Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP COM | 11 | Q2 2024 | 8.6% |
APPLE INC COM | 11 | Q2 2024 | 6.0% |
PROCTER AND GAMBLE CO COM | 11 | Q2 2024 | 3.5% |
JOHNSON & JOHNSON COM | 11 | Q2 2024 | 3.1% |
JPMORGAN ULTRA-SHORT INCOME ETF | 11 | Q2 2024 | 4.2% |
INTERNATIONAL BUSINESS MACHS COM | 11 | Q2 2024 | 2.3% |
KIMBERLY-CLARK CORP COM | 11 | Q2 2024 | 2.0% |
HOME DEPOT INC COM | 11 | Q2 2024 | 1.9% |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 11 | Q2 2024 | 1.8% |
WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 11 | Q2 2024 | 1.5% |
View SILVERLAKE WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-08-02 |
13F-HR | 2024-04-18 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-13 |
13F-HR | 2023-04-06 |
13F-HR | 2023-04-06 |
13F-HR | 2023-04-06 |
View SILVERLAKE WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.