Silverlake Wealth Management LLC Purchases in Q2 2025

Silverlake Wealth Management LLC

  • $344 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
537
+ 12.88%
$63.36 - $80.23 $34K - $43.1K
4.71K $378M
BX
Blackstone Inc.

Financial Services
355
+ 13.51%
$120.07 - $151.11 $42.6K - $53.6K
2.98K $446M
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
4.52K
+ 32.01%
$10.62 - $13.32 $48K - $60.3K
18.7K $249M
PH
Parker Hannifin Corp

Industrials
64
+ 17.49%
$517.23 - $700.54 $33.1K - $44.8K
430 $301M
Ishares Bitcoin Trust ETF
174
+ 3.77%
N/A
4.79K $293M
Blackrock Inc
46
+ 16.67%
N/A
322 $338M
VZ
Verizon Communications Inc

Communication Services
7.4K
+ 6.25%
$41.67 - $45.62 $308K - $337K
126K $5.44B
HON
Honeywell International Inc

Industrials
83
+ 3.77%
$182.86 - $232.88 $15.2K - $19.3K
2.28K $532M
UUUU
Energy Fuels Inc

Energy
11.3K
New
$3.44 - $5.9 $38.8K - $66.6K
11.3K $64.9M
DKNG
Draft Kings Inc.

Consumer Cyclical
8
+ 0.12%
$31.67 - $42.89 $253 - $343
6.48K $278M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
27
+ 0.19%
$71.28 - $83.74 $1.92K - $2.26K
14.2K $1.19B
LOW
Lowes Companies Inc

Consumer Cyclical
353
+ 16.64%
$210.83 - $235.28 $74.4K - $83.1K
2.48K $549M
ET
Energy Transfer LP

Energy
5.67K
+ 5.27%
$15.65 - $18.93 $88.7K - $107K
113K $2.05B
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
PLUG
Plug Power Inc

Industrials
33.5K
New
$0.7 - $1.49 $23.4K - $49.9K
33.5K $49.9M
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
LCID
Lucid Group, Inc.

Consumer Cyclical
18.6K
New
$2.1 - $2.96 $39.1K - $55.1K
18.6K $39.2M
KO
Coca Cola CO

Consumer Defensive
909
+ 3.14%
$68.37 - $73.9 $62.1K - $67.2K
29.8K $2.11B
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
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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