SILVERLAKE WEALTH MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW SILVERLAKE WEALTH MANAGEMENT LLC | Institutional Filer | ▲ 6.49% | $474.0M | 374 |
Current Portfolio Holdings
Showing all 374 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 48K | $17.9M | 3.78% |
| 2 | AAPL | Apple Inc. | Technology | 60K | $15.2M | 3.20% |
| 3 | VOO | VANGUARD INDEX FDS | — | 24K | $14.5M | 3.05% |
| 4 | SGOV | ISHARES TR | — | 97K | $9.8M | 2.06% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 149K | $9.6M | 2.02% |
| 6 | VYM | VANGUARD WHITEHALL FDS | — | 64K | $9.5M | 1.99% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | — | 142K | $7.2M | 1.52% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 26K | $6.3M | 1.33% |
| 9 | VZ | Verizon Communications Inc. | Communication Services | 121K | $6.1M | 1.28% |
| 10 | IBM | International Business Machines Corporation | Technology | 25K | $6.0M | 1.27% |
| 11 | SCHG | SCHWAB STRATEGIC TR | — | 191K | $5.6M | 1.17% |
| 12 | PG | The Procter & Gamble Company | Consumer Defensive | 38K | $5.5M | 1.17% |
| 13 | FBND | FIDELITY MERRIMACK STR TR | — | 115K | $5.3M | 1.11% |
| 14 | IJR | ISHARES TR | — | 42K | $5.2M | 1.10% |
| 15 | BDYN | BLACKROCK ETF TRUST | — | 189K | $4.6M | 0.97% |
Showing 1 to 15 of 374 holdings