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