Siligmueller & Norvid Wealth Advisors LLC Purchases in Q4 2024

Siligmueller & Norvid Wealth Advisors LLC

  • $235 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
313K
New
$77.86 - $79.27 $24.4M - $24.8M
313K $24.4B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
829K
New
$22.01 - $66.82 $18.2M - $55.4M
829K $18.8B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
764K
New
$20.08 - $20.61 $15.3M - $15.8M
764K $15.4B
IYY
Ishares Tr

ETFs
90.6K
New
$138.14 - $149.13 $12.5M - $13.5M
90.6K $13B
CGDV
Capital Group Divid Value ETF

ETFs
240K
New
$35.16 - $37.12 $8.42M - $8.89M
240K $8.45B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
94.8K
New
$80.93 - $85.66 $7.67M - $8.12M
94.8K $7.67B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
369K
New
$19.42 - $19.76 $7.17M - $7.3M
369K $7.19B
ARES
Ares Management Corp

Financial Services
37.4K
New
$153.38 - $183.7 $5.74M - $6.87M
37.4K $6.62B
FTCS
First Trust Capital Strength E

ETFs
73.7K
New
$87.62 - $94.03 $6.46M - $6.93M
73.7K $6.47B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
254K
New
$24.55 - $25.16 $6.23M - $6.39M
254K $6.26B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
58.8K
New
$101.22 - $107.72 $5.95M - $6.34M
58.8K $6.02B
SCHX
Schwab Strategic Tr Us Large C

ETFs
237K
New
$22.4 - $68.28 $5.31M - $16.2M
237K $5.49B
POCT
Innovator U.S. Equity Power Bu

ETFs
137K
New
$38.63 - $40.03 $5.29M - $5.48M
137K $5.42B
PAPR
Innovator U.S. Equity Power Bu

ETFs
143K
New
$35.71 - $37.1 $5.12M - $5.32M
143K $5.27B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
97.1K
New
$50.62 - $50.97 $4.92M - $4.95M
97.1K $4.92B
SPYG
Spdr Portfolio

ETFs
51.9K
New
$81.74 - $91.38 $4.24M - $4.74M
51.9K $4.56B
IVE
Ishares S&P 500 Value ETF

ETFs
21.7K
New
$189.5 - $206.17 $4.12M - $4.48M
21.7K $4.15B
VUSB
Vanguard Bd Index Fds
78.7K
New
N/A
78.7K $3.9B
RSP
Invesco S&P 500 Equal Weight E

ETFs
21.4K
New
$174.22 - $187.62 $3.74M - $4.02M
21.4K $3.76B
VTV
Vanguard Value ETF

ETFs
21K
New
$168.32 - $181.87 $3.53M - $3.81M
21K $3.55B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
50.7K
New
$65.67 - $69.79 $3.33M - $3.54M
50.7K $3.4B
VCIT
Vanguard Intermediate Term Cor

ETFs
36.4K
New
$80.13 - $83.77 $2.91M - $3.05M
36.4K $2.92B
CGUS
Capital Group Core Equity ETF
79K
New
$33.96 - $36.24 $2.68M - $2.86M
79K $2.76B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
53K
New
$49.58 - $50.28 $2.63M - $2.66M
53K $2.63B
PDEC
Innovator U.S. Equity Power Bu
67.3K
New
N/A
67.3K $2.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.37K
New
$567.81 - $607.81 $2.48M - $2.66M
4.37K $2.56B
PJUL
Innovator U.S. Equity Power Bu

ETFs
57.6K
New
$40.12 - $41.68 $2.31M - $2.4M
57.6K $2.37B
FNDX
Schwab Fundamental U S Large C

ETFs
99.5K
New
$23.49 - $71.77 $2.34M - $7.14M
99.5K $2.36B
SCHG
Schwab Strategic Tr Us Large C

ETFs
78.2K
New
$25.93 - $105.3 $2.03M - $8.23M
78.2K $2.18B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
33.4K
New
$58.88 - $64.8 $1.97M - $2.17M
33.4K $1.97B
JMEE
J P Morgan Exchange Traded Fd

ETFs
31.6K
New
$60.1 - $66.4 $1.9M - $2.1M
31.6K $1.91B
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
81.2K
New
$20.05 - $20.15 $1.63M - $1.64M
81.2K $1.63B
SPIB
Spdr Portfolio Intermediate Te

ETFs
39.8K
New
$32.65 - $33.68 $1.3M - $1.34M
39.8K $1.3B
VEU
Vanguard Ftse All World Ex Us

ETFs
22.2K
New
$57.29 - $63.1 $1.27M - $1.4M
22.2K $1.27B
IVW
Ishares S&P 500 Growth ETF

ETFs
12.5K
New
$94.43 - $105.47 $1.18M - $1.32M
12.5K $1.27B
IQLT
Ishares Msci Intl Quality Fact

ETFs
31.3K
New
$37.12 - $41.23 $1.16M - $1.29M
31.3K $1.16B
VIG
Vanguard Dividend Appreciation

ETFs
5.81K
New
N/A
5.81K $1.14B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.7K
New
$50.37 - $50.6 $1.1M - $1.1M
21.7K $1.1B
RPG
Invesco Exchange Traded Fd Tr

ETFs
26.3K
New
$38.88 - $44.07 $1.02M - $1.16M
26.3K $1.09B
IJUL
Innovator Etfs Tr

ETFs
38.6K
New
$27.59 - $29.25 $1.06M - $1.13M
38.6K $1.07B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.51K
New
$370.24 - $418.94 $929K - $1.05M
2.51K $1.01B
BJUL
Innovator U.S. Equity Buffer E

ETFs
22.5K
New
$43.33 - $45.42 $976K - $1.02M
22.5K $1B
IAPR
Innovator Etfs Tr Internationa

ETFs
34.2K
New
$26.66 - $28.18 $913K - $965K
34.2K $914M
IDV
Ishares Tr

ETFs
32.5K
New
$27.03 - $29.92 $877K - $971K
32.5K $889M
GOOGL
Alphabet Inc.

Communication Services
4.64K
New
$161.86 - $196.66 $751K - $913K
4.64K $879M
Innovator Etfs Trust
31.9K
New
N/A
31.9K $878M
AAPL
Apple Inc.

Technology
3.46K
New
$221.69 - $259.02 $767K - $896K
3.46K $866M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.44K
New
$111.85 - $120.71 $832K - $898K
7.44K $857M
BJUN
Innovator U.S. Equity Buffer E

ETFs
20.4K
New
N/A
20.4K $846M
Activity Summary
Buys All Purchases 93 New Holdings 93 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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