Silver Oak Advisory Group, Inc. Portfolio Holdings by Sector
Silver Oak Advisory Group, Inc.
- $195 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND BNDX BSV VTEB DFAC VIOV VNQ BIV 47 stocks |
$161,945
89.37% of portfolio
|
  27  
|
  11  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,530
5.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,323
1.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,062
1.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV AMGN 3 stocks |
$1,352
0.75% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$924
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$739
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX UNP 2 stocks |
$694
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$452
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$271
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BIO 1 stocks |
$259
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$238
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$207
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$207
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|