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Portfolio (Quarterly) Guide ↗

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

· CIK 0001991983
13F Portfolio $152M AUM 119 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 18 Added 23 Reduced 3 Exited
Page 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CCJ CAMECO CORP Energy 5,610.0 $609K 0.40% $108.61 -3.6%
62 KMI KINDER MORGAN INC DEL Energy 18,030.0 $605K 0.40% $33.53 +0.8%
63 CSCO CISCO SYS INC Technology 7,377.0 $572K 0.38% $77.59 +55.2%
64 HD HOME DEPOT INC Consumer Cyclical 1,697.0 $558K 0.37% $328.89 -4.8%
65 PLD PROLOGIS INC. Real Estate 3,967.0 $524K 0.34% -208.0 -5.0% $132.18 +10.4%
66 MCD MCDONALDS CORP Consumer Cyclical 1,665.0 $517K 0.34% $310.79 -9.2%
67 ABT ABBOTT LABS Healthcare 4,901.0 $503K 0.33% $102.67 -14.9%
68 PG PROCTER AND GAMBLE CO Consumer Defensive 3,464.0 $500K 0.33% -270.0 -7.2% $144.44 +0.0%
69 EMR EMERSON ELEC CO Industrials 3,775.0 $495K 0.33% $131.02 +4.1%
70 WFC WELLS FARGO CO NEW Financial Services 6,026.0 $480K 0.32% +41.0 +0.7% $79.61 -4.0%
71 ACWX ISHARES TR 7,000.0 $479K 0.32% $68.47 +9.7%
72 GRID FIRST TR EXCHANGE TRADED FD 2,875.0 $470K 0.31% $163.58 +17.7%
73 LLY ELI LILLY & CO Healthcare 506.0 $465K 0.31% +10.0 +2.0% $919.77 +15.8%
74 BX BLACKSTONE INC Financial Services 4,009.0 $461K 0.30% +860.0 +27.3% $114.99 +3.1%
75 IBM INTERNATIONAL BUSINESS MACHS Technology 1,901.0 $461K 0.30% $242.39 +4.7%
76 AMGN AMGEN INC Healthcare 1,300.0 $457K 0.30% -34.0 -2.5% $351.85 -3.6%
77 MRK MERCK & CO INC Healthcare 3,756.0 $452K 0.30% $120.31 +1.7%
78 HON HONEYWELL INTL INC Industrials 1,899.0 $429K 0.28% $226.03 +0.8%
79 MMM 3M CO Industrials 2,833.0 $411K 0.27% $145.23 +5.0%
80 INTC INTEL CORP Technology 8,690.0 $383K 0.25% $44.13 +171.6%
Page 4 of 6  ·  119 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 24.6%
Energy 20.0%
Financial Services 18.0%
Industrials 7.4%
Consumer Defensive 7.3%
Communication Services 7.2%
Consumer Cyclical 6.1%
Healthcare 4.7%
Utilities 1.8%
Real Estate 1.6%