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
LMT
Lockheed Martin Corp

Industrials
6
+ 1.09%
$430.82 - $486.45 $2.58K - $2.92K
555 $257M
ACN
Accenture PLC

Technology
67
+ 10.29%
$279.23 - $323.21 $18.7K - $21.7K
718 $215M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
8
+ 0.15%
$44.22 - $52.08 $354 - $417
5.38K $280M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
35
+ 0.28%
$10.48 - $12.62 $367 - $442
12.7K $160M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.96K
+ 3.5%
$11.34 - $12.35 $22.2K - $24.1K
57.9K $690M
VLO
Valero Energy Corp

Energy
2
+ 0.13%
$104.69 - $141.77 $209 - $284
1.58K $213M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.09%
$63.54 - $68.5 $254 - $274
4.4K $297M
GILD
Gilead Sciences, Inc.

Healthcare
6
+ 0.24%
$96.91 - $113.0 $581 - $678
2.52K $279M
TIP
Ishares Tr Tips Bd ETF

ETFs
4
+ 0.11%
$107.93 - $110.97 $432 - $444
3.71K $408M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
127
+ 0.73%
$5.62 - $6.14 $714 - $780
17.6K $101M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.95K
+ 2.86%
$11.35 - $12.45 $22.1K - $24.3K
70.2K $837M
SHEL
Shell PLC

Energy
115
+ 2.09%
$59.75 - $73.05 $6.87K - $8.4K
5.63K $396M
K
Kellogg CO

Consumer Defensive
8
+ 0.18%
$77.85 - $82.88 $623 - $663
4.35K $346M
PSEC
Prospect Capital Corp

Financial Services
231
+ 1.61%
$3.14 - $4.06 $725 - $938
14.5K $46.3M
EPD
Enterprise Products Partners L.P.

Energy
499
+ 4.74%
$28.95 - $34.22 $14.4K - $17.1K
11K $342M
MCD
Mcdonalds Corp

Consumer Cyclical
81
+ 3.7%
$285.55 - $321.23 $23.1K - $26K
2.27K $663M
AMGN
Amgen Inc

Healthcare
356
+ 8.28%
$262.28 - $309.85 $93.4K - $110K
4.66K $1.3B
KHC
Kraft Heinz CO

Consumer Defensive
530
+ 3.42%
$25.61 - $30.81 $13.6K - $16.3K
16K $414M
GIS
General Mills Inc

Consumer Defensive
58
+ 0.72%
$50.37 - $60.97 $2.92K - $3.54K
8.14K $422M
BMY
Bristol Myers Squibb CO

Healthcare
269
+ 4.83%
$44.12 - $59.6 $11.9K - $16K
5.84K $270M
PG
Procter & Gamble CO

Consumer Defensive
1.94K
+ 5.25%
$157.66 - $172.39 $305K - $334K
38.8K $6.19B
VHT
Vanguard Health Care ETF

ETFs
109
+ 1.29%
$236.71 - $261.92 $25.8K - $28.5K
8.59K $2.13B
JNJ
Johnson & Johnson

Healthcare
997
+ 4.05%
$146.36 - $159.82 $146K - $159K
25.6K $3.91B
MRK
Merck & Co., Inc.

Healthcare
73
+ 0.36%
$73.47 - $87.12 $5.36K - $6.36K
20.5K $1.62B
OKE
Oneok Inc

Energy
338
+ 1.5%
$78.71 - $100.37 $26.6K - $33.9K
22.8K $1.86B
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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