Silverlake Wealth Management LLC Purchases in Q1 2025

Silverlake Wealth Management LLC

  • $265 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
34.8K
+ 77.72%
$50.39 - $50.66 $1.75M - $1.76M
79.5K $4.03B
Fidelity Covington Trust
42.5K
+ 76.82%
N/A
97.7K $3.08B
VZ
Verizon Communications Inc

Communication Services
4.75K
+ 4.18%
$37.81 - $46.49 $179K - $221K
118K $5.37B
JNJ
Johnson & Johnson

Healthcare
926
+ 3.91%
$142.06 - $167.7 $132K - $155K
24.6K $4.08B
SCHQ
Schwab Strategic Tr Long Term

ETFs
19K
New
$30.72 - $33.22 $584K - $632K
19K $623M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.31K
+ 94.33%
$169.43 - $182.84 $561K - $605K
6.82K $1.18B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8.41K
+ 125.97%
$53.69 - $62.68 $452K - $527K
15.1K $907M
WU
Western Union CO

Financial Services
46.8K
New
$10.24 - $11.62 $479K - $544K
46.8K $495M
ABBV
Abb Vie Inc.

Healthcare
801
+ 8.99%
$169.2 - $216.66 $136K - $174K
9.71K $2.04B
XLI
Industrial Sector Spdr

ETFs
3.42K
+ 179.58%
$128.78 - $141.67 $441K - $485K
5.33K $698M
IAU
Ishares Gold Trust

ETFs
3.33K
+ 17.58%
$49.74 - $58.96 $166K - $196K
22.3K $1.31B
J P Morgan Exchange Traded F
6.03K
+ 22.96%
N/A
32.3K $1.73B
GLD
Spdr Gold Trust

ETFs
296
+ 5.06%
$243.19 - $288.14 $72K - $85.3K
6.14K $1.77B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.4K
+ 15.53%
$19.43 - $19.62 $337K - $341K
129K $2.53B
MGV
Vanguard Mega Cap Value

ETFs
2.19K
+ 13.7%
$123.61 - $133.01 $271K - $291K
18.2K $2.34B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.3K
+ 14.71%
$19.42 - $19.54 $337K - $339K
135K $2.63B
XLC
Select Sector Spdr Tr Communic

ETFs
3.12K
New
$94.84 - $105.31 $296K - $329K
3.12K $301M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12.4K
+ 14.28%
$20.05 - $20.4 $249K - $254K
99.5K $2.02B
XLV
Select Sector Spdr Fund Health

ETFs
1.66K
+ 47.92%
$137.61 - $149.68 $228K - $248K
5.12K $747M
XOM
Exxon Mobil Corp

Energy
74
+ 0.33%
$105.44 - $118.93 $7.8K - $8.8K
22.5K $2.67B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
13.5K
+ 28.66%
$18.18 - $18.58 $246K - $252K
60.8K $1.13B
CVX
Chevron Corp

Energy
78
+ 0.72%
$146.71 - $167.97 $11.4K - $13.1K
10.9K $1.83B
Ishares Bitcoin Trust ETF
4.62K
New
N/A
4.62K $216M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.76K
New
$120.29 - $134.6 $211K - $236K
1.76K $214M
YUM
Yum Brands Inc

Consumer Cyclical
1.35K
New
$123.25 - $162.53 $167K - $220K
1.35K $213M
VLO
Valero Energy Corp

Energy
1.58K
New
$121.76 - $142.99 $193K - $226K
1.58K $209M
KMB
Kimberly Clark Corp

Consumer Defensive
59
+ 0.33%
$124.46 - $147.4 $7.34K - $8.7K
17.9K $2.55B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.65K
+ 5.77%
$27.01 - $28.54 $125K - $133K
85.2K $2.38B
FLQH
Franklin Templeton Libertyq In

ETFs
4.09K
+ 26.81%
N/A
19.4K $631M
Fidelity Covington Trust
8.79K
+ 14.72%
N/A
68.5K $2.14B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
852
+ 4.78%
$67.08 - $76.14 $57.2K - $64.9K
18.7K $1.38B
PG
Procter & Gamble CO

Consumer Defensive
378
+ 1.03%
$158.56 - $176.26 $59.9K - $66.6K
36.9K $6.29B
COST
Costco Wholesale Corp

Consumer Defensive
104
+ 4.63%
$890.62 - $1076.86 $92.6K - $112K
2.35K $2.22B
KMI
Kinder Morgan, Inc.

Energy
3.13K
+ 4.71%
$26.1 - $31.22 $81.6K - $97.6K
69.5K $1.98B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
20
+ 0.07%
$26.05 - $30.88 $521 - $618
28.1K $868M
VOT
Vanguard Mid Cap Growth Index

ETFs
644
+ 22.88%
$237.72 - $276.98 $153K - $178K
3.46K $846M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11.2K
+ 20.79%
$11.13 - $11.61 $124K - $129K
64.8K $726M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.24K
+ 16.19%
$307.43 - $357.48 $380K - $441K
8.86K $2.74B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
9.25K
+ 19.81%
$12.03 - $12.69 $111K - $117K
55.9K $684M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
10.6K
+ 18.31%
$11.4 - $11.96 $121K - $127K
68.8K $792M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
8.6K
+ 14.43%
$12.18 - $12.91 $105K - $111K
68.2K $845M
KSS
Kohls Corp

Consumer Cyclical
12.9K
New
$8.06 - $14.12 $104K - $182K
12.9K $105M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
4.6K
+ 32.58%
$22.66 - $23.19 $104K - $107K
18.7K $426M
IVV
Ishares Core S&P 500 ETF

ETFs
191
+ 47.99%
$554.06 - $615.85 $106K - $118K
589 $331M
CGDV
Capital Group Divid Value ETF

ETFs
1.94K
+ 2.77%
$34.95 - $37.36 $67.6K - $72.3K
71.8K $2.56B
AIG
American International Group, Inc.

Financial Services
27
+ 0.44%
$70.5 - $86.94 $1.9K - $2.35K
6.21K $539M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.13K
+ 3.33%
$20.64 - $20.73 $85.2K - $85.6K
128K $2.64B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
231
+ 15.31%
$507.05 - $563.67 $117K - $130K
1.74K $894M
VGT
Vanguard Information Technolog

ETFs
276
+ 31.51%
$542.38 - $646.34 $150K - $178K
1.15K $625M
Activity Summary
Buys All Purchases 126 New Holdings 9 Increased Positions 117 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 1 Puts 0
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