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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
TJULInnovator Etfs Trust
Recent Activity
Exited
0%
$259,284
9,682 shares@ $26.79 avg price
IATIshares Tr
Recent Activity
Exited
0%
$252,195
6,083 shares@ $41.46 avg price
IUSGIshares Tr
Recent Activity
Exited
0%
$247,949
1,945 shares@ $127.49 avg price
ZTSZoetis Inc
Recent Activity
Exited
0%
$236,636
1,365 shares@ $173.36 avg price
IYYIshares Tr
Recent Activity
Exited
0%
$230,220
1,740 shares@ $132.32 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Exited
0%
$226,638
4,992 shares@ $45.41 avg price
TIPXSpdr Ser Tr
Recent Activity
Exited
0%
$219,820
11,895 shares@ $18.49 avg price
NXPINxp Semiconductors N V
Recent Activity
Exited
0%
$218,770
813 shares@ $269.09 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$216,348
275 shares@ $786.72 avg price
YMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$214,023
9,233 shares@ $23.19 avg price