Filer Name: SILIGMUELLER & NORVID WEALTH ADVISORS LLC
CIK: 2052591
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 93
Portfolio Value: $0.23B

Siligmueller & Norvid Wealth Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VCSH US VANGUARD S/T CORP BOND ETF 312,869 $24M 10.40% - -
SCHB US SCHWAB US BROAD MARKET ETF 828,666 $19M 8.02% - -
BSCS US INVESCO BULLETSHARES 2028 CB 764,283 $15M 6.56% - -
IYY US ISHARES DOW JONES U.S. ETF 90,647 $13M 5.53% - -
CGDV US CAP GROUP DIVIDEND VALUE 239,590 $8M 3.60% - -
DGRW US WISDOMTREE U.S. QUALITY DIVI 94,791 $8M 3.27% - -
BSCR US INVESCO BULLETSHARES 2027 CB 369,249 $7M 3.07% - -
ARES US ARES MANAGEMENT CORP - A 37,403 $7M 2.82% - -
FTCS US FIRST TRUST CAPITAL STRENGTH 73,705 $6M 2.76% - -
UCON US FIRST TRUST TCW UNCONSTRAINE 253,863 $6M 2.67% - -
IGRO US ISHARES INTL DIV GROWTH ETF 88,833 $6M 2.57% - -
EQWL US INVESCO S&P 100 EQUAL WEIGHT 58,822 $6M 2.56% - -
SCHX US SCHWAB US LARGE-CAP ETF 236,891 $5M 2.34% - -
POCT US INNOVATOR U.S. EQUITY POWER 137,003 $5M 2.31% - -
PAPR US INNOVATOR U.S. EQUITY POWER 143,476 $5M 2.24% - -
JAAA US JANUS HENDERSON AAA CLO ETF 97,108 $5M 2.10% - -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 51,885 $5M 1.94% - -
IVE US ISHARES S&P 500 VALUE ETF 21,732 $4M 1.77% - -
VUSB US VANGUARD ULTRA SHORT BOND ET 78,657 $4M 1.66% - -
RSP US INVESCO S&P 500 EQUAL WEIGHT 21,446 $4M 1.60% - -
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