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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SILVERLAKE WEALTH MANAGEMENT LLC

Quarter ended Q2 2023 · Filed April 6, 2023 · Accession 0001966026-23-000002

Total Value
$185.9M
Positions
232
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (232)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT41,931$14.1M7.58%
2APPLE INC COMAAPL55,364$9.8M5.29%
3PROCTER AND GAMBLE CO COM74271810935,545$5.8M3.13%
4JOHNSON & JOHNSON COMJNJ26,664$4.6M2.45%
5HOME DEPOT INC COMHD8,512$3.5M1.90%
6INTERNATIONAL BUSINESS MACHS COMINTR23,830$3.2M1.71%
7PFIZER INC COMPFE53,603$3.2M1.70%
8JPMORGAN ULTRA-SHORT INCOME ETF46641Q83762,530$3.2M1.70%
9KIMBERLY-CLARK CORP COMKMB22,046$3.2M1.69%
10VANGUARD FTSE DEVELOPED MARKETS ETF92194385853,882$2.8M1.48%
11WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT61,045$2.7M1.46%
12VANGUARD TOTAL STOCK MARKET ETF92290876911,142$2.7M1.45%
13AVANTIS U.S. EQUITY ETF02507288532,534$2.6M1.40%
14INVESCO BULLETSHARES 2023 CORPORATE BOND ETFIVZ106,481$2.3M1.23%
15ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39611,681$2.1M1.14%
16VANGUARD SMALL-CAP ETF9229087519,156$2.1M1.11%
17VERIZON COMMUNICATIONS INC COMVZ38,822$2.0M1.08%
18SCHWAB US DIVIDEND EQUITY ETF80852479724,871$2.0M1.08%
19AT&T INC COMT-PC81,377$2.0M1.08%
20BLACKSTONE INC COMBX14,749$1.9M1.03%
21GABELLI DIVID & INCOME TR COM36242H10468,978$1.9M1.00%
22COCA COLA CO COMKO29,918$1.8M0.95%
23SPDR S&P 500 ETF TRUSTSPY3,471$1.6M0.89%
24ONEOK INC NEW COMOKE27,833$1.6M0.88%
25MERCK & CO INC COMMRK20,983$1.6M0.86%
26VANGUARD LARGE-CAP ETF9229086377,231$1.6M0.86%
27INTEL CORP COMINTC30,415$1.6M0.84%
28ISHARES MSCI USA QUALITY FACTOR ETF46432F33910,257$1.5M0.80%
29WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT22,529$1.5M0.80%
30DISNEY WALT CO COM2546871068,999$1.4M0.75%
31SPDR SSGA U.S. SECTOR ROTATION ETF78470P40829,514$1.4M0.75%
32PUBLIC STORAGE COMPSA-PS3,694$1.4M0.74%
33META PLATFORMS INC CL AMETA4,112$1.4M0.74%
34ABBVIE INC COMABBV10,187$1.4M0.74%
35CISCO SYS INC COMCSCO21,268$1.3M0.72%
36EXXON MOBIL CORP COMXOM21,843$1.3M0.72%
37COHEN & STEERS CLOSED-END OPPO COM19248P10689,409$1.3M0.71%
38NUVEEN MULTI ASSET INCOME FUND COM67075010868,181$1.3M0.68%
39INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ57,606$1.3M0.68%
40BANK AMERICA CORP COM06050510427,826$1.2M0.67%
41AMGEN INC COMAMGN5,343$1.2M0.65%
42CHEVRON CORP NEW COMCVX10,209$1.2M0.64%
43SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R64820,273$1.2M0.64%
44ISHARES MSCI USA MIN VOL FACTOR ETF46429B69714,619$1.2M0.64%
45CATERPILLAR INC COMCAT5,513$1.1M0.61%
46VANGUARD DIVIDEND APPRECIATION ETF9219088446,631$1.1M0.61%
47INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ51,009$1.1M0.60%
48TORONTO DOMINION BK ONT COM NEWTORO14,368$1.1M0.59%
49SYNAPTICS INC COMSYNA3,720$1.1M0.58%
50SCHWAB U.S. LARGE-CAP GROWTH ETF8085243006,521$1.1M0.57%
51AMAZON COM INC COMAMZN319$1.1M0.57%
52INVESCO QQQ TRUSTIVZ2,605$1.0M0.56%
53CVS HEALTH CORP COMCVS9,481$978,0660.53%
54CORNING INC COMGLW25,770$959,4160.52%
55NEWMONT CORP COMNEMCL13,904$862,3020.46%
56ENBRIDGE INC COMENNPF21,766$850,5980.46%
57ALTRIA GROUP INC COMMO17,947$850,5200.46%
58VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464067,257$813,6300.44%
59BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,632$786,9680.42%
60VANGUARD REAL ESTATE ETF9229085536,755$783,6920.42%
61SOUTHERN CO COMSOMN11,396$781,5500.42%
62DEERE & CO COMDE2,224$762,5050.41%
63PACER DATA & INFRASTRUCTURE REAL ESTATE ETF69374H74116,911$731,9300.39%
64VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679410,893$731,7130.39%
65PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R8337,204$731,6400.39%
66BOEING CO COMBA-PA3,567$718,1080.39%
67FORD MTR CO DEL COM34537086034,456$715,6460.38%
68EATON VANCE TAX ADVT DIV INCM COMETN23,682$705,4880.38%
69MCDONALDS CORP COMMCD2,626$703,8290.38%
70COSTCO WHSL CORP NEW COM22160K1051,186$673,3010.36%
71KINDER MORGAN INC DEL COMEP-PC42,093$667,5990.36%
72CHARTER COMMUNICATIONS INC NEW CL A16119P1081,013$660,4460.36%
73INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ30,929$654,4660.35%
74LOWES COS INC COM5486611072,528$653,4370.35%
75SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R20020,310$621,2690.33%
76JPMORGAN CHASE & CO COMVYLD3,888$615,6640.33%
77EATON VANCE TX ADV GLBL DIV FD COMETN27,071$615,3240.33%
78ISHARES CORE U.S. AGGREGATE BOND ETF4642872265,306$605,3550.33%
79PEPSICO INC COMPEP3,474$603,5150.32%
80GENERAL MTRS CO COM37045V1009,858$577,9750.31%
81FORTINET INC COMFTNT1,600$575,0400.31%
82TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8033,298$573,4230.31%
83INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7045,398$571,2050.31%
84STARBUCKS CORP COMSBUX4,827$564,6540.30%
85QUALCOMM INC COMQCOM3,074$562,2200.30%
86SPDR GOLD SHARESGLD3,271$559,2100.30%
87ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872424,156$550,7530.30%
88VANGUARD MID-CAP ETF9229086292,154$548,8830.30%
89CITIGROUP INC COM NEWC-PR9,073$547,9170.29%
90UNITED PARCEL SERVICE INC CL BUPS2,531$542,4090.29%
913M CO COMMMM2,969$527,4420.28%
92ACCENTURE PLC IRELAND SHS CLASS AACN1,262$523,1620.28%
93CONSTELLATION BRANDS INC CL ASTZ2,067$518,6350.28%
94BANK NOVA SCOTIA HALIFAX COM0641491077,126$510,8630.27%
95INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFIVZ9,218$496,7580.27%
96WALMART INC COMWMT3,411$493,5200.27%
97INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ22,544$485,8320.26%
98MEDICAL PPTYS TRUST INC COM58463J30420,061$474,0350.25%
99ISHARES NATIONAL MUNI BOND ETF4642884144,044$470,2360.25%
100DUKE ENERGY CORP NEW COM NEWDUKB4,462$468,0880.25%
101ISHARES RUSSELL TOP 200 ETF4642894464,100$467,2360.25%
102NIKE INC CL BNKE2,785$464,1790.25%
103TESLA INC COMTSLA436$460,7560.25%
104DELTA AIR LINES INC DEL COM NEWDAL11,466$448,0910.24%
105GENERAL MLS INC COM3703341046,626$446,4930.24%
106THERMO FISHER SCIENTIFIC INC COMTMO668$445,7280.24%
107BRISTOL-MYERS SQUIBB CO COMCELG-RI7,148$445,6800.24%
108DISCOVER FINL SVCS COM2547091083,816$440,9770.24%
109ORACLE CORP COMORCL-PD5,021$437,9170.24%
110DOMINOS PIZZA INC COMDPZ770$434,5340.23%
111PACER TRENDPILOT US LARGE CAP ETF69374H10510,418$432,7640.23%
112VISA INC COM CL AV1,978$428,6650.23%
113ENERGY SELECT SECTOR SPDR FUND81369Y5067,717$428,3150.23%
114ROYAL CARIBBEAN GROUP COMV7780T1035,349$411,3380.22%
115INTUITIVE SURGICAL INC COM NEWISRG1,134$407,4460.22%
116GENERAL ELECTRIC CO COM NEW3696043014,278$404,1580.22%
117ATLANTICA SUSTAINABLE INFR PLC SHSALDA11,281$403,4260.22%
118WELLS FARGO CO NEW COM9497461018,382$402,1690.22%
119EATON VANCE TAX-MANAGED GLOBAL COMETN36,129$385,4920.21%
120EMERSON ELEC CO COMEMR4,139$384,7800.21%
121BANK MONTREAL QUE COM0636711013,517$378,8320.20%
122HONEYWELL INTL INC COM4385161061,813$378,0150.20%
123VANGUARD S&P 500 VALUE ETF9219327032,484$376,0510.20%
124ARK INNOVATION ETF00214Q1043,946$373,2520.20%
125SALESFORCE INC COMCRM1,460$371,0300.20%
126KEYCORP COM49326710815,744$364,1560.20%
127CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,781$364,1080.20%
128HERSHEY CO COMHSY1,867$361,1720.19%
129TC ENERGY CORP COMTRPRF7,757$361,0160.19%
130LILLY ELI & CO COMLLY1,303$359,9630.19%
131MEDTRONIC PLC SHSMDT3,425$354,2830.19%
132TJX COS INC NEW COM8725401094,661$353,8550.19%
133JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3325,575$352,2840.19%
134PHILIP MORRIS INTL INC COM7181721093,675$349,1180.19%
135AMERICAN EXPRESS CO COMAXP2,130$348,4890.19%
136BLACKROCK INC COMBLK376$344,2510.19%
137ROYCE VALUE TR INC COMRVT17,514$343,0990.18%
138PAYPAL HLDGS INC COMPYPL1,798$339,0670.18%
139ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4642885133,827$333,0220.18%
140CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTCSQ17,020$328,3090.18%
141REAL ESTATE SELECT SECTOR SPDR FUND81369Y8606,275$325,1080.17%
142PENN ENTERTAINMENT INC COMPENN6,220$322,5070.17%
143ISHARES RUSSELL 2000 ETF4642876551,435$319,2160.17%
144WILLIAMS SONOMA INC COMWSM1,886$318,9790.17%
145WP CAREY INC COM92936U1093,847$315,6280.17%
146BOSTON SCIENTIFIC CORP COMBSX7,396$314,1820.17%
147MORGAN STANLEY COM NEWMS-PQ3,127$306,9460.17%
148ISHARES SELECT DIVIDEND ETF4642871682,503$306,8430.17%
149COLGATE PALMOLIVE CO COMCL3,580$305,5530.16%
150ISHARES TIPS BOND ETF4642871762,309$298,3720.16%
151VIRTUS EQUITY & CONV INCM FD COM92841M1019,890$298,0850.16%
152ISHARES RUSSELL TOP 200 VALUE ETF4642894204,250$297,7980.16%
153CASELLA WASTE SYS INC CL ACWST3,485$297,6890.16%
154EATON VANCE TAX-MANAGED BUY- W COMETN17,242$288,6270.16%
155ISHARES RUSSELL 3000 ETF4642876891,037$287,7680.15%
156NEXTERA ENERGY INC COMNEE-PW3,081$287,6840.15%
157INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETFIVZ5,870$286,8020.15%
158PIMCO ACTIVE BOND ETF72201R7752,614$286,0040.15%
159HIGH INCOME SECS FD SHS BEN INT42968F10832,960$285,1040.15%
160TARGET CORP COMTGT1,225$283,4190.15%
161INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,738$282,9400.15%
162BARRICK GOLD CORP COM06790110814,812$281,4280.15%
163ALPHABET INC CAP STK CL AGOOG97$281,0130.15%
164SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4093,873$280,6400.15%
165ISHARES CORE S&P 500 ETF464287200578$275,9170.15%
166COINBASE GLOBAL INC COM CL ACOIN1,090$275,0830.15%
167ISHARES S&P 500 GROWTH ETF4642873093,250$271,9280.15%
168ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,956$271,4930.15%
169GILEAD SCIENCES INC COMGILD3,628$263,4000.14%
170MONDELEZ INTL INC CL A6092071053,928$260,4820.14%
171NVIDIA CORPORATION COMNVDA885$260,2870.14%
172ISHARES COHEN & STEERS REIT ETF4642875643,399$258,6200.14%
173REALTY INCOME CORP COMO3,600$257,7450.14%
174INVESCO S&P MIDCAP MOMENTUM ETFIVZ2,800$254,6320.14%
175COHEN & STEERS INFRASTRUCTURE COM19248A1098,904$253,7660.14%
176ENTERPRISE PRODS PARTNERS L P COM29379210711,552$253,6930.14%
177FINANCIAL SELECT SECTOR SPDR FUND81369Y6056,467$252,5180.14%
178BEST BUY INC COMBBY2,472$251,1480.14%
179WEYERHAEUSER CO MTN BE COM NEWWY6,060$249,5510.13%
180SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF78470P2005,027$246,8220.13%
181SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8485,198$246,0660.13%
182LOGITECH INTL S A SHSH504302322,951$243,3640.13%
183INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ10,712$243,0590.13%
184VANGUARD MID-CAP VALUE ETF9229085121,616$242,9140.13%
185TRANE TECHNOLOGIES PLC SHSTT1,200$242,4360.13%
186ISHARES RUSSELL 2000 VALUE ETF4642876301,459$242,2670.13%
187ARCHER DANIELS MIDLAND CO COMADM3,577$241,7930.13%
188MARATHON PETE CORP COMMARA3,700$236,7520.13%
189AXON ENTERPRISE INC COMAXON1,500$235,5000.13%
190ILLINOIS TOOL WKS INC COM452308109949$234,2130.13%
191JOHN HANCOCK HEDGED EQUITY & I COMHEQ18,013$234,1690.13%
192ABBOTT LABS COMABLZF1,662$233,9740.13%
193LULULEMON ATHLETICA INC COMLULU590$230,9560.12%
194VANGUARD VALUE ETF9229087441,562$229,8320.12%
195HANESBRANDS INC COM41034510213,627$227,8390.12%
196INVESCO S&P SMALLCAP MOMENTUM ETFIVZ4,000$225,7480.12%
197OSHKOSH CORP COMOSK2,000$225,4200.12%
198YUM BRANDS INC COMYUM1,615$224,2590.12%
199NUVEEN AMT FREE MUN CR INC FD COMNU12,320$220,8980.12%
200KELLOGG CO COMBEKE3,429$220,8910.12%
201COMCAST CORP NEW CL ACCZ4,337$218,2870.12%
202TRUIST FINL CORP COM89832Q1093,714$217,4550.12%
203SHELL PLC SPON ADSRYDAF4,955$215,0470.12%
204WHEATON PRECIOUS METALS CORP COMWPM4,983$213,9000.12%
205CARNIVAL CORP COMMON STOCKCUKPF10,460$210,4550.11%
206INVESCO MUNI INCOME OPP TRST COMIVZ26,294$210,3510.11%
207UTILITIES SELECT SECTOR SPDR FUND81369Y8862,931$209,7660.11%
208JOHNSON CTLS INTL PLC SHSG515021052,525$205,3080.11%
209ADVISORSHARES PURE US CANNABIS ETF00768Y4538,002$204,7750.11%
210CLEVELAND-CLIFFS INC NEW COMCLF9,380$204,2040.11%
211QUEST DIAGNOSTICS INC COMDGX1,180$204,1520.11%
212FEDEX CORP COMFDX787$203,4680.11%
213ALPHABET INC CAP STK CL CGOOG70$202,5510.11%
214GABELLI GLOBAL SMALL & MID CAP COMGGZ12,721$202,2560.11%
215WESTERN ASSET MANAGED MUNS FD COM95766M10513,029$170,4190.09%
216INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ11,469$161,2540.09%
217BLACKROCK MUNICIPAL INCOME COMBLK10,429$158,2080.09%
218LIBERTY ALL STAR EQUITY FD SH BEN INT53015810417,677$148,1320.08%
219BLACKROCK ENHANCED EQUITY DIVI COMBLK12,753$128,5500.07%
220SIRIUS XM HOLDINGS INC COMSIRI18,300$116,2050.06%
221VIEWRAY INC COM92672L10718,000$99,1800.05%
222PROSPECT CAP CORP COMPSEC-PA11,400$95,8740.05%
223HYZON MOTORS INC COM CL A44951Y10214,732$95,6110.05%
224LATCH INC COMLTCHW12,550$95,0040.05%
225DOMA HOLDINGS INC COMMON STOCK25703A10418,300$92,9640.05%
226VOLTA INC COM CL A92873V10212,241$89,8490.05%
227BERKSHIRE GREY INC COM CL A08465610715,000$82,5000.04%
228MFS MUN INCOME TR SH BEN INT55273810611,470$80,2900.04%
229NOKIA CORP SPONSORED ADRNOKBF10,627$66,1000.04%
230MFS HIGH INCOME MUN TR SH BEN INT59318D10410,607$53,9900.03%
231VIZSLA SILVER CORP COM NEWVZLA10,000$23,8020.01%
232THERAPEUTICSMD INC COM NEWTXMD10,000$3,5550.00%