Silver Oak Securities, Inc Portfolio Holdings
Silver Oak Securities, Inc
- $1.14 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 706
- Current Value $1.14 Billion
- Prior Value $1.02 Billion
- Filing
- Period Q2 2025
- Filing Date July 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 77 stocks
- Additional Purchases 332 stocks
- Sold out of 0 stocks
- Reduced holdings in 249 stocks