Silvia Mccoll Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 106 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 $19.1B, Apple Inc. with a value of $9.98B, Vanguard Small Cap Value ETF with a value of $8.29B, Chevron Corp with a value of $5.76B, and Ishares Core S&P Mid Cap ETF with a value of $3.93B.
Examining the 13F form we can see an decrease of $169M in the current position value, from $134B to 133B.
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
$133 Billion
ETFs: $71.6 Billion
Technology: $18.3 Billion
Energy: $10.6 Billion
Financial Services: $7.12 Billion
Consumer Defensive: $5.04 Billion
Consumer Cyclical: $4.53 Billion
Industrials: $3.98 Billion
Communication Services: $3.85 Billion
Other: $6.31 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
