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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
ILCGIshares Tr
Recent Activity
Exited
0%
$551,508
6,774 shares@ $81.42 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$535,920
8,026 shares@ $66.78 avg price
FDVVFidelity Covington Trust
Recent Activity
Exited
0%
$469,635
10,039 shares@ $46.79 avg price
SILKSilk Rd Med Inc
Recent Activity
Exited
0%
$382,264
14,137 shares@ $27.04 avg price
QDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$380,351
14,598 shares@ $26.06 avg price
TMDXTransmedics Group Inc
Recent Activity
Exited
0%
$377,454
2,506 shares@ $150.63 avg price
PMAYInnovator Etfs Trust
Recent Activity
Exited
0%
$359,588
10,542 shares@ $34.12 avg price
XHLFBondbloxx Etf Trust
Recent Activity
Exited
0%
$309,452
6,155 shares@ $50.28 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$306,105
12,765 shares@ $23.99 avg price
DXCMDexcom Inc
Recent Activity
Exited
0%
$294,108
2,594 shares@ $113.39 avg price