SL

Silver Lake Advisory, LLC

13F
Silver Lake Advisory, LLC
Last update 2024-11-12 99 Stocks (5 new)
Value $244.00 Mil Turnover 3 %
Countries:
Top Holdings: ABBV(3.91%)BRK.B(3.66%)DLR(3.37%)PID(2.98%)PAYX(2.92%)
Portfolio Report
Summary Stock Picks Current Portfolio
Silver Lake Advisory, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ABBV 		AbbVie Inc
48,336
9545.450
-15.83%
3.910
-0.70%
0.000
-9.56%
-1.21%
310221.484
Drug Manufacturers
BRK.B 		Berkshire Hathaway Inc
19,394
8926.280
-2.32%
3.660
-0.08%
0.000
-2.16%
-0.72%
970844.763
Insurance
DLR 		Digital Realty Trust Inc
50,897
8236.720
-0.25%
3.370
-0.01%
0.020
+8.06%
-1.94%
57681.505
REITs
PID 		Invesco International Dividend Achievers ETF
367,665
7272.420
-2.99%
2.980
-0.09%
0.830
-6.36%
-0.07%
810.044
 
PAYX 		Paychex Inc
53,119
7128.030
-1.30%
2.920
-0.04%
0.010
+0.21%
+1.06%
51024.538
Software
CSCO 		Cisco Systems Inc
129,702
6902.760
-1.53%
2.830
-0.04%
0.000
+10.07%
+0.90%
236297.048
Hardware
ABT 		Abbott Laboratories
57,791
6588.750
+0.06%
2.700
0%
0.000
-3.15%
-0.08%
196028.210
Medical Devices & Instruments
QCOM 		Qualcomm Inc
37,491
6375.330
+1.23%
2.610
+0.03%
0.000
-9.93%
+3.85%
177237.830
Semiconductors
MET 		MetLife Inc
76,885
6341.470
-0.51%
2.600
-0.01%
0.010
-1.71%
+2.38%
58045.604
Insurance
JKHY 		Jack Henry & Associates Inc
32,080
5663.350
-1.53%
2.320
-0.04%
0.040
-6.18%
-1.67%
12575.999
Software

Silver Lake Advisory, LLC's Historical Top Holdings Breakdowns

Silver Lake Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KIM 		Kimco Realty Corp2023-03-31Sold Out
-2.22%
●
17.51 ($20.58) 23.07
$22.01
6.95%
Sold Out
0
-171,786
UNM 		Unum Group2023-09-30New Buy
+2.07%
●
47.27 ($48.88) 50.4
$72.98
49.30%
New holding
68,200
68,200
JKHY 		Jack Henry & Associates Inc2023-03-31New Buy
+1.98%
●
141.27 ($166.89) 182.47
$172.37
3.28%
New holding
23,617
23,617
QCOM 		Qualcomm Inc2023-06-30New Buy
+1.93%
●
103.02 ($115.15) 127.58
$159.53
38.54%
New holding
30,377
30,377
CMA 		Comerica Inc2023-03-31Sold Out
-1.91%
●
40.4 ($64.09) 76.94
$63.02
-1.67%
Sold Out
0
-46,831
DLR 		Digital Realty Trust Inc2023-03-31New Buy
+1.83%
●
91.42 ($105.42) 119.92
$173.89
64.95%
New holding
33,465
33,465
WTRG 		Essential Utilities Inc2024-03-31Sold Out
-1.75%
●
34.18 ($36.26) 38.66
$34.11
-5.93%
Sold Out
0
-83,576
VMW VMware Inc2023-06-30Sold Out
-1.59%
●
121.81 ($129.69) 143.92
$142.48
9.86%
Sold Out
0
-22,989
GRMN 		Garmin Ltd2023-09-30New Buy
+1.36%
●
101.55 ($105.15) 107.73
$212.27
101.87%
New holding
21,008
21,008
ETN 		Eaton Corp PLC2024-03-31New Buy
+1.27%
●
233.1 ($273.41) 316.58
$340.14
24.41%
New holding
9,082
9,082

Silver Lake Advisory, LLC Total Holding History ($B)

To

Silver Lake Advisory, LLC's Asset Allocation

To

Silver Lake Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Silver Lake Advisory, LLC's Hypothetical Growth since 2024-09-30

Silver Lake Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Silver Lake Advisory, LLC's Holdings Heat Map

Size field:

Silver Lake Advisory, LLC's Holdings Bubble Chart

Silver Lake Advisory, LLC News

  • 1

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