Silver Lake Advisory, LLC Incresed Positions in Q1 2025

Silver Lake Advisory, LLC

  • $229 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
254
+ 0.54%
$169.2 - $216.66 $43K - $55K
47K $9.84M
JNJ
Johnson & Johnson

Healthcare
320
+ 0.96%
$142.06 - $167.7 $45.5K - $53.7K
33.8K $5.6M
TPL
Texas Pacific Land Corp

Energy
2
+ 0.11%
$1180.08 - $1431.01 $2.36K - $2.86K
1.79K $2.38M
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 0.83%
$58.74 - $64.87 $62.3K - $68.8K
129K $7.98M
O
Realty Income Corp

Real Estate
2.5K
+ 5.38%
$51.67 - $58.49 $129K - $146K
49.1K $2.85M
MCD
Mcdonalds Corp

Consumer Cyclical
46
+ 0.41%
$279.74 - $321.29 $12.9K - $14.8K
11.2K $3.49M
ADP
Automatic Data Processing Inc

Industrials
74
+ 0.41%
$286.85 - $318.64 $21.2K - $23.6K
18.1K $5.53M
EPD
Enterprise Products Partners L.P.

Energy
639
+ 1.34%
$31.75 - $34.14 $20.3K - $21.8K
48.2K $1.64M
BMY
Bristol Myers Squibb CO

Healthcare
272
+ 0.91%
$53.9 - $63.11 $14.7K - $17.2K
30.2K $1.84M
KMB
Kimberly Clark Corp

Consumer Defensive
104
+ 0.87%
$124.46 - $147.4 $12.9K - $15.3K
12K $1.71M
PNW
Pinnacle West Capital Corp

Utilities
65
+ 0.75%
$81.76 - $95.25 $5.31K - $6.19K
8.68K $826K
XOM
Exxon Mobil Corp

Energy
605
+ 27.07%
$105.44 - $118.93 $63.8K - $72K
2.84K $337K
VIG
Vanguard Dividend Appreciation

ETFs
516
+ 11.22%
N/A
5.12K $931K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.13%
$725.72 - $929.72 $1.45K - $1.86K
1.6K $1.32M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
804
+ 3.54%
$90.0 - $96.32 $72.4K - $77.4K
23.5K $2.17M
RTX
Raytheon Technologies Corp

Industrials
17
+ 0.46%
$114.1 - $135.66 $1.94K - $2.31K
3.7K $490K
ROL
Rollins Inc

Consumer Cyclical
23
+ 0.3%
$45.65 - $54.03 $1.05K - $1.24K
7.81K $422K
UNP
Union Pacific Corp

Industrials
28
+ 0.58%
$225.21 - $254.42 $6.31K - $7.12K
4.82K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
54
+ 0.46%
$158.56 - $176.26 $8.56K - $9.52K
11.8K $2.01M
AMGN
Amgen Inc

Healthcare
5
+ 0.63%
$258.59 - $327.36 $1.29K - $1.64K
798 $248K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.42%
$225.19 - $279.95 $2.93K - $3.64K
3.1K $759K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
218
+ 1.52%
$27.01 - $28.54 $5.89K - $6.22K
14.6K $406K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.26%
$890.62 - $1076.86 $891 - $1.08K
385 $364K
NSC
Norfolk Southern Corp

Industrials
15
+ 0.54%
$227.69 - $259.76 $3.42K - $3.9K
2.77K $655K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.19%
$478.26 - $543.77 $478 - $544
531 $269K
SAIC
Science Applications International Corp

Technology
20
+ 0.34%
$95.77 - $119.82 $1.92K - $2.4K
5.95K $667K
QCOM
Qualcomm Inc

Technology
15
+ 0.4%
$151.94 - $175.86 $2.28K - $2.64K
3.73K $572K
DGX
Quest Diagnostics Inc

Healthcare
9
+ 0.47%
N/A
1.92K $263K
TXN
Texas Instruments Inc

Technology
7
+ 0.46%
N/A
1.52K $295K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
382
+ 3.95%
$21.23 - $23.75 $8.11K - $9.07K
10.1K $216K
VOT
Vanguard Mid Cap Growth Index

ETFs
259
+ 3.48%
$237.72 - $276.98 $61.6K - $71.7K
7.71K $1.88M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
156
+ 1.26%
$25.93 - $29.28 $4.05K - $4.57K
12.6K $341K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18
+ 0.25%
$32.42 - $36.13 $584 - $650
7.36K $242K
BAC
Bank Of America Corp

Financial Services
78
+ 0.62%
$39.61 - $47.74 $3.09K - $3.72K
12.7K $529K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.31%
$347.25 - $424.87 $1.39K - $1.7K
1.3K $475K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.23%
$551.42 - $612.93 $1.65K - $1.84K
1.28K $718K
CMI
Cummins Inc

Industrials
6
+ 0.45%
$312.92 - $386.07 $1.88K - $2.32K
1.33K $415K
AXP
American Express CO

Financial Services
3
+ 0.13%
$255.39 - $325.87 $766 - $978
2.29K $615K
LDOS
Leidos Holdings, Inc.

Technology
31
+ 0.3%
$126.82 - $161.11 $3.93K - $4.99K
10.5K $1.42M
MET
Metlife Inc

Financial Services
269
+ 0.36%
$77.7 - $87.0 $20.9K - $23.4K
74.4K $5.98M
RPM
Rpm International Inc

Basic Materials
45
+ 0.3%
$114.03 - $128.31 $5.13K - $5.77K
15.3K $1.77M
GLW
Corning Inc

Technology
1.24K
+ 1.24%
$44.91 - $54.25 $55.9K - $67.5K
101K $4.63M
AAPL
Apple Inc.

Technology
4
+ 0.07%
$209.68 - $247.1 $839 - $988
6.13K $1.36M
VUG
Vanguard Growth ETF

ETFs
83
+ 1.37%
$369.1 - $427.61 $30.6K - $35.5K
6.12K $2.27M
ZM
Zoom Video Communications, Inc.

Technology
1.1K
+ 2.72%
$72.23 - $88.64 $79.1K - $97.1K
41.4K $3.06M
DOCU
Docusign, Inc.

Technology
660
+ 1.67%
$74.7 - $97.7 $49.3K - $64.5K
40.2K $3.27M
RF
Regions Financial Corp

Financial Services
3.15K
+ 1.43%
$20.84 - $24.77 $65.6K - $77.9K
224K $4.86M
AMAT
Applied Materials Inc

Technology
338
+ 1.23%
$145.06 - $195.51 $49K - $66.1K
27.9K $4.05M
RHI
Robert Half International Inc.

Industrials
655
+ 1.2%
$51.96 - $71.3 $34K - $46.7K
55.1K $3.01M
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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