Silver Oak Wealth Management LLC Portfolio Holdings

Silver Oak Wealth Management LLC

  • $446 Billion
  • Q3 2024

Silver Oak Wealth Management LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $446 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $80.7B, Ishares S&P 500 Growth ETF with a value of $55.3B, Vanguard Mid Cap ETF with a value of $51.8B, Spdr Portfolio with a value of $42.5B, and Ishares Core S&P Sm Cap ETF with a value of $39B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $416B to 446B.

Silver Oak Wealth Management LLC is based out at Edina, MN

Below you can find more details about Silver Oak Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $446 Billion
ETFs: $388 Billion
Industrials: $15.1 Billion
Basic Materials: $9.06 Billion
Technology: $8.59 Billion
Consumer Defensive: $4.89 Billion
Utilities: $4.86 Billion
Healthcare: $4.32 Billion
Communication Services: $4.05 Billion
Other: $4.15 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $446 Billion
  • Prior Value $416 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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