Silver Oak Wealth Management LLC Portfolio Holdings

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 2024

Silver Oak Wealth Management LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $465 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $83.2B, Ishares S&P 500 Growth ETF with a value of $58.6B, Vanguard Mid Cap ETF with a value of $53.5B, Spdr Portfolio with a value of $47.6B, and Ishares Core S&P Sm Cap ETF with a value of $40.2B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $446B to 465B.

Silver Oak Wealth Management LLC is based out at Edina, MN

Below you can find more details about Silver Oak Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $465 Billion
ETFs: $402 Billion
Industrials: $15.5 Billion
Technology: $9.15 Billion
Basic Materials: $7.87 Billion
Consumer Defensive: $5.03 Billion
Utilities: $4.59 Billion
Communication Services: $4.54 Billion
Healthcare: $3.55 Billion
Other: $4.78 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$134M
$19.5 Million 0.0% of portfolio
15,238
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $465 Billion
  • Prior Value $446 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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