SILVERLAKE WEALTH MANAGEMENT LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$260M
Signature - Title
Jeffrey Steele - Chief Compliance Officer
Location
Williston, VT
Summary
This page shows a list of all the recent 13F filings made by SILVERLAKE WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SILVERLAKE WEALTH MANAGEMENT LLC reported 275 stock holdings with total value $260M as of Q3 2024. Top holdings included MSFT, AAPL, PG, IBM, and VZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 275 $260M +$17.6M -$16.5M +$1.09M MSFT, AAPL, PG, IBM, VZ 13F-HR 10/10/2024, 11:45 AM
Q2 2024 282 $244M +$52.5M -$6.22M +$46.3M MSFT, AAPL, PG, VZ, SCHG 13F-HR 8/2/2024, 06:39 AM
Q1 2024 242 $196M +$18.6M -$14.5M +$4.09M MSFT, AAPL, PG, IBM, JNJ 13F-HR 4/18/2024, 12:53 PM
Q4 2023 228 $181M +$10.7M -$22.9M -$12.2M MSFT, AAPL, PG, IBM, JNJ 13F-HR 1/22/2024, 09:22 AM
Q3 2023 227 $178M +$14.1M -$8.65M +$5.44M MSFT, AAPL, PG, JNJ, JPST 13F-HR 10/10/2023, 02:03 PM
Q2 2023 227 $180M +$15.1M -$7.03M +$8.08M MSFT, AAPL, PG, JPST, JNJ 13F-HR 7/25/2023, 02:54 PM
Q1 2023 215 $165M +$6.76M -$7.46M -$698K MSFT, AAPL, JPST, PG, JNJ 13F-HR 4/12/2023, 08:03 PM
Q4 2022 213 $160M +$7.97M -$8.28M -$313K MSFT, AAPL, JPST, PG, JNJ 13F-HR 2/15/2023, 05:55 PM
Q3 2022 206 $148M +$10.4M -$5.11M +$5.24M MSFT, AAPL, JPST, PG, JNJ 13F-HR 4/6/2023, 02:37 PM
Q2 2022 207 $153M +$10M -$10.4M -$424K MSFT, AAPL, PG, JNJ, JPST 13F-HR 4/6/2023, 02:31 PM
Q1 2022 224 $175M +$14.7M -$18.4M -$3.72M MSFT, AAPL, PG, JNJ, JPST 13F-HR 4/6/2023, 02:26 PM
Q4 2021 232 $186M $0 $0 MSFT, AAPL, PG, JNJ, HD 13F-HR 4/6/2023, 02:16 PM