0001420506-22-001308.txt : 20220727 0001420506-22-001308.hdr.sgml : 20220727 20220727101030 ACCESSION NUMBER: 0001420506-22-001308 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220727 DATE AS OF CHANGE: 20220727 EFFECTIVENESS DATE: 20220727 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: 221109296 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 06-30-2022 06-30-2022 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 07-27-2022 0 104 210572 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR SILVER LAKE ADVISORY, LLC 3M CO COM 88579Y101 3218 21617 SH SOLE None 3218 0 0 ABBOTT LABS COM 002824100 5185 43811 SH SOLE None 5185 0 0 ABBVIE INC COM 00287Y109 8315 51292 SH SOLE None 8315 0 0 ALBEMARLE CORP COM 012653101 3928 17763 SH SOLE None 3928 0 0 AMAZON COM INC COM 023135106 522 160 SH SOLE None 522 0 0 AMERICAN EXPRESS CO COM 025816109 485 2592 SH SOLE None 485 0 0 AON PLC SHS CL A G0403H108 1180 3623 SH SOLE None 1180 0 0 APPLE INC COM 037833100 839 4806 SH SOLE None 839 0 0 APPLIED MATLS INC COM 038222105 3857 29264 SH SOLE None 3857 0 0 ARCHER AVIATION INC COM CL A 03945R102 172 35838 SH SOLE None 172 0 0 ATMOS ENERGY CORP COM 049560105 902 7548 SH SOLE None 902 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 4127 18139 SH SOLE None 4127 0 0 BANK MONTREAL QUE COM 063671101 3664 31061 SH SOLE None 3664 0 0 BECTON DICKINSON & CO COM 075887109 5411 20340 SH SOLE None 5411 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 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JACK & ASSOC INC COM 426281101 1849 9384 SH SOLE None 1849 0 0 HOME DEPOT INC COM 437076102 397 1326 SH SOLE None 397 0 0 INTEL CORP COM 458140100 1542 31112 SH SOLE None 1542 0 0 INTERDIGITAL INC COM 45867G101 2183 34211 SH SOLE None 2183 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 204 1571 SH SOLE None 204 0 0 INTERNATIONAL PAPER CO COM 460146103 258 5587 SH SOLE None 258 0 0 INTERPUBLIC GROUP COS INC COM 460690100 395 11136 SH SOLE None 395 0 0 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 6130 312291 SH SOLE None 6130 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 283 13159 SH SOLE None 283 0 0 ISHARES TR CORE S&P US VLU 464287663 1209 15933 SH SOLE None 1209 0 0 ISHARES TR PFD AND INCM SEC 464288687 1092 29994 SH SOLE None 1092 0 0 JOHNSON & JOHNSON COM 478160104 5775 32586 SH SOLE None 5775 0 0 JPMORGAN CHASE & CO COM 46625H100 353 2590 SH SOLE None 353 0 0 KIMBERLY-CLARK CORP COM 494368103 1443 11715 SH SOLE None 1443 0 0 KIMCO RLTY CORP COM 49446R109 4199 169982 SH SOLE None 4199 0 0 KINDER MORGAN INC DEL COM 49456B101 2858 151111 SH SOLE None 2858 0 0 LEGGETT & PLATT INC COM 524660107 3566 102473 SH SOLE None 3566 0 0 LEIDOS HOLDINGS INC COM 525327102 1155 10693 SH SOLE None 1155 0 0 LILLY ELI & CO COM 532457108 483 1688 SH SOLE None 483 0 0 MCDONALDS CORP COM 580135101 2773 11214 SH SOLE None 2773 0 0 METLIFE INC COM 59156R108 5099 72548 SH SOLE None 5099 0 0 MICROSOFT CORP COM 594918104 4013 13016 SH SOLE None 4013 0 0 NORFOLK SOUTHN CORP COM 655844108 772 2707 SH SOLE None 772 0 0 NUVEEN ARIZONA QLTY MUN INC COM 67061W104 193 14173 SH SOLE None 193 0 0 NVIDIA CORPORATION COM 67066G104 488 1788 SH SOLE None 488 0 0 ONEOK INC NEW COM 682680103 757 10722 SH SOLE None 757 0 0 PAYCHEX INC COM 704326107 6270 45944 SH SOLE None 6270 0 0 PEMBINA PIPELINE CORP COM 706327103 3480 92543 SH SOLE None 3480 0 0 PEPSICO INC COM 713448108 925 5525 SH SOLE None 925 0 0 PFIZER INC COM 717081103 383 7406 SH SOLE None 383 0 0 PINNACLE WEST CAP CORP COM 723484101 814 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TR UNIT 78462F103 462 1024 SH SOLE None 462 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 4309 142998 SH SOLE None 4309 0 0 TEXAS INSTRS INC COM 882508104 263 1435 SH SOLE None 263 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 442 749 SH SOLE None 442 0 0 TOUGHBUILT INDS INC COM NEW 89157G504 9 51225 SH SOLE None 9 0 0 UMH PPTYS INC COM 903002103 2501 101725 SH SOLE None 2501 0 0 UNILEVER PLC SPON ADR NEW 904767704 777 17059 SH SOLE None 777 0 0 UNION PAC CORP COM 907818108 1362 4984 SH SOLE None 1362 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 572 3819 SH SOLE None 572 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 225 4374 SH SOLE None 225 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 272 1675 SH SOLE None 272 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 218 4288 SH SOLE None 218 0 0 VMWARE INC CL A COM 928563402 2948 25892 SH SOLE None 2948 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 3979 104992 SH SOLE None 3979 0 0