Silvia Mccoll Wealth Management, LLC Portfolio Holdings

Silvia Mccoll Wealth Management, LLC

  • $134 Billion
  • Q3 2024

Silvia Mccoll Wealth Management, LLC has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $19.6B, Apple Inc. with a value of $9.59B, Vanguard Small Cap Value ETF with a value of $8.29B, Chevron Corp with a value of $5.9B, and Ishares Core S&P Mid Cap ETF with a value of $3.85B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $121B to 134B.

Silvia Mccoll Wealth Management, LLC is based out at San Diego, CA

Below you can find more details about Silvia Mccoll Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $71.8 Billion
Technology: $17.6 Billion
Energy: $10.8 Billion
Financial Services: $6.49 Billion
Consumer Defensive: $5.15 Billion
Industrials: $4.62 Billion
Consumer Cyclical: $3.77 Billion
Healthcare: $3.68 Billion
Other: $7.38 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.05B
$54.9 Million 0.04% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $134 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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