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Home > Institutional Investor > Silvia Mccoll Wealth Management, Llc > Profile

Instuitional Investor - Silvia Mccoll Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Silvia Mccoll Wealth Management, Llc
Portfolio Value $151,860,395
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 453,590 $19,295,719 12.71%
2.
Apple Inc.
 AAPL 35,320 $8,963,914 5.9%
3.
Vanguard Index Fds - SM CP VAL ETF
 39,360 $8,550,995 5.63%
4.
Chevron Corp
 CVX 38,571 $7,980,347 5.26%
5.
Ishares Trust
 IEF 63,149 $4,264,425 2.81%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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