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
T
At&T Inc.

Communication Services
129
+ 0.2%
$18.21 - $22.28 $2.35K - $2.87K
63.3K $1.39B
GLD
Spdr Gold Trust

ETFs
152
+ 3.01%
$215.56 - $246.98 $32.8K - $37.5K
5.2K $1.26B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13.4K
+ 49.62%
$11.31 - $11.96 $152K - $161K
40.5K $485M
GOLD
Barrick Gold Corp

Basic Materials
628
+ 1.27%
$16.56 - $21.01 $10.4K - $13.2K
49.9K $992M
VTI
Vanguard Total Stock Market Et

ETFs
229
+ 3.61%
$255.18 - $283.2 $58.4K - $64.9K
6.57K $1.86B
IAU
Ishares Gold Trust

ETFs
1.22K
+ 6.87%
$44.06 - $50.5 $53.7K - $61.6K
19K $942M
VPU
Vanguard Utilities ETF

ETFs
341
+ 8.64%
$146.64 - $174.54 $50K - $59.5K
4.29K $747M
AVUS
American Centy ETF Tr Avantis

ETFs
106
+ 0.35%
$86.27 - $95.15 $9.14K - $10.1K
30.3K $2.88B
BX
Blackstone Inc.

Financial Services
148
+ 3.17%
$120.77 - $159.66 $17.9K - $23.6K
4.82K $738M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.6K
+ 38.6%
$12.25 - $13.1 $129K - $138K
37.9K $496M
DUK
Duke Energy Corp

Utilities
658
+ 12.45%
$99.35 - $117.71 $65.4K - $77.5K
5.94K $685M
VNQ
Vanguard Specialized Funds Van

ETFs
1.12K
+ 33.24%
$82.97 - $98.97 $92.8K - $111K
4.48K $437M
VBR
Vanguard Small Cap Value ETF

ETFs
310
+ 6.78%
$179.99 - $201.6 $55.8K - $62.5K
4.89K $981M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
867
+ 6.63%
$75.88 - $83.21 $65.8K - $72.1K
14K $1.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
190
+ 21.23%
$517.38 - $573.86 $98.3K - $109K
1.09K $622M
VOT
Vanguard Mid Cap Growth Index

ETFs
478
+ 38.99%
$218.05 - $243.47 $104K - $116K
1.7K $415M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
11.8K
New
$10.24 - $10.96 $121K - $130K
11.8K $128M
GD
General Dynamics Corp

Industrials
338
+ 23.37%
$279.51 - $308.09 $94.5K - $104K
1.78K $539M
XLV
Select Sector Spdr Fund Health

ETFs
535
+ 13.32%
$143.3 - $157.24 $76.7K - $84.1K
4.55K $701M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
611
+ 11.85%
$108.44 - $120.37 $66.3K - $73.5K
5.77K $694M
ENB
Enbridge Inc

Energy
445
+ 2.38%
$35.27 - $41.18 $15.7K - $18.3K
19.2K $778M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.19K
+ 12.08%
$49.7 - $56.11 $109K - $123K
20.3K $1.12B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.07K
+ 29.78%
$71.9 - $79.86 $76.9K - $85.5K
4.66K $370M
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.06%
$182.15 - $182.15 $729 - $729
6.83K $1.35B
CGGO
Capital Group Global Growth Eq

ETFs
1.86K
+ 2.68%
$27.25 - $30.52 $50.8K - $56.9K
71.3K $2.15B
MMM
3 M CO

Industrials
2
+ 0.07%
$99.69 - $139.42 $199 - $279
2.89K $395M
EVX
Vaneck ETF Tr Environmental Se

ETFs
451
+ 34.06%
$167.16 - $181.0 $75.4K - $81.6K
1.78K $320M
VBK
Vanguard Small Cap Growth ETF

ETFs
264
+ 23.38%
$240.48 - $267.94 $63.5K - $70.7K
1.39K $373M
Lithium Amers Corp New
32.9K
New
N/A
32.9K $88.7M
GIS
General Mills Inc

Consumer Defensive
23
+ 0.29%
$62.5 - $75.15 $1.44K - $1.73K
7.95K $587M
ET
Energy Transfer LP

Energy
6.34K
+ 6.26%
$15.43 - $16.44 $97.8K - $104K
108K $1.73B
XLK
Technology Sector Spdr

ETFs
357
+ 35.88%
$197.34 - $237.68 $70.5K - $84.9K
1.35K $305M
AMGN
Amgen Inc

Healthcare
99
+ 2.06%
$309.38 - $337.38 $30.6K - $33.4K
4.91K $1.58B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
963
+ 14.95%
$53.41 - $57.9 $51.4K - $55.8K
7.41K $428M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.31K
+ 3.44%
$50.25 - $50.74 $66K - $66.7K
39.6K $2.01B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
266
+ 6.09%
$105.53 - $118.34 $28.1K - $31.5K
4.64K $542M
VOE
Vanguard Mid Cap Value Index F

ETFs
113
+ 3.94%
$149.02 - $167.67 $16.8K - $18.9K
2.98K $500M
VO
Vanguard Mid Cap ETF

ETFs
95
+ 5.2%
$237.84 - $263.83 $22.6K - $25.1K
1.92K $507M
MU
Micron Technology Inc

Technology
1.1K
+ 59.91%
$86.27 - $136.82 $94.9K - $151K
2.94K $304M
XLY
Select Sector Spdr Consumer Di

ETFs
79
+ 3.35%
$170.05 - $200.86 $13.4K - $15.9K
2.44K $488M
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.05%
$39.66 - $51.75 $119 - $155
5.56K $288M
FLQH
Franklin Templeton Libertyq In

ETFs
1.15K
+ 12.2%
N/A
10.6K $350M
UL
Unilever PLC

Consumer Defensive
15
+ 0.28%
$54.7 - $65.59 $821 - $984
5.46K $354M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
2.16K
+ 19.47%
$22.87 - $23.34 $49.4K - $50.4K
13.3K $308M
CGUS
Capital Group Core Equity ETF
719
+ 5.14%
$31.19 - $34.33 $22.4K - $24.7K
14.7K $504M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.12K
+ 19.28%
$23.47 - $23.74 $49.6K - $50.2K
13.1K $311M
SCHQ
Schwab Strategic Tr Long Term

ETFs
851
+ 8.66%
$32.17 - $35.98 $27.4K - $30.6K
10.7K $374M
XSMO
Invesco S&P Smallcap Momentum

ETFs
389
+ 9.73%
$59.5 - $67.14 $23.1K - $26.1K
4.39K $291M
O
Realty Income Corp

Real Estate
15
+ 0.33%
$52.36 - $63.42 $785 - $951
4.58K $290M
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
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