Silverlake Wealth Management LLC Portfolio Holdings

Silverlake Wealth Management LLC

  • $264 Billion
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.11 Billion 0.8% of portfolio
86,339
Q3 2024 Reduced 10.64%
$0
$685 Million 0.26% of portfolio
51,128
Q3 2024 Added 31.79%
$0
$535 Million 0.2% of portfolio
43,246
Q3 2024 Added 33.86%
$0
$537 Million 0.2% of portfolio
21,769
Q2 2024 Reduced 5.02%
$0
$496 Million 0.19% of portfolio
37,890
Q3 2024 Added 38.6%
$0
$485 Million 0.18% of portfolio
40,504
Q3 2024 Added 49.62%
$0
$486 Million 0.18% of portfolio
4,085
Q3 2024 Added 3.31%
$0
$436 Million 0.17% of portfolio
22,443
Q3 2024 Reduced 6.26%
$0
$382 Million 0.14% of portfolio
29,371
Q3 2024 Reduced 14.47%
$0
$349 Million 0.13% of portfolio
26,389
Q3 2024 Reduced 38.59%
$0
$306 Million 0.12% of portfolio
24,630
Q3 2024 Reduced 30.56%
$0
$280 Million 0.11% of portfolio
16,163
Q3 2024 Added 0.32%
$0
$258 Million 0.1% of portfolio
29,629
Q2 2024 Reduced 17.99%
$0
$238 Million 0.09% of portfolio
17,242
Q4 2022 New
$0
$172 Million 0.07% of portfolio
25,160
Q4 2023 Reduced 11.9%
$0
$164 Million 0.06% of portfolio
18,988
Q3 2024 Reduced 3.47%
$0
$128 Million 0.05% of portfolio
11,829
Q3 2024 New
$0
$131 Million 0.05% of portfolio
10,429
Q4 2022 New
$0
$118 Million 0.04% of portfolio
17,212
Q3 2024 Added 0.63%
$0
$78.6 Million 0.03% of portfolio
11,075
Q4 2023 Reduced 20.39%
$0
$68.2 Million 0.03% of portfolio
12,746
Q3 2024 Added 1.42%
$0
$59.2 Million 0.02% of portfolio
10,347
Q3 2023 Reduced 9.79%

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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