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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.67 Billion 0.63% of portfolio
36,970
Q1 2025 Reduced 10.31%
$0
$1.63 Billion 0.62% of portfolio
72,628
Q1 2025 Reduced 6.14%
$0
$1.62 Billion 0.61% of portfolio
32,428
Q1 2025 Reduced 3.78%
$2.17T
$1.53 Billion 0.58% of portfolio
8,030
Q1 2025 Added 0.22%
$0
$1.47 Billion 0.56% of portfolio
15,712
Q1 2025 Reduced 3.22%
$0
$1.38 Billion 0.52% of portfolio
18,662
Q1 2025 Added 4.78%
$155B
$1.34 Billion 0.51% of portfolio
4,301
Q1 2025 Reduced 2.56%
$0
$1.34 Billion 0.51% of portfolio
6,903
Q1 2025 Added 1.05%
$53.8B
$1.31 Billion 0.5% of portfolio
22,279
Q1 2025 Added 17.58%
$0
$1.31 Billion 0.49% of portfolio
12,019
Q1 2025 Reduced 5.3%
$190B
$1.22 Billion 0.46% of portfolio
3,688
Q1 2025 Added 1.24%
$0
$1.2 Billion 0.45% of portfolio
4,669
Q1 2025 Reduced 1.66%
$0
$1.18 Billion 0.45% of portfolio
6,821
Q1 2025 Added 94.33%
$0
$1.18 Billion 0.45% of portfolio
23,286
Q1 2025 Reduced 3.15%
$0
$1.16 Billion 0.44% of portfolio
5,219
Q1 2025 Reduced 3.1%
$0
$1.13 Billion 0.43% of portfolio
60,813
Q1 2025 Added 28.66%
$363B
$1.08 Billion 0.41% of portfolio
9,934
Q1 2025 Added 24.96%
$1.57T
$1.03 Billion 0.39% of portfolio
1,793
Q1 2025 Added 2.93%
$258B
$968 Million 0.37% of portfolio
11,026
Q1 2025 Reduced 0.03%
$0
$968 Million 0.37% of portfolio
5,198
Q1 2025 Added 8.84%
$0
$951 Million 0.36% of portfolio
12,566
Q1 2025 Reduced 17.43%
$0
$945 Million 0.36% of portfolio
5,530
Q1 2025 Added 2.37%
$96.5B
$953 Million 0.36% of portfolio
10,370
Q1 2025 Reduced 3.03%
$0
$926 Million 0.35% of portfolio
17,881
Q1 2025 Reduced 3.43%
$0
$907 Million 0.34% of portfolio
15,086
Q1 2025 Added 125.97%
$0
$894 Million 0.34% of portfolio
1,740
Q1 2025 Added 15.31%
$746B
$908 Million 0.34% of portfolio
1,100
Q1 2025 Reduced 2.57%
$1.11B
$868 Million 0.33% of portfolio
28,110
Q1 2025 Added 0.07%
$0
$861 Million 0.33% of portfolio
10,922
Q1 2025 Added 0.03%
$0
$881 Million 0.33% of portfolio
4,166
Q1 2025 Reduced 3.3%
$0
$845 Million 0.32% of portfolio
68,230
Q1 2025 Added 14.43%
$37.3B
$850 Million 0.32% of portfolio
43,729
Q1 2025 Reduced 2.61%
$0
$846 Million 0.32% of portfolio
3,459
Q1 2025 Added 22.88%
$51B
$827 Million 0.31% of portfolio
2,765
Q1 2025 Reduced 0.86%
$993B
$824 Million 0.31% of portfolio
5,328
Q1 2025 Added 2.21%
$74B
$829 Million 0.31% of portfolio
9,882
Q1 2025 Reduced 2.72%
$0
$792 Million 0.3% of portfolio
68,760
Q1 2025 Added 18.31%
$54.8B
$789 Million 0.3% of portfolio
1,500
Q1 2024 Reduced 8.59%
$0
$783 Million 0.3% of portfolio
3,874
Q1 2025 Reduced 19.98%
$46.2B
$807 Million 0.3% of portfolio
16,708
Q1 2025 Reduced 2.73%
$0
$770 Million 0.29% of portfolio
22,469
Q1 2025 Reduced 0.51%
$362B
$745 Million 0.28% of portfolio
17,850
Q1 2025 Reduced 14.33%
$0
$747 Million 0.28% of portfolio
5,115
Q1 2025 Added 47.92%
$0
$726 Million 0.27% of portfolio
64,797
Q1 2025 Added 20.79%
$1.02T
$708 Million 0.27% of portfolio
2,734
Q1 2025 Reduced 9.02%
$258B
$725 Million 0.27% of portfolio
3,625
Q1 2025 Reduced 0.08%
$91.1B
$705 Million 0.27% of portfolio
15,919
Q1 2025 Added 7.59%
$97.3B
$686 Million 0.26% of portfolio
2,037
Q1 2025 Reduced 0.34%
$213B
$684 Million 0.26% of portfolio
2,189
Q4 2024 Reduced 22.73%

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
Track This Portfolio

Track Silverlake Wealth Management LLC Portfolio

Follow Silverlake Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silverlake Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silverlake Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email