0001420506-24-000142.txt : 20240206 0001420506-24-000142.hdr.sgml : 20240206 20240206092752 ACCESSION NUMBER: 0001420506-24-000142 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Silver Lake Advisory, LLC CENTRAL INDEX KEY: 0001596055 ORGANIZATION NAME: 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: 24598339 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 X0202 13F-HR LIVE false true false 0001596055 XXXXXXXX 12-31-2023 12-31-2023 false Silver Lake Advisory, LLC

2688 GRAND VISTA WAY COTTONWOOD HEIGHTS UT 84121

13F HOLDINGS REPORT 028-15688 N Ronna Cohen 801-733-9470 Ronna Cohen, President COTTONWOOD HEIGHTS UT 02-06-2024 0 54 178452 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR SILVER LAKE ADVISORY, LLC (7132) ABBOTT LABS COM 002824100 5599 50868 SH SOLE none 50868 0 0 ABBVIE INC COM 00287Y109 8543 55124 SH SOLE none 55124 0 0 APPLIED MATLS INC COM 038222105 4934 30447 SH SOLE none 30447 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 4136 17754 SH SOLE none 17754 0 0 BANK AMERICA CORP COM 060505104 412 12234 SH SOLE none 12234 0 0 BANK MONTREAL QUE COM 063671101 3054 30866 SH SOLE none 30866 0 0 BECTON DICKINSON & CO COM 075887109 5182 21251 SH SOLE none 21251 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7016 19672 SH SOLE none 19672 0 0 BIG 5 SPORTING GOODS CORP COM 08915P101 177 27944 SH SOLE none 27944 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1482 28882 SH SOLE none 28882 0 0 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 673 25625 SH SOLE none 25625 0 0 CISCO SYS INC COM 17275R102 6093 120613 SH SOLE none 120613 0 0 COCA COLA CO COM 191216100 1555 26388 SH SOLE none 26388 0 0 CORNING INC COM 219350105 3042 99917 SH SOLE none 99917 0 0 DIGITAL RLTY TR INC COM 253868103 7124 52936 SH SOLE none 52936 0 0 EMERSON ELEC CO COM 291011104 2326 23895 SH SOLE none 23895 0 0 ENERSYS COM 29275Y102 2752 27261 SH SOLE none 27261 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 1180 44776 SH SOLE none 44776 0 0 ESSENTIAL UTILS INC COM 29670G102 3122 83576 SH SOLE none 83576 0 0 FIRST SOLAR INC COM 336433107 4663 27067 SH SOLE none 27067 0 0 GARMIN LTD SHS H2906T109 3706 28831 SH SOLE none 28831 0 0 GENUINE PARTS CO COM 372460105 4050 29243 SH SOLE none 29243 0 0 GLOBAL PMTS INC COM 37940X102 4659 36683 SH SOLE none 36683 0 0 HASBRO INC COM 418056107 1789 35039 SH SOLE none 35039 0 0 HENRY JACK & ASSOC INC COM 426281101 4868 29789 SH SOLE none 29789 0 0 INTERPUBLIC GROUP COS INC COM 460690100 389 11910 SH SOLE none 11910 0 0 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 6696 362765 SH SOLE none 362765 0 0 ISHARES TR CORE S&P US VLU 464287663 1511 17918 SH SOLE none 17918 0 0 JOHNSON & JOHNSON COM 478160104 5276 33661 SH SOLE none 33661 0 0 KIMBERLY-CLARK CORP COM 494368103 1404 11557 SH SOLE none 11557 0 0 KINDER MORGAN INC DEL COM 49456B101 4081 231363 SH SOLE none 231363 0 0 LEGGETT & PLATT INC COM 524660107 266 10157 SH SOLE none 10157 0 0 LEIDOS HOLDINGS INC COM 525327102 1135 10483 SH SOLE none 10483 0 0 MCDONALDS CORP COM 580135101 3245 10945 SH SOLE none 10945 0 0 METLIFE INC COM 59156R108 4940 74701 SH SOLE none 74701 0 0 MICROSOFT CORP COM 594918104 4636 12327 SH SOLE none 12327 0 0 ONEOK INC NEW COM 682680103 795 11315 SH SOLE none 11315 0 0 PAYCHEX INC COM 704326107 6101 51224 SH SOLE none 51224 0 0 PEMBINA PIPELINE CORP COM 706327103 3005 87290 SH SOLE none 87290 0 0 PINNACLE WEST CAP CORP COM 723484101 770 10715 SH SOLE none 10715 0 0 PITNEY BOWES INC COM 724479100 334 76006 SH SOLE none 76006 0 0 PROCTER AND GAMBLE CO COM 742718109 1941 13244 SH SOLE none 13244 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 2274 23889 SH SOLE none 23889 0 0 QUALCOMM INC COM 747525103 5277 36489 SH SOLE none 36489 0 0 REALTY INCOME CORP COM 756109104 2690 46856 SH SOLE none 46856 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 3840 198155 SH SOLE none 198155 0 0 ROBERT HALF INC. COM 770323103 4438 50479 SH SOLE none 50479 0 0 RPM INTL INC COM 749685103 1684 15088 SH SOLE none 15088 0 0 SAFETY INS GROUP INC COM 78648T100 3171 41731 SH SOLE none 41731 0 0 SMUCKER J M CO COM NEW 832696405 3824 30262 SH SOLE none 30262 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 4117 138246 SH SOLE none 138246 0 0 UMH PPTYS INC COM 903002103 1714 111900 SH SOLE none 111900 0 0 UNUM GROUP COM 91529Y106 3225 71322 SH SOLE none 71322 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 3536 101699 SH SOLE none 101699 0 0