Silver Lake Advisory, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $429 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $204M, Berkshire Hathaway Inc Class B with a value of $8.54M, Abb Vie Inc. with a value of $8.3M, Cisco Systems, Inc. with a value of $7.59M, and Paychex Inc with a value of $7.21M.

Examining the 13F form we can see an decrease of $18.9M in the current position value, from $448M to 429M.

Below you can find more details about Silver Lake Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $429 Million
Financial Services: $240 Million
Technology: $54.1 Million
Industrials: $35.4 Million
Healthcare: $28.3 Million
ETFs: $23.5 Million
Energy: $14.7 Million
Real Estate: $10.5 Million
Consumer Defensive: $10.3 Million
Other: $13 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $429 Million
  • Prior Value $448 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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