Silverlake Wealth Management LLC Portfolio Holdings

Silverlake Wealth Management LLC

  • $265 Billion
  • Q1 2025

Silverlake Wealth Management LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $265 Billion distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.2B, Apple Inc. with a value of $11.2B, Procter & Gamble CO with a value of $6.29B, International Business Machines Corp with a value of $5.91B, and Verizon Communications Inc with a value of $5.37B.

Examining the 13F form we can see an increase of $3.61B in the current position value, from $261B to 265B.

Silverlake Wealth Management LLC is based out at Williston, VT

Below you can find more details about Silverlake Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $265 Billion
ETFs: $113 Billion
Technology: $38.2 Billion
Consumer Defensive: $19.6 Billion
Financial Services: $19.2 Billion
Healthcare: $14.8 Billion
Energy: $13.3 Billion
Communication Services: $10.3 Billion
Consumer Cyclical: $9.97 Billion
Other: $13.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$17.2 Billion 6.49% of portfolio
45,755
Q1 2025 Reduced 2.41%
$3.35T
$11.2 Billion 4.23% of portfolio
50,378
Q1 2025 Reduced 0.61%
$364B
$6.29 Billion 2.38% of portfolio
36,904
Q1 2025 Added 1.03%
$254B
$5.91 Billion 2.23% of portfolio
23,767
Q1 2025 Reduced 1.5%
$175B
$5.37 Billion 2.03% of portfolio
118,304
Q1 2025 Added 4.18%
$410B
$4.08 Billion 1.54% of portfolio
24,618
Q1 2025 Added 3.91%
$379B
$2.69 Billion 1.02% of portfolio
7,352
Q1 2025 Reduced 0.7%
$475B
$2.67 Billion 1.01% of portfolio
22,456
Q1 2025 Added 0.33%
$43B
$2.55 Billion 0.96% of portfolio
17,924
Q1 2025 Added 0.33%
$434B
$2.22 Billion 0.84% of portfolio
2,352
Q1 2025 Added 4.63%
$36.5B
$2.23 Billion 0.84% of portfolio
22,480
Q1 2025 Reduced 1.06%
$300B
$2.07 Billion 0.78% of portfolio
28,933
Q1 2025 Reduced 0.56%
$339B
$2.04 Billion 0.77% of portfolio
9,713
Q1 2025 Added 8.99%
$54B
$2 Billion 0.76% of portfolio
107,554
Q1 2025 Reduced 0.17%
$63.7B
$1.98 Billion 0.75% of portfolio
69,488
Q1 2025 Added 4.71%
$173B
$1.95 Billion 0.74% of portfolio
3,847
Q1 2025 Added 0.05%
$0
$1.89 Billion 0.72% of portfolio
78,436
Q1 2025 Reduced 2.66%
$297B
$1.83 Billion 0.69% of portfolio
10,929
Q1 2025 Added 0.72%
$212B
$1.83 Billion 0.69% of portfolio
20,411
Q1 2025 Added 0.24%
$631B
$1.78 Billion 0.67% of portfolio
3,351
Q1 2025 Reduced 4.28%
$194B
$1.77 Billion 0.67% of portfolio
62,716
Q1 2025 Added 2.45%
$104B
$1.69 Billion 0.64% of portfolio
28,161
Q1 2025 Reduced 0.05%
$32.6B
$1.68 Billion 0.64% of portfolio
86,102
Q1 2025 Reduced 0.56%
$2.3T
$1.53 Billion 0.58% of portfolio
8,030
Q1 2025 Added 0.22%
$159B
$1.34 Billion 0.51% of portfolio
4,301
Q1 2025 Reduced 2.56%
$214B
$1.22 Billion 0.46% of portfolio
3,688
Q1 2025 Added 1.24%
$409B
$1.08 Billion 0.41% of portfolio
9,934
Q1 2025 Added 24.96%
$1.62T
$1.03 Billion 0.39% of portfolio
1,793
Q1 2025 Added 2.93%
$260B
$968 Million 0.37% of portfolio
11,026
Q1 2025 Reduced 0.03%
$101B
$953 Million 0.36% of portfolio
10,370
Q1 2025 Reduced 3.03%
$760B
$908 Million 0.34% of portfolio
1,100
Q1 2025 Reduced 2.57%
$0
$845 Million 0.32% of portfolio
68,230
Q1 2025 Added 14.43%
$37.2B
$850 Million 0.32% of portfolio
43,729
Q1 2025 Reduced 2.61%
$50.7B
$827 Million 0.31% of portfolio
2,765
Q1 2025 Reduced 0.86%
$1.07T
$824 Million 0.31% of portfolio
5,328
Q1 2025 Added 2.21%
$77B
$829 Million 0.31% of portfolio
9,882
Q1 2025 Reduced 2.72%
$0
$792 Million 0.3% of portfolio
68,760
Q1 2025 Added 18.31%
$53.3B
$789 Million 0.3% of portfolio
1,500
Q1 2024 Reduced 8.59%
$48.3B
$807 Million 0.3% of portfolio
16,708
Q1 2025 Reduced 2.73%
$378B
$745 Million 0.28% of portfolio
17,850
Q1 2025 Reduced 14.33%
$0
$726 Million 0.27% of portfolio
64,797
Q1 2025 Added 20.79%
$1T
$708 Million 0.27% of portfolio
2,734
Q1 2025 Reduced 9.02%
$287B
$725 Million 0.27% of portfolio
3,625
Q1 2025 Reduced 0.08%
$91.5B
$705 Million 0.27% of portfolio
15,919
Q1 2025 Added 7.59%
$102B
$686 Million 0.26% of portfolio
2,037
Q1 2025 Reduced 0.34%
$222B
$684 Million 0.26% of portfolio
2,189
Q4 2024 Reduced 22.73%
$84.5B
$683 Million 0.26% of portfolio
10,087
Q1 2025 Reduced 6.76%
$0
$684 Million 0.26% of portfolio
55,927
Q1 2025 Added 19.81%
$90.8B
$699 Million 0.26% of portfolio
5,731
Q1 2025 Reduced 3.6%

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $265 Billion
  • Prior Value $261 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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