Siligmueller & Norvid Wealth Advisors LLC Last Quarter Change: USA Stocks, Added

Siligmueller & Norvid Wealth Advisors LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Siligmueller & Norvid Wealth Advisors LLC opened 53 positions, added to 7, reduced 0, sold out of 3 and left 0 unchanged. The largest increase in value was OBDC (+$3,660,826); the largest decrease was ARES (-$6,729,548).

AAPL: Country of operation United States; Class COM; Shares 2025-06-30 3,427; Shares 2025-09-30 15,992.
MSFT: Country of operation United States; Class COM; Shares 2025-06-30 1,842; Shares 2025-09-30 5,594.
AMZN: Country of operation United States; Class COM; Shares 2025-06-30 2,975; Shares 2025-09-30 5,794.
META: Country of operation United States; Class CL A; Shares 2025-06-30 387; Shares 2025-09-30 1,080.

Two Form 13F-HR filings compared (SEC CIK 2052591): 2025-06-30 (filed 2025-07-22) and 2025-09-30 (filed 2025-11-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
AAPL APPLE INC	United States	COM	3,427	15,992	+12,565	$720,204	$4,074,490	+$3,354,286
MSFT MICROSOFT CORP	United States	COM	1,842	5,594	+3,752	$931,462	$2,899,995	+$1,968,533
AMZN AMAZON COM INC	United States	COM	2,975	5,794	+2,819	$663,990	$1,271,969	+$607,979
META META PLATFORMS INC	United States	CL A	387	1,080	+693	$272,028	$796,802	+$524,774
GOOGL ALPHABET INC	United States	CAP STK CL A	4,700	5,066	+366	$859,959	$1,234,927	+$374,968
BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	691	949	+258	$325,675	$477,100	+$151,425
GOOG ALPHABET INC	United States	CAP STK CL C	1,290	1,567	+277	$237,064	$381,643	+$144,579

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