Silver Oak Wealth Advisors Services, LLC Portfolio Holdings

Silver Oak Wealth Advisors Services, LLC

  • $116 Billion
  • Q4 2024

Silver Oak Wealth Advisors Services, LLC has filed its 13F form on March 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $18.5B, Vanguard Sht Trm Inflt Prot Fd with a value of $17.1B, Goldman Sachs ETF Tr Activebet with a value of $16.2B, American Centy ETF Tr Avantis with a value of $8.39B, and Ishare Morningstar Mid Cap Gro with a value of $7.67B.

Examining the 13F form we can see an increase of $116B in the current position value.

Silver Oak Wealth Advisors Services, LLC is based out at Los Angeles, CA

Below you can find more details about Silver Oak Wealth Advisors Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $101 Billion
Technology: $4.49 Billion
Consumer Cyclical: $569 Million
Communication Services: $541 Million
Financial Services: $295 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Billion 16.0% of portfolio
176,371
Q4 2024 New
$0
$17.1 Billion 14.83% of portfolio
354,078
Q4 2024 New
$0
$16.2 Billion 14.01% of portfolio
485,691
Q4 2024 New
$0
$8.39 Billion 7.25% of portfolio
125,597
Q4 2024 New
$0
$7.67 Billion 6.64% of portfolio
101,555
Q4 2024 New
$0
$7.47 Billion 6.46% of portfolio
221,084
Q4 2024 New
$0
$6.48 Billion 5.61% of portfolio
110,241
Q4 2024 New
$0
$4.24 Billion 3.67% of portfolio
73,110
Q4 2024 New
$0
$4.08 Billion 3.53% of portfolio
52,255
Q4 2024 New
$0
$3.42 Billion 2.96% of portfolio
42,621
Q4 2024 New
$0
$3.31 Billion 2.86% of portfolio
34,268
Q4 2024 New
$0
$2.46 Billion 2.12% of portfolio
32,250
Q4 2024 New
$3.37T
$1.58 Billion 1.37% of portfolio
6,302
Q4 2024 New
$0
$1.29 Billion 1.12% of portfolio
6,612
Q4 2024 New
$0
$1.18 Billion 1.02% of portfolio
4,073
Q4 2024 New
$288B
$1.14 Billion 0.98% of portfolio
4,399
Q4 2024 New
$0
$1.11 Billion 0.96% of portfolio
19,424
Q4 2024 New
$0
$1.07 Billion 0.93% of portfolio
32,086
Q4 2024 New
$0
$1.05 Billion 0.91% of portfolio
2,062
Q4 2024 New
$0
$695 Million 0.6% of portfolio
14,536
Q4 2024 New
$0
$549 Million 0.47% of portfolio
19,694
Q4 2024 New
$0
$484 Million 0.42% of portfolio
4,398
Q4 2024 New
$77.5B
$377 Million 0.33% of portfolio
510
Q4 2024 New
$0
$367 Million 0.32% of portfolio
2,094
Q4 2024 New
$0
$360 Million 0.31% of portfolio
1,815
Q4 2024 New
$1.98T
$339 Million 0.29% of portfolio
719
Q4 2024 New
$0
$318 Million 0.28% of portfolio
3,165
Q4 2024 New
$0
$320 Million 0.28% of portfolio
594
Q4 2024 New
$0
$325 Million 0.28% of portfolio
3,082
Q4 2024 New
$0
$298 Million 0.26% of portfolio
726
Q4 2024 New
$661B
$295 Million 0.26% of portfolio
520
Q4 2024 New
$974B
$289 Million 0.25% of portfolio
467
Q4 2024 New
$398B
$278 Million 0.24% of portfolio
1,200
Q4 2024 New
$1.34T
$251 Million 0.22% of portfolio
24
Q4 2024 New
$0
$254 Million 0.22% of portfolio
1,991
Q4 2024 New
$0
$226 Million 0.2% of portfolio
8,270
Q4 2024 New
$760B
$230 Million 0.2% of portfolio
50
Q4 2024 New
$0
$223 Million 0.19% of portfolio
381
Q4 2024 New
$0
$215 Million 0.19% of portfolio
2,255
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $116 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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