Siligmueller & Norvid Wealth Advisors LLC current holdings: USA Stocks
Siligmueller & Norvid Wealth Advisors LLC reported $0.05 billion in share positions in stocks (listed in the US), 60 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are AAPL, OBDC, JPM.
- AAPL: Country of operation United States; Class COM; Shares 15,992; Value $4,074,490.
- OBDC: Country of operation United States; Class COM; Shares 286,674; Value $3,660,826.
- JPM: Country of operation United States; Class COM; Shares 9,507; Value $2,998,948.
- MSFT: Country of operation United States; Class COM; Shares 5,594; Value $2,899,995.
Form 13F-HR as filed (SEC CIK 2052591): quarter ended 2025-09-30, filed 2025-11-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 15,992 | $4,074,490 | 8.52% | 2025-09-30 | 2025-11-10 | |
|---|
OBDC
BLUE OWL CAPITAL CORPORATION | United States | COM | 286,674 | $3,660,826 | 7.66% | 2025-09-30 | 2025-11-10 | -15.35% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 9,507 | $2,998,948 | 6.27% | 2025-09-30 | 2025-11-10 | +6.20% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 5,594 | $2,899,995 | 6.07% | 2025-09-30 | 2025-11-10 | -1.74% |
|---|
ABBV
ABBVIE INC | United States | COM | 12,436 | $2,879,330 | 6.02% | 2025-09-30 | 2025-11-10 | +13.71% |
|---|
FSK
FS KKR CAP CORP | United States | COM | 159,303 | $2,378,393 | 4.97% | 2025-09-30 | 2025-11-10 | -25.59% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 11,418 | $2,134,012 | 4.46% | 2025-09-30 | 2025-11-10 | +21.78% |
|---|
ABT
ABBOTT LABS | United States | COM | 11,538 | $1,545,334 | 3.23% | 2025-09-30 | 2025-11-10 | -24.63% |
|---|
AMZN
AMAZON COM INC | United States | COM | 5,794 | $1,271,969 | 2.66% | 2025-09-30 | 2025-11-10 | +12.34% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,066 | $1,234,927 | 2.58% | 2025-09-30 | 2025-11-10 | +40.24% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 1,031 | $954,261 | 2.00% | 2025-09-30 | 2025-11-10 | -0.11% |
|---|
MMM
3M CO | United States | COM | 6,042 | $937,598 | 1.96% | 2025-09-30 | 2025-11-10 | +8.58% |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 2,807 | $923,859 | 1.93% | 2025-09-30 | 2025-11-10 | -19.60% |
|---|
CAT
CATERPILLAR INC | United States | COM | 1,932 | $921,855 | 1.93% | 2025-09-30 | 2025-11-10 | +73.25% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 4,823 | $896,135 | 1.87% | 2025-09-30 | 2025-11-10 | +44.30% |
|---|
V
VISA INC | United States | COM CL A | 2,473 | $844,150 | 1.77% | 2025-09-30 | 2025-11-10 | +7.18% |
|---|
SNA
SNAP ON INC | United States | COM | 2,403 | $832,712 | 1.74% | 2025-09-30 | 2025-11-10 | +5.93% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,080 | $796,802 | 1.67% | 2025-09-30 | 2025-11-10 | +0.60% |
|---|
AVGO
BROADCOM INC | United States | COM | 2,303 | $761,564 | 1.59% | 2025-09-30 | 2025-11-10 | +7.64% |
|---|
TSLA
TESLA INC | United States | COM | 1,550 | $689,761 | 1.44% | 2025-09-30 | 2025-11-10 | -20.66% |
|---|
CATX
PERSPECTIVE THERAPEUTICS INC | United States | COM NEW | 164,711 | $564,959 | 1.18% | 2025-09-30 | 2025-11-10 | -23.62% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 1,696 | $563,419 | 1.18% | 2025-09-30 | 2025-11-10 | -8.06% |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,797 | $546,100 | 1.14% | 2025-09-30 | 2025-11-10 | -23.01% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 4,736 | $535,112 | 1.12% | 2025-09-30 | 2025-11-10 | |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 3,216 | $511,215 | 1.07% | 2025-09-30 | 2025-11-10 | +21.26% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 949 | $477,100 | 1.00% | 2025-09-30 | 2025-11-10 | |
|---|
PRU
PRUDENTIAL FINL INC | United States | COM | 4,579 | $473,925 | 0.99% | 2025-09-30 | 2025-11-10 | +10.91% |
|---|
SYK
STRYKER CORPORATION | United States | COM | 1,278 | $472,069 | 0.99% | 2025-09-30 | 2025-11-10 | -24.59% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 785 | $449,360 | 0.94% | 2025-09-30 | 2025-11-10 | -0.92% |
|---|
DECK
DECKERS OUTDOOR CORP | United States | COM | 3,998 | $405,277 | 0.85% | 2025-09-30 | 2025-11-10 | -23.37% |
|---|
EXC
EXELON CORP | United States | COM | 8,998 | $404,978 | 0.85% | 2025-09-30 | 2025-11-10 | -9.69% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,333 | $391,236 | 0.82% | 2025-09-30 | 2025-11-10 | -10.80% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,360 | $383,862 | 0.80% | 2025-09-30 | 2025-11-10 | -22.03% |
|---|
EW
EDWARDS LIFESCIENCES CORP | United States | COM | 4,911 | $381,928 | 0.80% | 2025-09-30 | 2025-11-10 | +13.26% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 1,567 | $381,643 | 0.80% | 2025-09-30 | 2025-11-10 | +38.50% |
|---|
WMT
WALMART INC | United States | COM | 3,638 | $374,958 | 0.78% | 2025-09-30 | 2025-11-10 | +3.63% |
|---|
HD
HOME DEPOT INC | United States | COM | 910 | $368,827 | 0.77% | 2025-09-30 | 2025-11-10 | -28.91% |
|---|
CI
THE CIGNA GROUP | United States | COM | 1,278 | $368,384 | 0.77% | 2025-09-30 | 2025-11-10 | -4.51% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 8,140 | $358,173 | 0.75% | 2025-09-30 | 2025-11-10 | +4.62% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 2,584 | $338,969 | 0.71% | 2025-09-30 | 2025-11-10 | +19.87% |
|---|
CSCO
CISCO SYS INC | United States | COM | 4,455 | $304,819 | 0.64% | 2025-09-30 | 2025-11-10 | +56.30% |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 1,829 | $296,664 | 0.62% | 2025-09-30 | 2025-11-10 | +19.54% |
|---|
CRM
SALESFORCE INC | United States | COM | 1,236 | $292,815 | 0.61% | 2025-09-30 | 2025-11-10 | -4.93% |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 3,463 | $290,303 | 0.61% | 2025-09-30 | 2025-11-10 | -3.98% |
|---|
T
AT&T INC | United States | COM | 10,262 | $289,811 | 0.61% | 2025-09-30 | 2025-11-10 | -13.31% |
|---|
ALL
ALLSTATE CORP | United States | COM | 1,347 | $289,134 | 0.60% | 2025-09-30 | 2025-11-10 | +5.02% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 52 | $280,762 | 0.59% | 2025-09-30 | 2025-11-10 | -24.83% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 750 | $266,603 | 0.56% | 2025-09-30 | 2025-11-10 | +7.71% |
|---|
PFE
PFIZER INC | United States | COM | 10,437 | $265,935 | 0.56% | 2025-09-30 | 2025-11-10 | +12.72% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 1,600 | $246,505 | 0.52% | 2025-09-30 | 2025-11-10 | -3.47% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 2,573 | $245,644 | 0.51% | 2025-09-30 | 2025-11-10 | +3.80% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 1,911 | $236,486 | 0.49% | 2025-09-30 | 2025-11-10 | -7.71% |
|---|
LLY
ELI LILLY & CO | United States | COM | 301 | $229,488 | 0.48% | 2025-09-30 | 2025-11-10 | +55.26% |
|---|
BNY
BANK NEW YORK MELLON CORP | United States | COM | 2,074 | $225,983 | 0.47% | 2025-09-30 | 2025-11-10 | +34.89% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 2,688 | $224,946 | 0.47% | 2025-09-30 | 2025-11-10 | +12.45% |
|---|
MRK
MERCK & CO INC | United States | COM | 2,650 | $220,775 | 0.46% | 2025-09-30 | 2025-11-10 | +77.86% |
|---|
QCOM
QUALCOMM INC | United States | COM | 1,323 | $220,167 | 0.46% | 2025-09-30 | 2025-11-10 | +10.66% |
|---|
DIS
DISNEY WALT CO | United States | COM | 1,908 | $218,458 | 0.46% | 2025-09-30 | 2025-11-10 | -7.94% |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 615 | $214,975 | 0.45% | 2025-09-30 | 2025-11-10 | +23.46% |
|---|
NFLX
NETFLIX INC | United States | COM | 177 | $212,209 | 0.44% | 2025-09-30 | 2025-11-10 | -41.36% |
|---|
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