SILVIA MCCOLL WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
San Diego, CA
CIK
0001991983
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 108 133,612 SCHD, AAPL, VBR, CVX 13F-HR 10/2/2024 000199198324000005
Q2 2024 110 120,877 SCHD, AAPL, VBR, CVX 13F-HR 7/15/2024 000199198324000003
Q1 2024 109 116,606 SCHD, AAPL, VBR, CVX 13F-HR 4/18/2024 000199198324000002
Q4 2023 104 111,056 SCHD, AAPL, VBR, CVX 13F-HR 1/9/2024 000199198324000001
Q3 2023 99 99,995 SCHD, AAPL, CVX, VBR 13F-HR 10/17/2023 000199198323000004
Q2 2023 106 107,747 SCHD, AAPL, CVX, VBR 13F-HR 9/5/2023 000199198323000003
Q1 2023 101 100,878 SCHD, AAPL, CVX, VBR 13F-HR 9/5/2023 000199198323000002
Q4 2022 105 101,793 SCHD, CVX, AAPL, VBR 13F-HR 9/5/2023 000199198323000001