Silvia Mccoll Wealth Management, LLC Reduced Holdings in Q3 2025

Silvia Mccoll Wealth Management, LLC

  • $148 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-84.5K
- 58.95%
$26.38 - $27.95 $2.23M - $2.36M
58.8K $1.61B
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.14%
$915.95 - $994.57 $2.75K - $2.98K
2.16K $2B
PEP
Pepsico Inc

Consumer Defensive
-700
- 13.44%
$133.81 - $152.16 $93.7K - $107K
4.51K $633M
CPT
Camden Property Trust

Real Estate
-110
- 2.84%
$104.05 - $115.69 $11.4K - $12.7K
3.76K $402M
CSCO
Cisco Systems, Inc.

Technology
-275
- 3.14%
$66.2 - $71.79 $18.2K - $19.7K
8.48K $580M
PLD
Prologis, Inc.

Real Estate
-565
- 11.29%
$104.08 - $115.35 $58.8K - $65.2K
4.44K $509M
AMGN
Amgen Inc

Healthcare
-65
- 4.24%
$271.18 - $309.22 $17.6K - $20.1K
1.47K $415M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-565
- 1.79%
$25.39 - $25.57 $14.3K - $14.4K
31K $792M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-333
- 1.29%
$76.16 - $78.59 $25.4K - $26.2K
25.6K $2B
Dimensional ETF Trust
-1.26K
- 2.09%
N/A
58.9K $1.61B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-449
- 7.1%
$134.94 - $145.86 $60.6K - $65.5K
5.88K $856M
MRK
Merck & Co., Inc.

Healthcare
-72
- 1.81%
$77.6 - $87.37 $5.59K - $6.29K
3.9K $328M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.37K
- 1.15%
$28.95 - $29.73 $39.6K - $40.7K
118K $3.5B
XOM
Exxon Mobil Corp

Energy
-290
- 3.13%
$105.83 - $117.22 $30.7K - $34K
8.97K $1.01B
WFC
Wells Fargo & Company

Financial Services
-23
- 0.38%
$77.05 - $85.16 $1.77K - $1.96K
6.03K $505M
ORCL
Oracle Corp

Technology
-120
- 12.38%
$218.96 - $328.33 $26.3K - $39.4K
849 $239M
Chain Bridge Bancorp Inc
-1.11K
- 11.87%
N/A
8.24K $270M
VO
Vanguard Mid Cap ETF

ETFs
-18
- 0.54%
$279.83 - $293.74 $5.04K - $5.29K
3.32K $976M
MS
Morgan Stanley

Financial Services
-190
- 4.67%
$139.09 - $161.16 $26.4K - $30.6K
3.88K $617M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-76
- 0.14%
$41.43 - $44.2 $3.15K - $3.36K
55.3K $2.44B
BX
Blackstone Inc.

Financial Services
-100
- 3.08%
$152.77 - $188.68 $15.3K - $18.9K
3.15K $538M
QCOM
Qualcomm Inc

Technology
-35
- 0.41%
$145.84 - $173.55 $5.1K - $6.07K
8.44K $1.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.13%
$459.11 - $506.91 $3.21K - $3.55K
5.48K $2.76B
MGC
Vanguard Mega Cap ETF

ETFs
-75
- 1.16%
$224.2 - $245.55 $16.8K - $18.4K
6.38K $1.56B
SRE
Sempra Energy

Utilities
-215
- 2.35%
$74.14 - $89.98 $15.9K - $19.3K
8.92K $803M
JNJ
Johnson & Johnson

Healthcare
-134
- 3.05%
$155.17 - $185.42 $20.8K - $24.8K
4.26K $789M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-135
- 0.95%
$108.46 - $120.63 $14.6K - $16.3K
14.1K $1.67B
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.2%
$282.78 - $316.06 $3.11K - $3.48K
5.6K $1.77B
IWV
Ishares Russell 3000 ETF

ETFs
-40
- 0.72%
$351.04 - $379.81 $14K - $15.2K
5.5K $2.09B
AVEM
American Centy ETF Tr Avantis

ETFs
-300
- 1.21%
$68.33 - $75.41 $20.5K - $22.6K
24.4K $1.83B
CAT
Caterpillar Inc

Industrials
-20
- 1.16%
$390.92 - $477.15 $7.82K - $9.54K
1.7K $810M
CGGO
Capital Group Global Growth Eq

ETFs
-2.9K
- 2.57%
$31.71 - $34.17 $92K - $99.1K
110K $3.76B
SPY
Spdr S&P 500 ETF Trust

ETFs
-43
- 1.15%
$617.65 - $666.84 $26.6K - $28.7K
3.71K $2.47B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-730
- 1.13%
$62.09 - $66.51 $45.3K - $48.6K
64K $4.18B
GD
General Dynamics Corp

Industrials
-109
- 2.29%
$293.92 - $341.0 $32K - $37.2K
4.66K $1.59B
CVX
Chevron Corp

Energy
-189
- 0.47%
$145.57 - $161.83 $27.5K - $30.6K
39.8K $6.18B
VBR
Vanguard Small Cap Value ETF

ETFs
-433
- 1.05%
$195.41 - $212.37 $84.6K - $92K
41K $8.56B
GOOG
Alphabet Inc.

Communication Services
-108
- 1.4%
$175.16 - $255.24 $18.9K - $27.6K
7.63K $1.86B
AAPL
Apple Inc.

Technology
-1.03K
- 2.76%
$202.38 - $256.87 $209K - $265K
36.3K $9.25B
Activity Summary
Buys All Purchases 9 New Holdings 2 Increased Positions 7 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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