Silver Oak Wealth Management LLC Incresed Positions in Q4 2024

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
72.4K
+ 1886.92%
N/A
76.3K $5.77B
SPYG
Spdr Portfolio

ETFs
29K
+ 5.67%
$81.74 - $91.38 $2.37M - $2.65M
541K $47.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
218
+ 0.04%
$94.43 - $105.47 $20.6K - $23K
578K $58.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.47K
+ 0.96%
$521.84 - $558.82 $765K - $819K
154K $83.2B
VO
Vanguard Mid Cap ETF

ETFs
6.06K
+ 3.08%
$261.5 - $284.63 $1.58M - $1.72M
203K $53.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.7K
+ 4.72%
$113.92 - $127.38 $1.79M - $2.01M
349K $40.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33.7K
+ 10.69%
$51.09 - $55.27 $1.72M - $1.86M
349K $17.8B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.7K
+ 34.62%
$44.87 - $46.86 $1.06M - $1.11M
92K $4.13B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
18.9K
+ 113.94%
$40.84 - $42.74 $770K - $806K
35.4K $1.45B
TGT
Target Corp

Consumer Defensive
3.84K
+ 222.45%
$121.59 - $160.69 $467K - $618K
5.57K $753M
ROK
Rockwell Automation, Inc

Industrials
237
+ 2.24%
$264.65 - $302.92 $62.7K - $71.8K
10.8K $3.08B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.11K
+ 22.34%
$44.04 - $49.49 $357K - $401K
44.4K $1.96B
VOT
Vanguard Mid Cap Growth Index

ETFs
386
+ 3.46%
$241.48 - $274.89 $93.2K - $106K
11.5K $2.93B
NVDA
Nvidia Corp

Technology
180
+ 1.85%
$117.0 - $148.88 $21.1K - $26.8K
9.93K $1.33B
WFC
Wells Fargo & Company

Financial Services
19
+ 0.22%
$54.98 - $77.35 $1.04K - $1.47K
8.61K $605M
GOOG
Alphabet Inc.

Communication Services
35
+ 0.78%
$163.08 - $198.16 $5.71K - $6.94K
4.52K $860M
IVV
Ishares Core S&P 500 ETF

ETFs
59
+ 1.06%
$570.51 - $610.59 $33.7K - $36K
5.65K $3.33B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.8K
+ 16.5%
$71.75 - $75.11 $129K - $135K
12.7K $914M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.5%
$205.18 - $250.29 $3.08K - $3.75K
3K $720M
META
Meta Platforms, Inc.

Communication Services
11
+ 0.24%
$554.08 - $632.68 $6.09K - $6.96K
4.67K $2.73B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.81K
+ 12.65%
$58.88 - $64.8 $165K - $182K
25K $1.47B
HON
Honeywell International Inc

Industrials
6
+ 0.33%
$202.84 - $236.0 $1.22K - $1.42K
1.81K $410M
VB
Vanguard Small Cap ETF

ETFs
91
+ 7.42%
$233.76 - $261.58 $21.3K - $23.8K
1.32K $317M
BNDX
Vanguard Total International B

ETFs
519
+ 4.22%
$48.91 - $50.61 $25.4K - $26.3K
12.8K $628M
INTC
Intel Corp

Technology
3.59K
+ 19.11%
$19.07 - $26.23 $68.4K - $94.1K
22.4K $448M
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.57%
$118.38 - $133.06 $1.42K - $1.6K
2.12K $255M
Solventum Corp
1.12K
+ 5.21%
N/A
22.6K $1.49B
ORCL
Oracle Corp

Technology
12
+ 0.63%
$165.41 - $192.43 $1.98K - $2.31K
1.91K $319M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.65%
$442.29 - $483.08 $3.98K - $4.35K
1.38K $627M
TT
Trane Technologies PLC

Industrials
4
+ 0.48%
$369.35 - $419.14 $1.48K - $1.68K
834 $308M
VTV
Vanguard Value ETF

ETFs
1
+ 0.03%
$168.32 - $181.87 $168 - $182
3K $507M
HRL
Hormel Foods Corp

Consumer Defensive
14
+ 0.02%
$29.21 - $33.55 $409 - $470
61.3K $1.92B
JNJ
Johnson & Johnson

Healthcare
11
+ 0.78%
$143.34 - $165.86 $1.58K - $1.82K
1.43K $207M
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.58%
$151.29 - $176.1 $1.21K - $1.41K
1.39K $211M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
654
+ 7.45%
$114.08 - $125.68 $74.6K - $82.2K
9.43K $1.08B
MSFT
Microsoft Corp

Technology
13
+ 0.35%
$406.35 - $454.46 $5.28K - $5.91K
3.7K $1.56B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
202
+ 0.29%
$44.33 - $49.55 $8.95K - $10K
70.4K $3.16B
NUSC
Nuveen Esg Small Cap ETF

ETFs
185
+ 0.38%
$41.74 - $46.2 $7.72K - $8.55K
48.4K $2.03B
LLY
Eli Lilly & CO

Healthcare
5
+ 0.8%
$727.2 - $932.06 $3.64K - $4.66K
632 $488M
AMD
Advanced Micro Devices Inc

Technology
360
+ 12.08%
$118.88 - $172.8 $42.8K - $62.2K
3.34K $404M
MMM
3 M CO

Industrials
3.71K
+ 4.47%
$124.74 - $137.12 $463K - $509K
86.7K $11.2B
CMS
Cms Energy Corp

Utilities
13
+ 0.02%
$65.76 - $71.94 $855 - $935
68.8K $4.59B
IVE
Ishares S&P 500 Value ETF

ETFs
869
+ 0.93%
$189.5 - $206.17 $165K - $179K
94.7K $18.1B
VEA
Vanguard Ftse Developed Market

ETFs
22.2K
+ 7.42%
$47.57 - $52.44 $1.06M - $1.16M
321K $15.4B
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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