Notify me when SILVER OAK SECURITIES, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 753 | $1.34B | +$208M | -$150M | +$58.4M | FTCS, CDC, AAPL, FBND, NVDA | 13F-HR | 10/21/2025, 10:02 AM |
| Q2 2025 | 695 | $1.2B | +$178M | -$120M | +$58M | FTCS, CDC, FBND, AAPL, CGDV | 13F-HR | 7/11/2025, 01:36 PM |
| Q1 2025 | 655 | $1.07B | +$112M | -$92.6M | +$19.7M | FTCS, CDC, AAPL, CGDV, VTI | Restatement | 4/28/2025, 05:59 PM |
| Q4 2024 | 628 | $1.08B | +$244M | -$96M | +$148M | FTCS, CDC, AAPL, QQQ, VTI | 13F-HR | 1/27/2025, 04:06 PM |
| Q3 2024 | 545 | $947M | +$289M | -$42.2M | +$247M | FTCS, CDC, STIP, AAPL, QQQ | 13F-HR | 10/23/2024, 11:46 AM |
| Q2 2024 | 489 | $667M | +$81.5M | -$67.4M | +$14.2M | FTCS, CDC, FEX, AAPL, STIP | 13F-HR | 7/12/2024, 12:29 PM |
| Q1 2024 | 480 | $653M | +$73.1M | -$210M | -$137M | FTCS, CDC, FEX, STIP, FVD | 13F-HR | 5/10/2024, 12:24 PM |
| Q4 2023 | 492 | $745M | +$350M | -$131M | +$218M | FTCS, CDC, STIP, FEX, QQQ | 13F-HR | 2/5/2024, 11:39 AM |
| Q3 2023 | 441 | $428M | +$53.6M | -$225M | -$171M | CDC, CFO, FEX, FVD, CFA | Restatement | 11/20/2023, 03:32 PM |
| Q2 2023 | 424 | $622M | +$115M | -$37.6M | +$77.5M | CDC, CFO, FEX, BIL, AAPL | 13F-HR | 8/2/2023, 12:09 PM |
| Q1 2023 | 396 | $609M | +$91.6M | -$20.7M | +$70.8M | CDC, CFO, FTCS, BIL, FEX | 13F-HR | 5/5/2023, 11:38 AM |
| Q4 2022 | 303 | $533M | +$106M | -$37.2M | +$68.9M | CFO, CDC, BIL, FTCS, FEX | 13F-HR | 2/2/2023, 12:56 PM |
| Q3 2022 | 301 | $299M | CDC, FEX, FVD, CFA, RDVY | Restatement | 10/23/2023, 02:34 PM | |||
| Q2 2022 | 270 | $385M | +$87.9M | -$40.5M | +$47.4M | CDC, FTCS, FEX, TIP, AAPL | 13F-HR | 8/15/2022, 02:14 PM |
| Q1 2022 | 300 | $439M | CDC, FTCS, FEX, TIP, AAPL | 13F-HR | 5/10/2022, 09:56 AM |