Silver Oak Wealth Management LLC Reduced Holdings in Q3 2024

Silver Oak Wealth Management LLC

  • $446 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.03K
- 66.73%
$434.77 - $502.96 $446K - $516K
511 $249M
VTI
Vanguard Total Stock Market Et

ETFs
-2.32K
- 12.25%
$255.18 - $283.2 $591K - $656K
16.6K $4.7B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.01K
- 11.04%
$42.87 - $45.76 $129K - $138K
24.3K $1.1B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-491
- 8.97%
$100.09 - $100.69 $49.1K - $49.4K
4.98K $502M
WFC
Wells Fargo & Company

Financial Services
-307
- 3.45%
$51.58 - $60.97 $15.8K - $18.7K
8.59K $485M
JNJ
Johnson & Johnson

Healthcare
-337
- 19.2%
$145.48 - $167.38 $49K - $56.4K
1.42K $230M
VGT
Vanguard Information Technolog

ETFs
-48
- 7.59%
$514.43 - $606.85 $24.7K - $29.1K
584 $343M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-587
- 2.54%
$39.37 - $41.68 $23.1K - $24.5K
22.6K $934M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.56%
$517.38 - $573.86 $2.07K - $2.3K
711 $408M
IWV
Ishares Russell 3000 ETF

ETFs
-125
- 3.1%
$294.75 - $326.73 $36.8K - $40.8K
3.91K $1.28B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-415
- 2.24%
$39.47 - $49.4 $16.4K - $20.5K
18.1K $860M
ORCL
Oracle Corp

Technology
-50
- 2.56%
$125.9 - $170.35 $6.3K - $8.52K
1.9K $324M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-207
- 2.3%
$112.99 - $126.45 $23.4K - $26.2K
8.78K $1.11B
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.74K
- 5.37%
$38.89 - $42.97 $106K - $118K
48.3K $2.07B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.63K
- 6.18%
$41.02 - $46.01 $190K - $213K
70.2K $3.2B
META
Meta Platforms, Inc.

Communication Services
-432
- 8.49%
$453.41 - $572.44 $196K - $247K
4.65K $2.66B
FUL
Fuller H B CO

Basic Materials
-875
- 1.24%
$75.6 - $86.2 $66.2K - $75.4K
70K $5.55B
GIS
General Mills Inc

Consumer Defensive
-356
- 2.4%
$62.5 - $75.15 $22.3K - $26.8K
14.5K $1.07B
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 0.53%
$520.18 - $576.82 $15.6K - $17.3K
5.59K $3.22B
Solventum Corp
-1.22K
- 5.37%
N/A
21.4K $1.49B
UNH
Unitedhealth Group Inc

Healthcare
-13
- 0.29%
$488.01 - $604.18 $6.34K - $7.85K
4.51K $2.64B
IWM
Ishares Russell 2000 ETF

ETFs
-359
- 0.69%
$200.87 - $224.6 $72.1K - $80.6K
51.9K $11.5B
IVE
Ishares S&P 500 Value ETF

ETFs
-311
- 0.33%
$181.06 - $197.17 $56.3K - $61.3K
93.8K $18.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.81K
- 0.48%
$84.77 - $97.13 $238K - $272K
577K $55.3B
MMM
3 M CO

Industrials
-9.54K
- 10.31%
$99.69 - $139.42 $951K - $1.33M
83K $11.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.99K
- 1.92%
$475.2 - $527.7 $1.42M - $1.58M
153K $80.7B
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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