Siligmueller & Norvid Wealth Advisors LLC Portfolio Holdings

Siligmueller & Norvid Wealth Advisors LLC

  • $235 Billion
  • Q4 2024

Siligmueller & Norvid Wealth Advisors LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $235 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $24.4B, Schwab Strategic Tr Us Broad M with a value of $18.8B, Invesco ETF Fd Tr Invesco Bull with a value of $15.4B, Ishares Tr with a value of $13B, and Capital Group Divid Value ETF with a value of $8.45B.

Examining the 13F form we can see an increase of $235B in the current position value.

Siligmueller & Norvid Wealth Advisors LLC is based out at Glen Ellyn, IL

Below you can find more details about Siligmueller & Norvid Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Billion
ETFs: $210 Billion
Financial Services: $7.25 Billion
Technology: $1.64 Billion
Communication Services: $1.35 Billion
Real Estate: $734 Million
Consumer Cyclical: $648 Million
Consumer Defensive: $310 Million
Healthcare: $16.9 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$310 Million 0.13% of portfolio
6,904
Q4 2024 New
$0
$223 Million 0.1% of portfolio
10,200
Q4 2024 New
$0
$91.3 Million 0.04% of portfolio
13,250
Q4 2024 New
$44.9M
$16.9 Million 0.01% of portfolio
26,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $235 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 93 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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