Silverlake Wealth Management LLC Sells in Q3 2025

Silverlake Wealth Management LLC

  • $412 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-117
- 21.08%
$410.74 - $499.21 $48.1K - $58.4K
438 $219M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.15%
$625.65 - $812.69 $1.88K - $2.44K
2.03K $1.55B
PSA
Public Storage

Real Estate
-65
- 2.35%
$271.94 - $298.09 $17.7K - $19.4K
2.7K $780M
CSCO
Cisco Systems, Inc.

Technology
-325
- 3.54%
$66.2 - $71.79 $21.5K - $23.3K
8.85K $606M
FLQH
Franklin Templeton Libertyq In

ETFs
-1.76K
- 8.09%
N/A
20K $747M
SHEL
Shell PLC

Energy
-499
- 8.86%
$69.82 - $73.93 $34.8K - $36.9K
5.13K $367M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-568
- 2.11%
$72.01 - $74.44 $40.9K - $42.3K
26.4K $1.94B
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.16K
- 32.03%
$101.96 - $132.43 $118K - $153K
2.45K $314M
GILD
Gilead Sciences, Inc.

Healthcare
-201
- 7.98%
$108.22 - $120.47 $21.8K - $24.2K
2.32K $257M
GIS
General Mills Inc

Consumer Defensive
-203
- 2.49%
$48.44 - $53.83 $9.83K - $10.9K
7.94K $400M
SPMD
Spdr Portfolio

ETFs
-688
- 9.06%
$54.43 - $58.29 $37.4K - $40.1K
6.91K $395M
XLU
Utilities Sector Spdr

ETFs
-865
- 7.79%
$81.14 - $87.32 $70.2K - $75.5K
10.2K $894M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-164
- 5.09%
$97.75 - $100.75 $16K - $16.5K
3.06K $307M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-1.2K
- 9.48%
$12.63 - $13.14 $15.2K - $15.8K
11.5K $150M
SLV
I Shares Silver Trust

ETFs
-2K
- 25.11%
$32.73 - $42.5 $65.5K - $85K
5.97K $253M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-679
- 11.79%
$42.67 - $46.91 $29K - $31.9K
5.08K $238M
IAU
Ishares Gold Trust

ETFs
-4.89K
- 14.59%
$61.62 - $72.77 $302K - $356K
28.7K $2.09B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-413
- 8.3%
$60.01 - $65.01 $24.8K - $26.8K
4.57K $297M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-301
- 2.72%
$30.81 - $32.63 $9.27K - $9.82K
10.8K $348M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-231
- 0.19%
$20.66 - $20.74 $4.77K - $4.79K
121K $2.51B
UBER
Uber Technologies, Inc

Technology
-134
- 4.86%
$86.91 - $99.57 $11.6K - $13.3K
2.63K $257M
AMGN
Amgen Inc

Healthcare
-50
- 1.07%
$271.18 - $309.22 $13.6K - $15.5K
4.61K $1.3B
DBLV
Advisorshares Doubleline Value

ETFs
-196
- 4.86%
N/A
3.84K $475M
CCL
Carnival Corp

Consumer Cyclical
-2.36K
- 2.59%
$28.37 - $32.49 $66.9K - $76.6K
88.7K $2.56B
XOM
Exxon Mobil Corp

Energy
-1.2K
- 4.24%
$105.83 - $117.22 $127K - $141K
27.1K $3.05B
QCOM
Qualcomm Inc

Technology
-61
- 2.43%
$145.84 - $173.55 $8.9K - $10.6K
2.45K $408M
TD
Toronto Dominion Bank

Financial Services
-871
- 7.26%
$72.55 - $79.95 $63.2K - $69.6K
11.1K $890M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-738
- 2.54%
$69.62 - $73.99 $51.4K - $54.6K
28.4K $2.04B
O
Realty Income Corp

Real Estate
-87
- 1.59%
$56.13 - $60.79 $4.88K - $5.29K
5.39K $328M
IWX
Ishares Tr Russell 200 Value E

ETFs
-2
- 0.06%
$83.04 - $87.88 $166 - $176
3.52K $309M
PEP
Pepsico Inc

Consumer Defensive
-122
- 3.42%
$133.81 - $152.16 $16.3K - $18.6K
3.45K $484M
WFC
Wells Fargo & Company

Financial Services
-76
- 1.28%
$77.05 - $85.16 $5.86K - $6.47K
5.87K $492M
DVY
Ishares Tr

ETFs
-17
- 0.79%
$133.88 - $142.57 $2.28K - $2.42K
2.13K $303M
HBI
Hanesbrands Inc.

Consumer Cyclical
-4.52K
- 18.77%
$4.07 - $6.59 $18.4K - $29.8K
19.6K $129M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-159
- 2.18%
$39.37 - $44.24 $6.26K - $7.03K
7.12K $312M
VNQ
Vanguard Specialized Funds Van

ETFs
-67
- 0.55%
$88.47 - $93.24 $5.93K - $6.25K
12.1K $1.11B
VIG
Vanguard Dividend Appreciation

ETFs
-390
- 4.05%
N/A
9.25K $2B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-477
- 0.65%
$11.04 - $11.83 $5.27K - $5.64K
72.8K $851M
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.18%
$291.67 - $316.99 $1.17K - $1.27K
2.27K $689M
DUK
Duke Energy Corp

Utilities
-49
- 0.88%
$116.31 - $125.93 $5.7K - $6.17K
5.5K $680M
CGUS
Capital Group Core Equity ETF
-250
- 1.71%
$36.89 - $39.72 $9.22K - $9.93K
14.4K $568M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-59
- 0.86%
$54.9 - $59.81 $3.24K - $3.53K
6.78K $404M
PLTR
Palantir Technologies Inc.

Technology
-893
- 21.44%
$130.68 - $186.97 $117K - $167K
3.27K $597M
RTX
Raytheon Technologies Corp

Industrials
-247
- 7.27%
$144.19 - $167.33 $35.6K - $41.3K
3.15K $527M
MDT
Medtronic PLC

Healthcare
-61
- 1.33%
$87.67 - $95.74 $5.35K - $5.84K
4.54K $433M
Blackrock Inc
-1
- 0.31%
N/A
321 $374M
VB
Vanguard Small Cap ETF

ETFs
-211
- 3.99%
$237.58 - $259.17 $50.1K - $54.7K
5.08K $1.29B
FLNC
Fluence Energy, Inc.

Utilities
-1.23K
- 9.73%
$6.75 - $11.91 $8.3K - $14.6K
11.4K $123M
BX
Blackstone Inc.

Financial Services
-123
- 4.12%
$152.77 - $188.68 $18.8K - $23.2K
2.86K $488M
Activity Summary
Buys All Purchases 182 New Holdings 41 Increased Positions 141 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 1 Puts 0
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