Silverlake Wealth Management LLC Incresed Positions in Q4 2024

Silverlake Wealth Management LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.08%
$59.25 - $72.99 $237 - $292
4.87K $291M
GIS
General Mills Inc

Consumer Defensive
13
+ 0.16%
$62.78 - $74.62 $816 - $970
7.97K $508M
JEPI
J P Morgan Exchange Traded Fd

ETFs
231
+ 0.32%
$57.53 - $60.83 $13.3K - $14.1K
72.7K $4.19B
MSFT
Microsoft Corp

Technology
402
+ 0.86%
$406.35 - $454.46 $163K - $183K
46.9K $19.8B
VZ
Verizon Communications Inc

Communication Services
1.77K
+ 1.58%
$39.6 - $45.21 $70K - $79.9K
114K $4.54B
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
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