Silver Oak Securities, Inc has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 753 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $41M, Victory Portfolios Ii Shs Inco with a value of $33.3M, Apple Inc. with a value of $30.7M, Fidelity Merrimack Str Tr Tota with a value of $26.6M, and Nvidia Corp with a value of $24.7M.
Examining the 13F form we can see an increase of $82M in the current position value, from $1.14B to 1.22B.
Silver Oak Securities, Inc is based out at Jackson, TN
Below you can find more details about Silver Oak Securities, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Billion
ETFs: $844 Million
Technology: $130 Million
Financial Services: $49.4 Million
Industrials: $39.2 Million
Consumer Cyclical: $35.7 Million
Communication Services: $29 Million
Healthcare: $24.4 Million
Consumer Defensive: $23.7 Million
Other: $33.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
