Silver Lake Advisory, LLC Top Holdings and 13F Report (2025) About Silver Lake Advisory, LLCInvestment ActivitySilver Lake Advisory, LLC has $229.20 million in total holdings as of March 31, 2025.Silver Lake Advisory, LLC owns shares of 99 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 108.42% of the portfolio was sold this quarter.This quarter, Silver Lake Advisory, LLC has purchased 96 new stocks and bought additional shares in 51 stocks.Silver Lake Advisory, LLC sold shares of 33 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $10,009,841AbbVie $9,838,935Cisco Systems $7,981,249Paychex $7,910,148Abbott Laboratories $7,528,258 Largest New Holdings this Quarter 921946810 - Vanguard International Dividend Appreciation ETF $6,899,780 HoldingG6700G107 - nVent Electric $1,648,924 Holding88830M102 - Titan International $244,149 Holding00326A104 - abrdn Physical Gold Shares ETF $230,121 Holding911312106 - United Parcel Service $219,980 Holding Largest Purchases this Quarter Vanguard International Dividend Appreciation ETF 83,190 shares (about $6.90M)nVent Electric 31,456 shares (about $1.65M)Titan International 29,100 shares (about $244.15K)abrdn Physical Gold Shares ETF 7,717 shares (about $230.12K)United Parcel Service 2,000 shares (about $219.98K) Largest Sales this Quarter Berkshire Hathaway 297 shares (about $237.14M)Garmin 9,838 shares (about $2.14M)AON 2,001 shares (about $798.56K)Safety Insurance Group 3,293 shares (about $259.75K)International Business Machines 790 shares (about $196.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilver Lake Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$10,009,841$26,096 ▼-0.3%18,7954.4%FinanceABBVAbbVie$9,838,935$53,219 ▲0.5%46,9594.3%MedicalCSCOCisco Systems$7,981,249$65,412 ▲0.8%129,3353.5%Computer and TechnologyPAYXPaychex$7,910,148$25,765 ▼-0.3%51,2713.5%Business ServicesABTAbbott Laboratories$7,528,258$63,539 ▼-0.8%56,7533.3%MedicalVIGIVanguard International Dividend Appreciation ETF$6,899,780$6,899,780 ▲New Holding83,1903.0%ETFKMIKinder Morgan$6,524,835$36,747 ▼-0.6%228,7012.8%EnergyMETMetLife$5,976,902$21,598 ▲0.4%74,4412.6%FinanceUNMUnum Group$5,884,072$24,682 ▼-0.4%72,2332.6%FinanceJNJJohnson & Johnson$5,597,175$53,070 ▲1.0%33,7502.4%MedicalJKHYJack Henry & Associates$5,570,662$103,353 ▼-1.8%30,5072.4%Computer and TechnologyADPAutomatic Data Processing$5,531,487$22,609 ▲0.4%18,1052.4%Business ServicesRFRegions Financial$4,859,522$68,363 ▲1.4%223,6322.1%FinanceDLRDigital Realty Trust$4,853,598$53,446 ▲1.1%33,8732.1%FinanceBDXBecton, Dickinson and Company$4,660,776$169,279 ▼-3.5%20,3472.0%MedicalGLWCorning$4,633,689$56,951 ▲1.2%101,2162.0%Computer and TechnologyMSFTMicrosoft$4,564,154$38,667 ▼-0.8%12,1582.0%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$4,056,608$43,645 ▼-1.1%134,7711.8%ETFAMATApplied Materials$4,045,714$49,051 ▲1.2%27,8781.8%Computer and TechnologyGRMNGarmin$4,040,539$2,136,107 ▼-34.6%18,6091.8%Computer and TechnologyGPCGenuine Parts$3,774,065$23,113 ▼-0.6%31,6781.6%Retail/WholesaleGPNGlobal Payments$3,772,447$58,262 ▼-1.5%38,5261.6%Business ServicesSJMJ. M. Smucker$3,579,173$32,326 ▼-0.9%30,2271.6%Consumer StaplesMCDMcDonald's$3,487,150$14,368 ▲0.4%11,1641.5%Retail/WholesalePBAPembina Pipeline$3,355,755$15,011 ▼-0.4%83,8311.5%EnergyDOCUDocuSign$3,272,850$53,724 ▲1.7%40,2071.4%Computer and TechnologyZMZoom Video Communications$3,055,553$80,778 ▲2.7%41,4201.3%Computer and TechnologyRHIRobert Half$3,005,073$35,731 ▲1.2%55,0881.3%Business ServicesSAFTSafety Insurance Group$2,986,887$259,753 ▼-8.0%37,8661.3%FinanceDOXAmdocs$2,958,195$73,200 ▼-2.4%32,3301.3%Computer and TechnologyORealty Income$2,845,809$145,200 ▲5.4%49,0571.2%FinanceENSEnerSys$2,751,963$11,173 ▼-0.4%30,0501.2%IndustrialsFSLRFirst Solar$2,711,418$67,640 ▼-2.4%21,4461.2%EnergyBMOBank of Montreal$2,710,669$34,384 ▼-1.3%28,3811.2%FinanceEMREmerson Electric$2,604,021$54,600 ▼-2.1%23,7511.1%IndustrialsGWWW.W. Grainger$2,526,029$21,734 ▼-0.9%2,5571.1%IndustrialsBRK.ABerkshire Hathaway$2,395,325$237,137,175 ▼-99.0%31.0%FinanceTPLTexas Pacific Land$2,376,002$2,650 ▲0.1%1,7931.0%EnergyVUGVanguard Growth ETF$2,271,028$30,780 ▲1.4%6,1241.0%ETFNOBLProShares S&P 500 Aristocrats ETF$2,271,022$15,940 ▼-0.7%22,2261.0%ETFIUSViShares Core S&P U.S. Value ETF$2,170,220$74,202 ▲3.5%23,5150.9%ManufacturingUMHUMH Properties$2,038,302$44,487 ▼-2.1%109,0000.9%FinancePGProcter & Gamble$2,005,292$9,202 ▲0.5%11,7670.9%Consumer StaplesKOCoca-Cola$1,941,9690.0%27,1150.8%Consumer StaplesETNEaton$1,927,0030.0%7,0890.8%IndustrialsSGOViShares 0-3 Month Treasury Bond ETF$1,904,342$125,735 ▼-6.2%18,9170.8%ETFVOTVanguard Mid-Cap Growth ETF$1,884,856$63,359 ▲3.5%7,7050.8%ETFBMYBristol-Myers Squibb$1,843,405$16,589 ▲0.9%30,2250.8%MedicalRPMRPM International$1,767,405$5,206 ▲0.3%15,2780.8%ConstructionKMBKimberly-Clark$1,706,659$14,791 ▲0.9%12,0000.7%Consumer StaplesNVTnVent Electric$1,648,924$1,648,924 ▲New Holding31,4560.7%Computer and TechnologyEPDEnterprise Products Partners$1,644,283$21,815 ▲1.3%48,1630.7%EnergyLDOSLeidos$1,417,519$4,183 ▲0.3%10,5050.6%AerospaceNVDANVIDIA$1,406,547$71,639 ▼-4.8%12,9780.6%Computer and TechnologyAAPLApple$1,361,088$889 ▲0.1%6,1270.6%Computer and TechnologyLLYEli Lilly and Company$1,321,809$1,652 ▲0.1%1,6000.6%MedicalATOAtmos Energy$1,211,656$6,802 ▲0.6%7,8380.5%UtilitiesUNPUnion Pacific$1,138,155$6,614 ▲0.6%4,8180.5%TransportationOKEONEOK$1,043,228$78,485 ▼-7.0%10,5140.5%EnergyVIGVanguard Dividend Appreciation ETF$992,389$100,092 ▲11.2%5,1160.4%ETFPNWPinnacle West Capital$826,367$6,191 ▲0.8%8,6760.4%UtilitiesPEPPepsiCo$775,571$65,968 ▼-7.8%5,1730.3%Consumer StaplesJPMJPMorgan Chase & Co.$759,760$3,189 ▲0.4%3,0970.3%FinanceSPYSPDR S&P 500 ETF Trust$718,529$1,679 ▲0.2%1,2840.3%FinancePBIPitney Bowes$675,385$17,883 ▼-2.6%74,6280.3%Computer and TechnologySAICScience Applications International$667,413$2,245 ▲0.3%5,9450.3%Computer and TechnologyNSCNorfolk Southern$655,515$3,552 ▲0.5%2,7680.3%TransportationAONAON$647,309$798,561 ▼-55.2%1,6220.3%FinanceAXPAmerican Express$615,677$807 ▲0.1%2,2880.3%FinanceQCOMQUALCOMM$572,968$2,304 ▲0.4%3,7300.2%Computer and TechnologyAMZNAmazon.com$568,8770.0%2,9900.2%Retail/WholesaleCLColgate-Palmolive$533,116$46,191 ▼-8.0%5,6900.2%Consumer StaplesBACBank of America$529,986$3,255 ▲0.6%12,7000.2%FinanceRTXRTX$490,576$2,252 ▲0.5%3,7040.2%AerospaceHDHome Depot$475,563$1,466 ▲0.3%1,2980.2%Retail/WholesaleBEPBrookfield Renewable Partners$463,6980.0%20,9250.2%UtilitiesFDSFactSet Research Systems$446,2270.0%9810.2%Business ServicesIBMInternational Business Machines$430,713$196,457 ▼-31.3%1,7320.2%Computer and TechnologyROLRollins$422,147$1,243 ▲0.3%7,8130.2%ConstructionCMICummins$415,840$1,880 ▲0.5%1,3270.2%Auto/Tires/TrucksEXPDExpeditors International of Washington$411,0160.0%3,4180.2%TransportationSCHDSchwab US Dividend Equity ETF$406,953$6,095 ▲1.5%14,5550.2%ETFTMOThermo Fisher Scientific$374,1280.0%7520.2%MedicalCOSTCostco Wholesale$363,966$945 ▲0.3%3850.2%Retail/WholesaleCVXChevron$346,599$39,143 ▼-10.1%2,0720.2%EnergyIPGInterpublic Group of Companies$341,783$4,237 ▲1.3%12,5840.1%Business ServicesXOMExxon Mobil$337,727$71,945 ▲27.1%2,8400.1%EnergyDGXQuest Diagnostics$325,578$1,523 ▲0.5%1,9240.1%MedicalFASTFastenal$314,1380.0%4,0510.1%Retail/WholesaleTXNTexas Instruments$272,868$1,258 ▲0.5%1,5180.1%Computer and TechnologySPGIS&P Global$269,918$508 ▲0.2%5310.1%Business ServicesAMGNAmgen$248,732$1,558 ▲0.6%7980.1%MedicalTWITitan International$244,149$244,149 ▲New Holding29,1000.1%IndustrialsDFACDimensional U.S. Core Equity 2 ETF$242,649$594 ▲0.2%7,3550.1%ETFADBEAdobe$241,2400.0%6290.1%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$230,121$230,121 ▲New Holding7,7170.1%ETFUPSUnited Parcel Service$219,980$219,980 ▲New Holding2,0000.1%TransportationSCHBSchwab US Broad Market ETF$216,450$8,225 ▲3.9%10,0530.1%ETFNXENexGen Energy$49,3900.0%11,0000.0%Basic MaterialsPIDInvesco International Dividend Achievers ETF$0$6,439,567 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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