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Bill Reuther

@Silver Oak Securities, Incorporated

Latest period2024 - Q3ReportedManaged Assets$946.969MTotal holdings545
Assets growth rate41.98%Assets growth rate (2-Q avg)22.03%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Silver Oak Securities, Incorporated's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 545 positions.

Assets under management

The assets under management (AUM) of Silver Oak Securities, Incorporated over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 946.969M in assets, with a quarterly growth rate of 41.98% and a 2-quarter average growth rate of 22.03%. The portfolio is managed by Bill Reuther, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CDCVictory Portfolios Ii
Recent Activity
Decreased -0.19%
3.42%
$32.33M
498,837 shares@ $64.81 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -5.76%
1.25%
$11.829M
260,256 shares@ $45.45 avg price
CFAVictory Portfolios Ii
Recent Activity
Decreased -1.3%
1.15%
$10.832M
125,988 shares@ $85.98 avg price
IOOIshares Tr
Recent Activity
Decreased -10.93%
0.84%
$7.877M
79,666 shares@ $98.87 avg price
IUSVIshares Tr
Recent Activity
Decreased -0.33%
0.65%
$6.08M
63,908 shares@ $95.14 avg price
MGKVanguard World Fd
Recent Activity
Decreased -25.86%
0.48%
$4.508M
14,071 shares@ $320.36 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -17.3%
0.38%
$3.523M
52,830 shares@ $66.69 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -11.65%
0.36%
$3.406M
6,594 shares@ $516.48 avg price
FYXFirst Tr Sml Cp Core Alpha F
Recent Activity
Decreased -0.07%
0.33%
$3.04M
30,685 shares@ $99.09 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -16.15%
0.32%
$3.024M
31,453 shares@ $96.13 avg price