SILVERLAKE WEALTH MANAGEMENT LLC
CIK
1966026
City
WILLISTON
State / Country
VT
Top Portfolio Positions
172 positions ·
$192,426,203 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
48,345 | $17,895,868 | 9.30% | |
| AAPL |
Apple Inc.
Technology
|
59,764 | $15,167,505 | 7.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
25,854 | $6,319,751 | 3.28% | |
| VZ |
Verizon Communications Inc
Communication Services
|
120,581 | $6,053,166 | 3.15% | |
| IBM |
International Business Machines Corp
Technology
|
24,807 | $6,012,968 | 3.12% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
38,248 | $5,524,541 | 2.87% | |
| XOM |
Exxon Mobil Corp
Energy
|
26,616 | $4,515,670 | 2.35% | |
| CAT |
Caterpillar Inc
Industrials
|
5,483 | $3,884,486 | 2.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,447 | $3,721,079 | 1.93% | |
| T |
At&T Inc.
Communication Services
|
100,754 | $2,920,858 | 1.52% |
Portfolio Trend
Holdings in OIA
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,187 | 17,783 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $106,875 | 17,783 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $106,724 | 17,699 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $101,021 | 17,569 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $105,000 | 17,442 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $102,211 | 17,324 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $118,074 | 17,212 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $108,616 | 17,105 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $110,970 | 16,994 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $107,041 | 16,857 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $142,048 | 24,449 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $151,962 | 24,353 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $161,079 | 24,259 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $150,783 | 24,164 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $140,382 | 23,956 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $171,737 | 26,626 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $187,901 | 26,465 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $210,352 | 26,294 | Shares | Sole | 2023-04-06 | |
| No 13F history on record for this holder in this stock. | ||||||