Silverlake Wealth Management

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

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Portfolio Holdings for Silverlake Wealth Management

Silverlake Wealth Management holds 277 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.6 $20M 47k 430.30
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Apple (AAPL) 4.4 $12M -7% 50k 233.00
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Procter & Gamble Company (PG) 2.4 $6.5M 37k 173.20
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International Business Machines (IBM) 2.1 $5.4M +2% 25k 221.08
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Verizon Communications (VZ) 1.9 $5.0M +3% 112k 44.91
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $4.4M 42k 104.18
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $4.3M +10% 73k 59.51
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Johnson & Johnson (JNJ) 1.5 $3.9M 24k 162.06
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $3.4M 19k 179.30
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Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $3.4M 26k 128.20
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.2M +8% 6.5k 488.10
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Home Depot (HD) 1.1 $3.0M 7.4k 405.19
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.1 $2.9M 30k 95.15
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Exxon Mobil Corporation (XOM) 1.1 $2.8M 24k 117.22
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Vanguard World Health Car Etf (VHT) 1.0 $2.6M +10% 9.4k 282.19
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Capital Group Dividend Value Shs Creation Uni (CGDV) 1.0 $2.6M +3% 72k 36.44
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Kimberly-Clark Corporation (KMB) 1.0 $2.6M 18k 142.28
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Wisdomtree Tr Us Midcap Divid (DON) 0.9 $2.5M -3% 49k 51.13
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Merck & Co (MRK) 0.9 $2.4M +5% 21k 113.56
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Spdr S&p 500 Etf Tr Call Call Option (Principal) 0.9 $2.4M 4.2k 573.76
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Ishares Tr Core Msci Eafe (IEFA) 0.8 $2.2M -3% 29k 78.05
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.8 $2.2M +18% 31k 70.54
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Coca-Cola Company (KO) 0.8 $2.2M +3% 31k 71.86
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.8 $2.2M +18% 105k 20.65
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.8 $2.2M +2% 71k 30.15
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Gabelli Dividend & Income Trust (GDV) 0.8 $2.1M -10% 86k 24.45
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Oneok (OKE) 0.8 $2.1M 23k 91.13
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $2.1M +8% 24k 84.53
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Pfizer (PFE) 0.8 $2.0M +20% 71k 28.94
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.8 $2.0M +21% 66k 31.08
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $2.0M +3% 40k 50.74
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Ishares Tr Us Infrastruc (IFRA) 0.8 $2.0M +8% 43k 46.97
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Costco Wholesale Corporation (COST) 0.8 $2.0M +27% 2.3k 886.70
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S&p Global (SPGI) 0.8 $2.0M 3.8k 516.62
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.7 $2.0M +6% 28k 71.73
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.7 $2.0M -6% 93k 21.12
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Abbvie (ABBV) 0.7 $2.0M 9.9k 197.48
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.7 $1.9M +19% 97k 19.56
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.9M +3% 6.6k 283.17
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.8M 3.9k 460.26
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Energy Transfer Com Ut Ltd Ptn (ET) 0.7 $1.7M +6% 108k 16.05
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $1.7M +32% 87k 19.72
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Chevron Corporation (CVX) 0.6 $1.7M +3% 11k 147.27
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Vanguard World Mega Grwth Ind (MGK) 0.6 $1.6M +44% 5.1k 321.93
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Carnival Corp Unit 99/99/9999 (CCL) 0.6 $1.6M -3% 87k 18.48
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Amgen (AMGN) 0.6 $1.6M +2% 4.9k 322.21
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.6 $1.6M +88% 68k 23.12
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Kinder Morgan (KMI) 0.6 $1.5M +3% 69k 22.09
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Invesco Qqq Tr Put Put Option (Principal) 0.6 $1.5M NEW 3.1k 488.07
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.5M +10% 6.2k 237.20
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Caterpillar (CAT) 0.6 $1.5M -9% 3.7k 391.16
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Altria (MO) 0.5 $1.4M +6% 28k 51.04
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $1.4M -4% 20k 73.42
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $1.4M +34% 69k 20.56
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Amazon (AMZN) 0.5 $1.4M +4% 7.5k 186.33
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At&t (T) 0.5 $1.4M 63k 22.00
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Vanguard World Mega Cap Val Etf (MGV) 0.5 $1.4M +45% 11k 128.28
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $1.4M +10% 12k 112.98
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.4M 6.8k 198.05
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Ishares Tr Mbs Etf (MBB) 0.5 $1.3M +107% 13k 95.81
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.3M 24k 52.81
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Spdr Gold Tr Gold Shs (GLD) 0.5 $1.3M +3% 5.2k 243.06
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Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.2M 4.7k 263.27
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Fidelity Covington Trust Enhanced Large (FELC) 0.5 $1.2M +13% 37k 32.09
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $1.2M +6% 14k 83.21
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $1.1M +12% 20k 54.93
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Public Storage (PSA) 0.4 $1.0M 2.9k 363.90
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $1.0M 4.1k 245.44
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Eli Lilly & Co. (LLY) 0.4 $1000k -5% 1.1k 885.60
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Meta Platforms Cl A (META) 0.4 $997k -2% 1.7k 572.44
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Barrick Gold Corp (GOLD) 0.4 $992k 50k 19.89
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Select Sector Spdr Tr Energy (XLE) 0.4 $985k +9% 11k 87.80
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $981k +6% 4.9k 200.79
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Southern Company (SO) 0.4 $967k 11k 90.18
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Capri Holdings SHS (CPRI) 0.4 $959k -9% 23k 42.44
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Newmont Mining Corporation (NEM) 0.4 $949k -8% 18k 53.45
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Ishares Gold Tr Ishares New (IAU) 0.4 $942k +6% 19k 49.70
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NVIDIA Corporation (NVDA) 0.4 $937k -4% 7.7k 121.44
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $907k -2% 26k 34.79
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Wal-Mart Stores (WMT) 0.3 $891k 11k 80.75
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $888k 5.4k 165.86
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Select Sector Spdr Tr Financial (XLF) 0.3 $886k NEW 20k 45.32
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $871k +20% 11k 80.78
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McDonald's Corporation (MCD) 0.3 $863k 2.8k 304.51
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Bank of America Corporation (BAC) 0.3 $850k -17% 21k 39.68
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Fidelity Covington Trust Enhanced Large (FELG) 0.3 $848k 26k 33.18
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CVS Caremark Corporation (CVS) 0.3 $847k 14k 62.88
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Ishares Tr U.s. Insrnce Etf (IAK) 0.3 $805k -8% 6.2k 129.05
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Trane Technologies SHS (TT) 0.3 $795k 2.0k 388.73
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Tesla Motors (TSLA) 0.3 $794k +2% 3.0k 261.63
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Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $781k -7% 3.9k 202.75
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Enbridge (ENB) 0.3 $778k +2% 19k 40.61
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Ge Aerospace Com New (GE) 0.3 $767k 4.1k 188.59
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Vanguard World Utilities Etf (VPU) 0.3 $747k +8% 4.3k 174.06
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Blackstone Group Inc Com Cl A (BX) 0.3 $738k +3% 4.8k 153.13
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Ishares Tr Core Div Grwth (DGRO) 0.3 $731k NEW 12k 62.69
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Bank of New York Mellon Corporation (BK) 0.3 $730k 10k 71.86
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $701k +13% 4.6k 154.01
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $694k +11% 5.8k 120.38
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Duke Energy Corp Com New (DUK) 0.3 $685k +12% 5.9k 115.30
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Nuveen Insd Dividend Advantage (NVG) 0.3 $685k +31% 51k 13.39
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JPMorgan Chase & Co. (JPM) 0.3 $675k -9% 3.2k 210.88
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Ishares Tr Us Aer Def Etf (ITA) 0.3 $668k -7% 4.5k 149.65
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Kraft Heinz (KHC) 0.2 $649k -5% 19k 35.11
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Toronto Dominion Bk Ont Com New (TD) 0.2 $635k -19% 10k 63.26
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $629k 3.3k 190.70
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $622k +21% 1.1k 573.64
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Axon Enterprise (AXON) 0.2 $599k 1.5k 399.60
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Medtronic SHS (MDT) 0.2 $593k -2% 6.6k 90.03
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TJX Companies (TJX) 0.2 $589k -16% 5.0k 117.53
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General Mills (GIS) 0.2 $587k 8.0k 73.85
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Lowe's Companies (LOW) 0.2 $573k -10% 2.1k 270.89
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Emerson Electric (EMR) 0.2 $573k 5.2k 109.38
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $564k NEW 30k 18.81
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Cisco Systems (CSCO) 0.2 $549k -3% 10k 53.22
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $542k +6% 4.6k 116.95
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General Dynamics Corporation (GD) 0.2 $539k +23% 1.8k 302.26
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Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.2 $538k 22k 24.69
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Goldman Sachs Physical Gold Unit (AAAU) 0.2 $537k NEW 21k 26.02
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Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $535k +33% 43k 12.38
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Wheaton Precious Metals Corp (WPM) 0.2 $535k 8.8k 61.08
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Vanguard World Inf Tech Etf (VGT) 0.2 $526k +4% 896.00 586.77
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Oracle Corporation (ORCL) 0.2 $521k 3.1k 170.39
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $515k 9.8k 52.55
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $507k +5% 1.9k 263.82
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $504k +5% 15k 34.28
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $500k +3% 3.0k 167.65
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.2 $496k +38% 38k 13.10
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $495k -4% 2.8k 179.16
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American Express Company (AXP) 0.2 $491k 1.8k 271.25
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Ishares Tr Core Msci Euro (IEUR) 0.2 $489k NEW 8.0k 60.93
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Wynn Resorts (WYNN) 0.2 $488k -7% 5.1k 95.89
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $488k +3% 2.4k 200.34
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Advisorshares Tr Insider Advanta (SURE) 0.2 $486k +3% 4.1k 119.05
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Philip Morris International (PM) 0.2 $486k 4.0k 121.39
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $485k +49% 41k 11.97
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Ford Motor Company (F) 0.2 $483k +15% 46k 10.56
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Walt Disney Company (DIS) 0.2 $480k -3% 5.0k 96.19
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.2 $480k -6% 9.3k 51.83
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Boston Scientific Corporation (BSX) 0.2 $477k 5.7k 83.80
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Boeing Company (BA) 0.2 $474k -2% 3.1k 152.04
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Alphabet Cap Stk Cl C (GOOG) 0.2 $460k 2.8k 167.17
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $456k -6% 5.0k 91.31
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Honeywell International (HON) 0.2 $455k 2.2k 206.68
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Citigroup Com New (C) 0.2 $450k +2% 7.2k 62.60
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American Intl Group Com New (AIG) 0.2 $450k 6.1k 73.23
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $442k 1.2k 353.48
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Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.2 $438k 14k 31.38
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $437k +33% 4.5k 97.42
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Eaton Vance Tax-advntg Glbl Di (ETG) 0.2 $436k -6% 22k 19.44
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Bk Nova Cad (BNS) 0.2 $435k -16% 8.0k 54.49
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Pepsi (PEP) 0.2 $433k +8% 2.5k 170.04
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BlackRock (BLK) 0.2 $430k 453.00 949.71
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Shell Spon Ads (SHEL) 0.2 $430k 6.5k 65.95
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $428k +14% 7.4k 57.83
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $427k +3% 2.5k 173.67
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Deere & Company (DE) 0.2 $424k -12% 1.0k 417.34
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Baxter International (BAX) 0.2 $420k -5% 11k 37.97
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $415k +38% 1.7k 243.47
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Delta Air Lines Inc Del Com New (DAL) 0.2 $414k -5% 8.2k 50.79
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Ishares Tr Tips Bd Etf (TIP) 0.2 $409k -7% 3.7k 110.47
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Select Sector Spdr Tr Indl (XLI) 0.2 $408k -49% 3.0k 135.43
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $406k 4.0k 100.68
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.2 $404k 7.4k 54.99
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Bank Of Montreal Cadcom (BMO) 0.2 $400k 4.4k 90.20
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Pacer Fds Tr Pacer Us Small (CALF) 0.2 $397k +4% 8.5k 46.52
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3M Company (MMM) 0.1 $395k 2.9k 136.68
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Thermo Fisher Scientific (TMO) 0.1 $392k -5% 633.00 618.57
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United Parcel Service CL B (UPS) 0.1 $385k 2.8k 136.33
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $382k 12k 30.85
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Cohen & Steers Clsd-End Optuny Fnd (FOF) 0.1 $382k -14% 29k 13.00
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Qualcomm (QCOM) 0.1 $378k 2.2k 170.02
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Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $374k +8% 11k 34.99
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $373k +23% 1.4k 267.45
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $371k +29% 4.7k 79.45
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $366k 5.1k 71.10
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Enterprise Products Partners (EPD) 0.1 $365k 13k 29.11
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Mondelez Intl Cl A (MDLZ) 0.1 $359k 4.9k 73.67
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Hershey Company (HSY) 0.1 $357k 1.9k 191.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $357k +8% 676.00 527.65
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Unilever Spon Adr New (UL) 0.1 $354k 5.5k 64.96
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Colgate-Palmolive Company (CL) 0.1 $353k 3.4k 103.82
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Draftkings Com Cl A (DKNG) 0.1 $352k -8% 9.0k 39.20
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $352k 4.3k 81.27
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.1 $350k +12% 11k 33.16
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Nuveen Multi Asset Income Fu (NMAI) 0.1 $349k -38% 26k 13.22
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Wells Fargo & Company (WFC) 0.1 $340k 6.0k 56.49
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Marathon Petroleum Corp (MPC) 0.1 $338k -13% 2.1k 162.87
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $337k 2.8k 120.33
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Clorox Company (CLX) 0.1 $337k -8% 2.1k 162.91
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BP Sponsored Adr (BP) 0.1 $336k -9% 11k 31.39
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Kellogg Company (K) 0.1 $335k -4% 4.2k 80.71
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Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 0.1 $325k 5.9k 55.43
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Raytheon Technologies Corp (RTX) 0.1 $324k 2.7k 121.15
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $322k 2.7k 119.80
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Vaneck Etf Trust Environmental Sr (EVX) 0.1 $320k +34% 1.8k 180.47
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $316k -75% 3.0k 104.67
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $311k +19% 13k 23.74
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Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $308k +19% 13k 23.27
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $308k 3.3k 92.46
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Gabelli mutual funds - (GGZ) 0.1 $306k -30% 25k 12.41
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Select Sector Spdr Tr Technology (XLK) 0.1 $305k +35% 1.4k 225.68
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Micron Technology (MU) 0.1 $305k +59% 2.9k 103.71
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Constellation Brands Cl A (STZ) 0.1 $301k 1.2k 257.79
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Vanguard Index Fds Value Etf (VTV) 0.1 $298k -2% 1.7k 174.55
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $291k NEW 2.7k 109.35
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $291k +9% 4.4k 66.19
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Realty Income (O) 0.1 $290k 4.6k 63.42
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Nextera Energy (NEE) 0.1 $290k NEW 3.4k 84.52
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Bristol Myers Squibb (BMY) 0.1 $288k 5.6k 51.74
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.1 $283k 11k 25.47
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $281k -9% 4.2k 67.51
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $280k 16k 17.35
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Charter Communications Inc N Cl A (CHTR) 0.1 $280k 863.00 324.08
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M&T Bank Corporation (MTB) 0.1 $275k 1.5k 178.13
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $274k 2.9k 95.75
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $270k 11k 24.49
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AutoNation (AN) 0.1 $268k 1.5k 178.92
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Corning Incorporated (GLW) 0.1 $267k -2% 5.9k 45.15
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Las Vegas Sands (LVS) 0.1 $267k 5.3k 50.34
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Lockheed Martin Corporation (LMT) 0.1 $265k -45% 453.00 584.56
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Campbell Soup Company (CPB) 0.1 $260k 5.3k 48.92
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Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $259k 11k 23.58
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Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.1 $259k 11k 23.70
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $258k 30k 8.72
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $256k 783.00 326.73
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ConocoPhillips (COP) 0.1 $252k 2.4k 105.27
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Williams-Sonoma (WSM) 0.1 $250k +79% 1.6k 154.92
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Archer Daniels Midland Company (ADM) 0.1 $250k 4.2k 59.74
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Kenvue (KVUE) 0.1 $246k 11k 23.13
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Adams Express Company (ADX) 0.1 $245k 11k 21.56
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salesforce (CRM) 0.1 $245k +7% 894.00 273.71
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Rh (RH) 0.1 $244k -12% 730.00 334.43
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Illinois Tool Works (ITW) 0.1 $244k 930.00 262.07
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $238k 4.2k 57.22
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $238k 17k 13.80
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Ge Vernova (GEV) 0.1 $238k NEW 933.00 254.98
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Casella Waste Sys Cl A (CWST) 0.1 $236k 2.4k 99.49
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Analog Devices (ADI) 0.1 $231k 1.0k 230.23
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Parker-Hannifin Corporation (PH) 0.1 $231k -22% 366.00 631.82
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $230k -10% 399.00 576.21
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $228k 8.7k 26.28
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $228k 1.6k 139.52
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MetLife (MET) 0.1 $219k -22% 2.7k 82.49
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Abbott Laboratories (ABT) 0.1 $219k NEW 1.9k 114.04
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Ishares Tr Msci India Etf (INDA) 0.1 $218k -5% 3.7k 58.53
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Republic Services (RSG) 0.1 $218k 1.1k 200.84
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Markel Corporation (MKL) 0.1 $217k 138.00 1568.58
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Ingersoll Rand (IR) 0.1 $212k NEW 2.2k 98.16
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Morgan Stanley Com New (MS) 0.1 $211k NEW 2.0k 104.24
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $211k NEW 4.4k 48.24
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Ross Stores (ROST) 0.1 $211k 1.4k 150.51
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Lithia Motors (LAD) 0.1 $210k NEW 660.00 317.64
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Gilead Sciences (GILD) 0.1 $210k NEW 2.5k 83.86
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Adobe Systems Incorporated (ADBE) 0.1 $208k 401.00 517.78
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $207k NEW 2.6k 80.37
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Palantir Technologies Cl A (PLTR) 0.1 $205k NEW 5.5k 37.20
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RBB Us Treas 3 Mnth (TBIL) 0.1 $204k -42% 4.1k 50.04
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Visa Com Cl A (V) 0.1 $204k -11% 742.00 274.96
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $204k NEW 2.3k 88.29
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Oshkosh Corporation (OSK) 0.1 $200k 2.0k 100.21
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Key (KEY) 0.1 $184k 11k 16.75
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Hanesbrands (HBI) 0.1 $183k 25k 7.35
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High Income Secs Shs Ben Int (PCF) 0.1 $172k 25k 6.83
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BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $164k -3% 19k 8.65
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Blackrock Muni Intermediate Drtn Fnd (MUI) 0.0 $131k 10k 12.58
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Western Asset Managed Municipals Fnd (MMU) 0.0 $128k NEW 12k 10.84
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John Hancock Hdg Eq & Inc (HEQ) 0.0 $123k -8% 11k 10.97
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Invesco Municipal Income Opp Trust (OIA) 0.0 $118k 17k 6.86
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Warner Bros Discovery Com Ser A (WBD) 0.0 $101k +21% 12k 8.25
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Sofi Technologies (SOFI) 0.0 $94k 12k 7.86
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Lithium Amers Corp Com Shs (LAC) 0.0 $89k NEW 33k 2.70
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Liberty All Star Equity Sh Ben Int (USA) 0.0 $79k 11k 7.10
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Prospect Capital Corporation (PSEC) 0.0 $68k 13k 5.35
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Telefonica S A Sponsored Adr (TEF) 0.0 $67k -13% 14k 4.86
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Mfs Mun Income Tr Sh Ben Int (MFM) 0.0 $59k 10k 5.72
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Fuelcell Energy (FCEL) 0.0 $7.6k 20k 0.38
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Past Filings by Silverlake Wealth Management

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