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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
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -3.13%
0.28%
$2.607M
11,764 shares@ $221.62 avg price
AGZDWisdomtree Tr
Recent Activity
Decreased -1.37%
0.27%
$2.522M
113,155 shares@ $22.29 avg price
EFGIshares Tr
Recent Activity
Decreased -1.36%
0.22%
$1.992M
18,462 shares@ $107.9 avg price
PSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -28.78%
0.19%
$1.783M
26,019 shares@ $68.53 avg price
EDIVSpdr Index Shs Fds
Recent Activity
Decreased -3.35%
0.19%
$1.775M
46,716 shares@ $38.0 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.59%
0.19%
$1.761M
8,790 shares@ $200.31 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Decreased -31.17%
0.19%
$1.748M
24,463 shares@ $71.45 avg price
TSLATesla Inc
Recent Activity
Decreased -0.52%
0.18%
$1.671M
6,468 shares@ $258.41 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -10.44%
0.18%
$1.647M
32,450 shares@ $50.75 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -6.2%
0.17%
$1.553M
1,951 shares@ $795.9 avg price