Silverlake Wealth Management LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $264 Billion distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20B, Apple Inc. with a value of $11.6B, Procter & Gamble CO with a value of $6.46B, International Business Machines Corp with a value of $5.44B, and Verizon Communications Inc with a value of $5.02B.

Examining the 13F form we can see an increase of $20.2B in the current position value, from $244B to 264B.

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 $264 Billion
ETFs: $109 Billion
Technology: $41.8 Billion
Consumer Defensive: $20.6 Billion
Financial Services: $19.8 Billion
Healthcare: $16.4 Billion
Consumer Cyclical: $12.7 Billion
Energy: $12.3 Billion
Communication Services: $9.69 Billion
Other: $15 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $264 Billion
  • Prior Value $244 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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