Silver Oak Advisory Group, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $39.6M, Vanguard Total International B with a value of $22.7M, Vanguard Bd Index Fd Inc Short with a value of $14.8M, Vanguard Mun Bd Fds Tax Exempt with a value of $12.2M, and Dimensional ETF Tr U S Core Eq with a value of $11.7M.

Examining the 13F form we can see an increase of $14.9M in the current position value, from $180M to 195M.

Silver Oak Advisory Group, Inc. is based out at Portland, OR

Below you can find more details about Silver Oak Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $195 Million
ETFs: $171 Million
Technology: $4.39 Million
Healthcare: $1.61 Million
Consumer Defensive: $1.13 Million
Industrials: $901,000
Financial Services: $739,000
Consumer Cyclical: $509,000
Energy: $452,000
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $195 Million
  • Prior Value $180 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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