Silver Oak Wealth Management LLC Reduced Holdings in Q3 2025

Silver Oak Wealth Management LLC

  • $593 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HRL
Hormel Foods Corp

Consumer Defensive
-2.01K
- 3.28%
$24.31 - $31.54 $49K - $63.5K
59.3K $1.47B
Solventum Corp
-4.39K
- 21.42%
N/A
16.1K $1.17B
ROK
Rockwell Automation, Inc

Industrials
-1.3K
- 15.49%
$328.67 - $358.52 $427K - $466K
7.09K $2.48B
VGT
Vanguard Information Technolog

ETFs
-360
- 35.54%
$656.44 - $753.15 $236K - $271K
653 $488M
MSFT
Microsoft Corp

Technology
-442
- 9.11%
$491.09 - $535.64 $217K - $237K
4.41K $2.28B
FUL
Fuller H B CO

Basic Materials
-998
- 1.37%
$55.6 - $64.06 $55.5K - $63.9K
72K $4.27B
AMZN
Amazon Com Inc

Consumer Cyclical
-559
- 5.4%
$211.65 - $238.24 $118K - $133K
9.79K $2.15B
ALGN
Align Technology Inc

Healthcare
-20
- 1.09%
$124.88 - $207.19 $2.5K - $4.14K
1.81K $226M
MA
Mastercard Inc

Financial Services
-203
- 29.08%
$550.18 - $598.96 $112K - $122K
495 $282M
NVDA
Nvidia Corp

Technology
-2.68K
- 18.49%
$153.3 - $186.58 $410K - $499K
11.8K $2.2B
WFC
Wells Fargo & Company

Financial Services
-1.12K
- 12.61%
$77.05 - $85.16 $86.5K - $95.5K
7.78K $652M
JPM
Jpmorgan Chase & CO

Financial Services
-479
- 13.39%
$282.78 - $316.06 $135K - $151K
3.1K $977M
SBUX
Starbucks Corp

Consumer Cyclical
-267
- 6.18%
$81.9 - $96.86 $21.9K - $25.9K
4.05K $343M
HON
Honeywell International Inc

Industrials
-5
- 0.27%
$207.7 - $240.4 $1.04K - $1.2K
1.81K $382M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-118
- 18.85%
$546.99 - $602.2 $64.5K - $71.1K
508 $305M
AVGO
Broadcom Inc.

Technology
-736
- 19.45%
$264.74 - $369.57 $195K - $272K
3.05K $1.01B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-100
- 14.16%
$435.72 - $463.74 $43.6K - $46.4K
606 $281M
V
Visa Inc.

Financial Services
-50
- 5.85%
$332.09 - $358.86 $16.6K - $17.9K
804 $274M
XLY
Select Sector Spdr Consumer Di

ETFs
-222
- 20.02%
$216.09 - $242.18 $48K - $53.8K
887 $213M
GIS
General Mills Inc

Consumer Defensive
-206
- 1.62%
$48.44 - $53.83 $9.98K - $11.1K
12.5K $629M
LLY
Eli Lilly & CO

Healthcare
-16
- 2.05%
$625.65 - $812.69 $10K - $13K
763 $582M
AMD
Advanced Micro Devices Inc

Technology
-679
- 15.42%
$134.8 - $184.42 $91.5K - $125K
3.72K $603M
Princeton Bancorp Inc
-1K
- 13.15%
N/A
6.6K $210M
CVX
Chevron Corp

Energy
-122
- 8.63%
$145.57 - $161.83 $17.8K - $19.7K
1.29K $201M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-66
- 1.41%
$76.16 - $78.59 $5.03K - $5.19K
4.62K $361M
XOM
Exxon Mobil Corp

Energy
-133
- 4.35%
$105.83 - $117.22 $14.1K - $15.6K
2.92K $329M
WMT
Walmart Inc.

Consumer Defensive
-144
- 2.44%
$94.4 - $104.27 $13.6K - $15K
5.75K $593M
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 4.77%
$357.4 - $423.42 $14.7K - $17.4K
819 $332M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-146
- 10.8%
$224.68 - $282.71 $32.8K - $41.3K
1.21K $337M
IEMG
Ishares Inc

ETFs
-27
- 0.48%
N/A
5.59K $368M
CAT
Caterpillar Inc

Industrials
-40
- 5.38%
$390.92 - $477.15 $15.6K - $19.1K
704 $336M
MMM
3 M CO

Industrials
-1.2K
- 1.48%
$144.41 - $160.2 $173K - $192K
79.8K $12.4B
INTC
Intel Corp

Technology
-6.03K
- 25.32%
$19.31 - $35.5 $116K - $214K
17.8K $596M
VOE
Vanguard Mid Cap Value Index F

ETFs
-337
- 2.79%
$164.63 - $174.58 $55.5K - $58.8K
11.7K $2.05B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-296
- 6.4%
$284.45 - $324.95 $84.2K - $96.2K
4.33K $1.39B
ORCL
Oracle Corp

Technology
-153
- 6.65%
$218.96 - $328.33 $33.5K - $50.2K
2.15K $604M
MU
Micron Technology Inc

Technology
-100
- 3.38%
$104.88 - $168.89 $10.5K - $16.9K
2.86K $478M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.21K
- 2.95%
$42.26 - $47.16 $93.2K - $104K
72.5K $3.36B
CMS
Cms Energy Corp

Utilities
-13
- 0.02%
$69.37 - $74.67 $902 - $971
68.8K $5.04B
GOOGL
Alphabet Inc.

Communication Services
-28
- 0.66%
$174.36 - $254.72 $4.88K - $7.13K
4.22K $1.02B
GOOG
Alphabet Inc.

Communication Services
-130
- 1.95%
$175.16 - $255.24 $22.8K - $33.2K
6.55K $1.59B
IVE
Ishares S&P 500 Value ETF

ETFs
-1.53K
- 1.55%
$194.44 - $206.51 $297K - $316K
97.1K $20B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-214
- 0.14%
$567.77 - $614.76 $122K - $132K
158K $96.5B
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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