Silverlake Wealth Management LLC Incresed Positions in Q2 2025

Silverlake Wealth Management LLC

  • $344 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
777
+ 27.83%
$128.02 - $151.37 $99.5K - $118K
3.57K $471M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
518
+ 15.16%
$71.94 - $86.02 $37.3K - $44.6K
3.93K $337M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.73K
+ 1.74%
$20.16 - $20.49 $34.9K - $35.5K
101K $2.07B
COP
Conocophillips

Energy
1.02K
+ 35.82%
$82.66 - $106.1 $84.2K - $108K
3.86K $347M
XLU
Utilities Sector Spdr

ETFs
189
+ 1.73%
$73.09 - $82.77 $13.8K - $15.6K
11.1K $907M
SO
Southern CO

Utilities
505
+ 4.87%
$84.91 - $92.56 $42.9K - $46.7K
10.9K $999M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.82K
+ 3.0%
$18.28 - $18.7 $33.3K - $34.1K
62.6K $1.17B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.82K
+ 1.34%
$19.44 - $19.56 $35.3K - $35.5K
137K $2.67B
GLW
Corning Inc

Technology
5
+ 0.08%
$39.07 - $52.59 $195 - $263
5.93K $312M
CSQ
Calamos Strategic Total Return Fund

Financial Services
435
+ 2.85%
$13.86 - $18.24 $6.03K - $7.93K
15.7K $286M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5.11K
+ 7.88%
$10.29 - $11.24 $52.6K - $57.4K
69.9K $763M
LQD
Ishares Iboxx $ Investment Gra

ETFs
233
+ 1.94%
$105.23 - $109.61 $24.5K - $25.5K
12.3K $1.34B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.5K
+ 6.55%
$10.78 - $11.57 $48.6K - $52.1K
73.3K $827M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
137
+ 2.83%
$49.48 - $61.22 $6.78K - $8.39K
4.98K $303M
MMM
3 M CO

Industrials
117
+ 4.28%
$126.09 - $154.15 $14.8K - $18K
2.85K $434M
VO
Vanguard Mid Cap ETF

ETFs
13
+ 0.96%
$228.54 - $279.83 $2.97K - $3.64K
1.36K $381M
NEE
Nextera Energy Inc

Utilities
520
+ 15.34%
$64.11 - $75.0 $33.3K - $39K
3.91K $271M
VOOV
Vanguard S&P 500 Value ETF

ETFs
89
+ 3.23%
$162.65 - $188.71 $14.5K - $16.8K
2.85K $537M
FLNC
Fluence Energy, Inc.

Utilities
1.03K
+ 8.87%
$3.61 - $6.71 $3.71K - $6.9K
12.6K $84.7M
SLV
I Shares Silver Trust

ETFs
417
+ 5.52%
$27.08 - $33.74 $11.3K - $14.1K
7.97K $261M
FLRN
Spdr Bloomberg Investment Grad

ETFs
705
+ 6.02%
$30.29 - $30.83 $21.4K - $21.7K
12.4K $383M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
55
+ 3.36%
$108.87 - $133.04 $5.99K - $7.32K
1.69K $225M
MTB
M&T Bank Corp

Financial Services
2
+ 0.15%
$156.58 - $193.99 $313 - $388
1.36K $264M
ENB
Enbridge Inc

Energy
108
+ 0.68%
$41.09 - $47.16 $4.44K - $5.09K
16K $726M
CL
Colgate Palmolive CO

Consumer Defensive
304
+ 9.6%
$87.57 - $96.0 $26.6K - $29.2K
3.47K $316M
QCOM
Qualcomm Inc

Technology
28
+ 1.13%
$124.66 - $159.48 $3.49K - $4.47K
2.52K $401M
O
Realty Income Corp

Real Estate
355
+ 6.93%
$52.27 - $58.52 $18.6K - $20.8K
5.48K $316M
CGCP
Capital Group Core Plus Income

ETFs
602
+ 0.83%
$21.92 - $22.56 $13.2K - $13.6K
73.2K $1.65B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7
+ 0.1%
$32.0 - $39.87 $224 - $279
7.28K $290M
KEY
Keycorp

Financial Services
101
+ 0.98%
$13.23 - $17.42 $1.34K - $1.76K
10.4K $181M
HSY
Hershey CO

Consumer Defensive
152
+ 8.15%
$151.29 - $173.13 $23K - $26.3K
2.02K $335M
MO
Altria Group, Inc.

Consumer Defensive
935
+ 3.32%
$55.56 - $60.91 $51.9K - $57K
29.1K $1.71B
WU
Western Union CO

Financial Services
13.6K
+ 29.07%
$8.37 - $10.63 $114K - $145K
60.4K $509M
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
AIG
American International Group, Inc.

Financial Services
30
+ 0.48%
$77.56 - $87.72 $2.33K - $2.63K
6.24K $534M
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
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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