Silvia Mccoll Wealth Management, LLC - Q12026 Holdings
Silvia Mccoll Wealth Management, LLC holds 119 stocks with a total portfolio value of $ 151.86M as of Q12026. In Q12026, Silvia Mccoll Wealth Management, LLC added 6 new positions, increased stakes in 20 stocks, reduced 28 holdings, and fully exited 3 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 12.71% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options