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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
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 69.13%
0.96%
$9.037M
94,570 shares@ $95.56 avg price
ACIOEtf Ser Solutions
Recent Activity
Increased 9.98%
0.95%
$8.902M
224,853 shares@ $39.6 avg price
CATCaterpillar Inc
Recent Activity
Increased 10.02%
0.93%
$8.806M
22,524 shares@ $390.98 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 26.56%
0.89%
$8.386M
19,790 shares@ $423.74 avg price
ACWIIshares Tr
Recent Activity
Increased 45.05%
0.88%
$8.305M
69,468 shares@ $119.56 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 1.2%
0.86%
$8.064M
177,620 shares@ $45.4 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 77.22%
0.86%
$8.059M
14,147 shares@ $569.69 avg price
TFLOIshares Tr
Recent Activity
Increased 4.07%
0.84%
$7.901M
156,182 shares@ $50.59 avg price
IOOIshares Tr
Recent Activity
Decreased -10.93%
0.84%
$7.877M
79,666 shares@ $98.87 avg price
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.56%
0.83%
$7.827M
148,379 shares@ $52.76 avg price