The Analysis of Siligmueller & Norvid Wealth Advisors LLC's Holdings

Currently, Siligmueller & Norvid Wealth Advisors LLC holds 156 types of securities in its portfolio with a total value $222.4M. In the most recent quarter, they have increased their positions in VTI (+49.0K shares, valued at $16.1M), EFV (+106.6K shares, valued at $7.2M), VEA (+118.8K shares, valued at $7.1M); decreased their positions in VCSH (-351.7K shares, valued at $29.9M), VUSB (-140.9K shares, valued at $7.0M), JAAA (-76.0K shares, valued at $3.9M); initiated new positions in VTI (+49.0K shares, valued at $16.1M), EFV (+106.6K shares, valued at $7.2M), AGG (+62.5K shares, valued at $6.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS49.0K sharesnew addition2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS127.0K shares1444.67%2025-09-302025-11-10

QUAL ISHARES TR38.7K shares991.70%2025-09-302025-11-10

EFV ISHARES TR106.6K sharesnew addition2025-09-302025-11-10

IVW ISHARES TR54.9K shares380.18%2025-09-302025-11-10

AGG ISHARES TR62.5K sharesnew addition2025-09-302025-11-10

DYNF BLACKROCK ETF TRUST103.9K sharesnew addition2025-09-302025-11-10

IVV ISHARES TR8.9K sharesnew addition2025-09-302025-11-10

Sponsored

SPY SPDR S&P 500 ETF TR9.4K shares114.91%2025-09-302025-11-10

IVE ISHARES TR28.2K shares18.64%2025-09-302025-11-10

BND VANGUARD BD INDEX FDS69.7K sharesnew addition2025-09-302025-11-10

IEMG ISHARES INC74.1K sharesnew addition2025-09-302025-11-10

SFLR INNOVATOR ETFS TRUST131.0K sharesnew addition2025-09-302025-11-10

MBB ISHARES TR49.0K sharesnew addition2025-09-302025-11-10

VOO VANGUARD INDEX FDS7.3K sharesnew addition2025-09-302025-11-10

LQD ISHARES TR39.3K sharesnew addition2025-09-302025-11-10

Sponsored

IEF ISHARES TR43.2K sharesnew addition2025-09-302025-11-10

AAPL APPLE INC16.0K shares366.65%2025-09-302025-11-10

OBDC BLUE OWL CAPITAL CORPORATION286.7K sharesnew addition2025-09-302025-11-10

OEF ISHARES TR9.6K sharesnew addition2025-09-302025-11-10

OCTT AIM ETF PRODUCTS TRUST71.0K sharesnew addition2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.9.5K sharesnew addition2025-09-302025-11-10

MSFT MICROSOFT CORP5.6K shares203.69%2025-09-302025-11-10

THRO BLACKROCK ETF TRUST76.4K sharesnew addition2025-09-302025-11-10

Sponsored

ABBV ABBVIE INC12.4K sharesnew addition2025-09-302025-11-10

QQQ INVESCO QQQ TR4.7K shares406.62%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F48.0K sharesnew addition2025-09-302025-11-10

EFG ISHARES TR21.9K sharesnew addition2025-09-302025-11-10

FSK FS KKR CAP CORP159.3K sharesnew addition2025-09-302025-11-10

VCRB VANGUARD MALVERN FDS29.1K sharesnew addition2025-09-302025-11-10

IEFA ISHARES TR22.3K sharesnew addition2025-09-302025-11-10

NVDA NVIDIA CORPORATION11.4K sharesnew addition2025-09-302025-11-10

Sponsored

JMBS JANUS DETROIT STR TR46.2K sharesnew addition2025-09-302025-11-10

SPSM SPDR SERIES TRUST44.1K sharesnew addition2025-09-302025-11-10

JAAA JANUS DETROIT STR TR39.8K shares-65.62%2025-09-302025-11-10

IYW ISHARES TR10.0K sharesnew addition2025-09-302025-11-10

MTUM ISHARES TR6.9K sharesnew addition2025-09-302025-11-10

TIP ISHARES TR15.2K sharesnew addition2025-09-302025-11-10

IUSB ISHARES TR34.0K sharesnew addition2025-09-302025-11-10

ABT ABBOTT LABS11.5K sharesnew addition2025-09-302025-11-10

Sponsored

BAI BLACKROCK ETF TRUST41.8K sharesnew addition2025-09-302025-11-10

VMBS VANGUARD SCOTTSDALE FDS25.3K sharesnew addition2025-09-302025-11-10

MOAT VANECK ETF TRUST13.4K sharesnew addition2025-09-302025-11-10

IJH ISHARES TR21.8K sharesnew addition2025-09-302025-11-10

AMZN AMAZON COM INC5.8K shares94.76%2025-09-302025-11-10

GOOGL ALPHABET INC5.1K shares7.79%2025-09-302025-11-10

JULT AIM ETF PRODUCTS TRUST22.7K sharesnew addition2025-09-302025-11-10

COST COSTCO WHSL CORP NEW1.0K sharesnew addition2025-09-302025-11-10

Sponsored

MMM 3M CO6.0K sharesnew addition2025-09-302025-11-10

CEG CONSTELLATION ENERGY CORP2.8K sharesnew addition2025-09-302025-11-10

CAT CATERPILLAR INC1.9K sharesnew addition2025-09-302025-11-10

AOK ISHARES TR22.5K sharesnew addition2025-09-302025-11-10

JNJ JOHNSON & JOHNSON4.8K sharesnew addition2025-09-302025-11-10

VGT VANGUARD WORLD FD1.2K sharesnew addition2025-09-302025-11-10

V VISA INC2.5K sharesnew addition2025-09-302025-11-10

VGIT VANGUARD SCOTTSDALE FDS13.9K sharesnew addition2025-09-302025-11-10

Sponsored

SNA SNAP ON INC2.4K sharesnew addition2025-09-302025-11-10

SCHE SCHWAB STRATEGIC TR20.9K sharesnew addition2025-09-302025-11-10

SPIB SPDR SERIES TRUST22.4K shares-77.53%2025-09-302025-11-10

XT ISHARES TR11.1K sharesnew addition2025-09-302025-11-10

META META PLATFORMS INC1.1K shares179.07%2025-09-302025-11-10

SPHQ INVESCO EXCHANGE TRADED FD T10.4K shares-80.45%2025-09-302025-11-10

AVGO BROADCOM INC2.3K sharesnew addition2025-09-302025-11-10

QFLR INNOVATOR ETFS TRUST22.5K sharesnew addition2025-09-302025-11-10

Sponsored

VGSH VANGUARD SCOTTSDALE FDS11.7K shares18.60%2025-09-302025-11-10

TSLA TESLA INC1.6K sharesnew addition2025-09-302025-11-10

FTEC FIDELITY COVINGTON TRUST2.7K sharesnew addition2025-09-302025-11-10

IJR ISHARES TR4.9K sharesnew addition2025-09-302025-11-10

MCHI ISHARES TR8.9K sharesnew addition2025-09-302025-11-10

VOX VANGUARD WORLD FD3.1K sharesnew addition2025-09-302025-11-10

MGK VANGUARD WORLD FD1.4K sharesnew addition2025-09-302025-11-10

AOR ISHARES TR8.8K sharesnew addition2025-09-302025-11-10

Sponsored

FLGB FRANKLIN TEMPLETON ETF TR17.5K sharesnew addition2025-09-302025-11-10

CATX PERSPECTIVE THERAPEUTICS INC164.7K sharesnew addition2025-09-302025-11-10

AXP AMERICAN EXPRESS CO1.7K sharesnew addition2025-09-302025-11-10

AUGT AIM ETF PRODUCTS TRUST15.9K sharesnew addition2025-09-302025-11-10

SPYG SPDR SERIES TRUST5.2K shares-86.70%2025-09-302025-11-10

IBHF ISHARES TR23.4K sharesnew addition2025-09-302025-11-10

MCD MCDONALDS CORP1.8K sharesnew addition2025-09-302025-11-10

MDY SPDR S&P MIDCAP 400 ETF TR901 sharesnew addition2025-09-302025-11-10

Sponsored

XOM EXXON MOBIL CORP4.7K sharesnew addition2025-09-302025-11-10

VTEB VANGUARD MUN BD FDS10.7K shares-24.96%2025-09-302025-11-10

MS MORGAN STANLEY3.2K sharesnew addition2025-09-302025-11-10

VCSH VANGUARD SCOTTSDALE FDS5.8K shares-98.38%2025-09-302025-11-10

AOM ISHARES TR10.3K sharesnew addition2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL949 shares37.34%2025-09-302025-11-10

PRU PRUDENTIAL FINL INC4.6K sharesnew addition2025-09-302025-11-10

SYK STRYKER CORPORATION1.3K sharesnew addition2025-09-302025-11-10

Sponsored

IBIT ISHARES BITCOIN TRUST ETF7.2K sharesnew addition2025-09-302025-11-10

MA MASTERCARD INCORPORATED785 sharesnew addition2025-09-302025-11-10

IBHH ISHARES TR18.8K sharesnew addition2025-09-302025-11-10

VONV VANGUARD SCOTTSDALE FDS5.4K sharesnew addition2025-09-302025-11-10

JEPQ J P MORGAN EXCHANGE TRADED F7.4K sharesnew addition2025-09-302025-11-10

FHLC FIDELITY COVINGTON TRUST6.3K sharesnew addition2025-09-302025-11-10

IBDQ ISHARES TR16.7K sharesnew addition2025-09-302025-11-10

DECK DECKERS OUTDOOR CORP4.0K sharesnew addition2025-09-302025-11-10

Sponsored

EXC EXELON CORP9.0K sharesnew addition2025-09-302025-11-10

TLH ISHARES TR3.9K sharesnew addition2025-09-302025-11-10

SCHZ SCHWAB STRATEGIC TR16.7K sharesnew addition2025-09-302025-11-10

ADP AUTOMATIC DATA PROCESSING IN1.3K sharesnew addition2025-09-302025-11-10

IBHE ISHARES TR16.6K sharesnew addition2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS1.4K sharesnew addition2025-09-302025-11-10

EW EDWARDS LIFESCIENCES CORP4.9K sharesnew addition2025-09-302025-11-10

GOOG ALPHABET INC1.6K shares21.47%2025-09-302025-11-10

Sponsored

WMT WALMART INC3.6K sharesnew addition2025-09-302025-11-10

HD HOME DEPOT INC910 sharesnew addition2025-09-302025-11-10

CI THE CIGNA GROUP1.3K sharesnew addition2025-09-302025-11-10

EFA ISHARES TR3.8K sharesnew addition2025-09-302025-11-10

ILF ISHARES TR12.4K sharesnew addition2025-09-302025-11-10

VZ VERIZON COMMUNICATIONS INC8.1K sharesnew addition2025-09-302025-11-10

JANT AIM ETF PRODUCTS TRUST8.9K sharesnew addition2025-09-302025-11-10

FSTA FIDELITY COVINGTON TRUST6.9K sharesnew addition2025-09-302025-11-10

Sponsored

EMR EMERSON ELEC CO2.6K sharesnew addition2025-09-302025-11-10

VNLA JANUS DETROIT STR TR6.4K sharesnew addition2025-09-302025-11-10

BINC BLACKROCK ETF TRUST II5.8K sharesnew addition2025-09-302025-11-10

CSCO CISCO SYS INC4.5K sharesnew addition2025-09-302025-11-10

TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K sharesnew addition2025-09-302025-11-10

PM PHILIP MORRIS INTL INC1.8K sharesnew addition2025-09-302025-11-10

CRM SALESFORCE INC1.2K sharesnew addition2025-09-302025-11-10

WFC WELLS FARGO CO NEW3.5K sharesnew addition2025-09-302025-11-10

Sponsored

T AT&T INC10.3K sharesnew addition2025-09-302025-11-10

ALL ALLSTATE CORP1.3K sharesnew addition2025-09-302025-11-10

VONG VANGUARD SCOTTSDALE FDS2.4K sharesnew addition2025-09-302025-11-10

BIL SPDR SERIES TRUST5.7K sharesnew addition2025-09-302025-11-10

BKNG BOOKING HOLDINGS INC52 sharesnew addition2025-09-302025-11-10

IWM ISHARES TR1.1K sharesnew addition2025-09-302025-11-10

VYM VANGUARD WHITEHALL FDS1.9K shares-61.03%2025-09-302025-11-10

SCHH SCHWAB STRATEGIC TR12.7K sharesnew addition2025-09-302025-11-10

Sponsored

VCIT VANGUARD SCOTTSDALE FDS3.2K shares-88.41%2025-09-302025-11-10

VUG VANGUARD INDEX FDS569 sharesnew addition2025-09-302025-11-10

APRT AIM ETF PRODUCTS TRUST6.6K sharesnew addition2025-09-302025-11-10

GRID FIRST TR EXCHANGE TRADED FD1.8K sharesnew addition2025-09-302025-11-10

GLD SPDR GOLD TR750 sharesnew addition2025-09-302025-11-10

PFE PFIZER INC10.4K sharesnew addition2025-09-302025-11-10

IAGG ISHARES TR5.0K sharesnew addition2025-09-302025-11-10

IWY ISHARES TR917 sharesnew addition2025-09-302025-11-10

Sponsored

BSV VANGUARD BD INDEX FDS3.2K sharesnew addition2025-09-302025-11-10

PG PROCTER AND GAMBLE CO1.6K sharesnew addition2025-09-302025-11-10

SCHW SCHWAB CHARLES CORP2.6K sharesnew addition2025-09-302025-11-10

VUSB VANGUARD BD INDEX FDS4.9K shares-96.65%2025-09-302025-11-10

AOA ISHARES TR2.7K sharesnew addition2025-09-302025-11-10

DUK DUKE ENERGY CORP NEW1.9K sharesnew addition2025-09-302025-11-10

ITA ISHARES TR1.1K sharesnew addition2025-09-302025-11-10

LLY ELI LILLY & CO301 sharesnew addition2025-09-302025-11-10

Sponsored

BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2025-09-302025-11-10

UPS UNITED PARCEL SERVICE INC2.7K sharesnew addition2025-09-302025-11-10

MRK MERCK & CO INC2.6K sharesnew addition2025-09-302025-11-10

QCOM QUALCOMM INC1.3K sharesnew addition2025-09-302025-11-10

DIS DISNEY WALT CO1.9K sharesnew addition2025-09-302025-11-10

XLK SELECT SECTOR SPDR TR769 sharesnew addition2025-09-302025-11-10

ROK ROCKWELL AUTOMATION INC615 sharesnew addition2025-09-302025-11-10

MINT PIMCO ETF TR2.1K sharesnew addition2025-09-302025-11-10

Sponsored

NFLX NETFLIX INC177 sharesnew addition2025-09-302025-11-10

INDA ISHARES TR3.9K sharesnew addition2025-09-302025-11-10

VIGI VANGUARD WHITEHALL FDS2.3K sharesnew addition2025-09-302025-11-10

LYG LLOYDS BANKING GROUP PLC11.4K sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available