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
-9.32%
+14.44%
302340.038
Drug Manufacturers
BRK.B 		Berkshire Hathaway Inc
19,394
8926.280
-2.32%
3.660
-0.08%
0.000
+8.41%
+30.82%
1005063.987
Insurance
DLR 		Digital Realty Trust Inc
50,897
8236.720
-0.25%
3.370
-0.01%
0.020
+22.47%
+37.64%
59970.323
REITs
PID 		Invesco International Dividend Achievers ETF
367,665
7272.420
-2.99%
2.980
-0.09%
0.830
+1.60%
+3.09%
846.835
 
PAYX 		Paychex Inc
53,119
7128.030
-1.30%
2.920
-0.04%
0.010
+20.39%
+28.04%
53264.909
Software
CSCO 		Cisco Systems Inc
129,702
6902.760
-1.53%
2.830
-0.04%
0.000
+31.87%
+19.99%
234019.111
Hardware
ABT 		Abbott Laboratories
57,791
6588.750
+0.06%
2.700
0%
0.000
+8.52%
+7.90%
201960.050
Medical Devices & Instruments
QCOM 		Qualcomm Inc
37,491
6375.330
+1.23%
2.610
+0.03%
0.000
+0.84%
+14.61%
181548.510
Semiconductors
MET 		MetLife Inc
76,885
6341.470
-0.51%
2.600
-0.01%
0.010
+18.50%
+28.17%
56916.953
Insurance
JKHY 		Jack Henry & Associates Inc
32,080
5663.350
-1.53%
2.320
-0.04%
0.040
+8.94%
+9.18%
12921.825
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
ZM 		Zoom Video Communications Inc2024-09-30New Buy
+1.02%
●
55.32 ($62.51) 71.9
$86.32
38.09%
New holding
35,580
35,580
DOCU 		DocuSign Inc2024-09-30New Buy
+0.96%
●
49.73 ($56.04) 62.53
$82.47
47.16%
New holding
37,640
37,640
ABBV 		AbbVie Inc2024-09-30Reduce
-0.70%
●
163.84 ($186.63) 199.35
$171.09
-8.33%
Reduce -15.83%
48,336
-9,091
AON 		Aon PLC2024-09-30New Buy
+0.51%
●
293.16 ($327.16) 351.06
$383.66
17.27%
New holding
3,623
3,623
ETN 		Eaton Corp PLC2024-09-30Reduce
-0.11%
●
272.52 ($305.54) 333.02
$368.99
20.77%
Reduce -7.97%
8,864
-768
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.10%
●
25.67 ($27.24) 28.35
$28.91
6.13%
Add 184.74%
14,217
3,075
CARR 		Carrier Global Corp2024-09-30New Buy
+0.09%
●
61.9 ($69.63) 80.88
$75.44
8.34%
New holding
2,762
2,762
PID 		Invesco International Dividend Achievers ETF2024-09-30Reduce
-0.09%
●
17.85 ($19.08) 19.88
$19.03
-0.26%
Reduce -2.99%
367,665
-11,337
BRK.B 		Berkshire Hathaway Inc2024-09-30Reduce
-0.08%
●
405.19 ($442.18) 478.57
$466.29
5.45%
Reduce -2.32%
19,394
-461
SCHB 		Schwab U.S. Broad Market ETF2024-09-30New Buy
+0.08%
●
19.98 ($21.35) 22.17
$23.21
8.71%
New holding
9,225
3,075

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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