Silvia Mccoll Wealth Management, LLC
CIK Number: 0001991983
131.9M
Market Value
105
# of Holdings
8 months
Avg. Holding Period
42.59%
Win Rate
26.10%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Div... | 25.40 | -0.77% | 699.12K | +201.33% | 19.1M | 25.36 | 14.31% |
| 2 | AAPL | Apple Inc. | 202.30 | -0.11% | 39.86K | -3.11% | 9.98M | 136.67 | 7.48% |
| 3 | VBR | Vanguard Small ... | 173.20 | -0.2% | 41.84K | +1.31% | 8.29M | 163.83 | 6.21% |
| 4 | CVX | Chevron Corpora... | 134.50 | -0.6% | 39.8K | -0.66% | 5.76M | 179.35 | 4.32% |
| 5 | IJH | iShares Core S&... | 54.99 | -0.15% | 63.14K | +2.16% | 3.93M | 57.95 | 2.95% |
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