Silver Lake Advisory, LLC Purchases in Q4 2025

Silver Lake Advisory, LLC

  • $258 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
2.86K
+ 159.51%
$889.25 - $1022.65 $2.54M - $2.92M
4.65K $4.76M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
7.61K
New
$219.27 - $238.71 $1.67M - $1.82M
7.61K $1.72M
CSCO
Cisco Systems, Inc.

Technology
684
+ 0.52%
$67.46 - $78.0 $46.1K - $53.4K
131K $10.2M
TOST
Toast, Inc.

Technology
27.8K
New
$34.39 - $39.02 $956K - $1.08M
27.8K $997K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.59K
+ 7.55%
$100.37 - $100.72 $862K - $865K
122K $12.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.18K
+ 7.04%
$88.45 - $91.41 $546K - $565K
94K $8.51M
DOCU
Docusign, Inc.

Technology
9.02K
+ 21.67%
$67.01 - $73.14 $604K - $659K
50.6K $3.43M
SPSB
Spdr Portfolio Short Term Corp

ETFs
14.1K
+ 10.36%
$30.13 - $30.32 $424K - $426K
150K $4.52M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.15%
$799.57 - $1025.28 $1.6K - $2.05K
1.36K $1.39M
OMC
Omnicom Group Inc.

Communication Services
4.45K
New
$72.23 - $81.23 $321K - $361K
4.45K $321K
QQQ
Invesco Qqq Trust, Series 1

ETFs
443
New
$589.5 - $635.77 $261K - $282K
443 $267K
ZM
Zoom Video Communications, Inc.

Technology
1.91K
+ 4.44%
$79.17 - $87.23 $151K - $167K
44.9K $3.78M
CAT
Caterpillar Inc

Industrials
373
New
$480.82 - $585.49 $179K - $218K
373 $205K
SPY
Spdr S&P 500 ETF Trust

ETFs
274
+ 22.89%
$653.02 - $687.39 $179K - $188K
1.47K $979K
ABBV
Abb Vie Inc.

Healthcare
157
+ 0.33%
$211.96 - $244.38 $33.3K - $38.4K
47.5K $11.1M
KO
Coca Cola CO

Consumer Defensive
136
+ 0.5%
$66.1 - $71.61 $8.99K - $9.74K
27.5K $1.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.07%
$475.68 - $513.11 $6.18K - $6.67K
18.7K $9.53M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
721
+ 3.1%
$98.0 - $102.56 $70.7K - $73.9K
24K $2.43M
TWLO
Twilio Inc

Communication Services
225
+ 9.78%
$102.7 - $136.1 $23.1K - $30.6K
2.53K $316K
BDX
Becton Dickinson & CO

Healthcare
22
+ 0.11%
$176.39 - $193.93 $3.88K - $4.27K
19.7K $3.75M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.89K
+ 28.57%
$25.2 - $26.46 $72.8K - $76.4K
13K $335K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.74K
+ 18.45%
$26.44 - $27.53 $72.3K - $75.3K
17.6K $478K
VIG
Vanguard Dividend Appreciation

ETFs
370
+ 6.26%
N/A
6.28K $1.14M
AMGN
Amgen Inc

Healthcare
6
+ 0.74%
$290.13 - $341.71 $1.74K - $2.05K
817 $279K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.11%
$237.49 - $291.74 $237 - $292
940 $268K
RTX
Raytheon Technologies Corp

Industrials
14
+ 0.37%
$157.0 - $179.44 $2.2K - $2.51K
3.75K $658K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.11%
$236.57 - $291.31 $237 - $291
917 $253K
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 0.4%
$293.81 - $310.11 $12.9K - $13.6K
11.1K $3.37M
XOM
Exxon Mobil Corp

Energy
5
+ 0.18%
$110.64 - $119.78 $553 - $599
2.79K $328K
UNM
Unum Group

Financial Services
897
+ 1.22%
$72.93 - $79.42 $65.4K - $71.2K
74.4K $5.73M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.54%
$321.8 - $337.95 $1.61K - $1.69K
929 $306K
TXN
Texas Instruments Inc

Technology
9
+ 0.59%
N/A
1.54K $300K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.19%
$472.05 - $502.96 $472 - $503
514 $251K
CVX
Chevron Corp

Energy
18
+ 1.18%
$148.9 - $157.72 $2.68K - $2.84K
1.54K $237K
BAC
Bank Of America Corp

Financial Services
63
+ 0.49%
$48.65 - $54.11 $3.06K - $3.41K
12.9K $664K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14
+ 0.22%
$37.61 - $39.41 $527 - $552
6.28K $242K
DGX
Quest Diagnostics Inc

Healthcare
8
+ 0.41%
N/A
1.95K $267K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
21
+ 0.11%
$100.8 - $103.83 $2.12K - $2.18K
19.5K $2.01M
ROL
Rollins Inc

Consumer Cyclical
23
+ 0.29%
$53.87 - $59.67 $1.24K - $1.37K
7.88K $458K
CL
Colgate Palmolive CO

Consumer Defensive
32
+ 0.6%
$74.98 - $79.86 $2.4K - $2.56K
5.38K $423K
PNW
Pinnacle West Capital Corp

Utilities
68
+ 0.77%
$87.64 - $93.71 $5.96K - $6.37K
8.87K $784K
OKE
Oneok Inc

Energy
158
+ 1.46%
$64.31 - $72.98 $10.2K - $11.5K
10.9K $771K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.4%
$294.11 - $320.41 $3.82K - $4.17K
3.25K $977K
O
Realty Income Corp

Real Estate
2.79K
+ 5.44%
$56.12 - $60.64 $156K - $169K
54K $3.07M
ABT
Abbott Laboratories

Healthcare
1.35K
+ 2.35%
$123.62 - $134.59 $167K - $182K
58.7K $7.64M
GWW
W.W. Grainger, Inc.

Industrials
5
+ 0.2%
$926.21 - $979.0 $4.63K - $4.9K
2.56K $2.37M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.21%
$358.03 - $397.02 $1.07K - $1.19K
1.43K $511K
EMR
Emerson Electric CO

Industrials
48
+ 0.21%
$126.01 - $140.03 $6.05K - $6.72K
23K $2.93M
MSFT
Microsoft Corp

Technology
39
+ 0.32%
$496.82 - $542.07 $19.4K - $21.1K
12.3K $6.24M
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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