Silver Oak Wealth Advisors Services, LLC Portfolio Holdings by Sector
Silver Oak Wealth Advisors Services, LLC
- $152 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VTIP GSIE ESGV DUHP AVEM IMCG CMF AVUV 28 stocks |
$134 Million
96.19% of portfolio
|
  9  
|
  8  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.69 Million
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.27 Million
0.91% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.25 Million
0.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$873,129
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
AGX 1 stocks |
$216,040
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|