Silver Lake Advisory, LLC Incresed Positions in Q3 2025

Silver Lake Advisory, LLC

  • $251 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
94.1K
+ 477.99%
$100.37 - $100.74 $9.45M - $9.48M
114K $11.5M
ABBV
Abb Vie Inc.

Healthcare
253
+ 0.54%
$184.85 - $231.54 $46.8K - $58.6K
47.3K $11M
NVT
N Vent Electric PLC

Industrials
719
+ 2.28%
$72.16 - $100.25 $51.9K - $72.1K
32.3K $3.18M
GRMN
Garmin LTD

Technology
39
+ 0.2%
$211.13 - $246.22 $8.23K - $9.6K
19.3K $4.75M
RF
Regions Financial Corp

Financial Services
2.55K
+ 1.12%
$24.03 - $27.41 $61.3K - $69.9K
229K $6.05M
GPC
Genuine Parts CO

Consumer Cyclical
78
+ 0.24%
$122.23 - $142.77 $9.53K - $11.1K
32.7K $4.53M
NVDA
Nvidia Corp

Technology
136
+ 1.06%
$153.3 - $186.58 $20.8K - $25.4K
12.9K $2.41M
VMI
Valmont Industries Inc

Industrials
11
+ 0.18%
$328.58 - $387.73 $3.61K - $4.27K
6.04K $2.34M
ZM
Zoom Video Communications, Inc.

Technology
995
+ 2.37%
$69.77 - $86.83 $69.4K - $86.4K
43K $3.55M
O
Realty Income Corp

Real Estate
595
+ 1.17%
$56.13 - $60.79 $33.4K - $36.2K
51.3K $3.12M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
97
+ 0.42%
$94.17 - $99.95 $9.13K - $9.7K
23.2K $2.32M
RPM
Rpm International Inc

Basic Materials
47
+ 0.32%
$110.07 - $128.23 $5.17K - $6.03K
14.9K $1.76M
CMI
Cummins Inc

Industrials
5
+ 0.41%
$327.85 - $426.39 $1.64K - $2.13K
1.24K $522K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.4%
$282.78 - $316.06 $3.68K - $4.11K
3.24K $1.02M
RTX
Raytheon Technologies Corp

Industrials
15
+ 0.4%
$144.19 - $167.33 $2.16K - $2.51K
3.74K $624K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.02K
+ 1.51%
$30.02 - $30.29 $60.7K - $61.2K
136K $4.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.13%
$404.94 - $499.99 $405 - $500
753 $365K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.25%
$617.65 - $666.84 $1.85K - $2K
1.2K $797K
BAC
Bank Of America Corp

Financial Services
67
+ 0.52%
$44.92 - $52.42 $3.01K - $3.51K
12.8K $662K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
159
+ 1.25%
$24.02 - $27.91 $3.82K - $4.44K
12.9K $360K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.06K
+ 1.23%
$86.07 - $90.74 $91.5K - $96.5K
87.8K $7.86M
PBI
Pitney Bowes Inc

Industrials
482
+ 0.64%
$10.92 - $12.79 $5.26K - $6.16K
75.6K $862K
UNP
Union Pacific Corp

Industrials
28
+ 0.58%
$214.91 - $237.16 $6.02K - $6.64K
4.82K $1.14M
VIG
Vanguard Dividend Appreciation

ETFs
196
+ 3.43%
N/A
5.91K $1.08M
QCOM
Qualcomm Inc

Technology
8
+ 0.21%
$145.84 - $173.55 $1.17K - $1.39K
3.74K $622K
AXP
American Express CO

Financial Services
3
+ 0.14%
$294.27 - $342.31 $883 - $1.03K
2.1K $698K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.33%
$303.93 - $329.86 $912 - $990
924 $303K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.29%
$23.82 - $25.84 $691 - $749
10.1K $259K
ROL
Rollins Inc

Consumer Cyclical
22
+ 0.28%
$55.05 - $58.74 $1.21K - $1.29K
7.86K $461K
EPD
Enterprise Products Partners L.P.

Energy
108
+ 0.22%
$30.74 - $32.14 $3.32K - $3.47K
49K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
136
+ 0.93%
$26.38 - $27.95 $3.59K - $3.8K
14.8K $404K
PNW
Pinnacle West Capital Corp

Utilities
69
+ 0.79%
$85.87 - $94.45 $5.93K - $6.52K
8.8K $789K
AMGN
Amgen Inc

Healthcare
7
+ 0.87%
$271.18 - $309.22 $1.9K - $2.16K
811 $228K
TXN
Texas Instruments Inc

Technology
7
+ 0.46%
N/A
1.53K $298K
DGX
Quest Diagnostics Inc

Healthcare
9
+ 0.47%
N/A
1.94K $266K
DLR
Digital Realty Trust, Inc.

Real Estate
158
+ 0.46%
$161.21 - $180.02 $25.5K - $28.4K
34.2K $5.91M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.26%
$915.95 - $994.57 $916 - $995
386 $357K
EMR
Emerson Electric CO

Industrials
46
+ 0.2%
$128.6 - $149.63 $5.92K - $6.88K
23K $3.01M
PG
Procter & Gamble CO

Consumer Defensive
21
+ 0.18%
$150.47 - $161.22 $3.16K - $3.39K
11.9K $1.84M
OKE
Oneok Inc

Energy
147
+ 1.38%
$71.36 - $83.47 $10.5K - $12.3K
10.8K $787K
CSCO
Cisco Systems, Inc.

Technology
581
+ 0.45%
$66.2 - $71.79 $38.5K - $41.7K
131K $8.95M
ABT
Abbott Laboratories

Healthcare
139
+ 0.24%
$120.51 - $136.62 $16.8K - $19K
57.4K $7.69M
KO
Coca Cola CO

Consumer Defensive
59
+ 0.22%
$65.67 - $71.67 $3.87K - $4.23K
27.3K $1.81M
UNM
Unum Group

Financial Services
551
+ 0.75%
$68.55 - $82.12 $37.8K - $45.2K
73.5K $5.72M
UMH
Umh Properties, Inc.

Real Estate
1.52K
+ 1.38%
$14.69 - $17.34 $22.3K - $26.4K
112K $1.66M
KMI
Kinder Morgan, Inc.

Energy
1.98K
+ 0.86%
$26.23 - $28.5 $52K - $56.5K
234K $6.61M
DOCU
Docusign, Inc.

Technology
420
+ 1.02%
$67.14 - $85.01 $28.2K - $35.7K
41.6K $3M
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.01%
$288.69 - $310.94 $577 - $622
17.7K $5.19M
SAFT
Safety Insurance Group Inc

Financial Services
473
+ 1.25%
$69.3 - $79.05 $32.8K - $37.4K
38.2K $2.7M
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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