Siligmueller & Norvid Wealth Advisors LLC New Holdings in Q4 2024

Siligmueller & Norvid Wealth Advisors LLC

  • $235 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
12.7K
New
$65.95 - $72.56 $841K - $925K
12.7K $843M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
42.5K
New
$19.38 - $19.58 $824K - $832K
42.5K $826M
ILCB
Ishares Morningstar U.S. Equit

ETFs
9.84K
New
$78.43 - $84.56 $772K - $832K
9.84K $799M
MSFT
Microsoft Corp

Technology
1.84K
New
$406.35 - $454.46 $748K - $837K
1.84K $776M
VGSH
Vanguard

ETFs
13.2K
New
$58.02 - $58.88 $768K - $780K
13.2K $770M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
14.5K
New
$51.54 - $52.55 $745K - $760K
14.5K $748M
EQR
Equity Residential

Real Estate
10.2K
New
$69.12 - $77.48 $707K - $792K
10.2K $734M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.5K
New
$49.79 - $51.14 $722K - $742K
14.5K $727M
AMZN
Amazon Com Inc

Consumer Cyclical
2.95K
New
$180.88 - $232.93 $534K - $688K
2.95K $648M
IOCT
Innovator Etfs Tr Intl Dev Pow
21.7K
New
N/A
21.7K $637M
IQDF
Flexshares International Quali

ETFs
26.1K
New
$23.12 - $26.48 $605K - $692K
26.1K $608M
BAPR
Innovator U.S. Equity Buffer E

ETFs
13.6K
New
$42.96 - $45.15 $584K - $614K
13.6K $603M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
16.7K
New
$35.07 - $36.08 $585K - $602K
16.7K $599M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.36K
New
$176.42 - $186.91 $593K - $628K
3.36K $599M
FVD
First Tr Value Line Divid Inde

ETFs
13.5K
New
$43.4 - $46.7 $588K - $633K
13.5K $591M
PNOV
Innovator U.S. Equity Power Bu
15.2K
New
N/A
15.2K $576M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.25K
New
$77.23 - $82.11 $560K - $595K
7.25K $564M
BAUG
Innovator U.S. Equity Buffer E
12.9K
New
N/A
12.9K $560M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
23.5K
New
$23.25 - $23.56 $546K - $553K
23.5K $546M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.2K
New
$100.18 - $109.1 $521K - $567K
5.2K $545M
VEA
Vanguard Ftse Developed Market

ETFs
11K
New
$47.57 - $52.44 $524K - $578K
11K $527M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
23.9K
New
$21.68 - $22.16 $518K - $529K
23.9K $518M
IJAN
Innovator Etfs Tr Intl Dev Pwr
15.8K
New
N/A
15.8K $478M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.74K
New
$126.68 - $134.74 $474K - $504K
3.74K $477M
QQQ
Invesco Qqq Trust, Series 1

ETFs
928
New
$481.22 - $538.17 $447K - $499K
928 $475M
PSEP
Innovator U.S. Equity Power Bu
8.55K
New
N/A
8.55K $334M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
696
New
$442.29 - $483.08 $308K - $336K
696 $315M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
6.9K
New
$43.97 - $45.33 $304K - $313K
6.9K $310M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.5K
New
$20.6 - $20.71 $299K - $301K
14.5K $300M
Vanguard Wellington Fd
2.92K
New
N/A
2.92K $293M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
12.1K
New
$23.02 - $23.23 $279K - $281K
12.1K $279M
BOCT
Innovator U.S. Equity Buffer E

ETFs
6K
New
$42.04 - $44.04 $252K - $264K
6K $259M
PMAR
Innovator U.S. Equity Power Bu

ETFs
6.44K
New
$39.04 - $40.41 $252K - $260K
6.44K $259M
GOOG
Alphabet Inc.

Communication Services
1.29K
New
$163.08 - $198.16 $210K - $255K
1.29K $245M
EPI
Wisdomtree Tr India Earnings F

ETFs
5.34K
New
$45.09 - $50.08 $241K - $267K
5.34K $242M
XLE
Energy Sector Spdr

ETFs
2.68K
New
$83.32 - $97.27 $224K - $261K
2.68K $230M
META
Meta Platforms, Inc.

Communication Services
385
New
$554.08 - $632.68 $213K - $244K
385 $225M
ARCC
Ares Capital Corp

Financial Services
10.2K
New
$20.74 - $22.27 $212K - $227K
10.2K $223M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.29K
New
$67.29 - $73.38 $221K - $241K
3.29K $223M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.97K
New
$50.35 - $50.69 $200K - $201K
3.97K $200M
EAD
Allspring Income Opportunities Fund

Financial Services
13.3K
New
$6.76 - $7.2 $89.6K - $95.4K
13.3K $91.3M
VERU
Veru Inc.

Healthcare
26K
New
$0.58 - $0.93 $15.1K - $24.2K
26K $16.9M
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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