Silverlake Wealth Management LLC Purchases in Q3 2024

Silverlake Wealth Management LLC

  • $264 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
523
+ 2.17%
$175.1 - $223.38 $91.6K - $117K
24.6K $5.44B
XLF
Financial Sector Spdr

ETFs
19.5K
New
$40.84 - $45.74 $798K - $894K
19.5K $886M
CGCP
Capital Group Core Plus Income

ETFs
32K
+ 88.3%
$22.12 - $23.31 $708K - $746K
68.2K $1.58B
DGRO
Ishares Core Dividend Growth E

ETFs
11.7K
New
$57.47 - $62.76 $670K - $731K
11.7K $731M
MBB
Ishares Tr

ETFs
6.95K
+ 107.35%
$90.85 - $96.66 $632K - $672K
13.4K $1.29B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.74K
+ 10.24%
$54.98 - $59.51 $370K - $401K
72.5K $4.32B
VZ
Verizon Communications Inc

Communication Services
3.81K
+ 3.53%
$38.89 - $45.0 $148K - $171K
112K $5.02B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
30K
New
$18.12 - $18.92 $543K - $567K
30K $564M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
20.6K
New
$23.06 - $26.41 $476K - $545K
20.6K $537M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.57K
+ 44.26%
$285.48 - $330.24 $449K - $519K
5.12K $1.65B
COST
Costco Wholesale Corp

Consumer Defensive
482
+ 27.22%
$801.83 - $917.05 $386K - $442K
2.25K $2B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8.02K
New
$55.51 - $61.51 $445K - $493K
8.02K $489M
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.78K
+ 18.0%
$63.82 - $70.54 $305K - $337K
31.3K $2.21B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.1K
+ 32.09%
$19.2 - $19.82 $406K - $419K
87K $1.72B
LVHI
Franklin International Low Vol

ETFs
11.5K
+ 21.26%
$28.72 - $31.28 $330K - $360K
65.6K $2.04B
PFE
Pfizer Inc

Healthcare
11.8K
+ 20.09%
$27.7 - $31.39 $328K - $371K
70.7K $2.05B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
17.6K
+ 34.22%
$19.92 - $20.67 $351K - $365K
69.2K $1.42B
VHT
Vanguard Health Care ETF

ETFs
899
+ 10.62%
$261.88 - $288.1 $235K - $259K
9.36K $2.64B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
16.3K
+ 18.32%
$20.47 - $20.71 $333K - $337K
105K $2.17B
IFRA
Ishares Tr

ETFs
3.43K
+ 8.75%
$41.55 - $46.97 $142K - $161K
42.6K $2B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.2K
+ 19.97%
$19.2 - $19.63 $310K - $317K
97.1K $1.9B
CGDV
Capital Group Divid Value ETF

ETFs
2.58K
+ 3.71%
$32.96 - $36.48 $85.2K - $94.3K
72.2K $2.63B
KO
Coca Cola CO

Consumer Defensive
1.15K
+ 3.92%
$62.69 - $73.01 $72.1K - $84K
30.5K $2.19B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.99K
+ 8.92%
$77.02 - $85.06 $153K - $169K
24.3K $2.05B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
467
+ 1.8%
$117.9 - $128.2 $55.1K - $59.9K
26.4K $3.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
521
+ 8.66%
$434.77 - $502.96 $227K - $262K
6.54K $3.19B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.7K
+ 6.56%
$64.57 - $71.76 $110K - $122K
27.5K $1.98B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.66K
New
$100.75 - $111.62 $268K - $297K
2.66K $291M
NEE
Nextera Energy Inc

Utilities
3.43K
New
$69.9 - $84.97 $240K - $291K
3.43K $290M
ABBV
Abb Vie Inc.

Healthcare
86
+ 0.88%
$163.84 - $199.33 $14.1K - $17.1K
9.88K $1.95B
XLU
Utilities Sector Spdr

ETFs
1.85K
+ 20.65%
$67.67 - $80.78 $125K - $149K
10.8K $871M
VB
Vanguard Small Cap ETF

ETFs
596
+ 10.57%
$214.77 - $237.72 $128K - $142K
6.23K $1.48B
MO
Altria Group, Inc.

Consumer Defensive
1.83K
+ 6.89%
$45.95 - $54.71 $83.9K - $99.8K
28.3K $1.45B
Ge Vernova Inc
933
New
N/A
933 $238M
ABT
Abbott Laboratories

Healthcare
1.92K
New
$100.07 - $118.13 $192K - $226K
1.92K $219M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.6%
$405.19 - $478.57 $9.32K - $11K
3.85K $1.77B
IR
Ingersoll Rand Inc.

Industrials
2.16K
New
$86.9 - $100.4 $188K - $217K
2.16K $212M
MS
Morgan Stanley

Financial Services
2.03K
New
$92.07 - $106.96 $187K - $217K
2.03K $211M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.37K
New
$45.87 - $48.53 $200K - $212K
4.37K $211M
LAD
Lithia Motors Inc

Consumer Cyclical
660
New
$243.05 - $320.83 $160K - $212K
660 $210M
GILD
Gilead Sciences, Inc.

Healthcare
2.5K
New
$66.59 - $83.99 $166K - $210K
2.5K $210M
TSLA
Tesla, Inc.

Consumer Cyclical
76
+ 2.57%
$191.76 - $263.26 $14.6K - $20K
3.03K $794M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.57K
New
$73.43 - $80.37 $189K - $207K
2.57K $207M
PLTR
Palantir Technologies Inc.

Technology
5.5K
New
$24.09 - $37.95 $132K - $209K
5.5K $205M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.31K
New
$80.13 - $88.89 $185K - $205K
2.31K $204M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
12.3K
+ 31.79%
$12.25 - $13.39 $151K - $165K
51.1K $685M
Fidelity Covington Trust
4.54K
+ 13.93%
N/A
37.1K $1.19B
KMI
Kinder Morgan, Inc.

Energy
2.05K
+ 3.08%
$19.72 - $22.22 $40.4K - $45.6K
68.6K $1.52B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.11K
+ 10.11%
$106.11 - $113.72 $117K - $126K
12.1K $1.36B
Activity Summary
Buys All Purchases 141 New Holdings 19 Increased Positions 122 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 1 Puts 1
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