Fund HoldingsSilver Lake Advisory, LLC

Total Portfolio Value
$162.1K
Total Bought
$121.36M
Total Sold
$57.07M
Net Transaction
+$64.29M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
UNUM GROUP(UNM)068,200+68,200032.07%+3
GARMIN LTD(GRMN)021,008+21,008021.36%+2
BROOKFIELD RENEWABLE CORP(BEPC)6,5400-6,5402060-206
INTERNATIONAL BUSINESS MACHS(IBM)1,5510-1,5512080-208
COSTCO WHSL CORP NEW(COST)3970-3972130-213
S&P GLOBAL INC(SPGI)5490-5492200-220
ROLLINS INC(ROL)5,1500-5,1502210-221
VANGUARD MUN BD FDS4,5040-4,5042260-226
FASTENAL CO(FAST)4,0510-4,0512390-239
BIG 5 SPORTING GOODS CORP26,56027,450+89024300.12%-243
TEXAS INSTRS INC(TXN)1,4680-1,4682640-264
PITNEY BOWES INC(PBI)75,00175,597+59626600.14%-265
PFIZER INC(PFE)7,5450-7,5452770-277
QUEST DIAGNOSTICS INC(DGX)2,1060-2,1062960-296
ADOBE SYSTEMS INCORPORATED(ADBE)6290-6293080-308
ISHARES TR17,4860-17,4863220-322
EXXON MOBIL CORP(XOM)3,0560-3,0563280-328
SCHWAB STRATEGIC TR4,6390-4,6393370-337
BANK AMERICA CORP12,33312,425+9235400.21%-354
CHEVRON CORP NEW(CVX)2,3010-2,3013620-362
RAYTHEON TECHNOLOGIES CORP(RTX)3,7570-3,7573680-368
FACTSET RESH SYS INC(FDS)9810-9813930-393
THERMO FISHER SCIENTIFIC INC(TMO)7600-7603960-396
AMAZON COM INC(AMZN)3,0700-3,0704000-400
CUMMINS INC(CMI)1,6810-1,6814120-412
HOME DEPOT INC(HD)1,3460-1,3464180-418
EXPEDITORS INTL WASH INC(EXPD)3,5350-3,5354280-428
JPMORGAN CHASE & CO(JPM)3,0170-3,0174390-439
AMERICAN EXPRESS CO(AXP)2,5290-2,5294410-441
INTERPUBLIC GROUP COS INC11,67811,798+12045100.21%-450
SPDR S&P 500 ETF TR(SPY)1,0350-1,0354590-459
VANGUARD SPECIALIZED FUNDS2,9380-2,9384770-477
COLGATE PALMOLIVE CO(CL)7,2560-7,2565590-559
NORFOLK SOUTHN CORP(NSC)2,7070-2,7076140-614
SCIENCE APPLICATIONS INTL CO(SAIC)5,8750-5,8756610-661
ONEOK INC NEW(OKE)11,41011,551+14170410.45%-704
NVIDIA CORPORATION(NVDA)1,7040-1,7047210-721
VANGUARD INDEX FDS3,6560-3,6567520-752
TEXAS PACIFIC LAND CORPORATI(TPL)5910-5917780-778
LILLY ELI & CO(LLY)1,6980-1,6987960-796
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
27,37527,375080710.37%-807
PINNACLE WEST CAP CORP(PNW)10,55510,634+7986010.48%-859
ATMOS ENERGY CORP(ATO)7,6480-7,6488900-890
LEIDOS HOLDINGS INC(LDOS)10,48310,483092810.60%-927
PEPSICO INC(PEP)5,5950-5,5951,0360-1,036
UNION PAC CORP(UNP)5,0680-5,0681,0370-1,037
ENTERPRISE PRODS PARTNERS L(EPD)44,94344,098-8451,18410.74%-1,183
APPLE INC(AAPL)6,2210-6,2211,2070-1,207
AON PLC(AON)3,6230-3,6231,2510-1,251
PROSHARES TR
S&P MDCP 400 DIV
18,7030-18,7031,3140-1,314
ISHARES TR17,19517,150-451,34610.79%-1,344
RPM INTL INC(RPM)15,00815,044+361,34710.88%-1,345
COCA COLA CO(KO)26,16326,235+721,57610.91%-1,574
KIMBERLY-CLARK CORP(KMB)11,58611,624+381,60010.87%-1,598
UMH PPTYS INC(UMH)111,664111,786+1221,78420.97%-1,783
EATON CORP PLC(ETN)9,1740-9,1741,8450-1,845
BRISTOL-MYERS SQUIBB CO(BMY)30,14829,823-3251,92821.07%-1,926
GLOBAL PMTS INC(GPN)19,67120,265+5941,93821.44%-1,936
PROCTER AND GAMBLE CO(PG)13,25713,238-192,01221.19%-2,010
GRAINGER W W INC(GWW)2,6390-2,6392,0810-2,081
EMERSON ELEC CO(EMR)23,79423,841+472,15121.42%-2,148
HASBRO INC(HAS)33,67835,800+2,1222,18121.46%-2,179
PROSHARES TR
S&P 500 DV ARIST
23,85223,932+802,24921.31%-2,247
LEGGETT & PLATT INC(LEG)77,1720-77,1722,2860-2,286
PEMBINA PIPELINE CORP(PBA)88,33088,145-1852,77731.63%-2,774
BANK MONTREAL QUE31,41630,866-5502,83731.61%-2,835
ENERSYS(ENS)27,42527,135-2902,97631.58%-2,974
SAFETY INS GROUP INC(SAFT)42,38042,259-1213,03931.78%-3,037
REALTY INCOME CORP(O)52,37749,981-2,3963,13221.54%-3,129
MCDONALDS CORP(MCD)10,88110,912+313,24731.77%-3,244
CORNING INC(GLW)93,86799,896+6,0293,28931.88%-3,286
WEYERHAEUSER CO MTN BE(WY)98,942100,550+1,6083,31631.90%-3,312
REGIONS FINANCIAL CORP NEW(RF)191,181194,035+2,8543,40732.06%-3,404
QUALCOMM INC(QCOM)30,37733,574+3,1973,61642.30%-3,612
ROBERT HALF INC.(RHI)48,64549,651+1,0063,65942.24%-3,655
KINDER MORGAN INC DEL(KMI)213,168222,079+8,9113,67142.27%-3,667
AUTOMATIC DATA PROCESSING IN17,72117,798+773,89542.64%-3,891
GENUINE PARTS CO(GPC)23,80225,332+1,5304,02842.26%-4,024
HENRY JACK & ASSOC INC(JKHY)24,20225,879+1,6774,05042.41%-4,046
SPDR SER TR
ST SHOR CORP ETF
137,608138,018+4104,05142.50%-4,047
METLIFE INC(MET)73,36774,333+9664,14752.88%-4,143
ESSENTIAL UTILS INC(WTRG)105,604104,814-7904,21542.22%-4,211
MICROSOFT CORP(MSFT)12,45012,466+164,24042.43%-4,236
APPLIED MATLS INC29,56329,815+2524,27342.55%-4,269
SMUCKER J M CO(SJM)29,05329,498+4454,29042.24%-4,287
ABBOTT LABS47,20148,376+1,1755,14652.89%-5,141
FIRST SOLAR INC(FSLR)27,19627,102-945,17042.70%-5,165
PAYCHEX INC(PAYX)48,01548,857+8425,37163.48%-5,366
BECTON DICKINSON & CO(BDX)20,58220,766+1845,43453.31%-5,429
JOHNSON & JOHNSON(JNJ)33,34633,708+3625,51953.24%-5,514
DIGITAL RLTY TR INC(DLR)50,02751,313+1,2865,69763.83%-5,690
CISCO SYS INC(CSCO)115,586118,427+2,8415,98063.93%-5,974
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
348,884357,268+8,3846,29763.68%-6,291
BERKSHIRE HATHAWAY INC DEL19,73219,73206,72974.26%-6,722
ABBVIE INC(ABBV)53,06553,696+6317,14984.94%-7,141
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