Siligmueller & Norvid Wealth Advisors LLC Portfolio Holdings

Siligmueller & Norvid Wealth Advisors LLC

  • $235 Billion
  • Q4 2024

Siligmueller & Norvid Wealth Advisors LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $235 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $24.4B, Schwab Strategic Tr Us Broad M with a value of $18.8B, Invesco ETF Fd Tr Invesco Bull with a value of $15.4B, Ishares Tr with a value of $13B, and Capital Group Divid Value ETF with a value of $8.45B.

Examining the 13F form we can see an increase of $235B in the current position value.

Siligmueller & Norvid Wealth Advisors LLC is based out at Glen Ellyn, IL

Below you can find more details about Siligmueller & Norvid Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Billion
ETFs: $210 Billion
Financial Services: $7.25 Billion
Technology: $1.64 Billion
Communication Services: $1.35 Billion
Real Estate: $734 Million
Consumer Cyclical: $648 Million
Consumer Defensive: $310 Million
Healthcare: $16.9 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.4 Billion 10.4% of portfolio
312,869
Q4 2024 New
$0
$18.8 Billion 8.02% of portfolio
828,666
Q4 2024 New
$0
$15.4 Billion 6.56% of portfolio
764,283
Q4 2024 New
$0
$13 Billion 5.53% of portfolio
90,647
Q4 2024 New
$0
$8.45 Billion 3.6% of portfolio
239,590
Q4 2024 New
$0
$7.67 Billion 3.27% of portfolio
94,791
Q4 2024 New
$0
$7.19 Billion 3.07% of portfolio
369,249
Q4 2024 New
$25.2B
$6.62 Billion 2.82% of portfolio
37,403
Q4 2024 New
$0
$6.47 Billion 2.76% of portfolio
73,705
Q4 2024 New
$0
$6.26 Billion 2.67% of portfolio
253,863
Q4 2024 New
$0
$6.04 Billion 2.57% of portfolio
88,833
Q4 2024 New
$0
$6.02 Billion 2.56% of portfolio
58,822
Q4 2024 New
$0
$5.49 Billion 2.34% of portfolio
236,891
Q4 2024 New
$0
$5.42 Billion 2.31% of portfolio
137,003
Q4 2024 New
$0
$5.27 Billion 2.24% of portfolio
143,476
Q4 2024 New
$0
$4.92 Billion 2.1% of portfolio
97,108
Q4 2024 New
$0
$4.15 Billion 1.77% of portfolio
21,732
Q4 2024 New
-
$3.9 Billion 1.66% of portfolio
-
Q4 2024 New
$0
$3.76 Billion 1.6% of portfolio
21,446
Q4 2024 New
$0
$3.55 Billion 1.51% of portfolio
20,952
Q4 2024 New
$0
$3.4 Billion 1.45% of portfolio
50,652
Q4 2024 New
$0
$2.92 Billion 1.24% of portfolio
36,363
Q4 2024 New
$0
$2.76 Billion 1.18% of portfolio
78,988
Q4 2024 New
$0
$2.63 Billion 1.12% of portfolio
52,954
Q4 2024 New
-
$2.58 Billion 1.1% of portfolio
-
Q4 2024 New
$0
$2.56 Billion 1.09% of portfolio
4,369
Q4 2024 New
$0
$2.37 Billion 1.01% of portfolio
57,613
Q4 2024 New
$0
$2.36 Billion 1.0% of portfolio
99,471
Q4 2024 New
$0
$2.18 Billion 0.93% of portfolio
78,166
Q4 2024 New
$0
$1.97 Billion 0.84% of portfolio
33,437
Q4 2024 New
$0
$1.91 Billion 0.81% of portfolio
31,583
Q4 2024 New
$0
$1.63 Billion 0.7% of portfolio
81,186
Q4 2024 New
$0
$1.3 Billion 0.56% of portfolio
39,755
Q4 2024 New
$0
$1.27 Billion 0.54% of portfolio
12,534
Q4 2024 New
$0
$1.27 Billion 0.54% of portfolio
22,177
Q4 2024 New
$0
$1.14 Billion 0.49% of portfolio
5,811
Q4 2024 New
$0
$1.16 Billion 0.49% of portfolio
31,260
Q4 2024 New
$0
$1.1 Billion 0.47% of portfolio
21,743
Q4 2024 New
$0
$1.09 Billion 0.46% of portfolio
26,340
Q4 2024 New
$0
$1.07 Billion 0.46% of portfolio
38,597
Q4 2024 New
$0
$1.01 Billion 0.43% of portfolio
2,510
Q4 2024 New
$0
$1 Billion 0.43% of portfolio
22,528
Q4 2024 New
$0
$914 Million 0.39% of portfolio
34,242
Q4 2024 New
$0
$889 Million 0.38% of portfolio
32,457
Q4 2024 New
$922B
$879 Million 0.37% of portfolio
4,642
Q4 2024 New
$3.57T
$866 Million 0.37% of portfolio
3,458
Q4 2024 New
Innovator Etfs Trust
-
$878 Million 0.37% of portfolio
-
Q4 2024 New
$0
$857 Million 0.37% of portfolio
7,442
Q4 2024 New
$0
$843 Million 0.36% of portfolio
12,746
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $235 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 93 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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