Silverlake Wealth Management LLC Sells in Q4 2024

Silverlake Wealth Management LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-13.4K
- 46.89%
$70.06 - $77.43 $941K - $1.04M
15.2K $1.07B
CPRI
Capri Holdings LTD

Consumer Cyclical
-9.18K
- 40.61%
$19.39 - $43.18 $178K - $396K
13.4K $283M
JNJ
Johnson & Johnson

Healthcare
-441
- 1.83%
$143.34 - $165.86 $63.2K - $73.1K
23.7K $3.43B
AMGN
Amgen Inc

Healthcare
-495
- 10.08%
$258.78 - $328.31 $128K - $163K
4.41K $1.15B
MRK
Merck & Co., Inc.

Healthcare
-1K
- 4.7%
$96.31 - $114.76 $96.7K - $115K
20.4K $2.03B
VHT
Vanguard Health Care ETF

ETFs
-504
- 5.38%
$250.81 - $283.3 $126K - $143K
8.86K $2.25B
XOM
Exxon Mobil Corp

Energy
-1.51K
- 6.33%
$105.51 - $125.37 $160K - $190K
22.4K $2.41B
KO
Coca Cola CO

Consumer Defensive
-1.39K
- 4.55%
$61.74 - $71.71 $85.6K - $99.5K
29.1K $1.81B
ABBV
Abb Vie Inc.

Healthcare
-966
- 9.78%
$164.99 - $203.87 $159K - $197K
8.91K $1.58B
CVS
Cvs Health Corp

Healthcare
-2.65K
- 19.65%
$43.78 - $67.46 $116K - $178K
10.8K $486M
NEM
Newmont Corp

Basic Materials
-578
- 3.26%
$37.0 - $58.68 $21.4K - $33.9K
17.2K $639M
GOLD
Barrick Gold Corp

Basic Materials
-4.99K
- 10.0%
$15.23 - $21.19 $76K - $106K
44.9K $696M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.77K
- 9.05%
$67.29 - $73.38 $119K - $130K
17.8K $1.21B
MCD
Mcdonalds Corp

Consumer Cyclical
-644
- 22.73%
$288.47 - $316.54 $186K - $204K
2.19K $635M
GD
General Dynamics Corp

Industrials
-599
- 33.58%
$260.28 - $314.03 $156K - $188K
1.19K $312M
XLV
Select Sector Spdr Fund Health

ETFs
-1.1K
- 24.05%
$136.28 - $154.74 $149K - $169K
3.46K $476M
KMB
Kimberly Clark Corp

Consumer Defensive
-149
- 0.83%
$130.37 - $146.09 $19.4K - $21.8K
17.9K $2.34B
ACN
Accenture PLC

Technology
-592
- 47.4%
$343.9 - $376.86 $204K - $223K
657 $231M
PSA
Public Storage

Real Estate
-78
- 2.72%
$289.33 - $360.21 $22.6K - $28.1K
2.79K $835M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-8.7K
- 38.76%
$18.18 - $19.49 $158K - $170K
13.7K $251M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-350
- 9.09%
$442.29 - $483.08 $155K - $169K
3.5K $1.59B
VB
Vanguard Small Cap ETF

ETFs
-846
- 13.58%
$233.76 - $261.58 $198K - $221K
5.39K $1.29B
CGDV
Capital Group Divid Value ETF

ETFs
-2.35K
- 3.26%
$35.16 - $37.12 $82.7K - $87.3K
69.9K $2.46B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.19K
- 4.51%
$126.68 - $134.74 $151K - $160K
25.2K $3.22B
GDV
Gabelli Dividend & Income Trust

Financial Services
-5.76K
- 6.67%
$23.77 - $25.59 $137K - $147K
80.6K $1.95B
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.33K
- 26.21%
$84.3 - $106.41 $112K - $142K
3.76K $324M
GE
General Electric CO

Industrials
-438
- 10.77%
$159.95 - $194.23 $70.1K - $85.1K
3.63K $605M
F
Ford Motor CO

Consumer Cyclical
-13.2K
- 28.92%
$9.69 - $11.4 $128K - $151K
32.5K $322M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-184
- 0.59%
$65.79 - $72.14 $12.1K - $13.3K
31.1K $2.05B
VO
Vanguard Mid Cap ETF

ETFs
-611
- 31.77%
$261.5 - $284.63 $160K - $174K
1.31K $347M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.98K
- 6.13%
$50.53 - $55.55 $151K - $166K
45.6K $2.32B
XLI
Industrial Sector Spdr

ETFs
-1.11K
- 36.73%
$131.76 - $143.99 $146K - $159K
1.91K $251M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.24K
- 19.21%
$60.73 - $64.94 $136K - $145K
9.42K $578M
XLE
Energy Sector Spdr

ETFs
-1.48K
- 13.22%
$83.32 - $97.27 $124K - $144K
9.74K $834M
ENB
Enbridge Inc

Energy
-4.35K
- 22.74%
$40.4 - $43.92 $176K - $191K
14.8K $628M
CAT
Caterpillar Inc

Industrials
-96
- 2.57%
$360.37 - $416.88 $34.6K - $40K
3.64K $1.32B
IBM
International Business Machines Corp

Technology
-496
- 2.01%
$204.9 - $238.04 $102K - $118K
24.1K $5.3B
ORCL
Oracle Corp

Technology
-718
- 23.5%
$165.41 - $192.43 $119K - $138K
2.34K $389M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.35K
- 16.78%
$53.86 - $60.27 $72.5K - $81.1K
6.68K $360M
VEA
Vanguard Ftse Developed Market

ETFs
-142
- 0.59%
$47.57 - $52.44 $6.75K - $7.45K
24K $1.15B
LVHI
Franklin International Low Vol

ETFs
-2.9K
- 4.42%
$29.98 - $31.57 $86.9K - $91.5K
62.7K $1.91B
KHC
Kraft Heinz CO

Consumer Defensive
-1.39K
- 7.54%
$30.1 - $36.02 $41.9K - $50.1K
17.1K $525M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-542
- 16.44%
$184.21 - $199.29 $99.8K - $108K
2.75K $508M
AXP
American Express CO

Financial Services
-553
- 30.57%
$267.35 - $305.57 $148K - $169K
1.26K $373M
CGGO
Capital Group Global Growth Eq

ETFs
-1.74K
- 2.43%
$29.21 - $30.67 $50.7K - $53.3K
69.6K $2.03B
BAX
Baxter International Inc

Healthcare
-604
- 5.46%
$28.63 - $37.84 $17.3K - $22.9K
10.5K $305M
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
-7.81K
- 31.71%
$11.64 - $13.26 $90.9K - $104K
16.8K $197M
MDT
Medtronic PLC

Healthcare
-432
- 6.56%
$79.61 - $92.24 $34.4K - $39.8K
6.15K $491M
TD
Toronto Dominion Bank

Financial Services
-4
- 0.04%
$51.56 - $63.8 $206 - $255
10K $534M
Activity Summary
Buys All Purchases 105 New Holdings 14 Increased Positions 91 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 1 Puts 1
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