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 (465 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days -3.6% · 6 months -12.1% · 1 year -17.2% · all -17.2%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 14020W106 · 12.8% · long · since 2025-09-30
  • AAPL · 7.0% · long · since 2025-09-30
  • 922908611 · 5.6% · long · since 2025-09-30
  • CVX · 4.7% · long · since 2025-09-30
  • 464287507 · 2.8% · long · since 2025-09-30
  • 14020X104 · 2.7% · long · since 2025-09-30
  • 464287150 · 2.5% · long · since 2025-09-30
  • MSFT · 2.4% · long · since 2025-09-30
  • 92189F437 · 2.1% · long · since 2025-09-30
  • 464287200 · 2.0% · long · since 2025-09-30
  • 464287291 · 1.9% · long · since 2025-09-30
  • 46434V456 · 1.9% · long · since 2025-09-30

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