Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP COM | 8 | Q3 2023 | 7.8% |
APPLE INC COM | 8 | Q3 2023 | 6.0% |
PROCTER AND GAMBLE CO COM | 8 | Q3 2023 | 3.5% |
JPMORGAN ULTRA-SHORT INCOME ETF | 8 | Q3 2023 | 4.2% |
JOHNSON & JOHNSON COM | 8 | Q3 2023 | 3.1% |
INTERNATIONAL BUSINESS MACHS COM | 8 | Q3 2023 | 2.3% |
KIMBERLY-CLARK CORP COM | 8 | Q3 2023 | 2.0% |
HOME DEPOT INC COM | 8 | Q3 2023 | 1.9% |
PFIZER INC COM | 8 | Q3 2023 | 1.8% |
WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 8 | Q3 2023 | 1.5% |
View SILVERLAKE WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2023-04-06 |
13F-HR | 2023-02-16 |
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.