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
$850B
$637 Million 0.24% of portfolio
2,595
Q1 2025 Added 1.61%
$278B
$625 Million 0.24% of portfolio
3,936
Q1 2025 Reduced 1.85%
$142B
$607 Million 0.23% of portfolio
4,983
Q1 2025 Reduced 0.06%
$40.2B
$604 Million 0.23% of portfolio
7,780
Q1 2025 Reduced 7.78%
$85.4B
$574 Million 0.22% of portfolio
5,238
Q1 2025 Added 0.15%
$150B
$547 Million 0.21% of portfolio
5,418
Q1 2025 Reduced 4.14%
$61.6B
$539 Million 0.2% of portfolio
6,205
Q1 2025 Added 0.44%
$138B
$496 Million 0.19% of portfolio
2,910
Q1 2025 Reduced 3.51%
$3.12B
$495 Million 0.19% of portfolio
46,826
Q1 2025 New
$136B
$495 Million 0.19% of portfolio
2,122
Q1 2025 Added 0.28%
$151B
$497 Million 0.19% of portfolio
1,059
Q1 2025 Added 4.23%
$134B
$496 Million 0.19% of portfolio
8,282
Q1 2025 Reduced 17.43%
$0
$507 Million 0.19% of portfolio
21,769
Q2 2024 Reduced 5.02%
$280B
$508 Million 0.19% of portfolio
8,232
Q1 2025 Added 3.73%
$160B
$466 Million 0.18% of portfolio
2,199
Q1 2025 Reduced 0.14%
$119B
$486 Million 0.18% of portfolio
5,408
Q1 2025 Reduced 12.09%
$1.12T
$486 Million 0.18% of portfolio
3,109
Q1 2025 Added 8.25%
$29.8B
$483 Million 0.18% of portfolio
8,084
Q1 2025 Added 1.48%
$0
$450 Million 0.17% of portfolio
4,037
Q1 2025 Added 2.51%
$77.1B
$425 Million 0.16% of portfolio
4,447
Q1 2025 Added 0.09%
$303B
$432 Million 0.16% of portfolio
6,024
Q1 2025 Reduced 0.02%
$200B
$419 Million 0.16% of portfolio
2,792
Q1 2025 Added 8.68%
$223B
$396 Million 0.15% of portfolio
4,016
Q4 2024 Reduced 19.6%
$180B
$388 Million 0.15% of portfolio
5,466
Q1 2025 Reduced 23.23%
$87.9B
$402 Million 0.15% of portfolio
2,735
Q4 2024 Reduced 5.4%
$256B
$404 Million 0.15% of portfolio
5,514
Q4 2024 Reduced 15.35%
$65.6B
$404 Million 0.15% of portfolio
8,510
Q1 2025 Added 0.07%
$27.2B
$358 Million 0.14% of portfolio
4,340
Q1 2025 Added 12.38%
$36.1B
$369 Million 0.14% of portfolio
8,468
Q1 2025 Added 18.24%
$171B
$382 Million 0.14% of portfolio
2,487
Q1 2025 Added 4.5%
$122B
$367 Million 0.14% of portfolio
2,627
Q1 2025 Reduced 45.2%
$68B
$359 Million 0.14% of portfolio
10,529
Q1 2025 Reduced 15.96%
$102B
$339 Million 0.13% of portfolio
5,566
Q1 2025 Added 0.05%
$223B
$337 Million 0.13% of portfolio
2,545
Q1 2025 Added 3.54%
$236B
$337 Million 0.13% of portfolio
1,254
Q1 2025 Reduced 0.16%
$302B
$353 Million 0.13% of portfolio
4,188
Q1 2025 Reduced 28.24%
$98.3B
$339 Million 0.13% of portfolio
10,042
Q1 2025 Added 0.13%
$44B
$342 Million 0.13% of portfolio
34,145
Q1 2025 Added 5.07%
$0
$330 Million 0.12% of portfolio
27,479
Q1 2025 Added 4.13%
$12.4B
$314 Million 0.12% of portfolio
3,755
Q4 2024 Reduced 26.21%
$61.6B
$314 Million 0.12% of portfolio
851
Q4 2024 Reduced 1.39%
$25.1B
$319 Million 0.12% of portfolio
1,866
Q1 2025 Added 0.11%
$14.1B
$305 Million 0.12% of portfolio
8,908
Q1 2025 Reduced 14.88%
$671B
$321 Million 0.12% of portfolio
2,295
Q1 2025 Reduced 1.8%
$82.4B
$323 Million 0.12% of portfolio
1,185
Q4 2024 Reduced 33.58%
$118B
$299 Million 0.11% of portfolio
2,845
Q1 2025 Added 9.25%
$123B
$287 Million 0.11% of portfolio
3,298
Q1 2025 Added 20.54%
$152B
$289 Million 0.11% of portfolio
4,855
Q1 2025 Reduced 7.52%
$95.7B
$298 Million 0.11% of portfolio
4,399
Q1 2025 Reduced 9.75%

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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