StockDriftsStockDriftsTop 50 Silverlake Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.78% | 48.3K | $17.9M | -1.21%(-591) | $334.72(+22.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.2% | 59.8K | $15.2M | -0.26%(-154) | $173.94(+63.38%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.05% | 24.2K | $14.5M | +14.56%(+3.08K) | $589.54(+12.85%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.06% | 97.1K | $9.8M | +16.39%(+13.67K) | $100.59(-0.16%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.02% | 149.4K | $9.6M | +36.34%(+39.81K) | $58.92(+17.06%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 1.99% | 63.8K | $9.5M | -0.52%(-335) | $123.60(+26.48%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.52% | 142.0K | $7.2M | +28.93%(+31.85K) | $50.53(-0.13%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.33% | 25.9K | $6.3M | -1.43%(-375) | $166.78(+35.24%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 1.28% | 120.6K | $6.1M | -7.03%(-9.12K) | $45.31(+4.49%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.27% | 24.8K | $6.0M | +3.47%(+833) | $142.42(+60.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.01% | +33.12% |
| Top 20 Holdings Unweighted | +9.86% | +32.58% |
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