Silvia Mccoll Wealth Management, LLC Purchases in Q1 2025

Silvia Mccoll Wealth Management, LLC

  • $132 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
220
+ 4.18%
$442.66 - $534.52 $97.4K - $118K
5.49K $2.92B
O
Realty Income Corp

Real Estate
5.29K
New
$51.67 - $58.49 $273K - $309K
5.29K $307M
ABC
Amerisourcebergen Corp

Healthcare
888
New
N/A
888 $247M
QQQ
Invesco Qqq Trust, Series 1

ETFs
683
+ 32.2%
$468.34 - $539.52 $320K - $368K
2.8K $1.31B
T
At&T Inc.

Communication Services
8.14K
New
$21.56 - $28.28 $175K - $230K
8.14K $230M
Chain Bridge Bancorp Inc
9.35K
New
N/A
9.35K $222M
ALL
Allstate Corp

Financial Services
1.02K
New
$180.99 - $210.18 $184K - $213K
1.02K $210M
PM
Philip Morris International Inc.

Consumer Defensive
1.31K
New
$117.15 - $158.79 $153K - $208K
1.31K $208M
ESS
Essex Property Trust, Inc.

Real Estate
667
New
N/A
667 $204M
PLD
Prologis, Inc.

Real Estate
723
+ 15.78%
$103.59 - $124.04 $74.9K - $89.7K
5.3K $593M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
696
+ 2.75%
$73.78 - $76.59 $51.4K - $53.3K
26K $1.99B
AVEM
American Centy ETF Tr Avantis

ETFs
804
+ 3.31%
$57.11 - $62.4 $45.9K - $50.2K
25.1K $1.51B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.94K
+ 1.66%
$28.55 - $29.09 $55.4K - $56.5K
119K $3.42B
EPD
Enterprise Products Partners L.P.

Energy
400
+ 1.86%
$31.75 - $34.14 $12.7K - $13.7K
21.9K $748M
BP
Bp PLC

Energy
60
+ 0.36%
$29.93 - $35.31 $1.8K - $2.12K
16.7K $565M
Dimensional ETF Trust
734
+ 1.18%
N/A
63.2K $1.66B
XLRE
Select Sector Spdr Tr Real Est

ETFs
739
+ 3.42%
$39.18 - $43.52 $29K - $32.2K
22.3K $935M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
189
+ 2.45%
$114.57 - $118.14 $21.7K - $22.3K
7.9K $933M
LLY
Eli Lilly & CO

Healthcare
23
+ 5.4%
$725.72 - $929.72 $16.7K - $21.4K
449 $371M
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 0.49%
$225.19 - $279.95 $6.31K - $7.84K
5.69K $1.4B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.27K
+ 4.23%
$25.44 - $25.58 $32.2K - $32.4K
31.2K $797M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
390
+ 18.44%
$113.13 - $127.79 $44.1K - $49.8K
2.51K $283M
NFLX
Netflix Inc

Communication Services
17
+ 5.03%
$828.4 - $1058.6 $14.1K - $18K
355 $331M
UNP
Union Pacific Corp

Industrials
29
+ 1.15%
$225.21 - $254.42 $6.53K - $7.38K
2.56K $605M
PG
Procter & Gamble CO

Consumer Defensive
68
+ 1.81%
$158.56 - $176.26 $10.8K - $12K
3.83K $653M
COP
Conocophillips

Energy
50
+ 2.19%
$88.6 - $105.85 $4.43K - $5.29K
2.33K $245M
WFC
Wells Fargo & Company

Financial Services
2
+ 0.03%
$66.78 - $81.42 $134 - $163
6.05K $434M
WDFC
Wd 40 CO

Basic Materials
10
+ 0.25%
$226.67 - $250.92 $2.27K - $2.51K
4.08K $995M
VTI
Vanguard Total Stock Market Et

ETFs
84
+ 7.23%
$271.18 - $303.12 $22.8K - $25.5K
1.25K $342M
PEP
Pepsico Inc

Consumer Defensive
34
+ 0.66%
$142.64 - $156.42 $4.85K - $5.32K
5.21K $781M
MGC
Vanguard Mega Cap ETF

ETFs
295
+ 4.6%
$199.2 - $222.69 $58.8K - $65.7K
6.71K $1.35B
MRK
Merck & Co., Inc.

Healthcare
257
+ 6.48%
$83.01 - $101.02 $21.3K - $26K
4.23K $379M
TM
Toyota Motor Corp

Consumer Cyclical
37
+ 2.77%
$176.53 - $195.35 $6.53K - $7.23K
1.37K $242M
HD
Home Depot, Inc.

Consumer Cyclical
47
+ 2.96%
$347.25 - $424.87 $16.3K - $20K
1.64K $600M
AXP
American Express CO

Financial Services
42
+ 3.61%
$255.39 - $325.87 $10.7K - $13.7K
1.21K $325M
WMT
Walmart Inc.

Consumer Defensive
149
+ 0.98%
$84.5 - $105.05 $12.6K - $15.7K
15.4K $1.35B
VTHR
Vanguard Russell 3000 ETF

ETFs
11
+ 0.45%
$243.2 - $272.04 $2.68K - $2.99K
2.46K $608M
BAC
Bank Of America Corp

Financial Services
55
+ 0.34%
$39.61 - $47.74 $2.18K - $2.63K
16.4K $683M
CAT
Caterpillar Inc

Industrials
36
+ 2.1%
$326.75 - $407.63 $11.8K - $14.7K
1.75K $578M
AMZN
Amazon Com Inc

Consumer Cyclical
162
+ 5.56%
$190.26 - $242.06 $30.8K - $39.2K
3.08K $585M
BX
Blackstone Inc.

Financial Services
240
+ 7.98%
$136.53 - $186.74 $32.8K - $44.8K
3.25K $454M
CGGO
Capital Group Global Growth Eq

ETFs
1.12K
+ 0.96%
$28.33 - $30.84 $31.6K - $34.4K
118K $3.34B
NVDA
Nvidia Corp

Technology
642
+ 6.79%
$106.98 - $149.43 $68.7K - $95.9K
10.1K $1.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.26K
+ 2.0%
$57.21 - $65.8 $72.3K - $83.1K
64.4K $3.76B
AVGO
Broadcom Inc.

Technology
100
+ 1.84%
$167.43 - $244.7 $16.7K - $24.5K
5.53K $926M
VBR
Vanguard Small Cap Value ETF

ETFs
198
+ 0.47%
$183.02 - $207.75 $36.2K - $41.1K
42K $7.83B
TSLA
Tesla, Inc.

Consumer Cyclical
52
+ 1.08%
$222.15 - $428.22 $11.6K - $22.3K
4.85K $1.26B
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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