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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.49 Billion 0.57% of portfolio
16,234
Q4 2024 Added 20.86%
$94.4B
$1.47 Billion 0.56% of portfolio
28,176
Q4 2024 Reduced 0.53%
$87.7B
$1.42 Billion 0.54% of portfolio
5,848
Q4 2024 Added 12.38%
$173B
$1.39 Billion 0.53% of portfolio
61,214
Q4 2024 Reduced 3.32%
J P Morgan Exchange Traded F
-
$1.37 Billion 0.53% of portfolio
-
Q4 2024 New
$0
$1.36 Billion 0.52% of portfolio
12,692
Q4 2024 Added 5.26%
$0
$1.34 Billion 0.51% of portfolio
6,831
Q4 2024 Added 0.06%
$208B
$1.32 Billion 0.51% of portfolio
3,643
Q4 2024 Reduced 2.57%
$0
$1.29 Billion 0.5% of portfolio
5,386
Q4 2024 Reduced 13.58%
$0
$1.28 Billion 0.49% of portfolio
4,748
Q3 2024 Reduced 0.21%
$1.23T
$1.21 Billion 0.46% of portfolio
3,005
Q4 2024 Reduced 0.96%
$0
$1.21 Billion 0.46% of portfolio
17,810
Q4 2024 Reduced 9.05%
$151B
$1.15 Billion 0.44% of portfolio
4,414
Q4 2024 Reduced 10.08%
$0
$1.15 Billion 0.44% of portfolio
24,043
Q4 2024 Reduced 0.59%
$0
$1.13 Billion 0.43% of portfolio
14,024
Q4 2024 Added 0.53%
$308B
$1.07 Billion 0.41% of portfolio
7,950
Q4 2024 Added 3.02%
$0
$1.04 Billion 0.4% of portfolio
4,308
Q4 2024 Added 4.26%
$0
$1.04 Billion 0.4% of portfolio
18,516
Q4 2024 Reduced 8.94%
$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%
$0
$1 Billion 0.38% of portfolio
4,841
Q4 2024 Added 25.71%
$44.1B
$938 Million 0.36% of portfolio
18,948
Q4 2024 Reduced 0.06%
$0
$946 Million 0.36% of portfolio
4,776
Q4 2024 Reduced 2.23%
$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%
$0
$883 Million 0.34% of portfolio
5,402
Q4 2024 Added 25.95%
$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%
$0
$867 Million 0.33% of portfolio
47,268
Q4 2024 Added 57.78%
$0
$834 Million 0.32% of portfolio
9,740
Q4 2024 Reduced 13.22%
$0
$826 Million 0.32% of portfolio
10,919
Q4 2024 Added 1.23%
$0
$839 Million 0.32% of portfolio
22,584
Q4 2024 Reduced 13.36%
$131B
$827 Million 0.32% of portfolio
4,794
Q4 2024 Reduced 0.54%
$0
$841 Million 0.32% of portfolio
6,648
Q4 2024 Added 6.61%
$0
$827 Million 0.32% of portfolio
3,687
Q4 2024 Added 51.42%
$51.7B
$835 Million 0.32% of portfolio
2,789
Q4 2024 Reduced 2.72%
$0
$813 Million 0.31% of portfolio
1,509
Q4 2024 Added 123.22%
$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%
$906M
$729 Million 0.28% of portfolio
28,090
Q4 2024 Added 36.13%
$0
$693 Million 0.27% of portfolio
5,696
Q4 2024 Reduced 1.23%
$28.2B
$696 Million 0.27% of portfolio
44,902
Q4 2024 Reduced 10.0%
$0
$714 Million 0.27% of portfolio
2,815
Q4 2024 Added 65.2%
$0
$678 Million 0.26% of portfolio
58,119
Q4 2024 Added 34.39%
$0
$675 Million 0.26% of portfolio
1,151
Q4 2024 Added 6.08%
$76.2B
$648 Million 0.25% of portfolio
5,230
Q4 2024 Reduced 0.1%
$0
$650 Million 0.25% of portfolio
5,643
Q4 2024 Added 21.72%

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
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