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
XLE
Energy Sector Spdr

ETFs
941
+ 9.15%
$84.35 - $93.39 $79.4K - $87.9K
11.2K $985M
PEP
Pepsico Inc

Consumer Defensive
196
+ 8.34%
$161.9 - $179.3 $31.7K - $35.1K
2.55K $433M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51
+ 8.16%
$475.2 - $527.7 $24.2K - $26.9K
676 $357M
DBLV
Advisorshares Doubleline Value

ETFs
131
+ 3.31%
N/A
4.09K $486M
TPYP
Managed Portfolio Ser Tortoise

ETFs
171
+ 1.24%
$28.68 - $32.0 $4.9K - $5.47K
14K $438M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
331
+ 4.04%
$42.22 - $48.62 $14K - $16.1K
8.52K $396M
LVS
Las Vegas Sands Corp

Consumer Cyclical
70
+ 1.34%
$37.86 - $51.12 $2.65K - $3.58K
5.3K $267M
IWX
Ishares Tr Russell 200 Value E

ETFs
84
+ 1.98%
$74.49 - $81.27 $6.26K - $6.83K
4.33K $352M
VGT
Vanguard Information Technolog

ETFs
39
+ 4.55%
$514.43 - $606.85 $20.1K - $23.7K
896 $526M
CRM
Salesforce, Inc.

Technology
65
+ 7.84%
$238.42 - $276.53 $15.5K - $18K
894 $245M
BMO
Bank Of Montreal

Financial Services
6
+ 0.14%
$79.1 - $90.77 $475 - $545
4.44K $400M
KEY
Keycorp

Financial Services
9
+ 0.08%
$13.95 - $17.34 $126 - $156
11K $184M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
8
+ 0.3%
$109.24 - $121.48 $874 - $972
2.69K $322M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.19K
+ 21.79%
$6.71 - $8.78 $14.7K - $19.2K
12.2K $101M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8
+ 0.16%
$65.06 - $71.72 $520 - $574
5.15K $366M
CPB
Campbell Soup CO

Consumer Defensive
57
+ 1.08%
$45.01 - $51.89 $2.57K - $2.96K
5.31K $260M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
75
+ 1.84%
$50.99 - $57.81 $3.82K - $4.34K
4.16K $238M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
6
+ 0.08%
$51.3 - $59.04 $308 - $354
7.35K $404M
SOFI
So Fi Technologies, Inc.

Financial Services
140
+ 1.18%
$6.32 - $8.19 $885 - $1.15K
12K $94.4M
HSY
Hershey CO

Consumer Defensive
2
+ 0.11%
$182.45 - $203.25 $365 - $407
1.86K $357M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
79
+ 3.32%
$147.95 - $191.05 $11.7K - $15.1K
2.46K $427M
AMZN
Amazon Com Inc

Consumer Cyclical
321
+ 4.49%
$161.02 - $200.0 $51.7K - $64.2K
7.48K $1.39B
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
107
+ 0.63%
$6.24 - $6.87 $668 - $735
17.2K $118M
CSQ
Calamos Strategic Total Return Fund

Financial Services
51
+ 0.32%
$15.71 - $17.51 $801 - $893
16.2K $280M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
60
+ 0.7%
$25.19 - $26.39 $1.51K - $1.58K
8.69K $228M
C
Citigroup Inc

Financial Services
179
+ 2.55%
$56.11 - $67.61 $10K - $12.1K
7.19K $450M
EPD
Enterprise Products Partners L.P.

Energy
68
+ 0.55%
$27.88 - $30.0 $1.9K - $2.04K
12.5K $365M
FLRN
Spdr Bloomberg Investment Grad

ETFs
18
+ 0.15%
$30.55 - $30.85 $550 - $555
12.4K $382M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1
+ 0.02%
$100.09 - $100.69 $100 - $101
4.03K $406M
UPS
United Parcel Service Inc

Industrials
10
+ 0.36%
$123.32 - $147.38 $1.23K - $1.47K
2.82K $385M
PSEC
Prospect Capital Corp

Financial Services
179
+ 1.42%
$4.75 - $5.6 $850 - $1K
12.7K $68.2M
WSM
Williams Sonoma Inc

Consumer Cyclical
716
+ 79.56%
$128.47 - $280.94 $92K - $201K
1.62K $250M
AIG
American International Group, Inc.

Financial Services
31
+ 0.51%
$70.16 - $79.23 $2.17K - $2.46K
6.15K $450M
ADBE
Adobe Inc.

Technology
2
+ 0.5%
$508.13 - $586.55 $1.02K - $1.17K
401 $208M
F
Ford Motor CO

Consumer Cyclical
6.01K
+ 15.14%
$9.71 - $14.55 $58.4K - $87.5K
45.7K $483M
COP
Conocophillips

Energy
4
+ 0.17%
$102.3 - $116.61 $409 - $466
2.39K $252M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
71
+ 1.75%
$211.47 - $281.27 $15K - $20K
4.13K $1.01B
CVX
Chevron Corp

Energy
336
+ 3.08%
$137.88 - $161.97 $46.3K - $54.4K
11.2K $1.66B
GOOGL
Alphabet Inc.

Communication Services
37
+ 0.7%
$148.65 - $191.18 $5.5K - $7.07K
5.35K $888M
MRK
Merck & Co., Inc.

Healthcare
1.03K
+ 5.07%
$111.15 - $128.97 $115K - $133K
21.4K $2.43B
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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