Silverlake Wealth Management LLC Purchases in Q2 2025

Silverlake Wealth Management LLC

  • $344 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
4.16K
New
$108.41 - $120.51 $451K - $501K
4.16K $487M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
9.64K
New
$49.54 - $50.53 $478K - $487K
9.64K $486M
Tortoise Capital Series Trus
13K
New
N/A
13K $466M
Fidelity Covington Trust
6.92K
+ 10.1%
N/A
75.4K $2.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
638
+ 36.67%
$456.74 - $568.03 $291K - $362K
2.38K $1.35B
Invesco Actively Managed Exc
8.99K
New
N/A
8.99K $449M
DE
Deere & CO

Industrials
781
+ 73.75%
$412.99 - $531.48 $323K - $415K
1.84K $936M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
6.97K
New
$48.22 - $60.41 $336K - $421K
6.97K $416M
SPMD
Spdr Portfolio

ETFs
7.6K
New
$44.89 - $54.38 $341K - $413K
7.6K $413M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.1K
New
$24.98 - $25.66 $401K - $412K
16.1K $411M
BYLD
Ishares Tr Yield Optimized Bd
17.3K
New
N/A
17.3K $392M
CGDV
Capital Group Divid Value ETF

ETFs
2.83K
+ 3.93%
$31.93 - $39.49 $90.2K - $112K
74.6K $2.95B
TD
Toronto Dominion Bank

Financial Services
3.72K
+ 44.86%
$55.71 - $73.45 $207K - $273K
12K $881M
GOOG
Alphabet Inc.

Communication Services
1.78K
+ 57.35%
$146.58 - $180.01 $261K - $321K
4.89K $868M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.03K
New
$44.8 - $53.97 $315K - $379K
7.03K $379M
XOM
Exxon Mobil Corp

Energy
5.83K
+ 25.95%
$99.93 - $119.04 $582K - $694K
28.3K $3.05B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.09K
New
$45.11 - $52.34 $320K - $371K
7.09K $371M
BA
Boeing CO

Industrials
1.16K
+ 39.86%
$136.59 - $217.51 $158K - $252K
4.07K $853M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.56K
New
$52.31 - $63.72 $291K - $354K
5.56K $354M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
21.5K
New
$12.75 - $16.34 $275K - $352K
21.5K $352M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.56K
+ 22.8%
$152.93 - $181.74 $238K - $283K
8.38K $1.52B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.02K
+ 8.23%
$51.14 - $57.0 $308K - $343K
79.2K $4.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.23K
New
$96.84 - $99.46 $312K - $321K
3.23K $320M
GLD
Spdr Gold Trust

ETFs
691
+ 11.25%
$273.71 - $316.29 $189K - $219K
6.84K $2.08B
Ea Series Trust
11.6K
New
N/A
11.6K $313M
Ge Vernova Inc
267
+ 35.09%
N/A
1.03K $544M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.05K
+ 7.61%
$50.36 - $50.68 $305K - $307K
85.6K $4.34B
Fidelity Wise Origin Bitcoin
1.73K
+ 27.02%
N/A
8.11K $762M
EFV
Msci Eafe Value ETF

ETFs
4.76K
New
$52.4 - $64.65 $250K - $308K
4.76K $302M
PRU
Prudential Financial Inc

Financial Services
2.78K
New
$95.12 - $112.71 $264K - $313K
2.78K $298M
COST
Costco Wholesale Corp

Consumer Defensive
189
+ 8.04%
$908.13 - $1056.85 $172K - $200K
2.54K $2.51B
AVGO
Broadcom Inc.

Technology
1.04K
New
$146.29 - $275.65 $153K - $288K
1.04K $288M
DVY
Ishares Tr

ETFs
2.15K
New
$118.37 - $134.86 $254K - $290K
2.15K $286M
Ea Series Trust
11K
New
N/A
11K $278M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.66K
New
$45.07 - $52.57 $255K - $297K
5.66K $276M
CGGO
Capital Group Global Growth Eq

ETFs
581
+ 0.85%
$25.31 - $32.17 $14.7K - $18.7K
69.2K $2.21B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.21K
+ 4.93%
$114.78 - $133.31 $139K - $161K
25.7K $3.43B
POCT
Innovator U.S. Equity Power Bu

ETFs
6.25K
New
$36.35 - $41.3 $227K - $258K
6.25K $258M
UBER
Uber Technologies, Inc

Technology
2.76K
New
$64.62 - $93.3 $178K - $258K
2.76K $258M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.57K
New
$54.6 - $70.83 $195K - $253K
3.57K $253M
VOT
Vanguard Mid Cap Growth Index

ETFs
386
+ 11.16%
$216.28 - $284.39 $83.5K - $110K
3.85K $1.09B
IVV
Ishares Core S&P 500 ETF

ETFs
341
+ 57.89%
$498.8 - $620.9 $170K - $212K
930 $578M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.76K
New
$34.72 - $42.74 $200K - $246K
5.76K $246M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.56K
+ 8.36%
$65.84 - $80.81 $103K - $126K
20.2K $1.62B
BSCU
Invesco Exc Self Ind Tr

ETFs
14.1K
+ 75.06%
$16.31 - $16.78 $230K - $236K
32.9K $551M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.93K
New
$47.89 - $48.65 $236K - $240K
4.93K $240M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.36K
New
$97.29 - $105.63 $230K - $249K
2.36K $240M
SBUX
Starbucks Corp

Consumer Cyclical
2.59K
New
$79.69 - $99.41 $206K - $257K
2.59K $237M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
801
+ 23.9%
$483.48 - $539.8 $387K - $432K
4.15K $2.02B
Activity Summary
Buys All Purchases 226 New Holdings 66 Increased Positions 160 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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