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Siligmueller & Norvid Wealth Advisors LLC

13F
Siligmueller & Norvid Wealth Advisors LLC
Last update 2025-04-22 92 Stocks (2 new)
Value $236.00 Mil Turnover 5 %
Countries:
Top Holdings: VCSH(10.67%)SCHB(7.56%)BSCS(6.59%)IYY(5.25%)CGDV(4.07%)
Summary Stock Picks Current Portfolio
Siligmueller & Norvid Wealth A... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
317,566
25,218.6
+1.50%
10.670
+0.16%
0.070
+1.88%
+3.77%
35,004.9
 
SCHB
Schwab U.S. Broad Market ETF
830,191
17,874.1
+0.18%
7.560
+0.01%
0.060
+20.01%
+7.37%
34,940.9
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
765,292
15,573.7
+0.13%
6.590
+0.01%
0.630
+1.84%
+4.15%
2,638.3
 
IYY
iShares Dow Jones U.S. ETF
91,228
12,416.1
+0.64%
5.250
+0.03%
0.560
+19.87%
+7.65%
2,506.2
 
CGDV
Capital Group Dividend Value ETF
268,616
9,625.2
+12.11%
4.070
+0.44%
0.060
+21.68%
+15.96%
18,969.4
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
103,843
8,292.9
+9.55%
3.510
+0.31%
0.060
+13.30%
+5.67%
15,984.8
 
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
371,310
7,274.0
+0.56%
3.080
+0.02%
0.220
+1.49%
+3.23%
3,724.4
 
FTCS
First Trust Capital Strength ETF
78,277
7,016.8
+6.20%
2.970
+0.17%
0.080
+5.15%
+3.89%
8,347.2
 
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
251,946
6,235.7
-0.76%
2.640
-0.02%
0.190
+2.00%
+3.04%
2,952.2
 
EQWL
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
58,685
6,049.8
-0.23%
2.560
-0.01%
0.520
+15.41%
+9.29%
1,527.2
 

Siligmueller & Norvid Wealth Advisors LLC's Historical Top Holdings Breakdowns

Siligmueller & Norvid Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Add
Add
+0.87%
●
126.11 ($130.91) 135.06
$134.69
2.89%
Add 416.71%
19,325
15,585
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.53%
●
169.43 ($177.82) 182.84
$184.18
3.58%
Add 33.33%
28,595
7,149
IGRO
iShares International Dividend Growth ETF
iShares International Dividend Growth ETF
2025-03-31
Reduce
Reduce
-0.53%
●
66.91 ($70.78) 73.87
$77.42
9.38%
Reduce -20.74%
70,409
-18,424
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Add
Add
+0.51%
●
23.03 ($24.17) 25.01
$24.75
2.40%
Add 51.36%
150,559
51,088
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.44%
●
34.95 ($36.32) 37.36
$40.63
11.87%
Add 12.11%
268,616
29,026
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
2025-03-31
New Buy
New Buy
+0.40%
●
16.19 ($16.46) 16.64
$16.76
1.82%
New holding
56,396
56,396
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
Invesco BulletShares 2031 Corporate Bond ETF
2025-03-31
New Buy
New Buy
+0.34%
●
15.87 ($16.17) 16.38
$16.49
1.98%
New holding
49,291
49,291
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.33%
●
50.48 ($50.78) 51.04
$50.65
-0.26%
Add 15.96%
112,605
15,497
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.31%
●
78 ($81.92) 84.37
$84.89
3.63%
Add 9.55%
103,843
9,052
BJUL
Innovator U.S. Equity Buffer ETF - July
Innovator U.S. Equity Buffer ETF - July
2025-03-31
Reduce
Reduce
-0.24%
●
42.65 ($44.73) 46.09
$47.67
6.57%
Reduce -54.95%
10,149
-12,379

Siligmueller & Norvid Wealth Advisors LLC Total Holding History ($B)

To

Siligmueller & Norvid Wealth Advisors LLC's Asset Allocation

To

Siligmueller & Norvid Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Siligmueller & Norvid Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

Siligmueller & Norvid Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Siligmueller & Norvid Wealth Advisors LLC's Holdings Heat Map

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Siligmueller & Norvid Wealth Advisors LLC's Holdings Bubble Chart

Siligmueller & Norvid Wealth Advisors LLC News

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