SL
| |
Silver Lake Advisory, LLC13F | |
| Silver Lake Advisory, LLC | |
| Last update 2025-04-23 | 99 Stocks (5 new) |
| Value $229.00 Mil | Turnover 5 % |
Silver Lake Advisory, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 18,795 | 10,009.8 | -0.26% | 4.370 | -0.01% | 0.000 | -8.66% | +5.07% | 1,026,902.3 | Insurance | |
ABBV | AbbVie Inc | 46,959 | 9,838.9 | +0.54% | 4.290 | +0.02% | 0.000 | +6.43% | +8.73% | 334,998.3 | Drug Manufacturers | |
CSCO | Cisco Systems Inc | 129,335 | 7,981.3 | +0.83% | 3.480 | +0.03% | 0.000 | +18.93% | +18.36% | 272,131.1 | Hardware | |
PAYX | Paychex Inc | 51,271 | 7,910.1 | -0.32% | 3.450 | -0.01% | 0.010 | -0.21% | +4.70% | 52,204.0 | Software | |
ABT | Abbott Laboratories | 56,753 | 7,528.3 | -0.84% | 3.280 | -0.02% | 0.000 | +4.46% | +17.94% | 229,815.1 | Medical Devices & Instruments | |
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 83,190 | 6,899.8 | New Holding | 3.010 | +3.01% | 0.090 | +12.88% | +13.14% | 8,172.2 | ||
KMI | Kinder Morgan Inc | 228,701 | 6,524.8 | -0.56% | 2.850 | -0.02% | 0.010 | +7.23% | +3.81% | 61,893.1 | Oil & Gas | |
MET | MetLife Inc | 74,441 | 5,976.9 | +0.36% | 2.610 | +0.01% | 0.010 | +4.94% | -2.95% | 52,616.3 | Insurance | |
UNM | Unum Group | 72,233 | 5,884.1 | -0.42% | 2.570 | -0.01% | 0.040 | +3.95% | +10.06% | 13,979.1 | Insurance | |
JNJ | Johnson & Johnson | 33,750 | 5,597.2 | +0.96% | 2.440 | +0.02% | 0.000 | +3.78% | +9.21% | 373,783.5 | Drug Manufacturers |
Silver Lake Advisory, LLC's Historical Top Holdings Breakdowns
Silver Lake Advisory, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 2025-03-31 | New Buy New Buy | +3.01% | 78.97 ($83.11) 85.82 | $89.40 | 7.56% | New holding | 83,190 | 83,190 | |
PID |
Invesco International Dividend Achievers ETF
Invesco International Dividend Achievers ETF
| 2025-03-31 | Sold Out Sold Out | -2.83% | 18.26 ($18.98) 19.46 | $20.71 | 9.14% | Sold Out | 0 | -351,697 | |
GRMN | Garmin Ltd | 2025-03-31 | Reduce Reduce | -0.89% | 204.55 ($216.17) 241.93 | $214.81 | -0.63% | Reduce -34.58% | 18,609 | -9,838 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.89% | 663000 ($729331) 801950 | $714,647.64 | -2.01% | Reduce -99% | 3 | -297 | |
NVT | nVent Electric PLC | 2025-03-31 | New Buy New Buy | +0.72% | 52.42 ($63.22) 75.4 | $74.32 | 17.56% | New holding | 31,456 | 31,456 | |
AON | Aon PLC | 2025-03-31 | Reduce Reduce | -0.31% | 348.44 ($383.42) 409.32 | $355.53 | -7.27% | Reduce -55.23% | 1,622 | -2,001 | |
SAFT | Safety Insurance Group Inc | 2025-03-31 | Reduce Reduce | -0.12% | 75.27 ($78.2) 82.53 | $73.95 | -5.43% | Reduce -8% | 37,866 | -3,293 | |
TWI | Titan International Inc | 2025-03-31 | New Buy New Buy | +0.11% | 6.59 ($8.27) 9.22 | $10.24 | 23.82% | New holding | 29,100 | 29,100 | |
SGOL | abrdn Physical Gold Shares ETF | 2025-03-31 | New Buy New Buy | +0.10% | 25.14 ($27.36) 29.82 | $31.59 | 15.46% | New holding | 7,717 | 7,717 | |
UPS | United Parcel Service Inc | 2025-03-31 | New Buy New Buy | +0.10% | 109.66 ($119.57) 136.26 | $102.33 | -14.42% | New holding | 2,000 | 2,000 |
Silver Lake Advisory, LLC Total Holding History ($B)
Silver Lake Advisory, LLC's Asset Allocation
Silver Lake Advisory, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Silver Lake Advisory, LLC's Hypothetical Growth since 2025-03-31
Silver Lake Advisory, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Silver Lake Advisory, LLC's Holdings Heat Map
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Silver Lake Advisory, LLC's Holdings Bubble Chart
Silver Lake Advisory, LLC News
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