Silver Oak Advisory Group, Inc. Portfolio Holdings

Silver Oak Advisory Group, Inc.

  • $188 Million
  • Q1 2025

Silver Oak Advisory Group, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Million distributed in 65 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 $40.1M, Vanguard Total International B with a value of $22.5M, Vanguard Bd Index Fd Inc Short with a value of $15M, Vanguard Mun Bd Fds Tax Exempt with a value of $11.5M, and Dimensional ETF Tr U S Core Eq with a value of $11.1M.

Examining the 13F form we can see an decrease of $772K in the current position value, from $189M to 188M.

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 $188 Million
ETFs: $166 Million
Technology: $4.08 Million
Healthcare: $1.31 Million
Consumer Defensive: $1.19 Million
Energy: $726,000
Industrials: $642,000
Financial Services: $441,000
Consumer Cyclical: $249,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.17B
$441,000 0.23% of portfolio
9,993
Q1 2025 Reduced 5.65%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $188 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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