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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 201.34%
14.32%
$19.1M
699,122 shares@ $27.32 avg price
AAPLApple Inc
Recent Activity
Decreased -3.1%
7.49%
$9.982M
39,860 shares@ $250.42 avg price
VBRVanguard Index Fds
Recent Activity
Increased 1.31%
6.22%
$8.291M
41,837 shares@ $198.18 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.65%
4.33%
$5.765M
39,802 shares@ $144.84 avg price
IJHIshares Tr
Recent Activity
Increased 2.16%
2.95%
$3.934M
63,141 shares@ $62.32 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Decreased -0.5%
2.56%
$3.41M
116,686 shares@ $29.23 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.03%
2.54%
$3.384M
8,028 shares@ $421.48 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 4.26%
2.51%
$3.346M
116,711 shares@ $28.67 avg price
ITOTIshares Tr
Recent Activity
2.4%
$3.19M
24,800 shares@ $128.62 avg price
IVVIshares Tr
Recent Activity
1.89%
$2.517M
4,275 shares@ $588.68 avg price