Silver Lake Advisory, LLC Incresed Positions in Q4 2024

Silver Lake Advisory, LLC

  • $429 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOCU
Docusign, Inc.

Technology
1.91K
+ 5.07%
$61.42 - $106.99 $117K - $204K
39.5K $3.56M
ZM
Zoom Video Communications, Inc.

Technology
4.75K
+ 13.34%
$67.21 - $89.03 $319K - $422K
40.3K $3.29M
GPN
Global Payments Inc

Industrials
308
+ 0.79%
$97.57 - $119.38 $30.1K - $36.8K
39.1K $4.38M
TPL
Texas Pacific Land Corp

Energy
2
+ 0.11%
$915.49 - $1730.0 $1.83K - $3.46K
1.79K $1.98M
EMR
Emerson Electric CO

Industrials
90
+ 0.37%
$108.13 - $134.33 $9.73K - $12.1K
24.2K $3.01M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.48K
+ 20.83%
$100.16 - $100.7 $348K - $350K
20.2K $2.02M
ADP
Automatic Data Processing Inc

Industrials
34
+ 0.19%
$280.08 - $307.97 $9.52K - $10.5K
18K $5.28M
NVDA
Nvidia Corp

Technology
2
+ 0.01%
$117.0 - $148.88 $234 - $298
13.6K $1.83M
VUG
Vanguard Growth ETF

ETFs
34
+ 0.57%
$378.79 - $428.11 $12.9K - $14.6K
6.04K $2.48M
BMY
Bristol Myers Squibb CO

Healthcare
282
+ 0.95%
$51.92 - $59.94 $14.6K - $16.9K
30K $1.69M
EPD
Enterprise Products Partners L.P.

Energy
672
+ 1.43%
$28.66 - $34.43 $19.3K - $23.1K
47.5K $1.49M
AAPL
Apple Inc.

Technology
5
+ 0.08%
$221.69 - $259.02 $1.11K - $1.3K
6.12K $1.53M
OKE
Oneok Inc

Energy
3
+ 0.03%
$92.28 - $117.05 $277 - $351
11.3K $1.14M
VOT
Vanguard Mid Cap Growth Index

ETFs
75
+ 1.02%
$241.48 - $274.89 $18.1K - $20.6K
7.45K $1.89M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.49%
$205.18 - $250.29 $3.08K - $3.75K
3.08K $739K
SPY
Spdr S&P 500 ETF Trust

ETFs
73
+ 6.04%
$567.81 - $607.81 $41.5K - $44.4K
1.28K $750K
BAC
Bank Of America Corp

Financial Services
72
+ 0.57%
$39.22 - $47.77 $2.82K - $3.44K
12.6K $554K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 7.56%
$873.59 - $994.69 $23.6K - $26.9K
384 $351K
RPM
Rpm International Inc

Basic Materials
9
+ 0.06%
$120.09 - $140.26 $1.08K - $1.26K
15.2K $1.87M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.6K
+ 214.5%
$22.01 - $66.82 $145K - $441K
9.67K $219K
PBI
Pitney Bowes Inc

Industrials
492
+ 0.65%
$6.74 - $8.2 $3.32K - $4.03K
76.6K $554K
ATO
Atmos Energy Corp

Utilities
47
+ 0.61%
$136.41 - $151.43 $6.41K - $7.12K
7.79K $1.09M
VIG
Vanguard Dividend Appreciation

ETFs
56
+ 1.23%
N/A
4.6K $837K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21
+ 0.29%
$33.92 - $36.6 $712 - $769
7.34K $253K
TXN
Texas Instruments Inc

Technology
7
+ 0.47%
N/A
1.51K $294K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.6K
+ 202.53%
$26.93 - $84.95 $258K - $815K
14.3K $391K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.19%
$480.36 - $529.17 $480 - $529
530 $263K
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.49%
$114.45 - $127.21 $2.06K - $2.29K
3.69K $426K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.23%
$385.02 - $431.37 $1.16K - $1.29K
1.29K $503K
XOM
Exxon Mobil Corp

Energy
4
+ 0.18%
$105.51 - $125.37 $422 - $501
2.24K $240K
PNW
Pinnacle West Capital Corp

Utilities
64
+ 0.75%
$84.03 - $94.52 $5.38K - $6.05K
8.61K $729K
ROL
Rollins Inc

Consumer Cyclical
26
+ 0.33%
$46.35 - $51.59 $1.21K - $1.34K
7.79K $361K
NSC
Norfolk Southern Corp

Industrials
14
+ 0.51%
$230.6 - $277.0 $3.23K - $3.88K
2.75K $646K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
135
+ 1.1%
$27.09 - $32.06 $3.66K - $4.33K
12.4K $348K
AMGN
Amgen Inc

Healthcare
6
+ 0.76%
$258.78 - $328.31 $1.55K - $1.97K
793 $206K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
180
+ 0.8%
$91.94 - $100.02 $16.5K - $18K
22.7K $2.1M
EXPD
Expeditors International Of Washington Inc

Industrials
21
+ 0.62%
$110.5 - $128.26 $2.32K - $2.69K
3.42K $378K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.13%
$501.29 - $612.85 $501 - $613
752 $391K
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 0.5%
$90.22 - $102.31 $2.8K - $3.17K
6.18K $562K
UNP
Union Pacific Corp

Industrials
28
+ 0.59%
$223.15 - $249.32 $6.25K - $6.98K
4.79K $1.09M
KMB
Kimberly Clark Corp

Consumer Defensive
95
+ 0.81%
$130.37 - $146.09 $12.4K - $13.9K
11.9K $1.56M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
191
+ 0.86%
$99.2 - $108.47 $18.9K - $20.7K
22.4K $2.23M
MCD
Mcdonalds Corp

Consumer Cyclical
45
+ 0.41%
$288.47 - $316.54 $13K - $14.2K
11.1K $3.22M
SAIC
Science Applications International Corp

Technology
15
+ 0.25%
$110.11 - $154.1 $1.65K - $2.31K
5.93K $662K
LDOS
Leidos Holdings, Inc.

Technology
29
+ 0.28%
$143.17 - $201.39 $4.15K - $5.84K
10.5K $1.51M
SJM
J M Smucker CO

Consumer Defensive
879
+ 2.97%
$106.92 - $121.75 $94K - $107K
30.5K $3.36M
KO
Coca Cola CO

Consumer Defensive
343
+ 1.28%
$61.74 - $71.71 $21.2K - $24.6K
27.1K $1.69M
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Silver Lake Advisory, LLC Portfolio

Follow Silver Lake Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Lake Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Lake Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email