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
$87.7B
$683 Million 0.26% of portfolio
10,087
Q1 2025 Reduced 6.76%
$0
$684 Million 0.26% of portfolio
55,927
Q1 2025 Added 19.81%
$0
$678 Million 0.26% of portfolio
1,212
Q1 2025 Added 5.3%
$0
$698 Million 0.26% of portfolio
5,326
Q1 2025 Added 179.58%
$88.2B
$699 Million 0.26% of portfolio
5,731
Q1 2025 Reduced 3.6%
$0
$655 Million 0.25% of portfolio
4,281
Q4 2024 Reduced 4.14%
$804B
$637 Million 0.24% of portfolio
2,595
Q1 2025 Added 1.61%
$0
$631 Million 0.24% of portfolio
19,357
Q1 2025 Added 26.81%
$0
$625 Million 0.24% of portfolio
1,152
Q1 2025 Added 31.51%
$283B
$625 Million 0.24% of portfolio
3,936
Q1 2025 Reduced 1.85%
$0
$623 Million 0.24% of portfolio
19,017
Q1 2025 New
$142B
$607 Million 0.23% of portfolio
4,983
Q1 2025 Reduced 0.06%
$0
$617 Million 0.23% of portfolio
15,127
Q1 2025 Added 10.99%
$41.1B
$604 Million 0.23% of portfolio
7,780
Q1 2025 Reduced 7.78%
$76.1B
$574 Million 0.22% of portfolio
5,238
Q1 2025 Added 0.15%
$0
$581 Million 0.22% of portfolio
5,054
Q1 2025 Reduced 11.27%
$0
$587 Million 0.22% of portfolio
10,724
Q1 2025 Added 3.54%
$0
$581 Million 0.22% of portfolio
5,557
Q1 2025 Reduced 1.52%
$0
$553 Million 0.21% of portfolio
5,918
Q1 2025 Reduced 39.24%
$145B
$547 Million 0.21% of portfolio
5,418
Q1 2025 Reduced 4.14%
$64.1B
$539 Million 0.2% of portfolio
6,205
Q1 2025 Added 0.44%
$118B
$496 Million 0.19% of portfolio
2,910
Q1 2025 Reduced 3.51%
$3.26B
$495 Million 0.19% of portfolio
46,826
Q1 2025 New
$131B
$495 Million 0.19% of portfolio
2,122
Q1 2025 Added 0.28%
$0
$508 Million 0.19% of portfolio
2,758
Q1 2025 Added 0.15%
$158B
$497 Million 0.19% of portfolio
1,059
Q1 2025 Added 4.23%
$0
$494 Million 0.19% of portfolio
5,271
Q1 2025 Added 9.33%
$129B
$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%
$270B
$508 Million 0.19% of portfolio
8,232
Q1 2025 Added 3.73%
$149B
$466 Million 0.18% of portfolio
2,199
Q1 2025 Reduced 0.14%
$0
$489 Million 0.18% of portfolio
14,648
Q4 2024 Reduced 0.41%
$114B
$486 Million 0.18% of portfolio
5,408
Q1 2025 Reduced 12.09%
$31.5B
$471 Million 0.18% of portfolio
15,491
Q1 2025 Reduced 9.3%
Sila Realty Trust Inc
-
$482 Million 0.18% of portfolio
-
Q1 2025 Added 0.14%
$1.06T
$486 Million 0.18% of portfolio
3,109
Q1 2025 Added 8.25%
$0
$468 Million 0.18% of portfolio
2,913
Q1 2025 Added 14.15%
$0
$486 Million 0.18% of portfolio
9,450
Q1 2025 Reduced 3.6%
$0
$473 Million 0.18% of portfolio
13,002
Q1 2025 Added 2.42%
$31.4B
$483 Million 0.18% of portfolio
8,084
Q1 2025 Added 1.48%
$0
$447 Million 0.17% of portfolio
1,775
Q1 2025 Added 19.93%
$0
$450 Million 0.17% of portfolio
4,037
Q1 2025 Added 2.51%
Fidelity Wise Origin Bitcoin
-
$459 Million 0.17% of portfolio
-
Q1 2025 Reduced 7.13%
$0
$458 Million 0.17% of portfolio
5,060
Q1 2025 Added 13.4%
$0
$458 Million 0.17% of portfolio
9,013
Q1 2025 Added 0.03%
$0
$446 Million 0.17% of portfolio
5,794
Q1 2025 Added 9.78%
$71.7B
$425 Million 0.16% of portfolio
4,447
Q1 2025 Added 0.09%
$284B
$432 Million 0.16% of portfolio
6,024
Q1 2025 Reduced 0.02%
$0
$418 Million 0.16% of portfolio
4,156
Q1 2025 Added 3.13%

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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