Long-term investor

Silvia Mccoll Wealth Management, LLC @silviamccollwealthmanage

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001991983).

Record

  • Tracked since 2025-06-30 (431 days), 36 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.5% · 6 months +12.7% · 1 year +21.9% · all +21.9%
  • Max drawdown 0.0% · Sharpe 1.62 · win rate 36% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 14020W106 · 12.7% · long · since 2025-06-30
  • AAPL · 6.1% · long · since 2025-06-30
  • 922908611 · 5.8% · long · since 2025-06-30
  • CVX · 3.8% · long · since 2025-06-30
  • 464287507 · 3.0% · long · since 2025-06-30
  • 14020X104 · 2.8% · long · since 2025-06-30
  • 464287150 · 2.5% · long · since 2025-06-30
  • 92189F437 · 2.2% · long · since 2025-06-30
  • 464287200 · 1.9% · long · since 2025-06-30
  • 464287291 · 1.9% · long · since 2025-06-30
  • 46434V456 · 1.9% · long · since 2025-06-30
  • MSFT · 1.8% · long · since 2025-06-30

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