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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
1.79%
$2.388M
5,268 shares@ $453.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.1%
1.72%
$2.289M
3,905 shares@ $586.08 avg price
IQLTIshares Tr
Recent Activity
Increased 12.4%
1.62%
$2.152M
57,974 shares@ $37.13 avg price
IXNIshares Tr
Recent Activity
1.55%
$2.068M
24,400 shares@ $84.75 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -7.73%
1.5%
$1.989M
2,171 shares@ $916.24 avg price
TSLATesla Inc
Recent Activity
Decreased -0.62%
1.46%
$1.936M
4,793 shares@ $403.85 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -3.35%
1.42%
$1.888M
25,264 shares@ $74.74 avg price
IWVIshares Tr
Recent Activity
Decreased -0.48%
1.4%
$1.866M
5,584 shares@ $334.25 avg price
IJRIshares Tr
Recent Activity
1.25%
$1.657M
14,379 shares@ $115.22 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 2.67%
1.2%
$1.594M
62,420 shares@ $25.55 avg price