Silver Oak Securities, Incorporated
Silver Oak Securities, Inc. is an independent, full-service broker dealer and SEC Registered Investment Advisor focused on serving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of FINRA and SIPC, and is known for offering advisors the support of a large institution with the flexibility of a boutique, including access to major custodial platforms and customized compliance, while remaining independent and non-proprietary in product offerings.
Investment Strategy
Focuses on enabling independent wealth advisors with global resources, flexible delivery, and non-proprietary investment and insurance products, aiming to help advisors deliver world-class client service and maximize profit potential. The firm emphasizes trust, transparency, and objectivity in product recommendations.
Top Holdings
Equity Positions (728)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FTCS | FIRST TR EXCHANGE-TRADED FD | 3.07% | $41.0M | 438,255 | $80.75 | $93.64 | +$1.9M |
C CDC | VICTORY PORTFOLIOS II | 2.49% | $33.3M | 498,581 | $69.68 | $66.74 | +$1.5M |
A AAPL | APPLE INC | 2.30% | $30.7M | 120,674 | $206.95 | $254.63 | +$10.3M |
F FBND | FIDELITY MERRIMACK STR TR | 1.99% | $26.6M | 574,234 | $45.61 | $46.24 | +$1.0M |
N NVDA | NVIDIA CORPORATION | 1.85% | $24.7M | 132,539 | $96.16 | $186.58 | +$7.0M |