Siligmueller & Norvid Wealth Advisors LLC Portfolio Holdings

Siligmueller & Norvid Wealth Advisors LLC

  • $258 Billion
  • Q2 2025

Siligmueller & Norvid Wealth Advisors LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $258 Billion distributed in 95 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 $28.3B, Schwab Strategic Tr Us Broad M with a value of $20.9B, Invesco ETF Fd Tr Invesco Bull with a value of $18.7B, Capital Group Divid Value ETF with a value of $13.2B, and Ishares Tr with a value of $12.7B.

Examining the 13F form we can see an increase of $21.1B in the current position value, from $236B to 258B.

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 $258 Billion
ETFs: $226 Billion
Financial Services: $7.38 Billion
Technology: $1.65 Billion
Communication Services: $1.37 Billion
Consumer Cyclical: $664 Million
Consumer Defensive: $654 Million
Industrials: $200 Million
Healthcare: $15.6 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$7.25 Billion 2.82% of portfolio
-
Q2 2025 Added 80.37%
$30.7B
$6.73 Billion 2.61% of portfolio
37,403
Q4 2024 New
-
$968 Million 0.38% of portfolio
-
Q2 2025 Reduced 69.15%
$3.77T
$931 Million 0.36% of portfolio
1,842
Q1 2025 Added 0.05%
$1.14T
$860 Million 0.33% of portfolio
4,700
Q2 2025 Added 0.6%
$3.45T
$720 Million 0.28% of portfolio
3,427
Q2 2025 Reduced 4.17%
-
$665 Million 0.26% of portfolio
-
Q1 2025 Reduced 6.0%
$2.32T
$664 Million 0.26% of portfolio
2,975
Q2 2025 Reduced 0.2%
$0
$654 Million 0.25% of portfolio
13,829
Q2 2025 Added 102.5%
-
$605 Million 0.23% of portfolio
-
Q4 2024 New
-
$436 Million 0.17% of portfolio
-
Q2 2025 Reduced 18.53%
-
$352 Million 0.14% of portfolio
-
Q4 2024 New
$622B
$326 Million 0.13% of portfolio
691
Q2 2025 Reduced 1.43%
$1.58T
$272 Million 0.11% of portfolio
387
Q1 2025 Added 0.52%
$0
$235 Million 0.09% of portfolio
10,200
Q4 2024 New
$1.17T
$237 Million 0.09% of portfolio
1,290
Q2 2025 Added 0.08%
$0
$93.7 Million 0.04% of portfolio
13,250
Q4 2024 New
$46.5M
$15.6 Million 0.01% of portfolio
26,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $258 Billion
  • Prior Value $236 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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