Silver Oak Securities, Inc has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 706 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 $39.1M, Victory Portfolios Ii Shs Inco with a value of $31.8M, Fidelity Merrimack Str Tr Tota with a value of $25.6M, Apple Inc. with a value of $20.4M, and Capital Group Divid Value ETF with a value of $19.3M.
Examining the 13F form we can see an increase of $115M in the current position value, from $1.02B to 1.14B.
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
$1.14 Billion
ETFs: $827 Million
Technology: $91.7 Million
Consumer Cyclical: $55.3 Million
Financial Services: $35.8 Million
Industrials: $30.3 Million
Communication Services: $20.9 Million
Consumer Defensive: $17 Million
Healthcare: $16.5 Million
Other: $23.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
