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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
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -8.66%
0.17%
$1.551M
51,996 shares@ $29.84 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Decreased -0.06%
0.16%
$1.459M
18,483 shares@ $78.92 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -8.67%
0.15%
$1.404M
12,109 shares@ $115.98 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -62.23%
0.12%
$1.075M
2,913 shares@ $369.08 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Decreased -55.4%
0.12%
$1.05M
23,495 shares@ $44.69 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Decreased -0.75%
0.11%
$1.024M
7,789 shares@ $131.45 avg price
DLSWisdomtree Tr
Recent Activity
Decreased -0.61%
0.11%
$1.01M
14,640 shares@ $68.97 avg price
FDTFirst Tr Exch Trd Alphdx Fd
Recent Activity
Decreased -3.37%
0.11%
$960,910
16,519 shares@ $58.17 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -4.42%
0.1%
$913,653
3,042 shares@ $300.35 avg price
PJULInnovator Etfs Trust
Recent Activity
Decreased -0.45%
0.1%
$899,818
22,328 shares@ $40.3 avg price