Silverlake Wealth Management LLC Portfolio Holdings

Silverlake Wealth Management LLC

  • $261 Billion
  • Q4 2024

Silverlake Wealth Management LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $261 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.8B, Apple Inc. with a value of $12.7B, Procter & Gamble CO with a value of $6.12B, International Business Machines Corp with a value of $5.3B, and Verizon Communications Inc with a value of $4.54B.

Examining the 13F form we can see an decrease of $3.05B in the current position value, from $264B to 261B.

Silverlake Wealth Management LLC is based out at Williston, VT

Below you can find more details about Silverlake Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $261 Billion
ETFs: $110 Billion
Technology: $41.8 Billion
Financial Services: $19.3 Billion
Consumer Defensive: $18.9 Billion
Healthcare: $13.4 Billion
Energy: $12.4 Billion
Consumer Cyclical: $12.2 Billion
Communication Services: $9.39 Billion
Other: $12.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.3T
$19.8 Billion 7.57% of portfolio
46,887
Q4 2024 Added 0.86%
$3.85T
$12.7 Billion 4.86% of portfolio
50,685
Q4 2024 Added 1.49%
$394B
$6.12 Billion 2.35% of portfolio
36,526
Q4 2024 Reduced 2.05%
$205B
$5.3 Billion 2.03% of portfolio
24,128
Q4 2024 Reduced 2.01%
$169B
$4.54 Billion 1.74% of portfolio
113,557
Q4 2024 Added 1.58%
$395B
$3.43 Billion 1.31% of portfolio
23,692
Q4 2024 Reduced 1.83%
$423B
$2.88 Billion 1.1% of portfolio
7,404
Q3 2024 Reduced 1.83%
$453B
$2.41 Billion 0.92% of portfolio
22,382
Q4 2024 Reduced 6.33%
$43.8B
$2.34 Billion 0.9% of portfolio
17,865
Q4 2024 Reduced 0.83%
$44.9B
$2.28 Billion 0.87% of portfolio
22,720
Q4 2024 Reduced 0.65%
$31.1B
$2.16 Billion 0.83% of portfolio
86,583
Q4 2024 Reduced 0.24%
$63.4B
$2.11 Billion 0.81% of portfolio
107,735
Q4 2024 Added 0.1%
$427B
$2.06 Billion 0.79% of portfolio
2,248
Q4 2024 Reduced 0.22%
$249B
$2.03 Billion 0.78% of portfolio
20,363
Q4 2024 Reduced 4.7%
$149B
$2.03 Billion 0.78% of portfolio
76,689
Q4 2024 Added 8.44%
$0
$1.95 Billion 0.75% of portfolio
80,581
Q4 2024 Reduced 6.67%
$61.4B
$1.82 Billion 0.7% of portfolio
66,362
Q4 2024 Reduced 3.25%
$272B
$1.81 Billion 0.69% of portfolio
29,096
Q4 2024 Reduced 4.55%
$2.42T
$1.76 Billion 0.67% of portfolio
8,012
Q4 2024 Added 7.16%
$611B
$1.59 Billion 0.61% of portfolio
3,501
Q4 2024 Reduced 9.09%
$310B
$1.58 Billion 0.61% of portfolio
8,912
Q4 2024 Reduced 9.78%
$305B
$1.57 Billion 0.6% of portfolio
10,851
Q4 2024 Reduced 3.46%
$94.4B
$1.47 Billion 0.56% of portfolio
28,176
Q4 2024 Reduced 0.53%
$173B
$1.39 Billion 0.53% of portfolio
61,214
Q4 2024 Reduced 3.32%
$208B
$1.32 Billion 0.51% of portfolio
3,643
Q4 2024 Reduced 2.57%
$1.23T
$1.21 Billion 0.46% of portfolio
3,005
Q4 2024 Reduced 0.96%
$151B
$1.15 Billion 0.44% of portfolio
4,414
Q4 2024 Reduced 10.08%
$308B
$1.07 Billion 0.41% of portfolio
7,950
Q4 2024 Added 3.02%
$1.53T
$1.02 Billion 0.39% of portfolio
1,742
Q3 2024 Reduced 2.46%
$1.16T
$987 Million 0.38% of portfolio
5,213
Q4 2024 Reduced 2.62%
$265B
$996 Million 0.38% of portfolio
11,029
Q4 2024 Reduced 0.06%
$375B
$916 Million 0.35% of portfolio
20,836
Q4 2024 Reduced 2.78%
$45.5B
$891 Million 0.34% of portfolio
1,500
Q1 2024 Reduced 8.59%
$90.2B
$880 Million 0.34% of portfolio
10,694
Q4 2024 Reduced 0.22%
$764B
$871 Million 0.33% of portfolio
1,129
Q3 2024 Reduced 5.76%
$131B
$827 Million 0.32% of portfolio
4,794
Q4 2024 Reduced 0.54%
$51.7B
$835 Million 0.32% of portfolio
2,789
Q4 2024 Reduced 2.72%
$69.5B
$780 Million 0.3% of portfolio
10,158
Q4 2024 Added 0.01%
$84.3B
$755 Million 0.29% of portfolio
2,044
Q2 2024 Reduced 0.29%
$0
$731 Million 0.28% of portfolio
59,626
Q4 2024 Added 16.62%
$28.2B
$696 Million 0.27% of portfolio
44,902
Q4 2024 Reduced 10.0%
$0
$678 Million 0.26% of portfolio
58,119
Q4 2024 Added 34.39%
$76.2B
$648 Million 0.25% of portfolio
5,230
Q4 2024 Reduced 0.1%
$85.2B
$641 Million 0.25% of portfolio
5,945
Q4 2024 Added 0.05%
$33B
$639 Million 0.24% of portfolio
17,177
Q4 2024 Reduced 3.26%
$213B
$635 Million 0.24% of portfolio
2,189
Q4 2024 Reduced 22.73%
$89.6B
$628 Million 0.24% of portfolio
14,796
Q4 2024 Reduced 22.74%
$782B
$612 Million 0.23% of portfolio
2,554
Q4 2024 Reduced 20.21%
$144B
$602 Million 0.23% of portfolio
4,986
Q4 2024 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 268
  • Current Value $261 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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