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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
JPIEJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$190,468
4,190 shares@ $45.46 avg price
MDTMedtronic Plc
Recent Activity
Exited
0%
$175,961
2,236 shares@ $78.7 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$153,680
3,010 shares@ $51.06 avg price
EFAIshares Tr
Recent Activity
Exited
0%
$131,935
1,684 shares@ $78.35 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$117,167
143 shares@ $819.35 avg price
NJULInnovator Etfs Trust
Recent Activity
Exited
0%
$111,309
1,872 shares@ $59.46 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$92,938
3,887 shares@ $23.91 avg price
XTIshares Tr
Recent Activity
Exited
0%
$90,560
1,539 shares@ $58.85 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$89,691
971 shares@ $92.37 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
Exited
0%
$82,096
3,534 shares@ $23.24 avg price