Silver Oak Advisory Group, Inc. Portfolio Holdings by Sector
Silver Oak Advisory Group, Inc.
- $188 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND BNDX BSV VTEB DFAC VIOV VNQ BIV 45 stocks |
$156,613
89.83% of portfolio
|
  21  
|
  16  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,097
5.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,035
1.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,782
1.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY AMGN 3 stocks |
$1,308
0.75% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$983
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$726
0.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$441
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$416
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$262
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$249
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$226
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$203
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|