Fund HoldingsSilver Lake Advisory, LLC

Total Portfolio Value
$224.38M
Total Bought
$179.86M
Total Sold
$41.93M
Net Transaction
+$137.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ABBVIE INC(ABBV)55,12455,971+847910,1924.54%+10,184
BERKSHIRE HATHAWAY INC DEL19,67219,637-3578,2583.68%+8,251
DIGITAL RLTY TR INC(DLR)52,93652,875-6177,6163.39%+7,609
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
362,765369,003+6,23876,8413.05%+6,835
PAYCHEX INC(PAYX)51,22452,214+99066,4122.86%+6,406
CISCO SYS INC(CSCO)120,613128,001+7,38866,3892.85%+6,382
QUALCOMM INC(QCOM)36,48937,475+98656,3452.83%+6,339
ABBOTT LABS50,86855,166+4,29866,2702.79%+6,265
APPLIED MATLS INC30,44730,263-18456,2412.78%+6,236
METLIFE INC(MET)74,70176,216+1,51555,6482.52%+5,643
HENRY JACK & ASSOC INC(JKHY)29,78931,898+2,10955,5422.47%+5,537
BECTON DICKINSON & CO(BDX)21,25122,394+1,14355,5412.47%+5,536
JOHNSON & JOHNSON(JNJ)33,66134,000+33955,3782.40%+5,373
MICROSOFT CORP(MSFT)12,32712,379+5255,2082.32%+5,203
FIRST SOLAR INC(FSLR)27,06729,724+2,65755,0172.24%+5,013
GLOBAL PMTS INC(GPN)36,68337,387+70454,9972.23%+4,992
GENUINE PARTS CO(GPC)29,24331,570+2,32744,8912.18%+4,887
REGIONS FINANCIAL CORP NEW(RF)198,155215,836+17,68144,5412.02%+4,537
AUTOMATIC DATA PROCESSING IN17,75417,837+8344,4551.99%+4,450
GARMIN LTD(GRMN)28,83129,746+91544,4281.97%+4,425
ROBERT HALF INC.(RHI)50,47954,377+3,89844,3111.92%+4,307
KINDER MORGAN INC DEL(KMI)231,363234,671+3,30844,3041.92%+4,300
SPDR SER TR
ST SHOR CORP ETF
138,246137,155-1,09144,0831.82%+4,079
UNUM GROUP(UNM)71,32273,892+2,57033,9651.77%+3,962
SMUCKER J M CO(SJM)30,26230,747+48543,8701.72%+3,866
WEYERHAEUSER CO MTN BE(WY)101,699104,444+2,74543,7511.67%+3,747
CORNING INC(GLW)99,917103,982+4,06533,4271.53%+3,424
SAFETY INS GROUP INC(SAFT)41,73140,906-82533,3621.50%+3,359
MCDONALDS CORP(MCD)10,94510,979+3433,0961.38%+3,092
PEMBINA PIPELINE CORP(PBA)87,29086,590-70033,0601.36%+3,057
BANK MONTREAL QUE30,86630,536-33032,9831.33%+2,980
ENERSYS(ENS)27,26130,626+3,36532,8931.29%+2,890
EATON CORP PLC(ETN)09,082+9,08202,8401.27%+2,840
AMDOCS LTD(DOX)030,625+30,62502,7681.23%+2,768
EMERSON ELEC CO(EMR)23,89523,940+4522,7151.21%+2,713
GRAINGER W W INC(GWW)02,617+2,61702,6621.19%+2,662
REALTY INCOME CORP(O)46,85647,159+30332,5511.14%+2,549
PROSHARES TR
S&P 500 DV ARIST
23,88923,889022,4231.08%+2,420
PROCTER AND GAMBLE CO(PG)13,24412,809-43522,0780.93%+2,076
BERKSHIRE HATHAWAY INC DEL0300+30001,9030.85%+1,903
VANGUARD INDEX FDS07,261+7,26101,8930.84%+1,893
ISHARES TR17,91820,723+2,80521,8740.84%+1,873
UMH PPTYS INC(UMH)111,900111,074-82621,8040.80%+1,802
RPM INTL INC(RPM)15,08815,127+3921,7990.80%+1,798
COCA COLA CO(KO)26,38826,390+221,6150.72%+1,613
VANGUARD INDEX FDS06,725+6,72501,5860.71%+1,586
BRISTOL-MYERS SQUIBB CO(BMY)28,88229,006+12411,5730.70%+1,572
KIMBERLY-CLARK CORP(KMB)11,55711,599+4211,5000.67%+1,499
ISHARES TR014,466+14,46601,4570.65%+1,457
LEIDOS HOLDINGS INC(LDOS)10,48310,393-9011,3620.61%+1,361
ENTERPRISE PRODS PARTNERS L(EPD)44,77645,471+69511,3270.59%+1,326
ELI LILLY & CO(LLY)01,681+1,68101,3080.58%+1,308
NVIDIA CORPORATION(NVDA)01,389+1,38901,2550.56%+1,255
UNION PAC CORP(UNP)04,684+4,68401,1520.51%+1,152
APPLE INC(AAPL)06,107+6,10701,0470.47%+1,047
TEXAS PACIFIC LAND CORPORATI(TPL)01,784+1,78401,0320.46%+1,032
PEPSICO INC(PEP)05,644+5,64409880.44%+988
ATMOS ENERGY CORP(ATO)07,648+7,64809090.41%+909
ONEOK INC NEW(OKE)11,31511,332+1719080.40%+908
SCIENCE APPLICATIONS INTL CO(SAIC)05,875+5,87507660.34%+766
NORFOLK SOUTHN CORP(NSC)02,707+2,70706900.31%+690
VANGUARD SPECIALIZED FUNDS03,729+3,72906810.30%+681
PINNACLE WEST CAP CORP(PNW)10,7158,407-2,30816280.28%+627
JPMORGAN CHASE & CO(JPM)03,038+3,03806080.27%+608
SPDR S&P 500 ETF TR(SPY)01,143+1,14305980.27%+598
COLGATE PALMOLIVE CO(CL)06,243+6,24305620.25%+562
AMAZON COM INC(AMZN)03,093+3,09305580.25%+558
AMERICAN EXPRESS CO(AXP)02,315+2,31505270.23%+527
HOME DEPOT INC(HD)01,283+1,28304920.22%+492
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
25,62520,925-4,70014860.22%+485
BANK AMERICA CORP12,23412,320+8604670.21%+467
FACTSET RESH SYS INC(FDS)0981+98104460.20%+446
CUMMINS INC(CMI)01,496+1,49604410.20%+441
THERMO FISHER SCIENTIFIC INC(TMO)0751+75104360.19%+436
EXPEDITORS INTL WASH INC(EXPD)03,378+3,37804110.18%+411
INTERPUBLIC GROUP COS INC11,91012,031+12103930.17%+392
SCHWAB STRATEGIC TR04,650+4,65003750.17%+375
CHEVRON CORP NEW(CVX)02,364+2,36403730.17%+373
ROLLINS INC(ROL)07,718+7,71803570.16%+357
RTX CORPORATION(RTX)03,631+3,63103540.16%+354
PITNEY BOWES INC(PBI)76,00676,317+31103300.15%+330
ADOBE INC(ADBE)0629+62903170.14%+317
FASTENAL CO(FAST)04,051+4,05103120.14%+312
INTERNATIONAL BUSINESS MACHS(IBM)01,572+1,57203000.13%+300
EXXON MOBIL CORP02,491+2,49102900.13%+290
VANGUARD INDEX FDS0836+83602880.13%+288
QUEST DIAGNOSTICS INC(DGX)02,024+2,02402690.12%+269
COSTCO WHSL CORP NEW(COST)0356+35602610.12%+261
TEXAS INSTRS INC(TXN)01,491+1,49102600.12%+260
S&P GLOBAL INC(SPGI)0552+55202350.10%+235
VANGUARD MUN BD FDS04,605+4,60502330.10%+233
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
07,274+7,27402320.10%+232
AVERY DENNISON CORP01,000+1,00002230.10%+223
AMGEN INC(AMGN)0777+77702210.10%+221
ADVANCED MICRO DEVICES INC(AMD)01,187+1,18702140.10%+214
BIG 5 SPORTING GOODS CORP27,94428,314+37001000.04%+99
LEGGETT & PLATT INC(LEG)10,1570-10,15700-0
HASBRO INC(HAS)35,0390-35,03920-2
ESSENTIAL UTILS INC(WTRG)83,5760-83,57630-3
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