Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VictoryShares US 500 Enhanced Volatility Wtd ETF | 7 | Q3 2023 | 10.2% |
VICTORY PORTFOLIOS II | 7 | Q3 2023 | 8.5% |
First Trust Large Cap Core Alphadex | 7 | Q3 2023 | 4.3% |
SPDR SER TR | 7 | Q3 2023 | 6.3% |
APPLE INC | 7 | Q3 2023 | 2.7% |
FIRST TR VALUE LINE DIVID IN | 7 | Q3 2023 | 2.5% |
VictoryShares US 500 Volatility Weighted | 7 | Q3 2023 | 2.1% |
ISHARES TR | 7 | Q3 2023 | 2.1% |
First Trust Rising Dividend Achievers ETF | 7 | Q3 2023 | 1.8% |
WISDOMTREE TR | 7 | Q3 2023 | 1.8% |
View SILVER OAK SECURITIES, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
X-17A-5 | 2024-04-01 |
13F-HR | 2024-02-05 |
13F-HR/A | 2023-11-20 |
13F-HR/A | 2023-10-23 |
13F-HR/A | 2023-10-20 |
13F-HR | 2023-10-18 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-05 |
X-17A-5 | 2023-03-30 |
View SILVER OAK SECURITIES, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.