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
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.27K
+ 43.96%
$69.69 - $79.99 $88.7K - $102K
4.17K $298M
ENB
Enbridge Inc

Energy
1.12K
+ 7.59%
$41.54 - $45.45 $46.6K - $51K
15.9K $705M
DE
Deere & CO

Industrials
43
+ 4.23%
$408.57 - $509.27 $17.6K - $21.9K
1.06K $497M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
450
+ 9.33%
$87.68 - $94.52 $39.5K - $42.5K
5.27K $494M
VPU
Vanguard Utilities ETF

ETFs
128
+ 2.37%
$161.24 - $173.33 $20.6K - $22.2K
5.53K $945M
VNQ
Vanguard Specialized Funds Van

ETFs
598
+ 13.4%
$85.55 - $94.34 $51.2K - $56.4K
5.06K $458M
MU
Micron Technology Inc

Technology
562
+ 20.54%
$86.89 - $109.38 $48.8K - $61.5K
3.3K $287M
FLNC
Fluence Energy, Inc.

Utilities
11.6K
New
$4.85 - $17.66 $56.3K - $205K
11.6K $56.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
361
+ 14.15%
$156.61 - $168.02 $56.5K - $60.7K
2.91K $468M
RTX
Raytheon Technologies Corp

Industrials
87
+ 3.54%
$114.1 - $135.66 $9.93K - $11.8K
2.55K $337M
V
Visa Inc.

Financial Services
75
+ 10.11%
$306.92 - $362.71 $23K - $27.2K
817 $286M
GILD
Gilead Sciences, Inc.

Healthcare
6
+ 0.24%
$89.14 - $117.41 $535 - $704
2.51K $281M
K
Kellogg CO

Consumer Defensive
478
+ 12.38%
$81.06 - $82.9 $38.7K - $39.6K
4.34K $358M
Sila Realty Trust Inc
25
+ 0.14%
N/A
18.1K $482M
BP
Bp PLC

Energy
13
+ 0.13%
$29.93 - $35.31 $389 - $459
10K $339M
COP
Conocophillips

Energy
241
+ 9.25%
$88.6 - $105.85 $21.4K - $25.5K
2.85K $299M
TPYP
Managed Portfolio Ser Tortoise

ETFs
307
+ 2.42%
$34.32 - $37.26 $10.5K - $11.4K
13K $473M
MTB
M&T Bank Corp

Financial Services
279
+ 25.81%
$170.47 - $201.98 $47.6K - $56.4K
1.36K $243M
SPGI
S&P Global Inc.

Financial Services
2
+ 0.05%
$478.26 - $543.77 $957 - $1.09K
3.85K $1.95B
CSCO
Cisco Systems, Inc.

Technology
296
+ 3.73%
$58.74 - $64.87 $17.4K - $19.2K
8.23K $508M
XLU
Utilities Sector Spdr

ETFs
3
+ 0.03%
$74.7 - $80.27 $224 - $241
10.9K $861M
VBK
Vanguard Small Cap Growth ETF

ETFs
295
+ 19.93%
$247.97 - $296.33 $73.2K - $87.4K
1.78K $447M
PEP
Pepsico Inc

Consumer Defensive
223
+ 8.68%
$142.64 - $156.42 $31.8K - $34.9K
2.79K $419M
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.05%
$53.9 - $63.11 $162 - $189
5.57K $339M
JPM
Jpmorgan Chase & CO

Financial Services
41
+ 1.61%
$225.19 - $279.95 $9.23K - $11.5K
2.6K $637M
NEE
Nextera Energy Inc

Utilities
366
+ 12.11%
$66.96 - $76.16 $24.5K - $27.9K
3.39K $240M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
516
+ 9.78%
$75.47 - $84.24 $38.9K - $43.5K
5.79K $446M
VBR
Vanguard Small Cap Value ETF

ETFs
422
+ 8.84%
$183.02 - $207.75 $77.2K - $87.7K
5.2K $968M
F
Ford Motor CO

Consumer Cyclical
1.65K
+ 5.07%
$9.12 - $10.43 $15K - $17.2K
34.1K $342M
JCPB
J P Morgan Exchange Traded Fd

ETFs
308
+ 5.25%
$45.56 - $47.23 $14K - $14.5K
6.18K $291M
QCOM
Qualcomm Inc

Technology
107
+ 4.5%
$151.94 - $175.86 $16.3K - $18.8K
2.49K $382M
VTV
Vanguard Value ETF

ETFs
58
+ 3.39%
$167.73 - $179.21 $9.73K - $10.4K
1.77K $305M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
126
+ 3.13%
$100.32 - $100.76 $12.6K - $12.7K
4.16K $418M
META
Meta Platforms, Inc.

Communication Services
51
+ 2.93%
$576.36 - $736.67 $29.4K - $37.6K
1.79K $1.03B
NMAI
Nuveen Multi Asset Income Fund

ETFs
1.09K
+ 4.13%
$11.9 - $12.65 $13K - $13.8K
27.5K $330M
NVDA
Nvidia Corp

Technology
1.98K
+ 24.96%
$106.98 - $149.43 $212K - $296K
9.93K $1.08B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
115
+ 0.82%
$8.29 - $8.97 $953 - $1.03K
14.2K $122M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.5K
+ 10.99%
$40.03 - $46.81 $60K - $70.1K
15.1K $617M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
216
+ 6.51%
$64.88 - $72.1 $14K - $15.6K
3.53K $232M
SPY
Spdr S&P 500 ETF Trust

ETFs
61
+ 5.3%
$551.42 - $612.93 $33.6K - $37.4K
1.21K $678M
HSY
Hershey CO

Consumer Defensive
2
+ 0.11%
$144.74 - $186.36 $289 - $373
1.87K $319M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
118
+ 0.68%
$5.93 - $6.2 $700 - $732
17.4K $105M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
367
+ 3.54%
$53.6 - $58.97 $19.7K - $21.6K
10.7K $587M
VO
Vanguard Mid Cap ETF

ETFs
36
+ 2.74%
$251.87 - $277.95 $9.07K - $10K
1.35K $349M
FLRN
Spdr Bloomberg Investment Grad

ETFs
10
+ 0.09%
$30.71 - $30.87 $307 - $309
11.7K $361M
VIG
Vanguard Dividend Appreciation

ETFs
72
+ 1.05%
N/A
6.9K $1.34B
VOOV
Vanguard S&P 500 Value ETF

ETFs
4
+ 0.15%
$179.71 - $192.06 $719 - $768
2.76K $508M
JEPI
J P Morgan Exchange Traded Fd

ETFs
462
+ 0.64%
$56.17 - $59.71 $26K - $27.6K
73.2K $4.18B
PSEC
Prospect Capital Corp

Financial Services
176
+ 1.24%
$4.1 - $4.45 $722 - $783
14.3K $58.7M
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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