Silver Oak Wealth Advisors Services, LLC Portfolio Holdings by Sector
Silver Oak Wealth Advisors Services, LLC
- $112 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ESGV GSIE VTIP DUHP IMCG AVEM VGIT VCSH 26 stocks |
$101 Million
96.59% of portfolio
|
  11  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.39 Million
1.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.11 Million
1.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$541,267
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$507,138
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|