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Simon Lack

@Sl Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$60.472MTotal holdings35
Assets growth rate8.86%Assets growth rate (2-Q avg)9.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sl Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Sl Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 60.472M in assets, with a quarterly growth rate of 8.86% and a 2-quarter average growth rate of 9.33%. The portfolio is managed by Simon Lack, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ET
Energy Transfer Lp
Recent Activity
Decreased -0.12%
12.28%
$7.422M
378,868 shares@ $19.59 avg price
NEXT
Nextdecade
Recent Activity
Increased 3.65%
10.89%
$6.581M
853,529 shares@ $7.72 avg price
SPY
Spdr S&p 500 Etf
Recent Activity
9.67%
$5.843M
9,969 shares@ $586.09 avg price
TRGP
Targa Resources Corp
Recent Activity
Decreased -0.42%
7%
$4.228M
23,686 shares@ $178.5 avg price
LNG
Cheniere Energy Inc
Recent Activity
6.48%
$3.913M
18,209 shares@ $214.88 avg price
USAI
Pacer Amern Energy Independence Etf
Recent Activity
Increased 0.89%
6.36%
$3.843M
96,615 shares@ $39.78 avg price
OKE
Oneok Inc
Recent Activity
Decreased -1.01%
6.22%
$3.755M
37,405 shares@ $100.4 avg price
WMB
Williams Companies
Recent Activity
Decreased -1.09%
6.2%
$3.746M
69,209 shares@ $54.12 avg price
EPD
Enterprise Prods Part Lp
Recent Activity
3.79%
$2.291M
73,064 shares@ $31.36 avg price
BRK.B
Berkshire Hathaway Class B
Recent Activity
Decreased -0.65%
3.67%
$2.214M
4,884 shares@ $453.29 avg price

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