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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
IMCBIshares Tr
Recent Activity
Exited
0%
$1.185M
16,908 shares@ $70.1 avg price
FLBLFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$1.114M
45,639 shares@ $24.42 avg price
SEIXVirtus Etf Tr Ii
Recent Activity
Exited
0%
$1.103M
46,288 shares@ $23.83 avg price
AORIshares Tr
Recent Activity
Exited
0%
$1.033M
18,343 shares@ $56.33 avg price
SUSAIshares Tr
Recent Activity
Exited
0%
$777,151
6,916 shares@ $112.38 avg price
FLQLFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$744,994
13,404 shares@ $55.58 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$721,804
678 shares@ $1064.61 avg price
QMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$613,601
21,930 shares@ $27.98 avg price
SFLRInnovator Etfs Trust
Recent Activity
Exited
0%
$581,226
18,816 shares@ $30.89 avg price
BYLDIshares Tr
Recent Activity
Exited
0%
$577,989
26,059 shares@ $22.19 avg price