Fund HoldingsSilver Lake Advisory, LLC

Total Portfolio Value
$178.5K
Total Bought
$16.1K
Total Sold
$3.8K
Net Transaction
+$12.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
GLOBAL PMTS INC(GPN)20,26536,683+16,418252.61%+2
QUALCOMM INC(QCOM)33,57436,489+2,915452.96%+2
GARMIN LTD(GRMN)21,00828,831+7,823242.08%+1
HENRY JACK & ASSOC INC(JKHY)25,87929,789+3,910452.73%+1
ABBOTT LABS48,37650,868+2,492563.14%+1
DIGITAL RLTY TR INC(DLR)51,31352,936+1,623673.99%+1
APPLIED MATLS INC29,81530,447+632452.76%+1
ROBERT HALF INC.(RHI)49,65150,479+828442.49%+1
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
357,268362,765+5,497673.75%+1
MICROSOFT CORP(MSFT)12,46612,327-139452.60%+1
ABBVIE INC(ABBV)53,69655,124+1,428894.79%+1
REGIONS FINANCIAL CORP NEW(RF)194,035198,155+4,120342.15%+1
PAYCHEX INC(PAYX)48,85751,224+2,367663.42%0
WEYERHAEUSER CO MTN BE(WY)100,550101,699+1,149341.98%0
BANK MONTREAL QUE30,86630,8660331.71%0
KINDER MORGAN INC DEL(KMI)222,079231,363+9,284442.29%0
GENUINE PARTS CO(GPC)25,33229,243+3,911442.27%0
MCDONALDS CORP(MCD)10,91210,945+33331.82%0
PEMBINA PIPELINE CORP(PBA)88,14587,290-855331.68%0
SAFETY INS GROUP INC(SAFT)42,25941,731-528331.78%0
FIRST SOLAR INC(FSLR)27,10227,067-35452.61%0
LEGGETT & PLATT INC(LEG)010,157+10,157000.15%0
METLIFE INC(MET)74,33374,701+368552.77%0
RPM INTL INC(RPM)15,04415,088+44120.94%0
ISHARES TR17,15017,918+768120.85%0
SMUCKER J M CO(SJM)29,49830,262+764442.14%0
REALTY INCOME CORP(O)49,98146,856-3,125231.51%0
ENERSYS(ENS)27,13527,261+126331.54%0
LEIDOS HOLDINGS INC(LDOS)10,48310,4830110.64%0
PROSHARES TR
S&P 500 DV ARIST
23,93223,889-43221.27%0
UMH PPTYS INC(UMH)111,786111,900+114220.96%0
PITNEY BOWES INC(PBI)75,59776,006+409000.19%0
BERKSHIRE HATHAWAY INC DEL19,73219,672-60773.93%0
COCA COLA CO(KO)26,23526,388+153120.87%0
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
27,37525,625-1,750110.38%0
BANK AMERICA CORP12,42512,234-191000.23%0
SPDR SER TR
ST SHOR CORP ETF
138,018138,246+228442.31%0
ONEOK INC NEW(OKE)11,55111,315-236110.45%0
INTERPUBLIC GROUP COS INC11,79811,910+112000.22%0
JOHNSON & JOHNSON(JNJ)33,70833,661-47552.96%0
EMERSON ELEC CO(EMR)23,84123,895+54221.30%0
PROCTER AND GAMBLE CO(PG)13,23813,244+6221.09%0
KIMBERLY-CLARK CORP(KMB)11,62411,557-67110.79%-0
CORNING INC(GLW)99,89699,917+21331.70%-0
PINNACLE WEST CAP CORP(PNW)10,63410,715+81110.43%-0
BIG 5 SPORTING GOODS CORP27,45027,944+494000.10%-0
ENTERPRISE PRODS PARTNERS L(EPD)44,09844,776+678110.66%-0
UNUM GROUP(UNM)68,20071,322+3,122331.81%-0
AUTOMATIC DATA PROCESSING IN17,79817,754-44442.32%-0
BECTON DICKINSON & CO(BDX)20,76621,251+485552.90%-0
BRISTOL-MYERS SQUIBB CO(BMY)29,82328,882-941210.83%-0
CISCO SYS INC(CSCO)118,427120,613+2,186663.41%-0
ESSENTIAL UTILS INC(WTRG)104,81483,576-21,238431.75%-0
HASBRO INC(HAS)35,80035,039-761221.00%-1
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