Silver Oak Wealth Management LLC Reduced Holdings in Q4 2024

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-8.87K
- 23.14%
$117.09 - $123.07 $1.04M - $1.09M
29.5K $3.46B
FUL
Fuller H B CO

Basic Materials
-928
- 1.33%
$67.09 - $80.64 $62.3K - $74.8K
69K $4.66B
UNH
Unitedhealth Group Inc

Healthcare
-9
- 0.2%
$485.52 - $625.25 $4.37K - $5.63K
4.5K $2.28B
ECL
Ecolab Inc.

Basic Materials
-93
- 0.68%
$234.32 - $261.43 $21.8K - $24.3K
13.6K $3.2B
GIS
General Mills Inc

Consumer Defensive
-1.4K
- 9.69%
$62.78 - $74.62 $88K - $105K
13.1K $834M
IWM
Ishares Russell 2000 ETF

ETFs
-921
- 1.77%
$216.13 - $242.4 $199K - $223K
51K $11.3B
COST
Costco Wholesale Corp

Consumer Defensive
-142
- 18.59%
$873.59 - $994.69 $124K - $141K
622 $570M
TIP
Ishares Tr Tips Bd ETF

ETFs
-744
- 12.9%
$106.33 - $110.69 $79.1K - $82.4K
5.03K $535M
VOE
Vanguard Mid Cap Value Index F

ETFs
-130
- 1.06%
$160.89 - $176.18 $20.9K - $22.9K
12.2K $1.97B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-664
- 13.33%
$100.22 - $100.73 $66.5K - $66.9K
4.32K $433M
HD
Home Depot, Inc.

Consumer Cyclical
-72
- 10.06%
$385.02 - $431.37 $27.7K - $31.1K
644 $251M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-196
- 3.87%
$278.19 - $315.36 $54.5K - $61.8K
4.86K $1.4B
XOM
Exxon Mobil Corp

Energy
-52
- 1.88%
$105.51 - $125.37 $5.49K - $6.52K
2.72K $293M
VGT
Vanguard Information Technolog

ETFs
-81
- 13.87%
$571.78 - $647.97 $46.3K - $52.5K
503 $313M
IWN
Ishares Russell2000 Val ETF

ETFs
-53
- 0.71%
$162.69 - $181.35 $8.62K - $9.61K
7.45K $1.22B
VV
Vanguard Large Cap ETF

ETFs
-9
- 1.06%
$260.27 - $280.65 $2.34K - $2.53K
842 $227M
WMT
Walmart Inc.

Consumer Defensive
-84
- 1.54%
$79.1 - $95.7 $6.64K - $8.04K
5.36K $484M
DAL
Delta Air Lines, Inc.

Industrials
-34
- 0.66%
$47.46 - $65.77 $1.61K - $2.24K
5.15K $312M
GOOGL
Alphabet Inc.

Communication Services
-6
- 0.16%
$161.86 - $196.66 $971 - $1.18K
3.84K $727M
AAPL
Apple Inc.

Technology
-503
- 2.91%
$221.69 - $259.02 $112K - $130K
16.8K $4.2B
AMZN
Amazon Com Inc

Consumer Cyclical
-361
- 4.57%
$180.88 - $232.93 $65.3K - $84.1K
7.53K $1.65B
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
Track This Portfolio

Track Silver Oak Wealth Management LLC Portfolio

Follow Silver Oak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email