Silver Oak Securities, Inc has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1 Billion distributed in 628 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 $37.9M, Victory Portfolios Ii Shs Inco with a value of $32M, Apple Inc. with a value of $25M, Invesco Qqq Trust, Series 1 with a value of $16.8M, and Vanguard Total Stock Market Et with a value of $15.9M.
Examining the 13F form we can see an increase of $103M in the current position value, from $899M to 1B.
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.
