Silvia Mccoll Wealth Management, LLC Reduced Holdings in Q2 2025

Silvia Mccoll Wealth Management, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-554K
- 79.46%
$24.32 - $27.87 $13.5M - $15.4M
143K $3.8B
AAPL
Apple Inc.

Technology
-2.21K
- 5.59%
$172.42 - $223.89 $381K - $495K
37.3K $7.66B
JNJ
Johnson & Johnson

Healthcare
-435
- 9.02%
$146.36 - $159.82 $63.7K - $69.5K
4.39K $671M
EPD
Enterprise Products Partners L.P.

Energy
-639
- 2.92%
$28.95 - $34.22 $18.5K - $21.9K
21.3K $659M
PLD
Prologis, Inc.

Real Estate
-298
- 5.62%
$89.76 - $112.34 $26.7K - $33.5K
5.01K $526M
WDFC
Wd 40 CO

Basic Materials
-7
- 0.17%
$217.49 - $248.93 $1.52K - $1.74K
4.07K $928M
BP
Bp PLC

Energy
-60
- 0.36%
$26.11 - $33.81 $1.57K - $2.03K
16.7K $499M
MRK
Merck & Co., Inc.

Healthcare
-250
- 5.92%
$73.47 - $87.12 $18.4K - $21.8K
3.98K $315M
AMGN
Amgen Inc

Healthcare
-9
- 0.58%
$262.28 - $309.85 $2.36K - $2.79K
1.53K $428M
Dimensional ETF Trust
-3.01K
- 4.76%
N/A
60.1K $1.61B
TM
Toyota Motor Corp

Consumer Cyclical
-97
- 7.07%
$158.63 - $195.39 $15.4K - $19K
1.28K $220M
INTC
Intel Corp

Technology
-500
- 5.16%
$18.13 - $22.69 $9.07K - $11.3K
9.19K $206M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-38
- 0.17%
$37.08 - $42.26 $1.41K - $1.61K
22.3K $924M
O
Realty Income Corp

Real Estate
-150
- 2.84%
$52.27 - $58.52 $7.84K - $8.78K
5.14K $296M
VTI
Vanguard Total Stock Market Et

ETFs
-84
- 6.74%
$243.75 - $303.93 $20.5K - $25.5K
1.16K $353M
MAR
Marriott International Inc

Consumer Cyclical
-77
- 8.02%
$211.12 - $274.14 $16.3K - $21.1K
883 $241M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-54
- 0.21%
$75.05 - $77.34 $4.05K - $4.18K
25.9K $2B
IAU
Ishares Gold Trust

ETFs
-699
- 3.94%
$56.1 - $64.74 $39.2K - $45.3K
17K $1.06B
CSCO
Cisco Systems, Inc.

Technology
-105
- 1.19%
$53.19 - $69.38 $5.58K - $7.28K
8.75K $607M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-148
- 2.29%
$108.06 - $135.3 $16K - $20K
6.33K $856M
GD
General Dynamics Corp

Industrials
-53
- 1.1%
$247.68 - $291.66 $13.1K - $15.5K
4.77K $1.39B
CAT
Caterpillar Inc

Industrials
-35
- 2.0%
$273.94 - $388.21 $9.59K - $13.6K
1.72K $667M
BAC
Bank Of America Corp

Financial Services
-55
- 0.34%
$34.39 - $47.46 $1.89K - $2.61K
16.3K $772M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.56K
- 4.43%
$35.9 - $43.76 $92K - $112K
55.4K $2.39B
MGC
Vanguard Mega Cap ETF

ETFs
-253
- 3.77%
$179.23 - $224.92 $45.3K - $56.9K
6.46K $1.45B
WMT
Walmart Inc.

Consumer Defensive
-317
- 2.06%
$81.79 - $99.98 $25.9K - $31.7K
15.1K $1.47B
IWV
Ishares Russell 3000 ETF

ETFs
-13
- 0.23%
$281.67 - $351.0 $3.66K - $4.56K
5.54K $1.95B
AVEM
American Centy ETF Tr Avantis

ETFs
-374
- 1.49%
$53.08 - $68.54 $19.9K - $25.6K
24.7K $1.69B
JPM
Jpmorgan Chase & CO

Financial Services
-80
- 1.41%
$210.28 - $289.91 $16.8K - $23.2K
5.61K $1.63B
VBR
Vanguard Small Cap Value ETF

ETFs
-600
- 1.43%
$162.76 - $195.77 $97.7K - $117K
41.4K $8.08B
CGGO
Capital Group Global Growth Eq

ETFs
-4.81K
- 4.08%
$25.31 - $32.17 $122K - $155K
113K $3.61B
MSFT
Microsoft Corp

Technology
-28
- 0.35%
$354.56 - $497.45 $9.93K - $13.9K
7.93K $3.95B
Activity Summary
Buys All Purchases 25 New Holdings 8 Increased Positions 17 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Silvia Mccoll Wealth Management, LLC Portfolio

Follow Silvia Mccoll Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silvia Mccoll Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silvia Mccoll Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email