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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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