Silver Oak Wealth Advisors Services, LLC Portfolio Holdings by Sector
Silver Oak Wealth Advisors Services, LLC
- $139 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VTIP GSIE ESGV DUHP AVEM IMCG CMF VCSH 30 stocks |
$123 Million
96.77% of portfolio
|
  13  
|
  9  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.28 Million
1.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.16 Million
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$926,507
0.73% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$739,313
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|