Siligmueller & Norvid Wealth Advisors LLC New Holdings in Q3 2025

Siligmueller & Norvid Wealth Advisors LLC

  • $222 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
49K
New
$303.93 - $329.86 $14.9M - $16.2M
49K $16.1B
EFV
Msci Eafe Value ETF

ETFs
107K
New
$62.79 - $68.42 $6.69M - $7.29M
107K $7.23B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
62.5K
New
$97.75 - $100.75 $6.11M - $6.3M
62.5K $6.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
104K
New
$54.35 - $59.32 $5.65M - $6.16M
104K $6.15B
IVV
Ishares Core S&P 500 ETF

ETFs
8.86K
New
$620.67 - $670.08 $5.5M - $5.94M
8.86K $5.94B
BND
Vanguard Bd Index Fd Inc Total

ETFs
69.7K
New
$72.57 - $74.72 $5.06M - $5.21M
69.7K $5.18B
IEMG
Ishares Inc

ETFs
74.1K
New
N/A
74.1K $4.89B
SFLR
Innovator Etfs Tr Equity Manag
131K
New
N/A
131K $4.72B
MBB
Ishares Tr

ETFs
49K
New
$92.46 - $95.73 $4.53M - $4.69M
49K $4.67B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.32K
New
$567.77 - $614.76 $4.15M - $4.5M
7.32K $4.48B
IEF
Ishares Barclays

ETFs
43.2K
New
$93.91 - $97.26 $4.06M - $4.2M
43.2K $4.17B
ORCC
Owl Rock Capital Corp

Financial Services
287K
New
N/A
287K $3.66B
OEF
Ishares S&P 100 ETF

ETFs
9.59K
New
N/A
9.59K $3.2B
AZAO
Aim ETF Prods Trallianzim U S

ETFs
71K
New
N/A
71K $3.02B
JPM
Jpmorgan Chase & CO

Financial Services
9.51K
New
$282.78 - $316.06 $2.69M - $3M
9.51K $3B
Blackrock ETF Trust
76.4K
New
N/A
76.4K $2.9B
ABBV
Abb Vie Inc.

Healthcare
12.4K
New
$184.85 - $231.54 $2.3M - $2.88M
12.4K $2.88B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48K
New
$49.43 - $54.52 $2.37M - $2.62M
48K $2.6B
EFG
Msci Eafe Growth ETF

ETFs
21.9K
New
$106.99 - $114.46 $2.34M - $2.5M
21.9K $2.49B
FSK
Fs Kkr Capital Corp

Financial Services
159K
New
$14.93 - $22.48 $2.38M - $3.58M
159K $2.38B
Vanguard Malvern Fds
29.1K
New
N/A
29.1K $2.28B
IEFA
Ishares Tr

ETFs
22.3K
New
$81.7 - $87.53 $1.82M - $1.95M
22.3K $2.16B
NVDA
Nvidia Corp

Technology
11.4K
New
$153.3 - $186.58 $1.75M - $2.13M
11.4K $2.13B
JMBS
Janus Detroit Str Tr Henderson

ETFs
46.2K
New
$44.34 - $45.94 $2.05M - $2.12M
46.2K $2.11B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
44.1K
New
$42.26 - $47.16 $1.86M - $2.08M
44.1K $2.04B
IYW
Ishares Dj Us Tech ETF

ETFs
9.97K
New
$171.38 - $197.01 $1.71M - $1.96M
9.97K $1.95B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.95K
New
$236.25 - $257.69 $1.64M - $1.79M
6.95K $1.78B
TIP
Ishares Tr Tips Bd ETF

ETFs
15.2K
New
$109.11 - $111.88 $1.66M - $1.7M
15.2K $1.69B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
34K
New
$45.6 - $46.92 $1.55M - $1.6M
34K $1.59B
ABT
Abbott Laboratories

Healthcare
11.5K
New
$120.51 - $136.62 $1.39M - $1.58M
11.5K $1.55B
Blackrock ETF Trust
41.8K
New
N/A
41.8K $1.43B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
25.3K
New
$45.72 - $47.27 $1.16M - $1.2M
25.3K $1.36B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
13.4K
New
N/A
13.4K $1.33B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.8K
New
$62.09 - $66.51 $1.35M - $1.45M
21.8K $1.32B
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
22.7K
New
N/A
22.7K $998M
COST
Costco Wholesale Corp

Consumer Defensive
1.03K
New
$915.95 - $994.57 $944K - $1.03M
1.03K $954M
MMM
3 M CO

Industrials
6.04K
New
$144.41 - $160.2 $873K - $968K
6.04K $938M
CEG
Constellation Energy Corp

Utilities
2.81K
New
$298.82 - $354.89 $839K - $996K
2.81K $924M
CAT
Caterpillar Inc

Industrials
1.93K
New
$390.92 - $477.15 $755K - $922K
1.93K $922M
AOK
Ishares Tr Core Conservative A

ETFs
22.5K
New
$38.64 - $40.17 $870K - $905K
22.5K $904M
JNJ
Johnson & Johnson

Healthcare
4.82K
New
$155.17 - $185.42 $748K - $894K
4.82K $896M
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
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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