Fund HoldingsSilver Lake Advisory, LLC

Total Portfolio Value
$227.40M
Total Bought
$7.29M
Total Sold
$27.05M
Net Transaction
-$19.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
DOCUSIGN INC(DOCU)37,64039,547+1,9072,3373,5571.56%+1,220
KINDER MORGAN INC DEL(KMI)239,890229,989-9,9015,2996,3022.77%+1,003
ZOOM COMMUNICATIONS INC(ZM)35,58040,325+4,7452,4813,2911.45%+810
UNUM GROUP(UNM)75,76672,536-3,2304,5045,2972.33%+794
CISCO SYS INC(CSCO)129,702128,275-1,4276,9037,5943.34%+691
GARMIN LTD(GRMN)29,77928,447-1,3325,2425,8672.58%+625
GLOBAL PMTS INC(GPN)38,81339,121+3083,9754,3841.93%+409
TEXAS PACIFIC LAND CORPORATI(TPL)1,7891,791+21,5831,9810.87%+398
EMERSON ELEC CO(EMR)24,15924,249+902,6423,0051.32%+363
ISHARES TR16,68920,166+3,4771,6812,0230.89%+342
AUTOMATIC DATA PROCESSING IN17,99718,031+344,9805,2782.32%+298
NVIDIA CORPORATION(NVDA)13,63713,639+21,6561,8320.81%+176
VANGUARD INDEX FDS6,0076,041+342,3062,4801.09%+173
BRISTOL-MYERS SQUIBB CO(BMY)29,67129,953+2821,5351,6940.75%+159
INTERNATIONAL BUSINESS MACHS(IBM)1,8082,522+7144005540.24%+155
ENTERPRISE PRODS PARTNERS L(EPD)46,85247,524+6721,3641,4900.66%+126
APPLE INC(AAPL)6,1186,123+51,4251,5330.67%+108
ONEOK INC NEW(OKE)11,30211,305+31,0301,1350.50%+105
WALGREENS BOOTS ALLIANCE INC010,973+10,97301020.05%+102
AMAZON COM INC(AMZN)2,9902,99005576560.29%+99
VANGUARD INDEX FDS7,3717,446+751,7951,8890.83%+95
JPMORGAN CHASE & CO.(JPM)3,0693,084+156477390.33%+92
ROBERT HALF INC.(RHI)55,60054,433-1,1673,7483,8351.69%+87
PAYCHEX INC(PAYX)53,11951,438-1,6817,1287,2133.17%+85
NEXGEN ENERGY LTD(NXE)011,000+11,0000730.03%+73
BANK MONTREAL QUE30,22728,741-1,4862,7262,7891.23%+63
SPDR S&P 500 ETF TR(SPY)1,2081,281+736937510.33%+58
BANK AMERICA CORP12,55012,622+724985550.24%+57
AMERICAN EXPRESS CO(AXP)2,3222,285-376306780.30%+48
AON PLC(AON)3,6233,62301,2531,3010.57%+48
COSTCO WHSL CORP NEW(COST)357384+273163520.15%+36
RPM INTL INC(RPM)15,22415,233+91,8421,8750.82%+32
FACTSET RESH SYS INC(FDS)98198104514710.21%+20
CORNING INC(GLW)104,84599,972-4,8734,7344,7512.09%+17
SCHWAB STRATEGIC TR3,0759,671+6,5962052200.10%+15
PITNEY BOWES INC(PBI)76,11276,604+4925435550.24%+12
ATMOS ENERGY CORP(ATO)7,7477,794+471,0751,0850.48%+11
GRAINGER W W INC(GWW)2,6072,579-282,7082,7191.20%+10
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,3167,337+212512540.11%+3
FASTENAL CO(FAST)4,0514,05102892910.13%+2
VANGUARD SPECIALIZED FUNDS4,5444,600+569009010.40%+1
SCHWAB STRATEGIC TR4,73914,337+9,5984013920.17%-9
S&P GLOBAL INC(SPGI)529530+12732640.12%-9
REGIONS FINANCIAL CORP NEW(RF)222,843220,486-2,3575,1995,1862.28%-13
QUEST DIAGNOSTICS INC(DGX)1,9451,915-303022890.13%-13
RTX CORPORATION(RTX)3,6693,687+184454270.19%-18
HOME DEPOT INC(HD)1,2911,294+35235030.22%-20
EXXON MOBIL CORP2,2312,235+42612400.11%-21
CHEVRON CORP NEW(CVX)2,4172,306-1113563340.15%-22
PINNACLE WEST CAP CORP(PNW)8,5478,611+647577300.32%-27
TEXAS INSTRS INC(TXN)1,5041,511+73112830.12%-27
CUMMINS INC(CMI)1,5131,321-1924904610.20%-29
BERKSHIRE HATHAWAY INC DEL30030002,0742,0430.90%-31
ROLLINS INC(ROL)7,7647,790+263933610.16%-32
NORFOLK SOUTHN CORP(NSC)2,7392,753+146816460.28%-34
INTERPUBLIC GROUP COS INC12,29312,428+1353893480.15%-41
ADOBE INC(ADBE)62962903262800.12%-46
AMGEN INC(AMGN)787793+62542070.09%-47
ISHARES TR22,53122,711+1802,1522,1030.92%-49
BIG 5 SPORTING GOODS CORP28,2590-28,259590-59
EXPEDITORS INTL WASH INC(EXPD)3,3973,418+214463790.17%-68
SAFETY INS GROUP INC(SAFT)42,37041,159-1,2113,4653,3921.49%-73
THERMO FISHER SCIENTIFIC INC(TMO)751752+14653910.17%-74
COLGATE PALMOLIVE CO(CL)6,1526,183+316395620.25%-77
UNION PAC CORP(UNP)4,7624,790+281,1741,0920.48%-81
SPDR SER TR
ST SHOR CORP ETF
137,263136,221-1,0424,1564,0681.79%-89
UMH PPTYS INC(UMH)112,231111,379-8522,2082,1030.92%-105
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
20,92520,92505904770.21%-113
ABBOTT LABS57,79157,232-5596,5896,4742.85%-115
MICROSOFT CORP(MSFT)12,28112,261-205,2855,1682.27%-117
PEPSICO INC(PEP)5,7135,613-1009718530.38%-118
KIMBERLY-CLARK CORP(KMB)11,80111,896+951,6791,5590.69%-120
PROSHARES TR
S&P 500 DV ARIST
22,19122,382+1912,3692,2280.98%-141
MCDONALDS CORP(MCD)11,07311,118+453,3723,2231.42%-149
SCIENCE APPLICATIONS INTL CO(SAIC)5,9105,925+158236620.29%-161
LEIDOS HOLDINGS INC(LDOS)10,44510,474+291,7021,5090.66%-194
AMDOCS LTD(DOX)34,48033,130-1,3503,0162,8211.24%-196
HENRY JACK & ASSOC INC(JKHY)32,08031,073-1,0075,6635,4472.40%-216
ELI LILLY & CO(LLY)1,6371,598-391,4501,2340.54%-216
AVERY DENNISON CORP1,0000-1,0002210-221
CARRIER GLOBAL CORPORATION(CARR)2,7620-2,7622220-222
SMUCKER J M CO(SJM)29,62130,500+8793,5873,3591.48%-229
COCA COLA CO(KO)26,77227,115+3431,9241,6880.74%-236
METLIFE INC(MET)76,88574,172-2,7136,3416,0732.67%-268
PROCTER AND GAMBLE CO(PG)12,94311,713-1,2302,2421,9640.86%-278
VANGUARD MUN BD FDS5,6800-5,6802900-290
PEMBINA PIPELINE CORP(PBA)84,27684,206-703,4763,1111.37%-364
BERKSHIRE HATHAWAY INC DEL19,39418,844-5508,9268,5423.76%-385
ENERSYS(ENS)31,12430,172-9523,1762,7891.23%-387
BECTON DICKINSON & CO(BDX)22,00621,086-9205,3064,7842.10%-522
REALTY INCOME CORP(O)47,70646,554-1,1523,0262,4861.09%-539
EATON CORP PLC(ETN)8,8647,089-1,7752,9382,3531.03%-585
JOHNSON & JOHNSON(JNJ)33,98733,430-5575,5084,8352.13%-673
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
367,665351,697-15,9687,2726,4402.83%-833
GENUINE PARTS CO(GPC)33,29431,872-1,4224,6513,7211.64%-929
APPLIED MATLS INC27,85527,540-3155,6284,4791.97%-1,149
ABBVIE INC(ABBV)48,33646,705-1,6319,5458,3003.65%-1,246
FIRST SOLAR INC(FSLR)22,43121,981-4505,5953,8741.70%-1,721
DIGITAL RLTY TR INC(DLR)50,89733,500-17,3978,2375,9412.61%-2,296
WEYERHAEUSER CO MTN BE(WY)104,2580-104,2583,5300-3,530
Page 1 of 1