Silver Lake Advisory, LLC Top Holdings and 13F Report (2025) About Silver Lake Advisory, LLCInvestment ActivitySilver Lake Advisory, LLC has $227.40 million in total holdings as of December 31, 2024.Silver Lake Advisory, LLC owns shares of 96 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 0.92% of the portfolio was purchased this quarter.About 7.69% of the portfolio was sold this quarter.This quarter, Silver Lake Advisory, LLC has purchased 99 new stocks and bought additional shares in 48 stocks.Silver Lake Advisory, LLC sold shares of 39 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $8,541,608AbbVie $8,299,506Cisco Systems $7,593,868Paychex $7,212,634Abbott Laboratories $6,473,560 Largest New Holdings this Quarter Walgreens Boots Alliance $102,378 HoldingNexGen Energy $72,600 Holding Largest Purchases this Quarter Zoom Video Communications 4,745 shares (about $387.24K)iShares 0-3 Month Treasury Bond ETF 3,477 shares (about $348.81K)Schwab US Dividend Equity ETF 9,598 shares (about $262.22K)DocuSign 1,907 shares (about $171.52K)International Business Machines 714 shares (about $156.96K) Largest Sales this Quarter QUALCOMM 33,776 shares (about $5.19M)Digital Realty Trust 17,397 shares (about $3.09M)Eaton 1,775 shares (about $589.07K)Invesco International Dividend Achievers ETF 15,968 shares (about $292.37K)AbbVie 1,631 shares (about $289.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilver Lake Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$8,541,608$249,304 ▼-2.8%18,8443.8%FinanceABBVAbbVie$8,299,506$289,830 ▼-3.4%46,7053.6%MedicalCSCOCisco Systems$7,593,868$84,478 ▼-1.1%128,2753.3%Computer and TechnologyPAYXPaychex$7,212,634$235,710 ▼-3.2%51,4383.2%Business ServicesABTAbbott Laboratories$6,473,560$63,229 ▼-1.0%57,2322.8%MedicalPIDInvesco International Dividend Achievers ETF$6,439,567$292,374 ▼-4.3%351,6972.8%ManufacturingKMIKinder Morgan$6,301,699$271,287 ▼-4.1%229,9892.8%Oils/EnergyMETMetLife$6,073,208$222,141 ▼-3.5%74,1722.7%FinanceDLRDigital Realty Trust$5,940,584$3,085,025 ▼-34.2%33,5002.6%FinanceGRMNGarmin$5,867,449$274,737 ▼-4.5%28,4472.6%Computer and TechnologyJKHYJack Henry & Associates$5,447,077$176,526 ▼-3.1%31,0732.4%Computer and TechnologyUNMUnum Group$5,297,274$235,886 ▼-4.3%72,5362.3%FinanceADPAutomatic Data Processing$5,278,344$9,953 ▲0.2%18,0312.3%Business ServicesRFRegions Financial$5,185,822$55,437 ▼-1.1%220,4862.3%FinanceMSFTMicrosoft$5,167,985$8,430 ▼-0.2%12,2612.3%Computer and TechnologyJNJJohnson & Johnson$4,834,584$80,552 ▼-1.6%33,4302.1%MedicalBDXBecton, Dickinson and Company$4,783,710$208,717 ▼-4.2%21,0862.1%MedicalGLWCorning$4,750,664$231,565 ▼-4.6%99,9722.1%Computer and TechnologyAMATApplied Materials$4,478,762$51,228 ▼-1.1%27,5402.0%Computer and TechnologyGPNGlobal Payments$4,383,895$34,514 ▲0.8%39,1211.9%Business ServicesSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,067,555$31,114 ▼-0.8%136,2211.8%ETFFSLRFirst Solar$3,873,931$79,308 ▼-2.0%21,9811.7%Oils/EnergyRHIRobert Half$3,835,362$82,227 ▼-2.1%54,4331.7%Business ServicesGPCGenuine Parts$3,721,353$166,032 ▼-4.3%31,8721.6%Retail/WholesaleDOCUDocuSign$3,556,857$171,516 ▲5.1%39,5471.6%Computer and TechnologySAFTSafety Insurance Group$3,391,513$99,787 ▼-2.9%41,1591.5%FinanceSJMJ. M. Smucker$3,358,640$96,795 ▲3.0%30,5001.5%Consumer StaplesZMZoom Video Communications$3,290,923$387,239 ▲13.3%40,3251.4%Computer and TechnologyMCDMcDonald's$3,223,019$13,045 ▲0.4%11,1181.4%Retail/WholesalePBAPembina Pipeline$3,111,412$2,587 ▼-0.1%84,2061.4%Oils/EnergyEMREmerson Electric$3,005,217$11,154 ▲0.4%24,2491.3%Industrial ProductsDOXAmdocs$2,820,688$114,939 ▼-3.9%33,1301.2%Computer and TechnologyBMOBank of Montreal$2,789,314$144,216 ▼-4.9%28,7411.2%FinanceENSEnerSys$2,788,791$87,993 ▼-3.1%30,1721.2%Industrial ProductsGWWW.W. Grainger$2,718,706$29,517 ▼-1.1%2,5791.2%Industrial ProductsORealty Income$2,486,437$61,528 ▼-2.4%46,5541.1%FinanceVUGVanguard Growth ETF$2,479,526$13,955 ▲0.6%6,0411.1%ETFETNEaton$2,352,626$589,069 ▼-20.0%7,0891.0%Industrial ProductsNOBLProShares S&P 500 Aristocrats ETF$2,228,109$19,014 ▲0.9%22,3821.0%ETFUMHUMH Properties$2,102,831$16,086 ▼-0.8%111,3790.9%FinanceIUSViShares Core S&P U.S. Value ETF$2,102,817$16,666 ▲0.8%22,7110.9%ManufacturingBRK.ABerkshire Hathaway$2,042,7600.0%3000.9%FinanceSGOViShares 0-3 Month Treasury Bond ETF$2,023,062$348,814 ▲20.8%20,1660.9%ETFTPLTexas Pacific Land$1,980,840$2,212 ▲0.1%1,7910.9%Oils/EnergyPGProcter & Gamble$1,963,680$206,209 ▼-9.5%11,7130.9%Consumer StaplesVOTVanguard Mid-Cap Growth ETF$1,889,446$19,031 ▲1.0%7,4460.8%ETFRPMRPM International$1,874,555$1,108 ▲0.1%15,2330.8%ConstructionNVDANVIDIA$1,831,571$269 ▲0.0%13,6390.8%Computer and TechnologyBMYBristol-Myers Squibb$1,694,149$15,950 ▲1.0%29,9530.7%MedicalKOCoca-Cola$1,688,173$21,355 ▲1.3%27,1150.7%Consumer StaplesKMBKimberly-Clark$1,558,809$12,448 ▲0.8%11,8960.7%Consumer StaplesAAPLApple$1,533,262$1,252 ▲0.1%6,1230.7%Computer and TechnologyLDOSLeidos$1,508,852$4,178 ▲0.3%10,4740.7%AerospaceEPDEnterprise Products Partners$1,490,339$21,074 ▲1.4%47,5240.7%Oils/EnergyAONAON$1,301,1120.0%3,6230.6%FinanceLLYEli Lilly and Company$1,233,573$30,106 ▼-2.4%1,5980.5%MedicalOKEONEOK$1,135,046$301 ▲0.0%11,3050.5%Oils/EnergyUNPUnion Pacific$1,092,407$6,386 ▲0.6%4,7900.5%TransportationATOAtmos Energy$1,085,456$6,546 ▲0.6%7,7940.5%UtilitiesVIGVanguard Dividend Appreciation ETF$900,907$10,968 ▲1.2%4,6000.4%ETFPEPPepsiCo$853,482$15,205 ▼-1.8%5,6130.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$750,771$42,784 ▲6.0%1,2810.3%FinanceJPMJPMorgan Chase & Co.$739,341$3,596 ▲0.5%3,0840.3%FinancePNWPinnacle West Capital$729,975$5,425 ▲0.7%8,6110.3%UtilitiesAXPAmerican Express$678,312$10,984 ▼-1.6%2,2850.3%FinanceSAICScience Applications International$662,269$1,677 ▲0.3%5,9250.3%Computer and TechnologyAMZNAmazon.com$655,9760.0%2,9900.3%Retail/WholesaleNSCNorfolk Southern$646,070$3,285 ▲0.5%2,7530.3%TransportationQCOMQUALCOMM$570,676$5,188,466 ▼-90.1%3,7150.3%Computer and TechnologyCLColgate-Palmolive$562,106$2,818 ▲0.5%6,1830.2%Consumer StaplesBACBank of America$554,754$3,164 ▲0.6%12,6220.2%FinancePBIPitney Bowes$554,614$3,562 ▲0.6%76,6040.2%Computer and TechnologyIBMInternational Business Machines$554,431$156,964 ▲39.5%2,5220.2%Computer and TechnologyHDHome Depot$503,300$1,167 ▲0.2%1,2940.2%Retail/WholesaleBEPBrookfield Renewable Partners$476,8810.0%20,9250.2%UtilitiesFDSFactSet Research Systems$471,3930.0%9810.2%Business ServicesCMICummins$460,556$66,939 ▼-12.7%1,3210.2%Auto/Tires/TrucksRTXRTX$426,709$2,083 ▲0.5%3,6870.2%AerospaceSCHDSchwab US Dividend Equity ETF$391,697$262,224 ▲202.5%14,3370.2%ETFTMOThermo Fisher Scientific$390,993$520 ▲0.1%7520.2%MedicalEXPDExpeditors International of Washington$378,613$2,326 ▲0.6%3,4180.2%TransportationROLRollins$361,045$1,205 ▲0.3%7,7900.2%ConstructionCOSTCostco Wholesale$352,242$24,767 ▲7.6%3840.2%Retail/WholesaleIPGInterpublic Group of Companies$348,221$3,783 ▲1.1%12,4280.2%Business ServicesCVXChevron$333,990$16,077 ▼-4.6%2,3060.1%Oils/EnergyFASTFastenal$291,2910.0%4,0510.1%Retail/WholesaleDGXQuest Diagnostics$288,911$4,526 ▼-1.5%1,9150.1%MedicalTXNTexas Instruments$283,301$1,312 ▲0.5%1,5110.1%Computer and TechnologyADBEAdobe$279,7040.0%6290.1%Computer and TechnologySPGIS&P Global$264,039$498 ▲0.2%5300.1%Business ServicesDFACDimensional U.S. Core Equity 2 ETF$253,789$726 ▲0.3%7,3370.1%ETFXOMExxon Mobil$240,431$430 ▲0.2%2,2350.1%Oils/EnergySCHBSchwab US Broad Market ETF$219,525$149,725 ▲214.5%9,6710.1%ETFAMGNAmgen$206,668$1,564 ▲0.8%7930.1%MedicalWBAWalgreens Boots Alliance$102,378$102,378 ▲New Holding10,9730.0%Retail/WholesaleNXENexGen Energy$72,600$72,600 ▲New Holding11,0000.0%Basic MaterialsWYWeyerhaeuser$0$3,530,185 ▼-100.0%00.0%ConstructionVTEBVanguard Tax-Exempt Bond ETF$0$290,373 ▼-100.0%00.0%ETFCARRCarrier Global$0$222,281 ▼-100.0%00.0%Computer and TechnologyAVYAvery Dennison$0$220,760 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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