• 13F History

SILVER OAK SECURITIES, Inc

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$844M
Signature - Title
Bill Reuther - CCO
Location
Jackson, TN
Summary
This page shows a list of all the recent 13F filings made by SILVER OAK SECURITIES, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SILVER OAK SECURITIES, Inc reported 348 stock holdings with total value $844M as of Q1 2025. Top holdings included MUB, CDC, ADME, SCHA, and VOT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 348 $844M +$413M -$631M -$218M MUB, CDC, ADME, SCHA, VOT 13F-HR 4/21/2025, 01:59 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