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Silver Lake Advisory, LLC

Portfolio Manager
Silver Lake Advisory, LLC
Performance
+0.77% (2026 Q1)
AUM (13F)
$252.03M
# of Holdings
103
Performance Rank
Allocation (Top 20)
54.58%

Silver Lake Advisory, LLC Holdings Map

Top 50 Silver Lake Advisory, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SGOV
ISHARES TR
5.04%126.1K$12.7M
+3.03%(+3.70K)
2025-Q1: 18.9K shares2025-Q2: 19.7K shares2025-Q3: 113.8K shares2025-Q4: 122.4K shares2026-Q1: 126.1K shares
$100.65(-0.14%)
2026-03-31
VIGI
VANGUARD WHITEHALL FDS
4.46%127.0K$11.2M
+35.17%(+33.05K)
2025-Q1: 83.2K shares2025-Q2: 86.7K shares2025-Q3: 87.8K shares2025-Q4: 94.0K shares2026-Q1: 127.0K shares
$84.33(+10.10%)
2026-03-31
ABBV
ABBVIE INC
4.08%47.3K$10.3M
-0.45%(-214)
2025-Q1: 47.0K shares2025-Q2: 47.1K shares2025-Q3: 47.3K shares2025-Q4: 47.5K shares2026-Q1: 47.3K shares
$80.29(+159.68%)
2026-03-31
CSCO
CISCO SYS INC
3.94%128.0K$9.9M
-2.61%(-3.44K)
2025-Q1: 129.3K shares2025-Q2: 130.2K shares2025-Q3: 130.8K shares2025-Q4: 131.5K shares2026-Q1: 128.0K shares
$48.55(+109.83%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.46%18.2K$8.7M
-2.67%(-500)
2025-Q1: 18.8K shares2025-Q2: 18.7K shares2025-Q3: 18.7K shares2025-Q4: 18.7K shares2026-Q1: 18.2K shares
$207.52(+133.96%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.14%32.4K$7.9M
-3.72%(-1.25K)
2025-Q1: 33.8K shares2025-Q2: 34.1K shares2025-Q3: 33.9K shares2025-Q4: 33.7K shares2026-Q1: 32.4K shares
$137.07(+68.10%)
2026-03-31
KMI
KINDER MORGAN INC DEL
3.07%231.1K$7.7M
-1.91%(-4.51K)
2025-Q1: 228.7K shares2025-Q2: 231.6K shares2025-Q3: 233.6K shares2025-Q4: 235.6K shares2026-Q1: 231.1K shares
$20.03(+63.83%)
2026-03-31
GLW
CORNING INC
2.84%52.6K$7.2M
-47.12%(-46.89K)
2025-Q1: 101.2K shares2025-Q2: 102.5K shares2025-Q3: 102.4K shares2025-Q4: 99.5K shares2026-Q1: 52.6K shares
$34.67(+495.57%)
2026-03-31
DLR
DIGITAL RLTY TR INC
2.39%33.5K$6.0M
-4.03%(-1.41K)
2025-Q1: 33.9K shares2025-Q2: 34.0K shares2025-Q3: 34.2K shares2025-Q4: 34.9K shares2026-Q1: 33.5K shares
$104.41(+85.14%)
2026-03-31
RF
REGIONS FINANCIAL CORP NEW
2.39%230.4K$6.0M
-0.61%(-1.42K)
2025-Q1: 223.6K shares2025-Q2: 226.9K shares2025-Q3: 229.5K shares2025-Q4: 231.8K shares2026-Q1: 230.4K shares
$19.03(+39.95%)
2026-03-31

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