Siligmueller & Norvid Wealth Advisors LLC Purchases in Q3 2025

Siligmueller & Norvid Wealth Advisors LLC

  • $222 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
1.18K
New
$656.44 - $753.15 $773K - $886K
1.18K $878M
V
Visa Inc.

Financial Services
2.47K
New
$332.09 - $358.86 $821K - $887K
2.47K $844M
VGIT
Vanguard Intermediate Term Tre

ETFs
13.9K
New
$58.97 - $60.36 $822K - $841K
13.9K $837M
SNA
Snap On Inc

Industrials
2.4K
New
$313.01 - $346.53 $752K - $833K
2.4K $833M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
20.9K
New
$30.13 - $33.37 $631K - $699K
20.9K $809M
XT
Ishares Tr Exponential Technol

ETFs
11.1K
New
$65.04 - $71.97 $724K - $801K
11.1K $801M
AVGO
Broadcom Inc.

Technology
2.3K
New
$264.74 - $369.57 $610K - $851K
2.3K $762M
Innovator Etfs Trust
22.5K
New
N/A
22.5K $745M
TSLA
Tesla, Inc.

Consumer Cyclical
1.55K
New
$293.94 - $444.72 $456K - $689K
1.55K $690M
AMZN
Amazon Com Inc

Consumer Cyclical
2.82K
+ 94.76%
$211.65 - $238.24 $597K - $672K
5.79K $1.27B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.88K
New
$108.46 - $120.63 $529K - $588K
4.88K $593M
MCHI
Ishares Msci China ETF

ETFs
8.88K
New
$54.58 - $65.85 $485K - $585K
8.88K $585M
VOX
Vanguard Communication Service

ETFs
3.06K
New
$169.0 - $192.17 $517K - $588K
3.06K $574M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.42K
New
$362.31 - $405.74 $516K - $578K
1.42K $573M
AOR
Ishares Tr Core Growth Allocat

ETFs
8.79K
New
$60.99 - $64.39 $536K - $566K
8.79K $566M
FLGB
Franklin Templeton ETF Tr

ETFs
17.5K
New
$30.37 - $32.35 $531K - $566K
17.5K $565M
Perspective Therapeutics Inc
165K
New
N/A
165K $565M
AXP
American Express CO

Financial Services
1.7K
New
$294.27 - $342.31 $499K - $581K
1.7K $563M
Aim ETF Products Trust
15.9K
New
N/A
15.9K $555M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
23.4K
New
$23.09 - $23.43 $540K - $548K
23.4K $547M
MCD
Mcdonalds Corp

Consumer Cyclical
1.8K
New
$291.67 - $316.99 $524K - $570K
1.8K $546M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
901
New
$567.09 - $607.37 $511K - $547K
901 $537M
XOM
Exxon Mobil Corp

Energy
4.74K
New
$105.83 - $117.22 $501K - $555K
4.74K $535M
META
Meta Platforms, Inc.

Communication Services
693
+ 179.07%
$695.21 - $791.73 $482K - $549K
1.08K $797M
MS
Morgan Stanley

Financial Services
3.22K
New
$139.09 - $161.16 $447K - $518K
3.22K $511M
AOM
Ishares Tr Core Moderate Alloc

ETFs
10.3K
New
$45.4 - $47.61 $466K - $488K
10.3K $488M
PRU
Prudential Financial Inc

Financial Services
4.58K
New
$100.68 - $109.89 $461K - $503K
4.58K $474M
SYK
Stryker Corp

Healthcare
1.28K
New
$368.57 - $403.53 $471K - $516K
1.28K $472M
Ishares Bitcoin Trust ETF
7.2K
New
N/A
7.2K $468M
MA
Mastercard Inc

Financial Services
785
New
$550.18 - $598.96 $432K - $470K
785 $449M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
18.8K
New
$23.53 - $23.89 $442K - $449K
18.8K $448M
VONV
Vanguard Russell 1000 Value Et

ETFs
5.37K
New
$84.55 - $89.54 $454K - $481K
5.37K $438M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.43K
New
$53.81 - $57.52 $400K - $427K
7.43K $427M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
6.31K
New
$61.56 - $66.95 $388K - $422K
6.31K $422M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
16.7K
New
$25.09 - $25.19 $419K - $421K
16.7K $421M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4K
New
$95.32 - $123.91 $381K - $495K
4K $405M
EXC
Exelon Corp

Utilities
9K
New
$42.73 - $45.54 $384K - $410K
9K $405M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.91K
New
$98.52 - $103.93 $385K - $406K
3.91K $403M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.7K
New
$22.9 - $23.58 $382K - $393K
16.7K $391M
ADP
Automatic Data Processing Inc

Industrials
1.33K
New
$288.69 - $310.94 $385K - $414K
1.33K $391M
IBHE
Ishares Ibonds 2025 Term High

ETFs
16.6K
New
$23.14 - $23.23 $385K - $387K
16.6K $386M
IBM
International Business Machines Corp

Technology
1.36K
New
$234.77 - $292.47 $319K - $398K
1.36K $384M
EW
Edwards Lifesciences Corp

Healthcare
4.91K
New
$73.75 - $81.83 $362K - $402K
4.91K $382M
GOOGL
Alphabet Inc.

Communication Services
366
+ 7.79%
$174.36 - $254.72 $63.8K - $93.2K
5.07K $1.23B
WMT
Walmart Inc.

Consumer Defensive
3.64K
New
$94.4 - $104.27 $343K - $379K
3.64K $375M
HD
Home Depot, Inc.

Consumer Cyclical
910
New
$357.4 - $423.42 $325K - $385K
910 $369M
CI
Cigna Corp

Healthcare
1.28K
New
$262.23 - $334.39 $335K - $427K
1.28K $368M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.85K
New
$87.29 - $93.61 $336K - $360K
3.85K $359M
ILF
Ishares Latin America 40 ETF

ETFs
12.4K
New
$24.77 - $28.98 $308K - $360K
12.4K $359M
Activity Summary
Buys All Purchases 147 New Holdings 133 Increased Positions 14 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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