0001420506-21-000094.txt : 20210203
0001420506-21-000094.hdr.sgml : 20210203
20210203111210
ACCESSION NUMBER: 0001420506-21-000094
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210203
DATE AS OF CHANGE: 20210203
EFFECTIVENESS DATE: 20210203
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Silver Lake Advisory, LLC
CENTRAL INDEX KEY: 0001596055
IRS NUMBER: 043026385
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15688
FILM NUMBER: 21584907
BUSINESS ADDRESS:
STREET 1: 2688 GRAND VISTA WAY
CITY: COTTONWOOD HEIGHTS
STATE: UT
ZIP: 84121
BUSINESS PHONE: 801-733-9470
MAIL ADDRESS:
STREET 1: 2688 GRAND VISTA WAY
CITY: COTTONWOOD HEIGHTS
STATE: UT
ZIP: 84121
FORMER COMPANY:
FORMER CONFORMED NAME: Ronna Sue Cohen
DATE OF NAME CHANGE: 20140107
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001596055
XXXXXXXX
12-31-2020
12-31-2020
false
Silver Lake Advisory, LLC
2688 GRAND VISTA WAY
COTTONWOOD HEIGHTS
UT
84121
13F HOLDINGS REPORT
028-15688
N
Ronna Cohen
President
801-733-9470
Ronna Cohen, President
COTTONWOOD HEIGHTS
UT
02-03-2021
0
93
182654
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR SILVER LAKE ADVISORY, LLC
3M CO
COM
88579Y101
4063
175
SH
SOLE
None
4063
0
0
ABBOTT LABS
COM
002824100
5391
109
SH
SOLE
None
5391
0
0
ABBVIE INC
COM
00287Y109
7119
107
SH
SOLE
None
7119
0
0
ABM INDS INC
COM
000957100
1707
38
SH
SOLE
None
1707
0
0
ALBEMARLE CORP
COM
012653101
3206
148
SH
SOLE
None
3206
0
0
AMAZON COM INC
COM
023135106
489
3257
SH
SOLE
None
489
0
0
AMERICAN EXPRESS CO
COM
025816109
303
121
SH
SOLE
None
303
0
0
APPLE INC
COM
037833100
505
133
SH
SOLE
None
505
0
0
AT&T INC
COM
00206R102
551
29
SH
SOLE
None
551
0
0
ATMOS ENERGY CORP
COM
049560105
720
95
SH
SOLE
None
720
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
3263
176
SH
SOLE
None
3263
0
0
BANK MONTREAL QUE
COM
063671101
2516
76
SH
SOLE
None
2516
0
0
BECTON DICKINSON & CO
COM
075887109
5009
250
SH
SOLE
None
5009
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
4663
232
SH
SOLE
None
4663
0
0
BK OF AMERICA CORP
COM
060505104
1143
30
SH
SOLE
None
1143
0
0
BLACK HILLS CORP
COM
092113109
346
61
SH
SOLE
None
346
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1895
62
SH
SOLE
None
1895
0
0
BROOKFIELD RENEWABLE CORP
CL A SUB VTG
11284V105
399
58
SH
SOLE
None
399
0
0
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
G16258108
1233
43
SH
SOLE
None
1233
0
0
CHEVRON CORP NEW
COM
166764100
305
84
SH
SOLE
None
305
0
0
CISCO SYS INC
COM
17275R102
5956
45
SH
SOLE
None
5956
0
0
COCA COLA CO
COM
191216100
2302
55
SH
SOLE
None
2302
0
0
COLGATE PALMOLIVE CO
COM
194162103
767
86
SH
SOLE
None
767
0
0
COMERICA INC
COM
200340107
2507
56
SH
SOLE
None
2507
0
0
CUMMINS INC
COM
231021106
3904
227
SH
SOLE
None
3904
0
0
EATON CORP PLC
SHS
G29183103
3768
120
SH
SOLE
None
3768
0
0
EMERSON ELEC CO
COM
291011104
1873
80
SH
SOLE
None
1873
0
0
ENERSYS
COM
29275Y102
2122
83
SH
SOLE
None
2122
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
802
20
SH
SOLE
None
802
0
0
ESSENTIAL UTILS INC
COM
29670G102
3850
47
SH
SOLE
None
3850
0
0
EXPEDITORS INTL WASH INC
COM
302130109
345
95
SH
SOLE
None
345
0
0
EXXON MOBIL CORP
COM
30231G102
353
41
SH
SOLE
None
353
0
0
FACTSET RESH SYS INC
COM
303075105
326
333
SH
SOLE
None
326
0
0
FIRST SOLAR INC
COM
336433107
2466
99
SH
SOLE
None
2466
0
0
GENUINE PARTS CO
COM
372460105
3529
100
SH
SOLE
None
3529
0
0
GRAINGER W W INC
COM
384802104
1917
408
SH
SOLE
None
1917
0
0
HASBRO INC
COM
418056107
4387
94
SH
SOLE
None
4387
0
0
HENRY JACK & ASSOC INC
COM
426281101
1748
162
SH
SOLE
None
1748
0
0
HOME DEPOT INC
COM
437076102
352
266
SH
SOLE
None
352
0
0
INTEL CORP
COM
458140100
4743
50
SH
SOLE
None
4743
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
255
126
SH
SOLE
None
255
0
0
INTERNATIONAL PAPER CO
COM
460146103
3696
50
SH
SOLE
None
3696
0
0
INTERPUBLIC GROUP COS INC
COM
460690100
252
24
SH
SOLE
None
252
0
0
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
46137V548
4595
15
SH
SOLE
None
4595
0
0
ISHARES TR
CORE S&P US VLU
464287663
928
62
SH
SOLE
None
928
0
0
ISHARES TR
PFD AND INCM SEC
464288687
2507
39
SH
SOLE
None
2507
0
0
JOHNSON & JOHNSON
COM
478160104
5024
157
SH
SOLE
None
5024
0
0
JPMORGAN CHASE & CO
COM
46625H100
457
127
SH
SOLE
None
457
0
0
KIMBERLY-CLARK CORP
COM
494368103
1744
135
SH
SOLE
None
1744
0
0
KINDER MORGAN INC DEL
COM
49456B101
1911
14
SH
SOLE
None
1911
0
0
LEGGETT & PLATT INC
COM
524660107
408
44
SH
SOLE
None
408
0
0
LEIDOS HOLDINGS INC
COM
525327102
1140
105
SH
SOLE
None
1140
0
0
LILLY ELI & CO
COM
532457108
283
169
SH
SOLE
None
283
0
0
MCDONALDS CORP
COM
580135101
2592
215
SH
SOLE
None
2592
0
0
METLIFE INC
COM
59156R108
3569
47
SH
SOLE
None
3569
0
0
MICROSOFT CORP
COM
594918104
2947
222
SH
SOLE
None
2947
0
0
MONMOUTH REAL ESTATE INVT CO
CL A
609720107
3637
17
SH
SOLE
None
3637
0
0
NORFOLK SOUTHN CORP
COM
655844108
643
238
SH
SOLE
None
643
0
0
NUVEEN ARIZONA QLTY MUN INC
COM
67061W104
214
16
SH
SOLE
None
214
0
0
NVIDIA CORPORATION
COM
67066G104
273
522
SH
SOLE
None
273
0
0
ONEOK INC NEW
COM
682680103
405
38
SH
SOLE
None
405
0
0
PAYCHEX INC
COM
704326107
5324
93
SH
SOLE
None
5324
0
0
PEMBINA PIPELINE CORP
COM
706327103
2585
24
SH
SOLE
None
2585
0
0
PEPSICO INC
COM
713448108
839
148
SH
SOLE
None
839
0
0
PFIZER INC
COM
717081103
257
37
SH
SOLE
None
257
0
0
PINNACLE WEST CAP CORP
COM
723484101
1053
80
SH
SOLE
None
1053
0
0
PROCTER AND GAMBLE CO
COM
742718109
1994
139
SH
SOLE
None
1994
0
0
PROSHARES TR
S&P MDCP 400 DIV
74347B680
988
63
SH
SOLE
None
988
0
0
PROSHARES TR
S&P 500 DV ARIST
74348A467
1473
80
SH
SOLE
None
1473
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
256
119
SH
SOLE
None
256
0
0
REALTY INCOME CORP
COM
756109104
3201
62
SH
SOLE
None
3201
0
0
REGIONS FINANCIAL CORP NEW
COM
7591EP100
2815
16
SH
SOLE
None
2815
0
0
ROBERT HALF INTL INC
COM
770323103
3086
62
SH
SOLE
None
3086
0
0
RPM INTL INC
COM
749685103
1663
91
SH
SOLE
None
1663
0
0
SAFETY INS GROUP INC
COM
78648T100
3008
78
SH
SOLE
None
3008
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
394
64
SH
SOLE
None
394
0
0
SCIENCE APPLICATIONS INTL CO
COM
808625107
556
95
SH
SOLE
None
556
0
0
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
4438
37
SH
SOLE
None
4438
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
245
374
SH
SOLE
None
245
0
0
SPDR SER TR
BLOMBERG BRC INV
78468R200
775
31
SH
SOLE
None
775
0
0
SPDR SER TR
PORTFOLIO SHORT
78464A474
4538
31
SH
SOLE
None
4538
0
0
TEXAS INSTRS INC
COM
882508104
231
164
SH
SOLE
None
231
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
334
466
SH
SOLE
None
334
0
0
UMH PPTYS INC
COM
903002103
1606
15
SH
SOLE
None
1606
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1176
60
SH
SOLE
None
1176
0
0
UNION PAC CORP
COM
907818108
1354
208
SH
SOLE
None
1354
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
237
55
SH
SOLE
None
237
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
834
141
SH
SOLE
None
834
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
271
59
SH
SOLE
None
271
0
0
VMWARE INC
CL A COM
928563402
2105
140
SH
SOLE
None
2105
0
0
WEINGARTEN RLTY INVS
SH BEN INT
948741103
2671
22
SH
SOLE
None
2671
0
0
WESTROCK CO
COM
96145D105
212
44
SH
SOLE
None
212
0
0
WORLD FUEL SVCS CORP
COM
981475106
1812
31
SH
SOLE
None
1812
0
0