Brandon Silvia

@Silvia Mccoll Wealth Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$133.443M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corporation Recent Activity Increased 0.54%	0.96%	$1.271M 9,462 shares@ $134.3 avg price	Increased 0.54%
IAUIshares Gold Tr Recent Activity Increased 60.25%	0.66%	$878,357 17,741 shares@ $49.52 avg price	Increased 60.25%
ESGUIshares Tr Recent Activity Increased 0.24%	0.63%	$834,238 6,476 shares@ $128.82 avg price	Increased 0.24%
AMZNAmazon Com Inc Recent Activity Increased 1.04%	0.48%	$639,522 2,915 shares@ $219.4 avg price	Increased 1.04%
VTHRVanguard Scottsdale Fds Recent Activity Increased 37.45%	0.48%	$636,972 2,452 shares@ $259.78 avg price	Increased 37.45%
GLDSpdr Gold Tr Recent Activity Increased 34.71%	0.42%	$555,446 2,294 shares@ $242.13 avg price	Increased 34.71%
WFCWells Fargo Co New Recent Activity Increased 0.04%	0.32%	$424,592 6,045 shares@ $70.24 avg price	Increased 0.04%