Silverlake Wealth Management LLC Incresed Positions in Q3 2024

Silverlake Wealth Management LLC

  • $264 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
523
+ 2.17%
$175.1 - $223.38 $91.6K - $117K
24.6K $5.44B
CGCP
Capital Group Core Plus Income

ETFs
32K
+ 88.3%
$22.12 - $23.31 $708K - $746K
68.2K $1.58B
MBB
Ishares Tr

ETFs
6.95K
+ 107.35%
$90.85 - $96.66 $632K - $672K
13.4K $1.29B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.74K
+ 10.24%
$54.98 - $59.51 $370K - $401K
72.5K $4.32B
VZ
Verizon Communications Inc

Communication Services
3.81K
+ 3.53%
$38.89 - $45.0 $148K - $171K
112K $5.02B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.57K
+ 44.26%
$285.48 - $330.24 $449K - $519K
5.12K $1.65B
MGV
Vanguard Mega Cap Value

ETFs
3.32K
+ 45.36%
$118.0 - $128.28 $392K - $426K
10.6K $1.37B
COST
Costco Wholesale Corp

Consumer Defensive
482
+ 27.22%
$801.83 - $917.05 $386K - $442K
2.25K $2B
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.78K
+ 18.0%
$63.82 - $70.54 $305K - $337K
31.3K $2.21B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.1K
+ 32.09%
$19.2 - $19.82 $406K - $419K
87K $1.72B
PFE
Pfizer Inc

Healthcare
11.8K
+ 20.09%
$27.7 - $31.39 $328K - $371K
70.7K $2.05B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
17.6K
+ 34.22%
$19.92 - $20.67 $351K - $365K
69.2K $1.42B
VHT
Vanguard Health Care ETF

ETFs
899
+ 10.62%
$261.88 - $288.1 $235K - $259K
9.36K $2.64B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
16.3K
+ 18.32%
$20.47 - $20.71 $333K - $337K
105K $2.17B
IFRA
Ishares Tr

ETFs
3.43K
+ 8.75%
$41.55 - $46.97 $142K - $161K
42.6K $2B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.2K
+ 19.97%
$19.2 - $19.63 $310K - $317K
97.1K $1.9B
CGDV
Capital Group Divid Value ETF

ETFs
2.58K
+ 3.71%
$32.96 - $36.48 $85.2K - $94.3K
72.2K $2.63B
KO
Coca Cola CO

Consumer Defensive
1.15K
+ 3.92%
$62.69 - $73.01 $72.1K - $84K
30.5K $2.19B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.99K
+ 8.92%
$77.02 - $85.06 $153K - $169K
24.3K $2.05B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
467
+ 1.8%
$117.9 - $128.2 $55.1K - $59.9K
26.4K $3.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
521
+ 8.66%
$434.77 - $502.96 $227K - $262K
6.54K $3.19B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.7K
+ 6.56%
$64.57 - $71.76 $110K - $122K
27.5K $1.98B
ABBV
Abb Vie Inc.

Healthcare
86
+ 0.88%
$163.84 - $199.33 $14.1K - $17.1K
9.88K $1.95B
XLU
Utilities Sector Spdr

ETFs
1.85K
+ 20.65%
$67.67 - $80.78 $125K - $149K
10.8K $871M
VB
Vanguard Small Cap ETF

ETFs
596
+ 10.57%
$214.77 - $237.72 $128K - $142K
6.23K $1.48B
MO
Altria Group, Inc.

Consumer Defensive
1.83K
+ 6.89%
$45.95 - $54.71 $83.9K - $99.8K
28.3K $1.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.6%
$405.19 - $478.57 $9.32K - $11K
3.85K $1.77B
TSLA
Tesla, Inc.

Consumer Cyclical
76
+ 2.57%
$191.76 - $263.26 $14.6K - $20K
3.03K $794M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
12.3K
+ 31.79%
$12.25 - $13.39 $151K - $165K
51.1K $685M
Fidelity Covington Trust
4.54K
+ 13.93%
N/A
37.1K $1.19B
KMI
Kinder Morgan, Inc.

Energy
2.05K
+ 3.08%
$19.72 - $22.22 $40.4K - $45.6K
68.6K $1.52B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.11K
+ 10.11%
$106.11 - $113.72 $117K - $126K
12.1K $1.36B
T
At&T Inc.

Communication Services
129
+ 0.2%
$18.21 - $22.28 $2.35K - $2.87K
63.3K $1.39B
GLD
Spdr Gold Trust

ETFs
152
+ 3.01%
$215.56 - $246.98 $32.8K - $37.5K
5.2K $1.26B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13.4K
+ 49.62%
$11.31 - $11.96 $152K - $161K
40.5K $485M
GOLD
Barrick Gold Corp

Basic Materials
628
+ 1.27%
$16.56 - $21.01 $10.4K - $13.2K
49.9K $992M
VTI
Vanguard Total Stock Market Et

ETFs
229
+ 3.61%
$255.18 - $283.2 $58.4K - $64.9K
6.57K $1.86B
IAU
Ishares Gold Trust

ETFs
1.22K
+ 6.87%
$44.06 - $50.5 $53.7K - $61.6K
19K $942M
VPU
Vanguard Utilities ETF

ETFs
341
+ 8.64%
$146.64 - $174.54 $50K - $59.5K
4.29K $747M
AVUS
American Centy ETF Tr Avantis

ETFs
106
+ 0.35%
$86.27 - $95.15 $9.14K - $10.1K
30.3K $2.88B
BX
Blackstone Inc.

Financial Services
148
+ 3.17%
$120.77 - $159.66 $17.9K - $23.6K
4.82K $738M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.6K
+ 38.6%
$12.25 - $13.1 $129K - $138K
37.9K $496M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
10.9K
+ 33.86%
$11.72 - $12.38 $128K - $135K
43.2K $535M
DUK
Duke Energy Corp

Utilities
658
+ 12.45%
$99.35 - $117.71 $65.4K - $77.5K
5.94K $685M
VNQ
Vanguard Specialized Funds Van

ETFs
1.12K
+ 33.24%
$82.97 - $98.97 $92.8K - $111K
4.48K $437M
VBR
Vanguard Small Cap Value ETF

ETFs
310
+ 6.78%
$179.99 - $201.6 $55.8K - $62.5K
4.89K $981M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
867
+ 6.63%
$75.88 - $83.21 $65.8K - $72.1K
14K $1.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
190
+ 21.23%
$517.38 - $573.86 $98.3K - $109K
1.09K $622M
VOT
Vanguard Mid Cap Growth Index

ETFs
478
+ 38.99%
$218.05 - $243.47 $104K - $116K
1.7K $415M
Activity Summary
Buys All Purchases 141 New Holdings 19 Increased Positions 122 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 1 Puts 1
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