Fund HoldingsSilver Lake Advisory, LLC

Total Portfolio Value
$244.06M
Total Bought
$18.14M
Total Sold
$8.93M
Net Transaction
+$9.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ZOOM VIDEO COMMUNICATIONS IN(ZM)035,580+35,58002,4811.02%+2,481
DOCUSIGN INC(DOCU)037,640+37,64002,3370.96%+2,337
AON PLC(AON)03,623+3,62301,2530.51%+1,253
METLIFE INC(MET)77,27976,885-3945,4246,3412.60%+917
BERKSHIRE HATHAWAY INC DEL19,85519,394-4618,0778,9263.66%+849
REGIONS FINANCIAL CORP NEW(RF)219,202222,843+3,6414,3935,1992.13%+806
PAYCHEX INC(PAYX)53,82053,119-7016,3817,1282.92%+747
CORNING INC(GLW)103,216104,845+1,6294,0104,7341.94%+724
UNUM GROUP(UNM)73,99375,766+1,7733,7824,5041.85%+722
AUTOMATIC DATA PROCESSING IN17,92617,997+714,2794,9802.04%+702
JOHNSON & JOHNSON(JNJ)33,25333,987+7344,8605,5082.26%+648
CISCO SYS INC(CSCO)131,721129,702-2,0196,2586,9032.83%+645
ABBOTT LABS57,75957,791+326,0026,5892.70%+587
WEYERHAEUSER CO MTN BE(WY)104,445104,258-1872,9653,5301.45%+565
KINDER MORGAN INC DEL(KMI)239,335239,890+5554,7565,2992.17%+544
FIRST SOLAR INC(FSLR)22,58222,431-1515,0915,5952.29%+504
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
379,002367,665-11,3376,7927,2722.98%+481
DIGITAL RLTY TR INC(DLR)51,02450,897-1277,7588,2373.37%+479
REALTY INCOME CORP(O)48,43747,706-7312,5583,0261.24%+467
GARMIN LTD(GRMN)29,54029,779+2394,8135,2422.15%+429
MCDONALDS CORP(MCD)11,61611,073-5432,9603,3721.38%+412
AMDOCS LTD(DOX)33,28534,480+1,1952,6273,0161.24%+389
UMH PPTYS INC(UMH)115,741112,231-3,5101,8512,2080.90%+357
SAFETY INS GROUP INC(SAFT)41,65842,370+7123,1263,4651.42%+339
BRISTOL-MYERS SQUIBB CO(BMY)29,35029,671+3211,2191,5350.63%+316
GRAINGER W W INC(GWW)2,6812,607-742,4192,7081.11%+290
PEMBINA PIPELINE CORP(PBA)86,29684,276-2,0203,2003,4761.42%+276
TEXAS PACIFIC LAND CORPORATI(TPL)1,7861,789+31,3121,5830.65%+271
GLOBAL PMTS INC(GPN)38,42238,813+3913,7153,9751.63%+260
HENRY JACK & ASSOC INC(JKHY)32,58032,080-5005,4095,6632.32%+254
BERKSHIRE HATHAWAY INC DEL30030001,8372,0740.85%+237
COCA COLA CO(KO)26,58526,772+1871,6921,9240.79%+232
SMUCKER J M CO(SJM)30,80329,621-1,1823,3593,5871.47%+228
CARRIER GLOBAL CORPORATION(CARR)02,762+2,76202220.09%+222
ISHARES TR21,94922,531+5821,9342,1520.88%+217
SCHWAB STRATEGIC TR03,075+3,07502050.08%+205
ROBERT HALF INC.(RHI)55,42755,600+1733,5463,7481.54%+202
VANGUARD INDEX FDS7,0117,371+3601,6091,7950.74%+185
LEIDOS HOLDINGS INC(LDOS)10,42010,445+251,5201,7020.70%+182
ATMOS ENERGY CORP(ATO)7,7007,747+478981,0750.44%+176
BANK MONTREAL QUE30,49330,227-2662,5572,7261.12%+170
PITNEY BOWES INC(PBI)75,54376,112+5693845430.22%+159
ISHARES TR15,15416,689+1,5351,5261,6810.69%+155
APPLE INC(AAPL)6,1136,118+51,2871,4250.58%+138
SCIENCE APPLICATIONS INTL CO(SAIC)5,8925,910+186938230.34%+130
ONEOK INC NEW(OKE)11,17311,302+1299111,0300.42%+119
GENUINE PARTS CO(GPC)32,79633,294+4984,5364,6511.91%+114
VANGUARD INDEX FDS5,8806,007+1272,1992,3060.95%+107
RPM INTL INC(RPM)16,15315,224-9291,7391,8420.75%+103
UNION PAC CORP(UNP)4,7364,762+261,0721,1740.48%+102
PROCTER AND GAMBLE CO(PG)12,99012,943-472,1422,2420.92%+99
NORFOLK SOUTHN CORP(NSC)2,7232,739+165856810.28%+96
AMERICAN EXPRESS CO(AXP)2,3192,322+35376300.26%+93
INTERNATIONAL BUSINESS MACHS(IBM)1,7951,808+133104000.16%+89
PROSHARES TR
S&P 500 DV ARIST
23,80922,191-1,6182,2892,3690.97%+80
HOME DEPOT INC(HD)1,2871,291+44435230.21%+80
RTX CORPORATION(RTX)3,6513,669+183674450.18%+78
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
20,92520,92505185900.24%+71
KIMBERLY-CLARK CORP(KMB)11,70411,801+971,6171,6790.69%+62
PINNACLE WEST CAP CORP(PNW)9,1518,547-6046997570.31%+58
VANGUARD MUN BD FDS4,6415,680+1,0392332900.12%+58
BECTON DICKINSON & CO(BDX)22,45622,006-4505,2485,3062.17%+57
FACTSET RESH SYS INC(FDS)98198104014510.18%+51
THERMO FISHER SCIENTIFIC INC(TMO)75175104154650.19%+49
CUMMINS INC(CMI)1,6281,513-1154514900.20%+39
S&P GLOBAL INC(SPGI)528529+12362730.11%+38
SPDR S&P 500 ETF TR(SPY)1,2041,208+46556930.28%+38
QUEST DIAGNOSTICS INC(DGX)1,9351,945+102653020.12%+37
INTERPUBLIC GROUP COS INC12,16612,293+1273543890.16%+35
FASTENAL CO(FAST)4,0514,05102552890.12%+35
PEPSICO INC(PEP)5,6915,713+229399710.40%+33
JPMORGAN CHASE & CO.(JPM)3,0543,069+156186470.27%+29
ENTERPRISE PRODS PARTNERS L(EPD)46,14946,852+7031,3371,3640.56%+26
EXPEDITORS INTL WASH INC(EXPD)3,3973,39704244460.18%+22
TEXAS INSTRS INC(TXN)1,4981,504+62913110.13%+19
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,2967,316+202352510.10%+16
ROLLINS INC(ROL)7,7427,764+223783930.16%+15
COSTCO WHSL CORP NEW(COST)356357+13033160.13%+13
SCHWAB STRATEGIC TR4,9934,739-2543884010.16%+12
VANGUARD SPECIALIZED FUNDS4,8774,544-3338909000.37%+10
AMGEN INC(AMGN)782787+52442540.10%+9
AVERY DENNISON CORP1,0001,00002192210.09%+2
EXXON MOBIL CORP2,2712,231-402612610.11%0
EMERSON ELEC CO(EMR)24,04424,159+1152,6492,6421.08%-6
COLGATE PALMOLIVE CO(CL)6,7076,152-5556516390.26%-12
CHEVRON CORP NEW(CVX)2,3892,417+283743560.15%-18
AMAZON COM INC(AMZN)2,9902,99005785570.23%-21
ENERSYS(ENS)30,88631,124+2383,1973,1761.30%-21
BANK AMERICA CORP13,07912,550-5295204980.20%-22
ADOBE INC(ADBE)62962903493260.13%-24
BIG 5 SPORTING GOODS CORP28,25928,259084590.02%-25
ELI LILLY & CO(LLY)1,6531,637-161,4961,4500.59%-46
NVIDIA CORPORATION(NVDA)13,88713,637-2501,7161,6560.68%-60
EATON CORP PLC(ETN)9,6328,864-7683,0202,9381.20%-82
SPDR SER TR
ST SHOR CORP ETF
142,869137,263-5,6064,2434,1561.70%-87
MICROSOFT CORP(MSFT)12,31712,281-365,5055,2852.17%-220
ABBVIE INC(ABBV)57,42748,336-9,0919,8509,5453.91%-304
APPLIED MATLS INC27,13327,855+7226,4035,6282.31%-775
QUALCOMM INC(QCOM)37,03537,491+4567,3776,3752.61%-1,001
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