Silver Lake Advisory, LLC Reduced Holdings in Q3 2024

Silver Lake Advisory, LLC

  • $448 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-9.09K
- 15.83%
$163.84 - $199.33 $1.49M - $1.81M
48.3K $9.55M
PID
Invesco Exchange Traded Fd Tr

ETFs
-11.3K
- 2.99%
$17.85 - $17.85 $202K - $202K
368K $6.56M
MSFT
Microsoft Corp

Technology
-36
- 0.29%
$395.15 - $467.56 $14.2K - $16.8K
12.3K $5.28M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-5.61K
- 3.92%
$29.58 - $30.31 $166K - $170K
137K $4.16M
ETN
Eaton Corp PLC

Industrials
-768
- 7.97%
$272.52 - $333.02 $209K - $256K
8.86K $2.94M
VIG
Vanguard Dividend Appreciation

ETFs
-333
- 6.83%
$182.15 - $182.15 $60.7K - $60.7K
4.54K $827K
NVDA
Nvidia Corp

Technology
-250
- 1.8%
$98.91 - $134.91 $24.7K - $33.7K
13.6K $1.66M
LLY
Eli Lilly & CO

Healthcare
-16
- 0.97%
$772.14 - $960.02 $12.4K - $15.4K
1.64K $1.45M
BAC
Bank Of America Corp

Financial Services
-529
- 4.04%
$36.65 - $44.13 $19.4K - $23.3K
12.6K $498K
CL
Colgate Palmolive CO

Consumer Defensive
-555
- 8.27%
$95.54 - $108.77 $53K - $60.4K
6.15K $638K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-254
- 5.09%
$77.02 - $85.06 $19.6K - $21.6K
4.74K $400K
CMI
Cummins Inc

Industrials
-115
- 7.06%
$266.63 - $326.4 $30.7K - $37.5K
1.51K $489K
BDX
Becton Dickinson & CO

Healthcare
-450
- 2.0%
$221.47 - $242.41 $99.7K - $109K
22K $5.31M
PNW
Pinnacle West Capital Corp

Utilities
-604
- 6.6%
$75.52 - $91.31 $45.6K - $55.2K
8.55K $757K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.62K
- 6.8%
$95.1 - $106.76 $154K - $173K
22.2K $2.37M
PG
Procter & Gamble CO

Consumer Defensive
-47
- 0.36%
$160.76 - $177.82 $7.56K - $8.36K
12.9K $2.24M
RPM
Rpm International Inc

Basic Materials
-929
- 5.75%
$103.91 - $125.03 $96.5K - $116K
15.2K $1.84M
BMO
Bank Of Montreal

Financial Services
-266
- 0.87%
$79.1 - $90.77 $21K - $24.1K
30.2K $2.73M
SJM
J M Smucker CO

Consumer Defensive
-1.18K
- 3.84%
$109.12 - $122.4 $129K - $145K
29.6K $3.59M
JKHY
Henry Jack & Associates Inc

Technology
-500
- 1.53%
$160.87 - $177.06 $80.4K - $88.5K
32.1K $5.66M
PBA
Pembina Pipeline Corp

Energy
-2.02K
- 2.34%
$36.86 - $41.36 $74.5K - $83.5K
84.3K $3.48M
GWW
W.W. Grainger, Inc.

Industrials
-74
- 2.76%
$896.19 - $1044.18 $66.3K - $77.3K
2.61K $2.71M
UMH
Umh Properties, Inc.

Real Estate
-3.51K
- 3.03%
$16.04 - $20.43 $56.3K - $71.7K
112K $2.21M
MCD
Mcdonalds Corp

Consumer Cyclical
-543
- 4.67%
$245.82 - $304.51 $133K - $165K
11.1K $3.37M
O
Realty Income Corp

Real Estate
-731
- 1.51%
$52.36 - $63.42 $38.3K - $46.4K
47.7K $3.03M
DLR
Digital Realty Trust, Inc.

Real Estate
-127
- 0.25%
$144.47 - $162.98 $18.3K - $20.7K
50.9K $8.24M
FSLR
First Solar, Inc.

Technology
-151
- 0.67%
$205.36 - $255.78 $31K - $38.6K
22.4K $5.6M
WY
Weyerhaeuser CO

Real Estate
-187
- 0.18%
$27.05 - $33.84 $5.06K - $6.33K
104K $3.53M
CSCO
Cisco Systems, Inc.

Technology
-2.02K
- 1.53%
$44.74 - $53.22 $90.3K - $107K
130K $6.9M
PAYX
Paychex Inc

Industrials
-701
- 1.3%
$116.17 - $135.19 $81.4K - $94.8K
53.1K $7.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-461
- 2.32%
$405.19 - $478.57 $187K - $221K
19.4K $8.93M
MET
Metlife Inc

Financial Services
-394
- 0.51%
$67.96 - $82.48 $26.8K - $32.5K
76.9K $6.34M
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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