Silverlake Wealth Management LLC Sells in Q1 2025

Silverlake Wealth Management LLC

  • $265 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
-1.75K
- 17.43%
$53.12 - $61.15 $92.9K - $107K
8.28K $496M
BA
Boeing CO

Industrials
-106
- 3.51%
$148.15 - $186.25 $15.7K - $19.7K
2.91K $496M
AXP
American Express CO

Financial Services
-2
- 0.16%
$255.39 - $325.87 $511 - $652
1.25K $337M
EPD
Enterprise Products Partners L.P.

Energy
-2K
- 15.96%
$31.75 - $34.14 $63.5K - $68.3K
10.5K $359M
HON
Honeywell International Inc

Industrials
-3
- 0.14%
$202.75 - $226.52 $608 - $680
2.2K $466M
WMT
Walmart Inc.

Consumer Defensive
-3
- 0.03%
$84.5 - $105.05 $254 - $315
11K $968M
ACN
Accenture PLC

Technology
-6
- 0.91%
$300.91 - $398.25 $1.81K - $2.39K
651 $203M
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
-2.69K
- 15.97%
$11.66 - $12.58 $31.3K - $33.8K
14.1K $170M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-554
- 4.87%
$18.61 - $21.28 $10.3K - $11.8K
10.8K $205M
Blackrock Inc
-1
- 0.36%
N/A
276 $262M
MBB
Ishares Tr

ETFs
-522
- 3.22%
$90.37 - $94.08 $47.2K - $49.1K
15.7K $1.47B
XLF
Financial Sector Spdr

ETFs
-1.28K
- 3.78%
$47.32 - $52.19 $60.3K - $66.5K
32.4K $1.62B
UL
Unilever PLC

Consumer Defensive
-395
- 7.52%
$54.72 - $60.29 $21.6K - $23.8K
4.86K $289M
PSA
Public Storage

Real Estate
-24
- 0.86%
$288.99 - $313.98 $6.94K - $7.54K
2.77K $827M
MDT
Medtronic PLC

Healthcare
-744
- 12.09%
$79.84 - $94.5 $59.4K - $70.3K
5.41K $486M
MPC
Marathon Petroleum Corp

Energy
-112
- 6.32%
$134.72 - $159.03 $15.1K - $17.8K
1.66K $242M
VHT
Vanguard Health Care ETF

ETFs
-377
- 4.26%
$254.06 - $273.83 $95.8K - $103K
8.48K $2.25B
WBD
Warner Bros. Discovery, Inc.

Communication Services
-257
- 2.27%
$9.47 - $11.46 $2.43K - $2.95K
11.1K $119M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-384
- 4.43%
$25.21 - $26.38 $9.68K - $10.1K
8.28K $219M
BAX
Baxter International Inc

Healthcare
-1.56K
- 14.88%
$29.26 - $36.57 $45.6K - $56.9K
8.91K $305M
PCF
High Income Securities Fund

Financial Services
-439
- 1.74%
$6.51 - $6.86 $2.86K - $3.01K
24.7K $164M
TJX
Tjx Companies Inc

Consumer Cyclical
-3
- 0.06%
$112.81 - $126.16 $338 - $378
4.98K $607M
CL
Colgate Palmolive CO

Consumer Defensive
-23
- 0.72%
$85.68 - $97.5 $1.97K - $2.24K
3.17K $297M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-475
- 9.75%
$56.12 - $68.15 $26.7K - $32.4K
4.4K $298M
SLV
I Shares Silver Trust

ETFs
-1K
- 11.7%
$26.93 - $31.32 $26.9K - $31.3K
7.55K $234M
WFC
Wells Fargo & Company

Financial Services
-1
- 0.02%
$66.78 - $81.42 $66.8 - $81.4
6.02K $432M
IWX
Ishares Tr Russell 200 Value E

ETFs
-6
- 0.14%
$78.54 - $84.86 $471 - $509
4.32K $355M
Kenvue Inc
-272
- 2.69%
N/A
9.84K $236M
LVHI
Franklin International Low Vol

ETFs
-2.81K
- 4.47%
$30.53 - $32.85 $85.6K - $92.1K
59.9K $1.94B
VEA
Vanguard Ftse Developed Market

ETFs
-757
- 3.15%
$47.4 - $52.99 $35.9K - $40.1K
23.3K $1.18B
LLY
Eli Lilly & CO

Healthcare
-29
- 2.57%
$725.72 - $929.72 $21K - $27K
1.1K $908M
RING
Ishares Inc Msci Global Gold M

ETFs
-1.15K
- 14.19%
$28.64 - $38.36 $32.9K - $44K
6.94K $266M
BSX
Boston Scientific Corp

Healthcare
-234
- 4.14%
$89.38 - $106.18 $20.9K - $24.8K
5.42K $547M
BK
Bank Of New York Mellon Corp

Financial Services
-276
- 2.72%
$75.42 - $88.95 $20.8K - $24.6K
9.88K $829M
DUK
Duke Energy Corp

Utilities
-214
- 3.6%
$105.87 - $121.97 $22.7K - $26.1K
5.73K $699M
SO
Southern CO

Utilities
-324
- 3.03%
$80.96 - $92.96 $26.2K - $30.1K
10.4K $953M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-323
- 1.16%
$68.32 - $75.06 $22.1K - $24.2K
27.5K $2.05B
GE
General Electric CO

Industrials
-3
- 0.08%
$168.59 - $212.13 $506 - $636
3.63K $725M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-656
- 7.78%
$55.75 - $77.63 $36.6K - $50.9K
7.78K $604M
PM
Philip Morris International Inc.

Consumer Defensive
-74
- 1.85%
$117.15 - $158.79 $8.67K - $11.8K
3.94K $625M
GOLD
Barrick Gold Corp

Basic Materials
-1.17K
- 2.61%
$15.45 - $19.56 $18.1K - $22.9K
43.7K $850M
NEM
Newmont Corp

Basic Materials
-469
- 2.73%
$37.79 - $48.39 $17.7K - $22.7K
16.7K $807M
AMGN
Amgen Inc

Healthcare
-113
- 2.56%
$258.59 - $327.36 $29.2K - $37K
4.3K $1.34B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-150
- 4.28%
$442.66 - $534.52 $66.4K - $80.2K
3.35K $1.78B
CVS
Cvs Health Corp

Healthcare
-731
- 6.76%
$44.22 - $68.64 $32.3K - $50.2K
10.1K $683M
MO
Altria Group, Inc.

Consumer Defensive
-15
- 0.05%
$50.81 - $60.02 $762 - $900
28.2K $1.69B
KO
Coca Cola CO

Consumer Defensive
-163
- 0.56%
$60.81 - $72.32 $9.91K - $11.8K
28.9K $2.07B
IBM
International Business Machines Corp

Technology
-361
- 1.5%
$217.4 - $264.74 $78.5K - $95.6K
23.8K $5.91B
Activity Summary
Buys All Purchases 126 New Holdings 9 Increased Positions 117 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 1 Puts 0
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