Silver Oak Wealth Management LLC Incresed Positions in Q1 2025

Silver Oak Wealth Management LLC

  • $462 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
66.1K
+ 20.6%
$47.4 - $52.99 $3.13M - $3.5M
387K $19.7B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
39.9K
+ 43.41%
$44.41 - $45.98 $1.77M - $1.84M
132K $6.02B
J P Morgan Exchange Traded F
30.4K
+ 39.89%
N/A
107K $7.17B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
21.4K
+ 6.13%
$49.78 - $53.19 $1.06M - $1.14M
370K $18.9B
IVV
Ishares Core S&P 500 ETF

ETFs
1.84K
+ 32.5%
$554.06 - $615.85 $1.02M - $1.13M
7.49K $4.21B
IVE
Ishares S&P 500 Value ETF

ETFs
3.02K
+ 3.18%
$185.78 - $198.58 $560K - $599K
97.7K $18.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.45K
+ 50.67%
$57.21 - $65.8 $484K - $556K
25.1K $1.47B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.99K
+ 17.99%
$42.5 - $46.71 $340K - $373K
52.4K $2.37B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
8.38K
+ 23.68%
$40.5 - $42.02 $340K - $352K
43.8K $1.83B
DBND
Doubleline ETF Tr Opportunisti

ETFs
5.99K
+ 29.27%
$44.88 - $46.36 $269K - $278K
26.5K $1.22B
Solventum Corp
72
+ 0.32%
N/A
22.6K $1.72B
VTI
Vanguard Total Stock Market Et

ETFs
1.49K
+ 8.56%
$271.18 - $303.12 $404K - $451K
18.9K $5.19B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.05K
+ 4.2%
$58.01 - $64.46 $60.8K - $67.6K
26K $1.62B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.62K
+ 32.57%
$82.81 - $92.93 $134K - $151K
6.61K $562M
IWD
Ishares Russell 1000 Val ETF

ETFs
179
+ 1.63%
$182.82 - $196.21 $32.7K - $35.1K
11.2K $2.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 7.59%
$551.42 - $612.93 $29.8K - $33.1K
765 $428M
VOE
Vanguard Mid Cap Value Index F

ETFs
29
+ 0.24%
$156.61 - $168.02 $4.54K - $4.87K
12.2K $1.96B
AMD
Advanced Micro Devices Inc

Technology
431
+ 12.9%
$96.63 - $129.55 $41.6K - $55.8K
3.77K $388M
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.38%
$217.89 - $252.64 $1.09K - $1.26K
1.32K $293M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.76K
+ 8.18%
$40.03 - $46.81 $231K - $270K
76.2K $3.11B
AAL
American Airlines Group Inc.

Industrials
500
+ 4.02%
N/A
13K $137M
MSFT
Microsoft Corp

Technology
33
+ 0.89%
$375.39 - $447.2 $12.4K - $14.8K
3.73K $1.4B
NUSC
Nuveen Esg Small Cap ETF

ETFs
280
+ 0.58%
$37.9 - $43.9 $10.6K - $12.3K
48.7K $1.87B
VO
Vanguard Mid Cap ETF

ETFs
3.08K
+ 1.52%
$251.87 - $277.95 $776K - $856K
206K $53.2B
FUL
Fuller H B CO

Basic Materials
4.01K
+ 5.81%
$52.88 - $64.28 $212K - $258K
73K $4.1B
IWM
Ishares Russell 2000 ETF

ETFs
178
+ 0.35%
$198.1 - $229.79 $35.3K - $40.9K
51.1K $10.2B
SPYG
Spdr Portfolio

ETFs
32.2K
+ 5.96%
$80.05 - $92.39 $2.58M - $2.98M
574K $46.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.1K
+ 5.75%
$102.49 - $119.96 $2.06M - $2.41M
369K $38.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.67K
+ 1.72%
$507.05 - $563.67 $1.35M - $1.5M
157K $80.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.51K
+ 0.61%
$92.45 - $106.69 $325K - $375K
581K $53.9B
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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