Silverlake Wealth Management LLC Reduced Holdings in Q4 2025

Silverlake Wealth Management LLC

  • $449 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.16K
- 35.62%
$245.79 - $258.02 $532K - $558K
3.91K $978M
Fidelity Wise Origin Bitcoin
-1.13K
- 5.96%
N/A
17.8K $1.36B
MBB
Ishares Tr

ETFs
-5.06K
- 38.7%
$94.9 - $96.23 $480K - $487K
8.01K $763M
PG
Procter & Gamble CO

Consumer Defensive
-435
- 1.12%
$145.5 - $153.18 $63.3K - $66.6K
38.2K $5.48B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.22K
- 23.48%
$55.63 - $58.98 $346K - $367K
20.3K $1.22B
META
Meta Platforms, Inc.

Communication Services
-70
- 2.5%
$609.01 - $751.67 $42.6K - $52.6K
2.73K $1.8B
MO
Altria Group, Inc.

Consumer Defensive
-128
- 0.44%
$56.38 - $66.65 $7.22K - $8.53K
28.7K $1.65B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.68K
- 13.68%
$110.25 - $112.92 $185K - $189K
10.6K $1.17B
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 1.58%
$910.94 - $954.99 $36.4K - $38.2K
2.49K $2.14B
BK
Bank Of New York Mellon Corp

Financial Services
-2.16K
- 21.92%
$104.54 - $112.64 $226K - $243K
7.7K $894M
PFE
Pfizer Inc

Healthcare
-3.29K
- 3.77%
$24.23 - $27.37 $79.6K - $90K
83.9K $2.09B
PSA
Public Storage

Real Estate
-184
- 6.81%
$272.78 - $311.8 $50.2K - $57.4K
2.52K $653M
ET
Energy Transfer LP

Energy
-2.52K
- 2.18%
$16.29 - $17.01 $41K - $42.8K
113K $1.86B
PHO
Invesco Exchange Traded Fd Tr

ETFs
-775
- 2.73%
$71.1 - $74.61 $55.1K - $57.8K
27.6K $1.94B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.14K
- 2.56%
$50.22 - $52.54 $57.2K - $59.8K
43.3K $2.23B
SO
Southern CO

Utilities
-41
- 0.38%
$90.58 - $99.72 $3.71K - $4.09K
10.8K $945M
SPMD
Spdr Portfolio

ETFs
-1.5K
- 21.77%
$55.44 - $58.05 $83.4K - $87.3K
5.41K $313M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.96K
- 10.48%
$44.53 - $47.25 $87.1K - $92.4K
16.7K $782M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.38K
- 15.36%
$27.92 - $35.5 $38.6K - $49.1K
7.63K $263M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-899
- 6.34%
$87.0 - $90.6 $78.2K - $81.4K
13.3K $1.19B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.5K
- 21.09%
$41.61 - $44.26 $62.5K - $66.4K
5.62K $249M
EMR
Emerson Electric CO

Industrials
-500
- 9.94%
$126.01 - $140.03 $63K - $70K
4.53K $601M
IFRA
Ishares Tr

ETFs
-884
- 2.21%
$52.02 - $54.04 $46K - $47.8K
39K $2.05B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.33K
- 2.39%
$26.44 - $27.53 $61.7K - $64.2K
95.4K $2.62B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-636
- 5.23%
$74.09 - $75.1 $47.1K - $47.8K
11.5K $853M
USRT
Ishares Core U.S. Reit ETF

ETFs
-654
- 13.09%
$56.64 - $59.67 $37K - $39K
4.34K $247M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-144
- 3.27%
$55.57 - $63.17 $8K - $9.1K
4.26K $229M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-729
- 18.67%
$63.25 - $66.24 $46.1K - $48.3K
3.18K $210M
KRE
Spdr S&P Regional Banking ETF

ETFs
-823
- 10.19%
$58.14 - $64.09 $47.8K - $52.7K
7.25K $470M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-395
- 15.92%
$100.8 - $103.83 $39.8K - $41K
2.09K $217M
VNQ
Vanguard Specialized Funds Van

ETFs
-27
- 0.22%
$88.13 - $92.69 $2.38K - $2.5K
12.1K $1.07B
Sila Realty Trust Inc
-168
- 0.93%
N/A
17.8K $416M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-227
- 3.71%
$185.12 - $192.11 $42K - $43.6K
5.9K $1.13B
WYNN
Wynn Resorts LTD

Consumer Cyclical
-99
- 4.04%
$112.52 - $133.34 $11.1K - $13.2K
2.35K $283M
NVDA
Nvidia Corp

Technology
-147
- 1.15%
$179.83 - $207.04 $26.4K - $30.4K
12.7K $2.36B
SPYG
Spdr Portfolio

ETFs
-382
- 6.47%
$102.4 - $109.39 $39.1K - $41.8K
5.52K $589M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-448
- 10.12%
$66.04 - $69.67 $29.6K - $31.2K
3.98K $277M
VUG
Vanguard Growth ETF

ETFs
-78
- 4.6%
$470.44 - $504.26 $36.7K - $39.3K
1.62K $790M
VV
Vanguard Large Cap ETF

ETFs
-163
- 3.77%
$301.9 - $317.98 $49.2K - $51.8K
4.16K $1.31B
CSQ
Calamos Strategic Total Return Fund

Financial Services
-846
- 5.37%
$18.57 - $19.43 $15.7K - $16.4K
14.9K $286M
MDT
Medtronic PLC

Healthcare
-196
- 4.32%
$90.06 - $98.43 $17.7K - $19.3K
4.35K $417M
BA
Boeing CO

Industrials
-86
- 2.11%
$191.81 - $225.32 $16.5K - $19.4K
3.99K $866M
VGT
Vanguard Information Technolog

ETFs
-24
- 2.37%
$736.33 - $801.52 $17.7K - $19.2K
987 $744M
SBUX
Starbucks Corp

Consumer Cyclical
-105
- 4.05%
$78.46 - $87.26 $8.24K - $9.16K
2.49K $210M
V
Visa Inc.

Financial Services
-55
- 4.73%
$325.75 - $352.42 $17.9K - $19.4K
1.11K $389M
OKE
Oneok Inc

Energy
-275
- 1.16%
$64.31 - $72.98 $17.7K - $20.1K
23.4K $1.72B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-127
- 2.46%
$48.64 - $48.99 $6.18K - $6.22K
5.03K $245M
XLC
Select Sector Spdr Tr Communic

ETFs
-43
- 2.14%
$111.33 - $117.16 $4.79K - $5.04K
1.96K $231M
PCF
High Income Securities Fund

Financial Services
-63
- 0.25%
$6.21 - $6.33 $391 - $399
24.7K $152M
Activity Summary
Buys All Purchases 235 New Holdings 33 Increased Positions 202 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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