Silvia Mccoll Wealth Management, LLC Top Holdings and 13F Report (2025) About Silvia Mccoll Wealth Management, LLCInvestment ActivitySilvia Mccoll Wealth Management, LLC has $131.90 million in total holdings as of March 31, 2025.Silvia Mccoll Wealth Management, LLC owns shares of 109 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 2.29% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Silvia Mccoll Wealth Management, LLC has purchased 106 new stocks and bought additional shares in 41 stocks.Silvia Mccoll Wealth Management, LLC sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $19,503,013Apple $8,786,748Vanguard Small-Cap Value ETF $7,830,706Chevron $6,635,517iShares Core S&P Mid-Cap ETF $3,757,996 Largest New Holdings this Quarter 756109104 - Realty Income $306,583 Holding03073E105 - Cencora $246,944 Holding00206R102 - AT&T $230,171 Holding15746L100 - CHAIN BRIDGE BANCORP INC $222,343 Holding020002101 - Allstate $210,176 Holding Largest Purchases this Quarter Invesco QQQ 683 shares (about $320.27K)Realty Income 5,285 shares (about $306.58K)Cencora 888 shares (about $246.94K)AT&T 8,139 shares (about $230.17K)CHAIN BRIDGE BANCORP INC 9,350 shares (about $222.34K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 169 shares (about $94.54K)iShares Global Tech ETF 1,000 shares (about $75.74K)Apple 303 shares (about $67.31K)Alphabet 415 shares (about $64.84K)Morgan Stanley 488 shares (about $56.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilvia Mccoll Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$19,503,013$44,428 ▼-0.2%697,53314.8%ETFAAPLApple$8,786,748$67,305 ▼-0.8%39,5576.7%Computer and TechnologyVBRVanguard Small-Cap Value ETF$7,830,706$36,885 ▲0.5%42,0355.9%ETFCVXChevron$6,635,517$22,919 ▼-0.3%39,6655.0%EnergyIJHiShares Core S&P Mid-Cap ETF$3,757,996$73,696 ▲2.0%64,4042.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,424,291$56,017 ▲1.7%118,6522.6%ManufacturingCGGOCapital Group Global Growth Equity ETF$3,337,302$31,588 ▲1.0%117,8012.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,025,8480.0%24,8002.3%ETFMSFTMicrosoft$2,988,325$25,150 ▼-0.8%7,9612.3%Computer and TechnologyBRK.BBerkshire Hathaway$2,922,799$117,168 ▲4.2%5,4882.2%FinanceIVViShares Core S&P 500 ETF$2,402,1230.0%4,2751.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$2,298,805$2,183 ▼-0.1%57,9191.7%ETFSPYSPDR S&P 500 ETF Trust$2,089,881$94,537 ▼-4.3%3,7361.6%FinanceCOSTCostco Wholesale$2,034,342$18,915 ▼-0.9%2,1511.5%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$1,987,793$53,294 ▲2.8%25,9601.5%ETFIXNiShares Global Tech ETF$1,772,316$75,740 ▼-4.1%23,4001.3%ETFIWViShares Russell 3000 ETF$1,765,125$8,576 ▼-0.5%5,5571.3%ETFDFGRDimensional Global Real Estate ETF$1,658,425$19,275 ▲1.2%63,1541.3%ETFAVEMAvantis Emerging Markets Equity ETF$1,508,823$48,377 ▲3.3%25,0761.1%ETFILCBiShares Morningstar U.S. Equity ETF$1,492,2770.0%19,3151.1%ETFIJRiShares Core S&P Small-Cap ETF$1,486,358$17,254 ▼-1.1%14,2141.1%ETFJPMJPMorgan Chase & Co.$1,395,266$6,868 ▲0.5%5,6881.1%FinanceWMTWalmart$1,351,527$13,081 ▲1.0%15,3951.0%Retail/WholesaleMGCVanguard Mega Cap ETF$1,351,058$59,407 ▲4.6%6,7091.0%ETFQQQInvesco QQQ$1,314,852$320,272 ▲32.2%2,8041.0%FinanceGDGeneral Dynamics$1,314,381$5,179 ▼-0.4%4,8221.0%AerospaceTSLATesla$1,255,643$13,476 ▲1.1%4,8451.0%Auto/Tires/TrucksGOOGAlphabet$1,199,243$64,837 ▼-5.1%7,6760.9%Computer and TechnologyXOMExxon Mobil$1,101,649$26,997 ▼-2.4%9,2630.8%EnergyNVDANVIDIA$1,095,084$69,581 ▲6.8%10,1040.8%Computer and TechnologyIAUiShares Gold Trust$1,046,0090.0%17,7410.8%FinanceQCOMQUALCOMM$1,006,146$16,897 ▼-1.7%6,5500.8%Computer and TechnologyWDFCWD-40$994,544$2,440 ▲0.2%4,0760.8%Consumer StaplesIYHiShares U.S. Healthcare ETF$962,0620.0%15,8000.7%ETFXLREReal Estate Select Sector SPDR Fund$935,306$30,927 ▲3.4%22,3490.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$932,912$22,328 ▲2.5%7,8970.7%ETFAVGOBroadcom$925,888$16,743 ▲1.8%5,5300.7%Computer and TechnologyGOOGLAlphabet$874,953$31,701 ▼-3.5%5,6580.7%Computer and TechnologyVOVanguard Mid-Cap ETF$864,308$46,552 ▼-5.1%3,3420.7%ETFJNJJohnson & Johnson$800,178$12,272 ▼-1.5%4,8250.6%MedicalFLTRVanEck Floating Rate ETF$797,083$32,321 ▲4.2%31,1970.6%ETFESGUiShares ESG Aware MSCI USA ETF$789,4890.0%6,4760.6%ManufacturingPEPPepsiCo$781,187$5,098 ▲0.7%5,2100.6%Consumer StaplesEPDEnterprise Products Partners$747,734$13,656 ▲1.9%21,9020.6%EnergyOKEONEOK$723,215$39,688 ▼-5.2%7,2890.5%EnergyBACBank of America$683,204$2,295 ▲0.3%16,3720.5%FinancePGProcter & Gamble$653,390$11,589 ▲1.8%3,8340.5%Consumer StaplesSRESempra$651,569$1,356 ▼-0.2%9,1310.5%UtilitiesABTAbbott Laboratories$650,118$6,102 ▲0.9%4,9010.5%MedicalABBVAbbVie$610,3320.0%2,9130.5%MedicalVTHRVanguard Russell 3000 ETF$607,855$2,715 ▲0.4%2,4630.5%ETFUNPUnion Pacific$605,011$6,851 ▲1.1%2,5610.5%TransportationGLDSPDR Gold Shares$604,230$56,764 ▼-8.6%2,0970.5%FinanceHDHome Depot$599,944$17,225 ▲3.0%1,6370.5%Retail/WholesalePLDPrologis$592,934$80,824 ▲15.8%5,3040.4%FinanceAMZNAmazon.com$585,430$30,822 ▲5.6%3,0770.4%Retail/WholesaleCATCaterpillar$577,810$11,873 ▲2.1%1,7520.4%IndustrialsBPBP$565,307$2,027 ▲0.4%16,7300.4%EnergyCSCOCisco Systems$546,565$6,171 ▼-1.1%8,8570.4%Computer and TechnologyVZVerizon Communications$544,4560.0%12,0030.4%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$530,2790.0%9940.4%ETFMCDMcDonald's$520,0960.0%1,6650.4%Retail/WholesaleKMIKinder Morgan$514,3960.0%18,0300.4%EnergyAMGNAmgen$480,722$44,863 ▼-8.5%1,5430.4%MedicalMSMorgan Stanley$474,964$56,935 ▼-10.7%4,0710.4%FinanceCPTCamden Property Trust$473,423$4,770 ▼-1.0%3,8710.4%FinanceIBMInternational Business Machines$472,7030.0%1,9010.4%Computer and TechnologyBXBlackstone$454,145$33,547 ▲8.0%3,2490.3%FinanceWFCWells Fargo & Company$434,086$144 ▲0.0%6,0470.3%FinanceMMM3M$416,0540.0%2,8330.3%Multi-Sector ConglomeratesEMREmerson Electric$413,8910.0%3,7750.3%IndustrialsHONHoneywell International$402,1130.0%1,8990.3%Multi-Sector ConglomeratesACWXiShares MSCI ACWI ex U.S. ETF$388,1500.0%7,0000.3%ManufacturingVLOValero Energy$386,9650.0%2,9300.3%EnergyYUMYum! Brands$383,9580.0%2,4400.3%Retail/WholesaleMRKMerck & Co., Inc.$379,280$23,071 ▲6.5%4,2250.3%MedicalDISWalt Disney$371,9020.0%3,7680.3%Consumer DiscretionaryLLYEli Lilly and Company$370,834$18,996 ▲5.4%4490.3%MedicalMCOMoody's$345,5420.0%7420.3%FinanceVTIVanguard Total Stock Market ETF$342,424$23,085 ▲7.2%1,2460.3%ETFTIPiShares TIPS Bond ETF$339,3800.0%3,0550.3%ETFNFLXNetflix$331,048$15,853 ▲5.0%3550.3%Consumer DiscretionaryAXPAmerican Express$324,743$11,300 ▲3.6%1,2070.2%FinanceORealty Income$306,583$306,583 ▲New Holding5,2850.2%FinanceVONVVanguard Russell 1000 Value$299,6200.0%3,6300.2%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$283,391$44,121 ▲18.4%2,5050.2%ETFPBAPembina Pipeline$280,2100.0%7,0000.2%EnergyKMBKimberly-Clark$273,7740.0%1,9250.2%Consumer StaplesDEDeere & Company$270,8150.0%5770.2%IndustrialsDBJPXtrackers MSCI Japan Hedged Equity ETF$260,0120.0%3,5000.2%ETFKXIiShares Global Consumer Staples ETF$256,2000.0%4,0000.2%ETFCORCencora$246,944$246,944 ▲New Holding8880.2%MedicalVBVanguard Small-Cap ETF$246,1430.0%1,1100.2%ETFCOPConocoPhillips$244,697$5,251 ▲2.2%2,3300.2%EnergyTMToyota Motor$242,199$6,532 ▲2.8%1,3720.2%Auto/Tires/TrucksIEViShares Europe ETF$232,8000.0%4,0000.2%ETFCCJCameco$230,9080.0%5,6100.2%Basic MaterialsTAT&T$230,171$230,171 ▲New Holding8,1390.2%Computer and TechnologyMARMarriott International$228,6720.0%9600.2%Consumer DiscretionaryCHAIN BRIDGE BANCORP INC$222,343$222,343 ▲New Holding9,3500.2%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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