Silverlake Wealth Management LLC Reduced Holdings in Q4 2024

Silverlake Wealth Management LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.97K
- 21.93%
$35.32 - $44.84 $69.6K - $88.4K
7.02K $261M
IFRA
Ishares Tr

ETFs
-1.35K
- 3.16%
$45.94 - $51.71 $61.8K - $69.5K
41.2K $1.91B
MPC
Marathon Petroleum Corp

Energy
-300
- 14.47%
$131.65 - $174.84 $39.5K - $52.5K
1.77K $247M
VOE
Vanguard Mid Cap Value Index F

ETFs
-430
- 14.42%
$160.89 - $176.18 $69.2K - $75.8K
2.55K $413M
SO
Southern CO

Utilities
-24
- 0.22%
$81.5 - $94.15 $1.96K - $2.26K
10.7K $880M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-6.02K
- 20.49%
$12.36 - $13.34 $74.4K - $80.3K
23.4K $297M
SHEL
Shell PLC

Energy
-1K
- 15.35%
$60.63 - $70.23 $60.6K - $70.2K
5.51K $345M
CVX
Chevron Corp

Energy
-389
- 3.46%
$141.15 - $162.53 $54.9K - $63.2K
10.9K $1.57B
CSCO
Cisco Systems, Inc.

Technology
-2.37K
- 23.01%
$52.45 - $60.02 $124K - $142K
7.94K $470M
MU
Micron Technology Inc

Technology
-200
- 6.81%
$84.16 - $113.41 $16.8K - $22.7K
2.74K $230M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.82K
- 8.94%
$53.94 - $58.15 $98.1K - $106K
18.5K $1.04B
SPGI
S&P Global Inc.

Financial Services
-2
- 0.05%
$480.36 - $529.17 $961 - $1.06K
3.85K $1.91B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.15K
- 13.48%
$43.84 - $48.76 $50.4K - $56K
7.37K $325M
MTB
M&T Bank Corp

Financial Services
-460
- 29.85%
$172.48 - $221.95 $79.3K - $102K
1.08K $203M
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.48K
- 13.36%
$34.49 - $39.24 $120K - $137K
22.6K $839M
CL
Colgate Palmolive CO

Consumer Defensive
-209
- 6.15%
$90.22 - $102.31 $18.9K - $21.4K
3.19K $290M
JPM
Jpmorgan Chase & CO

Financial Services
-647
- 20.21%
$205.18 - $250.29 $133K - $162K
2.55K $612M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1.32K
- 24.86%
$47.96 - $55.17 $63.2K - $72.7K
3.98K $205M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-319
- 3.64%
$56.08 - $68.53 $17.9K - $21.9K
8.44K $474M
UL
Unilever PLC

Consumer Defensive
-205
- 3.76%
$56.7 - $64.64 $11.6K - $13.3K
5.25K $298M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-843
- 20.26%
$66.77 - $71.52 $56.3K - $60.3K
3.32K $229M
UPS
United Parcel Service Inc

Industrials
-166
- 5.88%
$122.65 - $138.35 $20.4K - $23K
2.66K $335M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-4.92K
- 25.89%
$8.1 - $9.04 $39.8K - $44.4K
14.1K $117M
ITA
Ishares Tr

ETFs
-185
- 4.14%
$144.31 - $157.31 $26.7K - $29.1K
4.28K $622M
STZ
Constellation Brands, Inc.

Consumer Defensive
-9
- 0.77%
$219.66 - $257.62 $1.98K - $2.32K
1.16K $256M
MMM
3 M CO

Industrials
-156
- 5.4%
$124.74 - $137.12 $19.5K - $21.4K
2.74K $353M
RTX
Raytheon Technologies Corp

Industrials
-219
- 8.18%
$114.45 - $127.21 $25.1K - $27.9K
2.46K $284M
BP
Bp PLC

Energy
-679
- 6.34%
$28.16 - $33.14 $19.1K - $22.5K
10K $296M
VNQ
Vanguard Specialized Funds Van

ETFs
-19
- 0.42%
$87.85 - $98.6 $1.67K - $1.87K
4.46K $397M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-129
- 4.85%
$99.04 - $109.59 $12.8K - $14.1K
2.53K $252M
VBR
Vanguard Small Cap Value ETF

ETFs
-109
- 2.23%
$197.36 - $217.3 $21.5K - $23.7K
4.78K $946M
DIS
Walt Disney CO

Communication Services
-979
- 19.6%
$92.39 - $117.6 $90.4K - $115K
4.02K $447M
EVX
Vaneck ETF Tr Environmental Se

ETFs
-90
- 5.07%
$170.76 - $191.9 $15.4K - $17.3K
1.69K $289M
Kenvue Inc
-545
- 5.12%
N/A
10.1K $216M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-176
- 3.52%
$88.59 - $94.57 $15.6K - $16.6K
4.82K $428M
DBLV
Advisorshares Doubleline Value

ETFs
-147
- 3.6%
N/A
3.94K $458M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-432
- 17.58%
$172.07 - $207.36 $74.3K - $89.6K
2.03K $400M
TEF
Telefonica S A

Communication Services
-3.57K
- 25.76%
$4.02 - $4.88 $14.3K - $17.4K
10.3K $41.3M
K
Kellogg CO

Consumer Defensive
-294
- 7.07%
$80.34 - $81.29 $23.6K - $23.9K
3.86K $313M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-679
- 5.48%
$30.67 - $30.84 $20.8K - $20.9K
11.7K $360M
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
-1K
- 8.92%
$10.21 - $11.11 $10.2K - $11.1K
10.2K $104M
ADI
Analog Devices Inc

Technology
-4
- 0.4%
$206.35 - $236.48 $825 - $946
1K $213M
IWX
Ishares Tr Russell 200 Value E

ETFs
-6
- 0.14%
$78.25 - $85.17 $470 - $511
4.33K $342M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-18
- 0.21%
$25.25 - $26.34 $455 - $474
8.67K $219M
IVW
Ishares S&P 500 Growth ETF

ETFs
-249
- 8.7%
$94.43 - $105.47 $23.5K - $26.3K
2.61K $265M
KEY
Keycorp

Financial Services
-703
- 6.41%
$16.21 - $19.97 $11.4K - $14K
10.3K $176M
AVUS
American Centy ETF Tr Avantis

ETFs
-621
- 2.05%
$94.36 - $102.06 $58.6K - $63.4K
29.7K $2.88B
TPYP
Managed Portfolio Ser Tortoise

ETFs
-1.27K
- 9.06%
$31.7 - $36.82 $40.1K - $46.6K
12.7K $433M
IAU
Ishares Gold Trust

ETFs
-12
- 0.06%
$48.37 - $52.65 $580 - $632
18.9K $938M
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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