SL

Silver Lake Advisory, LLC

13F
Silver Lake Advisory, LLC
Last update 2024-08-15 94 Stocks (0 new)
Value $222.00 Mil Turnover 3 %
Countries:
Top Holdings: ABBV(4.44%)BRK.B(3.64%)DLR(3.50%)QCOM(3.32%)PID(3.06%)
Portfolio Report
Summary Stock Picks Current Portfolio
Silver Lake Advisory, LLC Top Holdings of 2024-06-30 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
57,427
9849.800
+2.60%
4.440
+0.11%
0.000
+10.27%
+34.90%
356396.860
Drug Manufacturers
BRK.B 		Berkshire Hathaway Inc
19,855
8077.010
+1.11%
3.640
+0.04%
0.000
+7.58%
+24.79%
959232.641
Insurance
DLR 		Digital Realty Trust Inc
51,024
7758.210
-3.50%
3.500
-0.12%
0.020
+26.26%
+37.82%
60046.616
REITs
QCOM 		Qualcomm Inc
37,035
7376.610
-1.17%
3.320
-0.03%
0.000
+5.58%
+16.37%
184823.740
Semiconductors
PID 		Invesco International Dividend Achievers ETF
379,002
6791.720
+2.71%
3.060
+0.08%
-
+5.31%
+4.28%
857.973
 
AMAT 		Applied Materials Inc
27,133
6403.100
-10.34%
2.890
-0.29%
0.000
+2.72%
+15.69%
153734.874
Semiconductors
PAYX 		Paychex Inc
53,820
6380.930
+3.08%
2.880
+0.09%
0.010
+12.98%
+20.11%
50299.347
Software
CSCO 		Cisco Systems Inc
131,721
6258.060
+2.91%
2.820
+0.08%
0.000
+26.48%
+14.78%
223854.768
Hardware
ABT 		Abbott Laboratories
57,759
6001.760
+4.70%
2.700
+0.12%
0.000
+8.89%
+9.09%
204197.498
Medical Devices & Instruments
MSFT 		Microsoft Corp
12,317
5504.950
-0.50%
2.480
-0.01%
0.000
+4.32%
+10.02%
3059156.044
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
VUG 		Vanguard Growth ETF2024-06-30Add
+0.85%
●
322.46 ($349.89) 377.11
$390.21
11.52%
Add 603.35%
5,880
5,044
VBK 		Vanguard Small Cap Growth ETF2024-06-30Sold Out
-0.84%
●
237.63 ($249.48) 258.31
$274.19
9.90%
Sold Out
0
-7,261
FSLR 		First Solar Inc2024-06-30Reduce
-0.54%
●
166.73 ($218) 300.71
$215.89
-0.97%
Reduce -24.03%
22,582
-7,142
AMAT 		Applied Materials Inc2024-06-30Reduce
-0.29%
●
189.46 ($214.68) 247.83
$186.48
-13.14%
Reduce -10.34%
27,133
-3,130
ABT 		Abbott Laboratories2024-06-30Add
+0.12%
●
100.73 ($106.03) 112.44
$117.73
11.03%
Add 4.7%
57,759
2,593
DLR 		Digital Realty Trust Inc2024-06-30Reduce
-0.12%
●
135.75 ($143.6) 152.05
$181.02
26.06%
Reduce -3.5%
51,024
-1,851
ABBV 		AbbVie Inc2024-06-30Add
+0.11%
●
154.79 ($165.65) 180.76
$201.68
21.75%
Add 2.6%
57,427
1,456
AMD 		Advanced Micro Devices Inc2024-06-30Sold Out
-0.10%
●
144.27 ($160.87) 183.34
$141.66
-11.94%
Sold Out
0
-1,187
DOX 		Amdocs Ltd2024-06-30Add
+0.09%
●
74.9 ($82.19) 90.23
$89.31
8.66%
Add 8.69%
33,285
2,660
PAYX 		Paychex Inc2024-06-30Add
+0.09%
●
117.39 ($122.19) 126.98
$139.76
14.38%
Add 3.08%
53,820
1,606

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 2024-06-30

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

Discussions on Silver Lake Advisory, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.