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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
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Increased 1.43%
4.09%
$38.649M
426,587 shares@ $90.6 avg price
CDCVictory Portfolios Ii
Recent Activity
Decreased -0.19%
3.42%
$32.33M
498,837 shares@ $64.81 avg price
STIPIshares Tr
Recent Activity
Increased 49.5%
1.91%
$17.998M
177,497 shares@ $101.4 avg price
AAPLApple Inc
Recent Activity
Increased 23.52%
1.9%
$17.973M
79,514 shares@ $226.04 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 48.11%
1.69%
$15.948M
32,807 shares@ $486.12 avg price
FEXFirst Tr Lrge Cp Core Alpha
Recent Activity
Increased 0.87%
1.61%
$15.158M
145,862 shares@ $103.93 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 14.03%
1.47%
$13.885M
380,617 shares@ $36.48 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 20.8%
1.46%
$13.742M
166,594 shares@ $82.5 avg price
VTIVanguard Index Fds
Recent Activity
Increased 51.62%
1.35%
$12.726M
45,119 shares@ $282.06 avg price
NVDANvidia Corporation
Recent Activity
Increased 46.55%
1.32%
$12.485M
102,999 shares@ $121.22 avg price