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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
USFRWisdomtree Tr
Recent Activity
Increased 29.31%
1.3%
$12.3M
244,867 shares@ $50.23 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 6.14%
1.28%
$12.069M
204,727 shares@ $58.96 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -5.76%
1.25%
$11.829M
260,256 shares@ $45.45 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 34.32%
1.17%
$11.011M
216,371 shares@ $50.9 avg price
CFAVictory Portfolios Ii
Recent Activity
Decreased -1.3%
1.15%
$10.832M
125,988 shares@ $85.98 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 44.59%
1.15%
$10.824M
130,390 shares@ $83.02 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 43.03%
1.12%
$10.58M
140,536 shares@ $75.29 avg price
IVVIshares Tr
Recent Activity
Increased 5.66%
1.07%
$10.061M
17,535 shares@ $573.75 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 36.12%
1.05%
$9.871M
188,571 shares@ $52.35 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 18.65%
1%
$9.418M
50,231 shares@ $187.49 avg price