Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SILVERLAKE WEALTH MANAGEMENT LLC
  City: WILLISTON
  State: VT
  Zip: 05495
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $196,494,000
  Total Value Change : $15,089,000
  Securities Held Change : 14
   
All Securities Held : 242
  New Positions : 29
  Closed Positions : 16
  Increased Positions : 90
  Unchanged Positions : 23
  Decreased Positions : 100

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ICF)1 Year Chart         ICF iShares Tr Cohen & Steers 256 Closed $0.00 $0 0 0% -204,000 -3,482 0    Closed - End Fund - E...
   (IWY)1 Year Chart         IWY iShares Trust 243 Closed $195.21 $0 0 0% -235,000 -1,342 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp 249 Closed $73.50 $0 0 0% -319,000 -3,327 0    Specialty Eateries
   (FTNT)1 Year Chart         FTNT Fortinet Inc 255 Closed $59.63 $0 0 0% -410,000 -7,000 0    Computer Peripherals
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 248 Closed $64.92 $0 0 0% -209,000 -2,583 0    Biotechnology
   (NKE)1 Year Chart         NKE Nike Inc B 254 Closed $93.59 $0 0 0% -411,000 -3,783 0    Textile - Apparel Foo...
   (TOL)1 Year Chart         TOL Toll Brothers Inc 247 Closed $124.05 $0 0 0% -206,000 -2,000 0    Residential Construct...
   (PLBY)1 Year Chart         PLBY PLBY Group Inc 253 Closed $1.04 $0 0 0% -12,000 -12,413 0    N/A
   (SRVR)1 Year Chart         SRVR Pacer Benchmark Data & Infr... 246 Closed $0.00 $0 0 0% -234,000 -7,849 0    N/A
   (CM)1 Year Chart         CM Canadian Imperial Bank of C... 252 Closed $48.59 $0 0 0% -274,000 -5,698 0    Domestic Money Center...
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 258 Closed $7.80 $0 0 0% -119,000 -10,470 0    Broadcasting - TV
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 245 Closed $345.61 $0 0 0% -300,000 -587 0    Textile - Apparel Clo...
   (SYNA)1 Year Chart         SYNA Synaptics Inc 251 Closed $91.00 $0 0 0% -388,000 -3,400 0    Information Technolog...
   (DLTH)1 Year Chart         DLTH Duluth Holdings Inc. 257 Closed $4.19 $0 0 0% -58,000 -10,750 0    N/A
   (BBT)1 Year Chart         BBT Truist Financial Corp 244 Closed $35.64 $0 0 0% -237,000 -6,419 0    Domestic Regional Banks
   (DVY)1 Year Chart         DVY iShares Dow Select Div 250 Closed $122.90 $0 0 0% -228,000 -1,941 0    Closed - End Fund - E...

      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results