Silvia Mccoll Wealth Management

Silvia Mccoll Wealth Management as of March 31, 2025

Portfolio Holdings for Silvia Mccoll Wealth Management

Silvia Mccoll Wealth Management holds 109 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 14.8 $20M 698k 27.96
Apple (AAPL) 6.7 $8.8M 40k 222.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.9 $7.8M 42k 186.29
Chevron Corporation (CVX) 5.0 $6.6M 40k 167.29
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $3.8M 64k 58.35
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.6 $3.4M 119k 28.86
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 2.5 $3.3M 118k 28.33
Ishares Tr Core S&p Ttl Stk (ITOT) 2.3 $3.0M 25k 122.01
Microsoft Corporation (MSFT) 2.3 $3.0M 8.0k 375.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $2.9M 5.5k 532.58
Ishares Tr Core S&p500 Etf (IVV) 1.8 $2.4M 4.3k 561.90
Ishares Tr Msci Intl Qualty (IQLT) 1.7 $2.3M 58k 39.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $2.1M 3.7k 559.39
Costco Wholesale Corporation (COST) 1.5 $2.0M 2.2k 945.77
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.0M 26k 76.57
Ishares Tr Global Tech Etf (IXN) 1.3 $1.8M 23k 75.74
Ishares Tr Russell 3000 Etf (IWV) 1.3 $1.8M 5.6k 317.64
Dimensional Etf Trust Global Real Est (DFGR) 1.3 $1.7M 63k 26.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $1.5M 25k 60.17
Ishares Tr Morningstr Us Eq (ILCB) 1.1 $1.5M 19k 77.26
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.5M 14k 104.57
JPMorgan Chase & Co. (JPM) 1.1 $1.4M 5.7k 245.30
Wal-Mart Stores (WMT) 1.0 $1.4M 15k 87.79
Vanguard World Mega Cap Index (MGC) 1.0 $1.4M 6.7k 201.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.3M 2.8k 468.92
General Dynamics Corporation (GD) 1.0 $1.3M 4.8k 272.58
Tesla Motors (TSLA) 1.0 $1.3M 4.8k 259.16
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.2M 7.7k 156.23
Exxon Mobil Corporation (XOM) 0.8 $1.1M 9.3k 118.93
NVIDIA Corporation (NVDA) 0.8 $1.1M 10k 108.38
Ishares Gold Tr Ishares New (IAU) 0.8 $1.0M 18k 58.96
Qualcomm (QCOM) 0.8 $1.0M 6.6k 153.61
WD-40 Company (WDFC) 0.8 $995k 4.1k 244.00
Ishares Tr Us Hlthcare Etf (IYH) 0.7 $962k 16k 60.89
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $935k 22k 41.85
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.7 $933k 7.9k 118.14
Broadcom (AVGO) 0.7 $926k 5.5k 167.43
Alphabet Cap Stk Cl A (GOOGL) 0.7 $875k 5.7k 154.64
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $864k 3.3k 258.62
Johnson & Johnson (JNJ) 0.6 $800k 4.8k 165.84
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.6 $797k 31k 25.55
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $790k 6.5k 121.91
Pepsi (PEP) 0.6 $781k 5.2k 149.94
Enterprise Products Partners (EPD) 0.6 $748k 22k 34.14
Oneok (OKE) 0.5 $723k 7.3k 99.22
Bank of America Corporation (BAC) 0.5 $683k 16k 41.73
Procter & Gamble Company (PG) 0.5 $653k 3.8k 170.42
Sempra Energy (SRE) 0.5 $652k 9.1k 71.36
Abbott Laboratories (ABT) 0.5 $650k 4.9k 132.65
Abbvie (ABBV) 0.5 $610k 2.9k 209.52
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.5 $608k 2.5k 246.79
Union Pacific Corporation (UNP) 0.5 $605k 2.6k 236.24
Spdr Gold Tr Gold Shs (GLD) 0.5 $604k 2.1k 288.14
Home Depot (HD) 0.5 $600k 1.6k 366.49
Prologis (PLD) 0.4 $593k 5.3k 111.79
Amazon (AMZN) 0.4 $585k 3.1k 190.26
Caterpillar (CAT) 0.4 $578k 1.8k 329.80
BP Sponsored Adr (BP) 0.4 $565k 17k 33.79
Cisco Systems (CSCO) 0.4 $547k 8.9k 61.71
Verizon Communications (VZ) 0.4 $545k 12k 45.36
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $530k 994.00 533.48
McDonald's Corporation (MCD) 0.4 $520k 1.7k 312.37
Kinder Morgan (KMI) 0.4 $514k 18k 28.53
Amgen (AMGN) 0.4 $481k 1.5k 311.55
Morgan Stanley Com New (MS) 0.4 $475k 4.1k 116.67
Camden Ppty Tr Sh Ben Int (CPT) 0.4 $473k 3.9k 122.30
International Business Machines (IBM) 0.4 $473k 1.9k 248.66
Blackstone Group Inc Com Cl A (BX) 0.3 $454k 3.2k 139.78
Wells Fargo & Company (WFC) 0.3 $434k 6.0k 71.79
3M Company (MMM) 0.3 $416k 2.8k 146.86
Emerson Electric (EMR) 0.3 $414k 3.8k 109.64
Honeywell International (HON) 0.3 $402k 1.9k 211.75
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $388k 7.0k 55.45
Valero Energy Corporation (VLO) 0.3 $387k 2.9k 132.07
Yum! Brands (YUM) 0.3 $384k 2.4k 157.36
Merck & Co (MRK) 0.3 $379k 4.2k 89.77
Walt Disney Company (DIS) 0.3 $372k 3.8k 98.70
Eli Lilly & Co. (LLY) 0.3 $371k 449.00 825.91
Moody's Corporation (MCO) 0.3 $346k 742.00 465.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $342k 1.2k 274.82
Ishares Tr Tips Bd Etf (TIP) 0.3 $339k 3.1k 111.09
Netflix (NFLX) 0.3 $331k 355.00 932.53
American Express Company (AXP) 0.2 $325k 1.2k 269.05
Realty Income (O) 0.2 $307k 5.3k 58.01
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $300k 3.6k 82.54
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $283k 2.5k 113.13
Pembina Pipeline Corp (PBA) 0.2 $280k 7.0k 40.03
Kimberly-Clark Corporation (KMB) 0.2 $274k 1.9k 142.22
Deere & Company (DE) 0.2 $271k 577.00 469.35
Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.2 $260k 3.5k 74.29
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.2 $256k 4.0k 64.05
AmerisourceBergen (COR) 0.2 $247k 888.00 278.09
Vanguard Index Fds Small Cp Etf (VB) 0.2 $246k 1.1k 221.75
ConocoPhillips (COP) 0.2 $245k 2.3k 105.02
Toyota Motor Corp Ads (TM) 0.2 $242k 1.4k 176.53
Ishares Tr Europe Etf (IEV) 0.2 $233k 4.0k 58.20
Cameco Corporation (CCJ) 0.2 $231k 5.6k 41.16
At&t (T) 0.2 $230k 8.1k 28.28
Marriott Intl Cl A (MAR) 0.2 $229k 960.00 238.20
Chain Bridge Bancorp Cl A (CBNA) 0.2 $222k 9.4k 23.78
Intel Corporation (INTC) 0.2 $220k 9.7k 22.71
Corning Incorporated (GLW) 0.2 $215k 4.7k 45.78
Allstate Corporation (ALL) 0.2 $210k 1.0k 207.07
Philip Morris International (PM) 0.2 $208k 1.3k 158.73
Essex Property Trust (ESS) 0.2 $205k 667.00 306.57
Ameriprise Financial (AMP) 0.2 $202k 418.00 484.11
Clearway Energy CL C (CWEN) 0.2 $202k 6.7k 30.27
Uranium Energy (UEC) 0.1 $143k 30k 4.78
Energy Fuels Com New (UUUU) 0.0 $37k 10k 3.73