SILVIA MCCOLL WEALTH MANAGEMENT, LLC
CIK
1991983
City
SAN DIEGO
State / Country
CA
Top Portfolio Positions
81 positions ·
$75,438,281 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
35,320 | $8,963,862 | 11.88% | |
| CVX |
Chevron Corp
Energy
|
38,571 | $7,980,339 | 10.58% | |
| MSFT |
Microsoft Corp
Technology
|
7,943 | $2,940,260 | 3.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,271 | $2,525,863 | 3.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,786 | $2,462,187 | 3.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,164 | $2,156,274 | 2.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,565 | $2,057,646 | 2.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,052 | $1,878,081 | 2.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
15,078 | $1,873,893 | 2.48% | |
| NVDA |
Nvidia Corp
Technology
|
10,395 | $1,812,888 | 2.40% |
Portfolio Trend
14 quarters · across all stocks
Holdings in EZBC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,842 | 5,380 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $253,202 | 5,004 | Shares | Sole | 2026-01-09 | |
| No 13F history on record for this holder in this stock. | ||||||