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Size ($ in 1000's)
At 03/31/2024: $653,475
At 12/31/2023: $744,994
SILVER OAK SECURITIES Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SILVER OAK SECURITIES Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the SILVER OAK SECURITIES Inc top holdings by largest position size, as per the latest 13f filing made by SILVER OAK SECURITIES Inc.
In the SILVER OAK SECURITIES Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by SILVER OAK SECURITIES Inc in that top holding, then the share count change between reporting periods, and finally the SILVER OAK SECURITIES Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| FIRST TR EXCHANGE TRADED FD (FTCS) |
430,961 |
+10,431 |
$36,912 | | FTCS | 430,961 | +10,431 | $36,912 | | VICTORY PORTFOLIOS II |
523,879 |
-34,404 |
$31,187 | | CDC | 523,879 | -34,404 | $31,187 | | FIRST TR LRGE CP CORE ALPHA (FEX) |
144,715 |
-29,052 |
$14,361 | | FEX | 144,715 | -29,052 | $14,361 | | ISHARES TR (STIP) |
134,271 |
-37,875 |
$13,351 | | STIP | 134,271 | -37,875 | $13,351 | | FIRST TR VALUE LINE DIVID IN (FVD) |
286,394 |
-7,785 |
$12,094 | | FVD | 286,394 | -7,785 | $12,094 | | APPLE INC |
64,514 |
-9,686 |
$11,063 | | AAPL | 64,514 | -9,686 | $11,063 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
191,724 |
+7,354 |
$10,769 | | RDVY | 191,724 | +7,354 | $10,769 | | WISDOMTREE TR |
211,650 |
-8,222 |
$10,644 | | USFR | 211,650 | -8,222 | $10,644 | | VICTORY PORTFOLIOS II |
128,319 |
-629 |
$10,440 | | CFA | 128,319 | -629 | $10,440 | | CAPITAL GROUP DIVIDEND VALUE |
291,999 |
+43,202 |
$9,490 | | CGDV | 291,999 | +43,202 | $9,490 | | ISHARES TR (TFLO) |
186,709 |
+18,819 |
$9,464 | | TFLO | 186,709 | +18,819 | $9,464 | | SPDR SER TR (SPYG) |
117,854 |
-31,089 |
$8,621 | | SPYG | 117,854 | -31,089 | $8,621 | | ISHARES TR (IOO) |
93,602 |
+7,442 |
$8,369 | | IOO | 93,602 | +7,442 | $8,369 | | INVESCO EXCH TRD SLF IDX FD |
147,638 |
+8,311 |
$8,154 | | OMFL | 147,638 | +8,311 | $8,154 | | SCHWAB STRATEGIC TR |
100,562 |
+4,297 |
$8,108 | | SCHD | 100,562 | +4,297 | $8,108 | | INVESCO QQQ TR |
17,796 |
-20,165 |
$7,902 | | QQQ | 17,796 | -20,165 | $7,902 | | ISHARES TR (IVV) |
14,888 |
-1,151 |
$7,827 | | IVV | 14,888 | -1,151 | $7,827 | | VANGUARD BD INDEX FDS (BND) |
106,661 |
-19,678 |
$7,747 | | BND | 106,661 | -19,678 | $7,747 | | AMAZON COM INC |
42,155 |
-3,982 |
$7,604 | | AMZN | 42,155 | -3,982 | $7,604 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
173,921 |
-673 |
$7,583 | | FIXD | 173,921 | -673 | $7,583 | | CATERPILLAR INC |
20,314 |
-3,871 |
$7,444 | | CAT | 20,314 | -3,871 | $7,444 | | SPDR SER TR (SPYV) |
145,004 |
-24,860 |
$7,265 | | SPYV | 145,004 | -24,860 | $7,265 | | VANGUARD INDEX FDS (VTI) |
26,959 |
-5,889 |
$7,007 | | VTI | 26,959 | -5,889 | $7,007 | | ETF SER SOLUTIONS (ACIO) |
173,506 |
+11,092 |
$6,252 | | ACIO | 173,506 | +11,092 | $6,252 | | MICROSOFT CORP |
14,543 |
-4,021 |
$6,118 | | MSFT | 14,543 | -4,021 | $6,118 | | ISHARES TR (IUSV) |
65,724 |
-2,365 |
$5,944 | | IUSV | 65,724 | -2,365 | $5,944 | | NVIDIA CORPORATION |
6,283 |
-3,259 |
$5,677 | | NVDA | 6,283 | -3,259 | $5,677 | | VANECK ETF TRUST (MOAT) |
57,226 |
-16,699 |
$5,145 | | MOAT | 57,226 | -16,699 | $5,145 | | ISHARES TR (ACWI) |
45,892 |
-12,446 |
$5,054 | | ACWI | 45,892 | -12,446 | $5,054 | | ETF SER SOLUTIONS (DRSK) |
184,349 |
+13,499 |
$4,915 | | DRSK | 184,349 | +13,499 | $4,915 | | AMERICAN CENTY ETF TR (AVUV) |
51,772 |
-24,927 |
$4,852 | | AVUV | 51,772 | -24,927 | $4,852 | | SCHWAB STRATEGIC TR |
59,476 |
-4,280 |
$4,843 | | SCHM | 59,476 | -4,280 | $4,843 | | INVESCO EXCHANGE TRADED FD T (SPHQ) |
78,622 |
+64,740 |
$4,750 | | SPHQ | 78,622 | +64,740 | $4,750 | | ISHARES TR (IJH) |
76,899 |
+60,790 |
$4,671 | | IJH | 76,899 | +60,790 | $4,671 | | VANGUARD STAR FDS (VXUS) |
74,109 |
+3,325 |
$4,469 | | VXUS | 74,109 | +3,325 | $4,469 | | VANECK MERK GOLD TR |
195,413 |
-52,531 |
$4,197 | | OUNZ | 195,413 | -52,531 | $4,197 | | JANUS DETROIT STR TR |
80,157 |
+1,082 |
$4,067 | | JAAA | 80,157 | +1,082 | $4,067 | | VANGUARD WORLD FD (MGK) |
13,392 |
-8,744 |
$3,838 | | MGK | 13,392 | -8,744 | $3,838 | | VANGUARD TAX MANAGED FDS (VEA) |
74,835 |
+230 |
$3,754 | | VEA | 74,835 | +230 | $3,754 | | ETF SER SOLUTIONS (IDUB) |
175,165 |
+16,257 |
$3,645 | | IDUB | 175,165 | +16,257 | $3,645 | | SPDR SER TR (SPLG) |
58,936 |
+3,056 |
$3,626 | | SPLG | 58,936 | +3,056 | $3,626 | | FIDELITY MERRIMACK STR TR |
77,318 |
-41,264 |
$3,503 | | FBND | 77,318 | -41,264 | $3,503 | | FIRST TR EXCHANGE TRADED FD (LMBS) |
72,220 |
-6,941 |
$3,485 | | LMBS | 72,220 | -6,941 | $3,485 | | INVESCO ACTIVELY MANAGED ETF (VRIG) |
137,068 |
+137,068 |
$3,439 | | VRIG | 137,068 | +137,068 | $3,439 | | ETF SER SOLUTIONS (JUCY) |
139,325 |
-9,422 |
$3,257 | | JUCY | 139,325 | -9,422 | $3,257 | | INVESCO EXCHANGE TRADED FD T (RSP) |
19,183 |
+10,585 |
$3,249 | | RSP | 19,183 | +10,585 | $3,249 |  BERKSHIRE HATHAWAY INC DEL |
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$3,046 | | BRK.B | 7,244 | -615 | $3,046 | | ISHARES TR (IJR) |
26,267 |
-7,777 |
$2,903 | | IJR | 26,267 | -7,777 | $2,903 | | ISHARES TR (IVW) |
34,035 |
-25,030 |
$2,874 | | IVW | 34,035 | -25,030 | $2,874 | | ALPHABET INC |
18,806 |
-1,890 |
$2,838 | | GOOGL | 18,806 | -1,890 | $2,838 |
See Full List: All Stocks Held By SILVER OAK SECURITIES Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SILVER OAK SECURITIES Inc
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