SILVIA MCCOLL WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 3, 2024
Value $
$134M
Signature - Title
Brandon Silvia - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by SILVIA MCCOLL WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SILVIA MCCOLL WEALTH MANAGEMENT, LLC reported 108 stock holdings with total value $134M as of Q3 2024. Top holdings included SCHD, AAPL, VBR, CVX, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 108 $134M +$18.6M -$11.7M +$6.86M SCHD, AAPL, VBR, CVX, IJH 13F-HR 10/2/2024, 06:12 PM
Q2 2024 110 $121M +$1.71M -$1.1M +$617K SCHD, AAPL, VBR, CVX, MSFT 13F-HR 7/15/2024, 06:15 PM
Q1 2024 109 $117M +$6.47M -$2.8M +$3.67M SCHD, AAPL, VBR, CVX, MSFT 13F-HR 4/18/2024, 11:39 AM
Q4 2023 104 $111M +$5.97M -$3.15M +$2.82M SCHD, AAPL, VBR, CVX, MSFT 13F-HR 1/9/2024, 06:29 PM
Q3 2023 99 $100M +$2.01M -$6.57M -$4.56M SCHD, AAPL, CVX, VBR, MSFT 13F-HR 10/17/2023, 04:08 PM
Q2 2023 106 $108M +$3.17M -$737K +$2.44M SCHD, AAPL, CVX, VBR, MSFT 13F-HR 9/5/2023, 12:44 PM
Q1 2023 101 $101M +$2.98M -$7.02M -$4.04M SCHD, AAPL, CVX, VBR, MSFT 13F-HR 9/5/2023, 12:42 PM
Q4 2022 105 $102M $0 $0 SCHD, CVX, AAPL, VBR, BOND 13F-HR 9/5/2023, 12:39 PM