Silvia Mccoll Wealth Management, LLC Reduced Holdings in Q4 2024

Silvia Mccoll Wealth Management, LLC

  • $133 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WDFC
Wd 40 CO

Basic Materials
-503
- 11.01%
$242.06 - $290.11 $122K - $146K
4.07K $987M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-7.43K
- 19.89%
$25.35 - $25.53 $188K - $190K
29.9K $762M
AMGN
Amgen Inc

Healthcare
-193
- 10.27%
$258.78 - $328.31 $49.9K - $63.4K
1.69K $440M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.12K
- 12.67%
$115.08 - $119.55 $129K - $134K
7.71K $891M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-876
- 3.35%
$74.5 - $78.37 $65.3K - $68.7K
25.3K $1.89B
CVX
Chevron Corp

Energy
-263
- 0.66%
$141.15 - $162.53 $37.1K - $42.7K
39.8K $5.76B
XOM
Exxon Mobil Corp

Energy
-369
- 3.74%
$105.51 - $125.37 $38.9K - $46.3K
9.49K $1.02B
CGGO
Capital Group Global Growth Eq

ETFs
-596
- 0.51%
$29.21 - $30.67 $17.4K - $18.3K
117K $3.41B
PLD
Prologis, Inc.

Real Estate
-162
- 3.42%
$101.4 - $126.96 $16.4K - $20.6K
4.58K $484M
SRE
Sempra Energy

Utilities
-1.7K
- 15.68%
$80.81 - $94.77 $138K - $161K
9.15K $803M
ABBV
Abb Vie Inc.

Healthcare
-207
- 6.63%
$164.99 - $203.87 $34.2K - $42.2K
2.91K $518M
COST
Costco Wholesale Corp

Consumer Defensive
-182
- 7.73%
$873.59 - $994.69 $159K - $181K
2.17K $1.99B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-119
- 0.55%
$40.06 - $45.21 $4.77K - $5.38K
21.6K $879M
VZ
Verizon Communications Inc

Communication Services
-510
- 4.08%
$39.6 - $45.21 $20.2K - $23.1K
12K $480M
MSFT
Microsoft Corp

Technology
-3
- 0.04%
$406.35 - $454.46 $1.22K - $1.36K
8.03K $3.38B
LLY
Eli Lilly & CO

Healthcare
-3
- 0.7%
$727.2 - $932.06 $2.18K - $2.8K
426 $329M
VO
Vanguard Mid Cap ETF

ETFs
-171
- 4.63%
$261.5 - $284.63 $44.7K - $48.7K
3.52K $930M
PG
Procter & Gamble CO

Consumer Defensive
-130
- 3.34%
$161.05 - $179.7 $20.9K - $23.4K
3.77K $631M
BP
Bp PLC

Energy
-400
- 2.34%
$28.16 - $33.14 $11.3K - $13.3K
16.7K $493M
PFE
Pfizer Inc

Healthcare
-788
- 8.99%
$24.8 - $30.19 $19.5K - $23.8K
7.98K $212M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.13%
$385.02 - $431.37 $770 - $863
1.59K $618M
COP
Conocophillips

Energy
-84
- 3.55%
$95.12 - $114.72 $7.99K - $9.64K
2.28K $226M
KMB
Kimberly Clark Corp

Consumer Defensive
-8
- 0.41%
$130.37 - $146.09 $1.04K - $1.17K
1.93K $252M
Schwab Charles Family Fd
-21.9K
- 3.73%
N/A
564K $564M
ABT
Abbott Laboratories

Healthcare
-86
- 1.74%
$111.93 - $119.39 $9.63K - $10.3K
4.86K $549M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-35
- 1.62%
$481.22 - $538.17 $16.8K - $18.8K
2.12K $1.08B
IWV
Ishares Russell 3000 ETF

ETFs
-27
- 0.48%
$323.08 - $349.08 $8.72K - $9.43K
5.58K $1.87B
CSCO
Cisco Systems, Inc.

Technology
-57
- 0.63%
$52.45 - $60.02 $2.99K - $3.42K
8.96K $530M
DIS
Walt Disney CO

Communication Services
-13
- 0.34%
$92.39 - $117.6 $1.2K - $1.53K
3.77K $420M
BAC
Bank Of America Corp

Financial Services
-1
- 0.01%
$39.22 - $47.77 $39.2 - $47.8
16.3K $717M
MS
Morgan Stanley

Financial Services
-263
- 5.45%
$104.42 - $134.99 $27.5K - $35.5K
4.56K $573M
GOOGL
Alphabet Inc.

Communication Services
-200
- 3.3%
$161.86 - $196.66 $32.4K - $39.3K
5.86K $1.11B
JPM
Jpmorgan Chase & CO

Financial Services
-168
- 2.88%
$205.18 - $250.29 $34.5K - $42K
5.66K $1.36B
WMT
Walmart Inc.

Consumer Defensive
-85
- 0.55%
$79.1 - $95.7 $6.72K - $8.13K
15.2K $1.38B
AVGO
Broadcom Inc.

Technology
-40
- 0.73%
$159.67 - $250.0 $6.39K - $10K
5.43K $1.26B
AAPL
Apple Inc.

Technology
-1.28K
- 3.11%
$221.69 - $259.02 $284K - $331K
39.9K $9.98B
TSLA
Tesla, Inc.

Consumer Cyclical
-30
- 0.62%
$213.65 - $479.86 $6.41K - $14.4K
4.79K $1.94B
Activity Summary
Buys All Purchases 18 New Holdings 1 Increased Positions 17 Sells All Sells 38 Reductions 38 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