 2022
3,000
$88.87 - $111.9 $267K - $336K
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,296
$188.7 - $283.72 $245K - $368K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q1 2022 Filed on May 13, 2022
11,474
$51.09 - $54.52 $586K - $626K
TY
Tri Continental Corp

Financial Services
Q1 2022 Filed on May 13, 2022
9,257
$29.13 - $33.21 $270K - $307K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q1 2022 Filed on May 13, 2022
12,427
$26.72 - $34.79 $332K - $432K
LLY
Eli Lilly & CO

Healthcare
Q1 2022 Filed on May 13, 2022
800
$234.69 - $291.66 $188K - $233K
DE
Deere & CO

Industrials
Q4 2021 Filed on Feb 11, 2022
750
$329.0 - $367.86 $247K - $276K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2021 Filed on Feb 11, 2022
1,754
$113.45 - $115.33 $199K - $202K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
12,798
$4.36 - $7.77 $55.8K - $99.4K
TWOU
2 U, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
6,003
$20.0 - $34.34 $120K - $206K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
3,709
$58.07 - $66.37 $215K - $246K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
8,442
$16.74 - $20.66 $141K - $174K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2021 Filed on Nov 15, 2021
6,589
$29.81 - $32.7 $196K - $215K
MCK
Mckesson Corp

Healthcare
Q3 2021 Filed on Nov 15, 2021
5,392
$188.42 - $208.66 $1.02M - $1.13M
PHYS
Sprott Physical Gold Trust

Financial Services
Q3 2021 Filed on Nov 15, 2021
11,435
$13.6 - $14.47 $156K - $165K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2021 Filed on Nov 15, 2021
2,922
$75.34 - $79.52 $220K - $232K
D8 Holdings Corp
Q3 2021 Filed on Nov 15, 2021
10,000
N/A
Social Capital Hedosopha Hld
Q2 2021 Filed on Aug 16, 2021
19,792
N/A
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q2 2021 Filed on Aug 16, 2021
10,241
$75.5 - $88.15 $773K - $903K
Ishares Gold Tr
Q2 2021 Filed on Aug 16, 2021
250,014
N/A
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2021 Filed on Aug 16, 2021
20,948
$44.87 - $55.18 $940K - $1.16M
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
2,895
$115.91 - $117.6 $336K - $340K
EDOC
Global X Fds Telemedicine & Di

ETFs
Q2 2021 Filed on Aug 16, 2021
51,204
$17.5 - $20.26 $896K - $1.04M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2021 Filed on Aug 16, 2021
8,726
$29.34 - $30.85 $256K - $269K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2021 Filed on May 17, 2021
7,447
$29.66 - $30.37 $221K - $226K
IBM
International Business Machines Corp

Technology
Q1 2021 Filed on May 17, 2021
2,563
$113.37 - $130.38 $291K - $334K
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2020 Filed on Feb 10, 2021
62,641
$33.5 - $43.02 $2.1M - $2.69M
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