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Portfolio (Quarterly) Guide ↗

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

· CIK 0001991983
13F Portfolio $150M AUM 116 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New
Page 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO CO NEW Financial Services 5,985.0 $558K 0.37% NEW $93.20 -18.0%
62 OKE ONEOK INC NEW Energy 7,289.0 $536K 0.36% NEW $73.50 +27.9%
63 PG PROCTER AND GAMBLE CO Consumer Defensive 3,734.0 $535K 0.36% NEW $143.31 +0.8%
64 LLY ELI LILLY & CO Healthcare 496.0 $533K 0.35% NEW $1074.68 -0.9%
65 PLD PROLOGIS INC. Real Estate 4,175.0 $533K 0.35% NEW $127.66 +14.3%
66 CCJ CAMECO CORP Energy 5,610.0 $513K 0.34% NEW $91.49 +14.5%
67 MCD MCDONALDS CORP Consumer Cyclical 1,665.0 $509K 0.34% NEW $305.63 -7.6%
68 VZ VERIZON COMMUNICATIONS INC Communication Services 12,460.0 $507K 0.34% NEW $40.73 +18.7%
69 EMR EMERSON ELEC CO Industrials 3,775.0 $501K 0.33% NEW $132.72 +2.8%
70 KMI KINDER MORGAN INC DEL Energy 18,030.0 $496K 0.33% NEW $27.49 +22.9%
71 BX BLACKSTONE INC Financial Services 3,149.0 $485K 0.32% NEW $154.14 -23.1%
72 VLO VALERO ENERGY CORP Energy 2,930.0 $477K 0.32% NEW $162.79 +51.7%
73 ACWX ISHARES TR 7,000.0 $470K 0.31% NEW $67.13 +11.9%
74 MMM 3M CO Industrials 2,833.0 $454K 0.30% NEW $160.10 -4.8%
75 AXP AMERICAN EXPRESS CO Financial Services 1,207.0 $447K 0.30% NEW $369.95 -15.7%
76 GRID FIRST TR EXCHANGE TRADED FD 2,875.0 $440K 0.29% NEW $153.02 +25.8%
77 AMGN AMGEN INC Healthcare 1,334.0 $437K 0.29% NEW $327.31 +3.7%
78 DIS DISNEY WALT CO Communication Services 3,793.0 $432K 0.29% NEW $113.77 -9.5%
79 CPT CAMDEN PPTY TR Real Estate 3,611.0 $397K 0.26% NEW $110.08 -2.4%
80 MRK MERCK & CO INC Healthcare 3,756.0 $395K 0.26% NEW $105.27 +16.3%
Page 4 of 6  ·  116 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Financial Services 19.2%
Energy 15.2%
Communication Services 7.9%
Industrials 7.3%
Consumer Cyclical 6.8%
Consumer Defensive 6.7%
Healthcare 4.7%
Real Estate 1.7%
Utilities 1.4%