Siligmueller & Norvid Wealth Advisors LLC Reduced Holdings in Q1 2025

Siligmueller & Norvid Wealth Advisors LLC

  • $236 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGRO
Ishares Tr International Divid

ETFs
-18.4K
- 20.74%
$66.91 - $73.87 $1.23M - $1.36M
70.4K $5.1B
SPYG
Spdr Portfolio

ETFs
-3.07K
- 5.92%
$80.05 - $92.39 $246K - $284K
48.8K $3.92B
JMEE
J P Morgan Exchange Traded Fd

ETFs
-8.78K
- 27.81%
$54.51 - $63.63 $479K - $559K
22.8K $1.28B
BJUL
Innovator U.S. Equity Buffer E

ETFs
-12.4K
- 54.95%
$42.65 - $46.09 $528K - $571K
10.1K $438M
CGUS
Capital Group Core Equity ETF
-10.6K
- 13.4%
$33.08 - $36.62 $350K - $388K
68.4K $2.28B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.97K
- 7.63%
$24.91 - $29.02 $149K - $173K
72.2K $1.81B
IAPR
Innovator Etfs Tr Internationa

ETFs
-13.5K
- 39.4%
$26.66 - $28.64 $360K - $386K
20.7K $571M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.01K
- 0.43%
$21.75 - $24.28 $22K - $24.6K
236K $5.21B
BAPR
Innovator U.S. Equity Buffer E

ETFs
-6K
- 44.12%
$41.97 - $46.03 $252K - $276K
7.6K $323M
IQDF
Flexshares International Quali

ETFs
-11.6K
- 44.35%
$23.0 - $25.77 $267K - $299K
14.6K $363M
POCT
Innovator U.S. Equity Power Bu

ETFs
-2.2K
- 1.6%
$38.53 - $40.49 $84.7K - $89K
135K $5.24B
PAPR
Innovator U.S. Equity Power Bu

ETFs
-327
- 0.23%
$35.21 - $37.69 $11.5K - $12.3K
143K $5.1B
IVW
Ishares S&P 500 Growth ETF

ETFs
-530
- 4.23%
$92.45 - $106.69 $49K - $56.5K
12K $1.11B
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.82K
- 3.16%
$39.81 - $42.17 $72.5K - $76.7K
55.8K $2.24B
Innovator Etfs Trust
-5.68K
- 17.84%
N/A
26.2K $753M
VEA
Vanguard Ftse Developed Market

ETFs
-2.8K
- 25.41%
$47.4 - $52.99 $133K - $148K
8.22K $418M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-4.81K
- 5.92%
$20.07 - $20.16 $96.5K - $97K
76.4K $1.53B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 0.97%
$468.34 - $539.52 $4.22K - $4.86K
919 $431M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.92K
- 0.76%
$24.5 - $24.95 $47K - $47.8K
252K $6.24B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.39K
- 7.63%
$36.91 - $41.03 $88.1K - $97.9K
28.9K $1.15B
VIG
Vanguard Dividend Appreciation

ETFs
-3
- 0.05%
N/A
5.81K $1.13B
IOCT
Innovator Etfs Tr Intl Dev Pow
-1.3K
- 6.0%
N/A
20.4K $626M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-75
- 1.09%
$43.63 - $46.01 $3.27K - $3.45K
6.83K $301M
VGSH
Vanguard

ETFs
-120
- 0.91%
$58.07 - $58.69 $6.97K - $7.04K
13.1K $770M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-176
- 0.33%
$49.6 - $50.28 $8.73K - $8.85K
52.8K $2.64B
IJAN
Innovator Etfs Tr Intl Dev Pwr
-76
- 0.48%
N/A
15.7K $503M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-137
- 0.23%
$100.56 - $108.28 $13.8K - $14.8K
58.7K $6.05B
IJUL
Innovator Etfs Tr

ETFs
-575
- 1.49%
$27.58 - $29.96 $15.9K - $17.2K
38K $1.11B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-703
- 2.1%
$58.01 - $64.46 $40.8K - $45.3K
32.7K $2.03B
IDV
Ishares Tr

ETFs
-511
- 1.57%
$27.0 - $31.7 $13.8K - $16.2K
31.9K $991M
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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