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Brandon Silvia

@Silvia Mccoll Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$133.443MTotal holdings106
Assets growth rate-0.12%Assets growth rate (2-Q avg)5.21%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Silvia Mccoll Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Silvia Mccoll Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 133.443M in assets, with a quarterly growth rate of -0.12% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Brandon Silvia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ORealty Income Corp
Recent Activity
Exited
0%
$218,799
3,450 shares@ $63.42 avg price
XYLXylem Inc
Recent Activity
Exited
0%
$216,048
1,600 shares@ $135.03 avg price
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$209,418
1,536 shares@ $136.34 avg price