Silver Oak Securities, Inc has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $899 Million distributed in 545 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $38.7M, Victory Portfolios Ii Shs Inco with a value of $32.4M, Apple Inc. with a value of $18.5M, Ishares Barclays 0 5 Year Tips with a value of $18M, and Invesco Qqq Trust, Series 1 with a value of $16M.
Examining the 13F form we can see an increase of $266M in the current position value, from $633M to 899M.
Silver Oak Securities, Inc is based out at Jackson, TN
Below you can find more details about Silver Oak Securities, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$899 Million
ETFs: $693 Million
Technology: $63.7 Million
Industrials: $23.4 Million
Financial Services: $21.1 Million
Consumer Cyclical: $19.1 Million
Healthcare: $15.9 Million
Consumer Defensive: $14.6 Million
Communication Services: $13.8 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
