Silverlake Wealth Management LLC Purchases in Q4 2024

Silverlake Wealth Management LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLQH
Franklin Templeton Libertyq In

ETFs
4.71K
+ 44.56%
N/A
15.3K $458M
GOOG
Alphabet Inc.

Communication Services
119
+ 4.32%
$163.08 - $198.16 $19.4K - $23.6K
2.87K $547M
WFC
Wells Fargo & Company

Financial Services
5
+ 0.08%
$54.98 - $77.35 $275 - $387
6.03K $423M
SCHG
Schwab Strategic Tr Us Large C

ETFs
118K
+ 280.66%
$25.93 - $105.3 $3.05M - $12.4M
159K $4.45B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
8.79K
+ 23.2%
$12.12 - $13.1 $107K - $115K
46.7K $568M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.5K
+ 34.36%
$46.07 - $48.17 $69.2K - $72.3K
5.87K $270M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
615
+ 13.19%
$78.43 - $87.17 $48.2K - $53.6K
5.28K $423M
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 6.08%
$567.81 - $607.81 $37.5K - $40.1K
1.15K $675M
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.01%
$70.82 - $81.87 $70.8 - $81.9
10.2K $780M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
8.5K
+ 16.62%
$12.1 - $13.52 $103K - $115K
59.6K $731M
VBK
Vanguard Small Cap Growth ETF

ETFs
87
+ 6.25%
$264.18 - $304.19 $23K - $26.5K
1.48K $415M
IAK
Ishares Tr

ETFs
412
+ 6.61%
$123.78 - $138.16 $51K - $56.9K
6.65K $841M
BMO
Bank Of Montreal

Financial Services
5
+ 0.11%
$89.75 - $103.39 $449 - $517
4.44K $431M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
176
+ 4.26%
$238.25 - $261.28 $41.9K - $46K
4.31K $1.04B
EPD
Enterprise Products Partners L.P.

Energy
1
+ 0.01%
$28.66 - $34.43 $28.7 - $34.4
12.5K $393M
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.04%
$51.92 - $59.94 $104 - $120
5.56K $315M
BNS
Bank Of Nova Scotia

Financial Services
528
+ 6.62%
$51.5 - $57.02 $27.2K - $30.1K
8.5K $457M
GILD
Gilead Sciences, Inc.

Healthcare
7
+ 0.28%
$83.95 - $97.9 $588 - $685
2.51K $231M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
844
+ 7.73%
$23.55 - $23.9 $19.9K - $20.2K
11.8K $278M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
850
+ 7.73%
$23.26 - $23.6 $19.8K - $20.1K
11.8K $276M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
862
+ 6.5%
$22.83 - $23.36 $19.7K - $20.1K
14.1K $324M
GLW
Corning Inc

Technology
5
+ 0.08%
$44.11 - $49.76 $221 - $249
5.92K $281M
DE
Deere & CO

Industrials
1
+ 0.1%
$389.45 - $466.0 $389 - $466
1.02K $430M
CSQ
Calamos Strategic Total Return Fund

Financial Services
49
+ 0.3%
$17.14 - $18.44 $840 - $904
16.2K $287M
COP
Conocophillips

Energy
210
+ 8.77%
$95.12 - $114.72 $20K - $24.1K
2.6K $258M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
32
+ 0.96%
$89.88 - $101.38 $2.88K - $3.24K
3.36K $314M
LMT
Lockheed Martin Corp

Industrials
96
+ 21.19%
$479.66 - $614.62 $46K - $59K
549 $267M
AIG
American International Group, Inc.

Financial Services
31
+ 0.5%
$70.0 - $79.22 $2.17K - $2.46K
6.18K $450M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.22%
$118.38 - $133.06 $1.07K - $1.2K
4.01K $483M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
6
+ 0.08%
$53.38 - $60.64 $320 - $364
7.36K $401M
LQD
Ishares Iboxx $ Investment Gra

ETFs
634
+ 5.26%
$106.56 - $113.11 $67.6K - $71.7K
12.7K $1.36B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.06%
$134.53 - $150.65 $135 - $151
1.64K $221M
PSEC
Prospect Capital Corp

Financial Services
1.39K
+ 10.92%
$4.16 - $5.34 $5.79K - $7.43K
14.1K $60.9M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
15
+ 0.56%
$115.64 - $129.74 $1.73K - $1.95K
2.71K $315M
VTV
Vanguard Value ETF

ETFs
1
+ 0.06%
$168.32 - $181.87 $168 - $182
1.71K $290M
PFE
Pfizer Inc

Healthcare
5.97K
+ 8.44%
$24.8 - $30.19 $148K - $180K
76.7K $2.03B
QCOM
Qualcomm Inc

Technology
157
+ 7.06%
$150.4 - $178.04 $23.6K - $28K
2.38K $366M
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.06%
N/A
6.83K $1.34B
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.03%
$106.33 - $110.69 $106 - $111
3.71K $395M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
112
+ 0.65%
$5.84 - $6.96 $654 - $780
17.3K $102M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
74
+ 0.53%
$80.93 - $85.66 $5.99K - $6.34K
14K $1.13B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
244
+ 0.89%
$69.58 - $74.87 $17K - $18.3K
27.8K $1.95B
CPB
Campbell Soup CO

Consumer Defensive
35
+ 0.66%
$41.42 - $48.71 $1.45K - $1.7K
5.35K $224M
ADM
Archer Daniels Midland CO

Consumer Defensive
17
+ 0.41%
$49.38 - $59.52 $839 - $1.01K
4.2K $212M
HSY
Hershey CO

Consumer Defensive
1
+ 0.05%
$168.67 - $193.65 $169 - $194
1.86K $316M
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.86%
$151.29 - $176.1 $3.33K - $3.87K
2.57K $391M
DUK
Duke Energy Corp

Utilities
3
+ 0.05%
$105.76 - $120.76 $317 - $362
5.95K $641M
XLU
Utilities Sector Spdr

ETFs
133
+ 1.23%
$74.89 - $82.93 $9.96K - $11K
10.9K $826M
O
Realty Income Corp

Real Estate
15
+ 0.33%
$51.76 - $64.71 $776 - $971
4.59K $245M
Activity Summary
Buys All Purchases 105 New Holdings 14 Increased Positions 91 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Silverlake Wealth Management LLC Portfolio

Follow Silverlake Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silverlake Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silverlake Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email