SILVIA MCCOLL WEALTH MANAGEMENT, LLC holdings history

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115 is the total number of securities SILVIA MCCOLL WEALTH MANAGEMENT, LLC has owned. The longest SILVIA MCCOLL WEALTH MANAGEMENT, LLC has owned a single stock is 4 quarters.

SILVIA MCCOLL WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHD SCHWAB STRATEGIC TR4412.78%13.50%14.48%Q4 2022Q3 20234
AAPL APPLE INC446.88%8.28%9.68%Q4 2022Q3 20234
CVX CHEVRON CORP NEW446.10%6.80%7.36%Q4 2022Q3 20234
VBR VANGUARD INDEX FDS445.62%5.81%6.04%Q4 2022Q3 20234
MSFT MICROSOFT CORP442.28%2.75%3.06%Q4 2022Q3 20234
VO VANGUARD INDEX FDS442.49%2.60%2.66%Q4 2022Q3 20234
ANGL VANECK ETF TRUST442.11%2.31%2.43%Q4 2022Q3 20234
ITOT ISHARES TR442.07%2.22%2.34%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...441.88%1.96%2.11%Q4 2022Q3 20234
IVV ISHARES TR441.61%1.74%1.84%Q4 2022Q3 20234
COST COSTCO WHSL CORP NEW441.35%1.46%1.51%Q4 2022Q3 20234
IXN ISHARES TR441.17%1.39%1.50%Q4 2022Q3 20234
SPY SPDR S&P 500 ETF TR441.33%1.39%1.43%Q4 2022Q3 20234
BIV VANGUARD BD INDEX FDS441.33%1.38%1.45%Q4 2022Q3 20234
IJR ISHARES TR441.34%1.36%1.39%Q4 2022Q3 20234
IWV ISHARES TR441.26%1.34%1.40%Q4 2022Q3 20234
XOM EXXON MOBIL CORP441.17%1.28%1.38%Q4 2022Q3 20234
GD GENERAL DYNAMICS CORP441.05%1.17%1.29%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON440.92%1.09%1.23%Q4 2022Q3 20234
ILCB ISHARES TR441.00%1.08%1.14%Q4 2022Q3 20234
SRE SEMPRA440.86%1.05%1.15%Q4 2022Q3 20234
IQLT ISHARES TR440.39%1.03%1.34%Q4 2022Q3 20234
PEP PEPSICO INC440.99%1.02%1.06%Q4 2022Q3 20234
SCHWAB CHARLES FAMILY FD440.71%0.99%1.17%Q4 2022Q3 20234
IJH ISHARES TR440.93%0.96%0.98%Q4 2022Q3 20234
GOOG ALPHABET INC440.77%0.94%1.06%Q4 2022Q3 20234
TSLA TESLA INC440.53%0.89%1.10%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.84%0.87%0.89%Q4 2022Q3 20234
AMGN AMGEN INC440.72%0.87%1.00%Q4 2022Q3 20234
QCOM QUALCOMM INC440.81%0.86%0.95%Q4 2022Q3 20234
ESGU ISHARES TR440.65%0.86%1.39%Q4 2022Q3 20234
IYH ISHARES TR440.82%0.85%0.88%Q4 2022Q3 20234
WDFC WD 40 CO440.73%0.82%0.94%Q4 2022Q3 20234
PG PROCTER AND GAMBLE CO440.74%0.81%0.86%Q4 2022Q3 20234
WMT WALMART INC440.68%0.74%0.81%Q4 2022Q3 20234
QQQ INVESCO QQQ TR440.58%0.69%0.80%Q4 2022Q3 20234
GOVT ISHARES TR440.65%0.68%0.71%Q4 2022Q3 20234
GOOGL ALPHABET INC440.56%0.68%0.78%Q4 2022Q3 20234
BP BP PLC440.57%0.63%0.68%Q4 2022Q3 20234
PLD PROLOGIS INC.440.53%0.57%0.61%Q4 2022Q3 20234
XLRE SELECT SECTOR SPDR TR440.52%0.56%0.62%Q4 2022Q3 20234
MDY SPDR S&P MIDCAP 400 ET...440.45%0.56%0.62%Q4 2022Q3 20234
MINT PIMCO ETF TR440.49%0.55%0.59%Q4 2022Q3 20234
EPD ENTERPRISE PRODS PARTN...440.49%0.53%0.57%Q4 2022Q3 20234
MRK MERCK & CO INC440.41%0.51%0.57%Q4 2022Q3 20234
ABT ABBOTT LABS440.47%0.50%0.52%Q4 2022Q3 20234
UNP UNION PAC CORP440.47%0.49%0.50%Q4 2022Q3 20234
BAC BANK AMERICA CORP440.44%0.49%0.56%Q4 2022Q3 20234
VZ VERIZON COMMUNICATIONS...440.42%0.48%0.51%Q4 2022Q3 20234
HD HOME DEPOT INC440.46%0.48%0.49%Q4 2022Q3 20234
CSCO CISCO SYS INC440.42%0.46%0.51%Q4 2022Q3 20234
ABBV ABBVIE INC440.38%0.46%0.50%Q4 2022Q3 20234
MS MORGAN STANLEY440.42%0.45%0.48%Q4 2022Q3 20234
COP CONOCOPHILLIPS440.40%0.44%0.49%Q4 2022Q3 20234
MCD MCDONALDS CORP440.42%0.44%0.46%Q4 2022Q3 20234
AMZN AMAZON COM INC440.34%0.43%0.51%Q4 2022Q3 20234
AVGO BROADCOM INC440.33%0.42%0.48%Q4 2022Q3 20234
PFE PFIZER INC440.35%0.41%0.52%Q4 2022Q3 20234
CAT CATERPILLAR INC440.39%0.41%0.46%Q4 2022Q3 20234
YUM YUM BRANDS INC440.30%0.39%0.43%Q4 2022Q3 20234
IAU ISHARES GOLD TR440.37%0.39%0.41%Q4 2022Q3 20234
VLO VALERO ENERGY CORP440.32%0.38%0.42%Q4 2022Q3 20234
INTC INTEL CORP440.34%0.37%0.40%Q4 2022Q3 20234
HON HONEYWELL INTL INC440.35%0.37%0.39%Q4 2022Q3 20234
EQBK EQUITY BANCSHARES INC440.30%0.36%0.46%Q4 2022Q3 20234
CPT CAMDEN PPTY TR440.30%0.35%0.37%Q4 2022Q3 20234
VCSH VANGUARD SCOTTSDALE FDS440.33%0.34%0.35%Q4 2022Q3 20234
DIS DISNEY WALT CO440.31%0.34%0.38%Q4 2022Q3 20234
ACWX ISHARES TR440.31%0.32%0.34%Q4 2022Q3 20234
EMR EMERSON ELEC CO440.30%0.32%0.34%Q4 2022Q3 20234
TIP ISHARES TR440.30%0.32%0.33%Q4 2022Q3 20234
VTHR VANGUARD SCOTTSDALE FDS440.30%0.32%0.33%Q4 2022Q3 20234
KMI KINDER MORGAN INC DEL440.30%0.31%0.33%Q4 2022Q3 20234
MMM 3M CO440.28%0.31%0.37%Q4 2022Q3 20234
BMY BRISTOL-MYERS SQUIBB CO440.28%0.31%0.34%Q4 2022Q3 20234
LOW LOWES COS INC440.22%0.30%0.34%Q4 2022Q3 20234
UPS UNITED PARCEL SERVICE INC440.26%0.29%0.33%Q4 2022Q3 20234
WFC WELLS FARGO CO NEW440.27%0.28%0.29%Q4 2022Q3 20234
BX BLACKSTONE INC440.23%0.27%0.32%Q4 2022Q3 20234
SBUX STARBUCKS CORP440.22%0.26%0.28%Q4 2022Q3 20234
IBM INTERNATIONAL BUSINESS...440.23%0.25%0.26%Q4 2022Q3 20234
KMB KIMBERLY-CLARK CORP440.23%0.25%0.26%Q4 2022Q3 20234
VONV VANGUARD SCOTTSDALE FDS440.23%0.24%0.24%Q4 2022Q3 20234
TM TOYOTA MOTOR CORP440.22%0.24%0.25%Q4 2022Q3 20234
VTI VANGUARD INDEX FDS440.22%0.23%0.25%Q4 2022Q3 20234
KXI ISHARES TR440.23%0.23%0.25%Q4 2022Q3 20234
MCO MOODYS CORP440.20%0.23%0.24%Q4 2022Q3 20234
PBA PEMBINA PIPELINE CORP440.20%0.22%0.23%Q4 2022Q3 20234
MUC BLACKROCK MUNIHLDNGS C...440.19%0.21%0.22%Q4 2022Q3 20234
VB VANGUARD INDEX FDS440.20%0.20%0.21%Q4 2022Q3 20234
T AT&T INC440.17%0.20%0.23%Q4 2022Q3 20234
UEC URANIUM ENERGY CORP440.09%0.11%0.16%Q4 2022Q3 20234
UUUU ENERGY FUELS INC440.06%0.07%0.09%Q4 2022Q3 20234
MMP MAGELLAN MIDSTREAM PRT...330.50%0.54%0.58%Q4 2022Q2 20233
DIMENSIONAL ETF TRUST330.45%0.46%0.47%Q4 2022Q2 20233
CVS CVS HEALTH CORP330.19%0.22%0.27%Q4 2022Q2 20233
CL COLGATE PALMOLIVE CO330.20%0.20%0.21%Q4 2022Q2 20233
MDT MEDTRONIC PLC330.20%0.20%0.21%Q4 2022Q2 20233
NVDA NVIDIA CORPORATION220.26%0.28%0.29%Q2 2023Q3 20232
CWEN CLEARWAY ENERGY INC220.26%0.26%0.26%Q4 2022Q1 20232
ISRG INTUITIVE SURGICAL INC110.24%0.24%0.26%Q4 2022Q2 20232
LLY LILLY ELI & CO220.20%0.22%0.23%Q2 2023Q3 20232
CMCSA COMCAST CORP NEW220.20%0.21%0.22%Q2 2023Q3 20232
DBJP DBX ETF TR220.19%0.20%0.21%Q2 2023Q3 20232
IEV ISHARES TR220.19%0.19%0.20%Q1 2023Q2 20232
BOND PIMCO ETF TR113.06%3.06%3.06%Q4 2022Q4 20221
LQD ISHARES TR111.51%1.51%1.51%Q4 2022Q4 20221
OKE ONEOK INC NEW110.49%0.49%0.49%Q3 2023Q3 20231
SCHW SCHWAB CHARLES CORP110.22%0.22%0.22%Q4 2022Q4 20221
CCJ CAMECO CORP110.21%0.21%0.21%Q3 2023Q3 20231
YUMC YUM CHINA HLDGS INC110.20%0.20%0.20%Q1 2023Q1 20231
DE DEERE & CO110.20%0.20%0.20%Q4 2022Q4 20221
USB US BANCORP DEL110.20%0.20%0.20%Q4 2022Q4 20221
FB META PLATFORMS INC110.19%0.19%0.19%Q2 2023Q2 20231
AXP AMERICAN EXPRESS CO110.19%0.19%0.19%Q2 2023Q2 20231
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The securities at the top of the list , including SCHWAB STRATEGIC TR, APPLE INC, and CHEVRON CORP NEW, are the highest-conviction holdings of SILVIA MCCOLL WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by SILVIA MCCOLL WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SILVIA MCCOLL WEALTH MANAGEMENT, LLC owns currently or has owned in the past.