Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Silverlake Wealth Management

Latest statistics and disclosures from Silverlake Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, PG, IBM, VZ, and represent 17.36% of Silverlake Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JPST, Spdr S&p 500 Etf Tr option, FELG, SCHQ, RSP, IEUR, WU, XLI, MGK, BSCR.
Started 9 new stock positions in VLO, IBIT, SCHQ, KSS, ITOT, WU, FLNC, XLC, YUM.
Reduced shares in these 10 stocks: IAK, DGRO, MSFT, XLE, BINC, BX, WSM, QUAL, XLK, EVX.
Sold out of its positions in BINC, Blackrock Muni Intermediate Drtn Fnd, CPB, STZ, TLH, IAK, DGRO, LVS, RH, TFI. TEF, EVX, NIE, WSM, CPRI.
Silverlake Wealth Management was a net buyer of stock by $5.5M.
Silverlake Wealth Management has $265M in assets under management (AUM), dropping by 1.38%.
Central Index Key (CIK): 0001966026

Tip: Access up to 7 years of quarterly data

Positions held by Silverlake Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Silverlake Wealth Management

Silverlake Wealth Management holds 262 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	6.5	$17M	-2%	46k	375.39	View chart
Apple (AAPL)	4.2	$11M		50k	222.13	View chart
Procter & Gamble Company (PG)	2.4	$6.3M		37k	170.42	View chart
International Business Machines (IBM)	2.2	$5.9M		24k	248.66	View chart
Verizon Communications (VZ)	2.0	$5.4M	+4%	118k	45.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$4.2M		73k	57.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$4.1M	+2%	164k	25.04	View chart
Johnson & Johnson (JNJ)	1.5	$4.1M	+3%	25k	165.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.5	$4.0M	+77%	80k	50.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$3.2M	-8%	19k	170.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$3.2M	-2%	25k	128.96	View chart
Fidelity Covington Trust Enhanced Large (FELG)	1.2	$3.1M	+76%	98k	31.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$3.1M		6.6k	468.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$2.7M		30k	92.38	View chart
Vanguard World Mega Grwth Ind (MGK)	1.0	$2.7M	+16%	8.9k	308.87	View chart
Home Depot (HD)	1.0	$2.7M		7.4k	366.49	View chart
Exxon Mobil Corporation (XOM)	1.0	$2.7M		23k	118.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	1.0	$2.6M	+3%	128k	20.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.0	$2.6M	+14%	135k	19.48	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.0	$2.6M	+2%	72k	35.64	View chart
Kimberly-Clark Corporation (KMB)	1.0	$2.5M		18k	142.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.0	$2.5M	+15%	129k	19.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.4M	+5%	85k	27.96	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal)	0.9	$2.3M	+250%	4.2k	559.39	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.9	$2.3M	+13%	18k	128.84	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.9	$2.3M		46k	49.52	View chart
Vanguard World Health Car Etf (VHT)	0.8	$2.2M	-4%	8.5k	264.72	View chart
Oneok (OKE)	0.8	$2.2M		23k	99.22	View chart
Costco Wholesale Corporation (COST)	0.8	$2.2M	+4%	2.4k	945.98	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.8	$2.1M	+14%	69k	31.19	View chart
Coca-Cola Company (KO)	0.8	$2.1M		29k	71.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$2.1M		28k	74.72	View chart
Abbvie (ABBV)	0.8	$2.0M	+8%	9.7k	209.53	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.8	$2.0M	+14%	100k	20.35	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.8	$2.0M		108k	18.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.0M	+4%	7.2k	274.85	View chart
Kinder Morgan (KMI)	0.7	$2.0M	+4%	70k	28.53	View chart
S&p Global (SPGI)	0.7	$2.0M		3.8k	508.10	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.7	$1.9M		69k	28.33	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$1.9M	-4%	60k	32.37	View chart
Pfizer (PFE)	0.7	$1.9M		76k	25.34	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.7	$1.9M	-4%	30k	64.52	View chart
Gabelli Dividend & Income Trust (GDV)	0.7	$1.9M	-2%	78k	24.13	View chart
Merck & Co (MRK)	0.7	$1.8M		20k	89.76	View chart
Chevron Corporation (CVX)	0.7	$1.8M		11k	167.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.8M	-4%	3.4k	532.58	View chart
At&t (T)	0.7	$1.8M	+2%	63k	28.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.8M	+5%	6.1k	288.14	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.7	$1.7M	+22%	32k	53.52	View chart
Altria (MO)	0.6	$1.7M		28k	60.02	View chart
Home Depot Put Put Option (Principal)	0.6	$1.7M		4.6k	366.49	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.6	$1.7M		86k	19.53	View chart
Ishares Tr Us Infrastruc (IFRA)	0.6	$1.7M	-10%	37k	45.07	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.6	$1.6M	-6%	73k	22.45	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$1.6M	-3%	32k	49.81	View chart
Amazon (AMZN)	0.6	$1.5M		8.0k	190.26	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$1.5M	-3%	16k	93.78	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.4M	+4%	19k	73.69	View chart
Amgen (AMGN)	0.5	$1.3M	-2%	4.3k	311.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.3M		6.9k	193.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.3M	+17%	22k	58.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$1.3M	-5%	12k	108.69	View chart
Caterpillar (CAT)	0.5	$1.2M		3.7k	329.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$1.2M		4.7k	257.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.2M	-3%	23k	50.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.2M	+94%	6.8k	173.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.2M	-3%	5.2k	221.76	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$1.1M		14k	79.86	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$1.1M	+28%	61k	18.53	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M	+24%	9.9k	108.38	View chart
Meta Platforms Cl A (META)	0.4	$1.0M	+2%	1.8k	576.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$968k	+8%	5.2k	186.30	View chart
Wal-Mart Stores (WMT)	0.4	$968k		11k	87.79	View chart
Southern Company (SO)	0.4	$954k	-3%	10k	91.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$951k	-17%	13k	75.65	View chart
Vanguard World Utilities Etf (VPU)	0.4	$945k	+2%	5.5k	170.82	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$926k	-3%	18k	51.78	View chart
Eli Lilly & Co. (LLY)	0.3	$908k	-2%	1.1k	825.72	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$907k	+125%	15k	60.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$894k	+15%	1.7k	513.94	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$881k	-3%	4.2k	211.49	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.3	$868k		28k	30.88	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$861k		11k	78.85	View chart
Barrick Gold Corp (GOLD)	0.3	$850k	-2%	44k	19.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$846k	+22%	3.5k	244.67	View chart
Nuveen Insd Dividend Advantage (NVG)	0.3	$845k	+14%	68k	12.38	View chart
Bank of New York Mellon Corporation (BK)	0.3	$829k	-2%	9.9k	83.87	View chart
Public Storage (PSA)	0.3	$828k		2.8k	299.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$824k	+2%	5.3k	154.65	View chart
Newmont Mining Corporation (NEM)	0.3	$807k	-2%	17k	48.28	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$792k	+18%	69k	11.52	View chart
Axon Enterprise (AXON)	0.3	$789k		1.5k	525.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$783k	-19%	3.9k	202.15	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$770k		23k	34.25	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$747k	+47%	5.1k	146.00	View chart
Bank of America Corporation (BAC)	0.3	$745k	-14%	18k	41.73	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$726k	+20%	65k	11.20	View chart
Ge Aerospace Com New (GE)	0.3	$726k		3.6k	200.13	View chart
Tesla Motors (TSLA)	0.3	$709k	-9%	2.7k	259.13	View chart
Enbridge (ENB)	0.3	$705k	+7%	16k	44.31	View chart
Duke Energy Corp Com New (DUK)	0.3	$699k	-3%	5.7k	121.97	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$698k	+179%	5.3k	131.06	View chart
Trane Technologies SHS (TT)	0.3	$686k		2.0k	336.92	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.3	$684k	+19%	56k	12.23	View chart
McDonald's Corporation (MCD)	0.3	$684k		2.2k	312.39	View chart
CVS Caremark Corporation (CVS)	0.3	$683k	-6%	10k	67.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$678k	+5%	1.2k	559.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$655k		4.3k	153.09	View chart
JPMorgan Chase & Co. (JPM)	0.2	$637k		2.6k	245.31	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$631k	+26%	19k	32.59	View chart
Philip Morris International (PM)	0.2	$625k		3.9k	158.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$625k	+31%	1.2k	542.28	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.2	$623k	NEW	19k	32.76	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$617k	+10%	15k	40.76	View chart
TJX Companies (TJX)	0.2	$607k		5.0k	121.79	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$604k	-7%	7.8k	77.63	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$594k	-18%	3.0k	197.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$587k	+3%	11k	54.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$581k		5.6k	104.58	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$581k	-11%	5.1k	114.88	View chart
Emerson Electric (EMR)	0.2	$574k		5.2k	109.64	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$553k	-39%	5.9k	93.44	View chart
Boston Scientific Corporation (BSX)	0.2	$547k	-4%	5.4k	100.88	View chart
American Intl Group Com New (AIG)	0.2	$539k		6.2k	86.94	View chart
Cisco Systems (CSCO)	0.2	$508k	+3%	8.2k	61.71	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$508k		2.8k	184.17	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.2	$507k		22k	23.27	View chart
Deere & Company (DE)	0.2	$497k	+4%	1.1k	469.25	View chart
Toronto Dominion Bk Ont Com New (TD)	0.2	$496k	-17%	8.3k	59.94	View chart
Boeing Company (BA)	0.2	$496k	-3%	2.9k	170.55	View chart
Western Union Company (WU)	0.2	$495k	NEW	47k	10.58	View chart
Lowe's Companies (LOW)	0.2	$495k		2.1k	233.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$494k	+9%	5.3k	93.66	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$489k		15k	33.40	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$486k	-3%	9.5k	51.45	View chart
Medtronic SHS (MDT)	0.2	$486k	-12%	5.4k	89.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$486k	+8%	3.1k	156.21	View chart
General Mills (GIS)	0.2	$483k		8.1k	59.79	View chart
Sila Realty Trust Common Stock (SILA)	0.2	$482k		18k	26.71	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.2	$473k	+2%	13k	36.37	View chart
Kraft Heinz (KHC)	0.2	$471k	-9%	16k	30.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$468k	+14%	2.9k	160.57	View chart
Honeywell International (HON)	0.2	$466k		2.2k	211.79	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$460k	-7%	6.4k	71.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$458k	+13%	5.1k	90.53	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$458k		9.0k	50.77	View chart
Advisorshares Tr Insider Advanta (SURE)	0.2	$450k	+2%	4.0k	111.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$447k	+19%	1.8k	251.83	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$446k	+9%	5.8k	77.05	View chart
Wells Fargo & Company (WFC)	0.2	$433k		6.0k	71.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$426k	+32%	19k	22.74	View chart
Bank Of Montreal Cadcom (BMO)	0.2	$425k		4.4k	95.52	View chart
Pepsi (PEP)	0.2	$419k	+8%	2.8k	149.91	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$418k	+3%	4.2k	100.62	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$412k		3.7k	111.09	View chart
Shell Spon Ads (SHEL)	0.2	$404k		5.5k	73.28	View chart
Bk Nova Cad (BNS)	0.2	$404k		8.5k	47.43	View chart
3M Company (MMM)	0.2	$402k		2.7k	146.87	View chart
Walt Disney Company (DIS)	0.1	$396k		4.0k	98.70	View chart
Citigroup Com New (C)	0.1	$388k	-23%	5.5k	70.98	View chart
Qualcomm (QCOM)	0.1	$382k	+4%	2.5k	153.62	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$369k	+18%	8.5k	43.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$367k	-45%	2.6k	139.77	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$361k		12k	30.82	View chart
Enterprise Products Partners (EPD)	0.1	$360k	-15%	11k	34.14	View chart
Kellogg Company (K)	0.1	$358k	+12%	4.3k	82.50	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$355k		4.3k	82.18	View chart
Palantir Technologies Cl A (PLTR)	0.1	$354k	-28%	4.2k	84.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$349k	+2%	1.3k	258.72	View chart
Ford Motor Company (F)	0.1	$343k	+5%	34k	10.03	View chart
Bristol Myers Squibb (BMY)	0.1	$339k		5.6k	60.99	View chart
BP Sponsored Adr (BP)	0.1	$339k		10k	33.79	View chart
American Express Company (AXP)	0.1	$338k		1.3k	269.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$337k	+3%	2.5k	132.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$331k	+47%	589.00	561.67	View chart
Nuveen Multi Asset Income Fu (NMAI)	0.1	$330k	+4%	28k	12.02	View chart
General Dynamics Corporation (GD)	0.1	$323k		1.2k	272.69	View chart
Oracle Corporation (ORCL)	0.1	$321k		2.3k	139.82	View chart
Hershey Company (HSY)	0.1	$319k		1.9k	171.00	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$319k		2.8k	113.76	View chart
Charter Communications Inc N Cl A (CHTR)	0.1	$314k		851.00	368.53	View chart
Wynn Resorts (WYNN)	0.1	$314k		3.8k	83.51	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$311k		19k	16.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$309k		13k	23.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$306k	+3%	1.8k	172.78	View chart
Baxter International (BAX)	0.1	$305k	-14%	8.9k	34.23	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$301k	NEW	3.1k	96.46	View chart
ConocoPhillips (COP)	0.1	$299k	+9%	2.8k	105.02	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$299k	-9%	4.4k	67.85	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$298k	+43%	4.2k	71.43	View chart
Realty Income (O)	0.1	$297k	+11%	5.1k	58.01	View chart
Colgate-Palmolive Company (CL)	0.1	$297k		3.2k	93.71	View chart
United Parcel Service CL B (UPS)	0.1	$293k		2.7k	109.99	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$293k	-12%	1.8k	166.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$291k	+5%	6.2k	47.04	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$290k		2.7k	106.89	View chart
Unilever Spon Adr New (UL)	0.1	$289k	-7%	4.9k	59.55	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$287k		3.4k	83.92	View chart
Micron Technology (MU)	0.1	$287k	+20%	3.3k	86.89	View chart
Visa Com Cl A (V)	0.1	$286k	+10%	817.00	350.47	View chart
Gilead Sciences (GILD)	0.1	$281k		2.5k	112.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$277k		12k	23.55	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$275k		4.4k	62.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$275k		12k	23.18	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$273k		7.3k	37.50	View chart
Corning Incorporated (GLW)	0.1	$271k		5.9k	45.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$270k		11k	24.48	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$270k	-27%	5.4k	50.20	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$268k	-34%	4.8k	55.45	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$266k	-14%	6.9k	38.36	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$266k	-9%	3.9k	68.57	View chart
Blackrock (BLK)	0.1	$262k		276.00	947.70	View chart
Markel Corporation (MKL)	0.1	$258k		138.00	1869.61	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$257k	-53%	1.2k	206.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$253k	+4%	2.7k	92.83	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.1	$250k		14k	18.22	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$249k		783.00	317.64	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$247k	-5%	15k	16.18	View chart
Lockheed Martin Corporation (LMT)	0.1	$245k		549.00	446.71	View chart
Morgan Stanley Com New (MS)	0.1	$244k	+3%	2.1k	116.67	View chart
M&T Bank Corporation (MTB)	0.1	$243k	+25%	1.4k	178.69	View chart
AutoNation (AN)	0.1	$243k		1.5k	161.92	View chart
Marathon Petroleum Corp (MPC)	0.1	$242k	-6%	1.7k	145.67	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$241k		30k	8.14	View chart
Nextera Energy (NEE)	0.1	$240k	+12%	3.4k	70.89	View chart
Kenvue (KVUE)	0.1	$236k	-2%	9.8k	23.98	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$234k	-11%	7.5k	30.99	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$232k	+6%	3.5k	65.76	View chart
Ge Vernova (GEV)	0.1	$232k	-8%	761.00	305.32	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$228k		17k	13.21	View chart
Parker-Hannifin Corporation (PH)	0.1	$223k		366.00	607.85	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$219k	-4%	8.3k	26.38	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$216k	NEW	4.6k	46.81	View chart
Draftkings Com Cl A (DKNG)	0.1	$215k	-7%	6.5k	33.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$214k	NEW	1.8k	122.02	View chart
Yum! Brands (YUM)	0.1	$213k	NEW	1.4k	157.36	View chart
MetLife (MET)	0.1	$211k		2.6k	80.30	View chart
Discover Financial Services (DFS)	0.1	$211k		1.2k	170.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$211k	-31%	4.0k	52.74	View chart
Valero Energy Corporation (VLO)	0.1	$209k	NEW	1.6k	132.11	View chart
Casella Waste Sys Cl A (CWST)	0.1	$208k	-21%	1.9k	111.51	View chart
Adams Express Company (ADX)	0.1	$206k	-4%	11k	18.99	View chart
Analog Devices (ADI)	0.1	$205k		1.0k	201.72	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$204k		1.6k	124.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$203k		651.00	312.04	View chart
Archer Daniels Midland Company (ADM)	0.1	$202k		4.2k	48.01	View chart
Gabelli mutual funds - (GGZ)	0.1	$170k	-15%	14k	12.00	View chart
High Income Secs Shs Ben Int (PCF)	0.1	$164k		25k	6.65	View chart
Key (KEY)	0.1	$164k		10k	15.99	View chart
Cohen & Steers Clsd-End Optuny Fnd (FOF)	0.1	$153k	-45%	13k	12.07	View chart
Hanesbrands (HBI)	0.1	$144k		25k	5.77	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$122k		14k	8.60	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$122k		12k	10.29	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$119k	-2%	11k	10.73	View chart
John Hancock Hdg Eq & Inc (HEQ)	0.0	$106k		10k	10.40	View chart
Kohl's Corporation (KSS)	0.0	$105k	NEW	13k	8.18	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$105k		17k	6.02	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$73k		11k	6.55	View chart
Prospect Capital Corporation (PSEC)	0.0	$59k		14k	4.10	View chart
Fluence Energy Com Cl A (FLNC)	0.0	$56k	NEW	12k	4.85	View chart
Mfs Mun Income Tr Sh Ben Int (MFM)	0.0	$55k		10k	5.30	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$44k	-63%	16k	2.71	View chart

Past Filings by Silverlake Wealth Management

SEC 13F filings are viewable for Silverlake Wealth Management going back to 2022

Silverlake Wealth Management 2025 Q1 filed April 30, 2025
Silverlake Wealth Management 2024 Q4 filed Jan. 27, 2025
Silverlake Wealth Management 2024 Q3 filed Oct. 10, 2024
Silverlake Wealth Management 2024 Q2 filed Aug. 2, 2024
Silverlake Wealth Management 2024 Q1 filed April 18, 2024
Silverlake Wealth Management 2023 Q4 filed Jan. 22, 2024
Silverlake Wealth Management 2023 Q3 filed Oct. 10, 2023
Silverlake Wealth Management 2023 Q2 filed July 25, 2023
Silverlake Wealth Management 2023 Q1 filed April 13, 2023
Silverlake Wealth Management 2021 Q4 filed April 6, 2023
Silverlake Wealth Management 2022 Q1 filed April 6, 2023
Silverlake Wealth Management 2022 Q2 filed April 6, 2023
Silverlake Wealth Management 2022 Q3 filed April 6, 2023
Silverlake Wealth Management 2022 Q4 filed Feb. 16, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z