Silver Oak Advisory Group, Inc. Portfolio Holdings by Sector
Silver Oak Advisory Group, Inc.
- $189 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND BNDX BSV VTEB DFAC VIOV VNQ VXUS 44 stocks |
$157,263
89.29% of portfolio
|
  22  
|
  14  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,570
5.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,447
1.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,020
1.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV AMGN 3 stocks |
$1,163
0.66% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$952
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$531
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$457
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$413
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BIO 1 stocks |
$252
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$229
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$214
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$214
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$204
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$200
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|