Portfolio (Quarterly)
Guide ↗
SilverOak Wealth Management LLC
· CIK 0001764766| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | THOMSON REUTERS CORP | — | 3,476 | $313K | 0.05% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 1,309 | $296K | 0.05% | SOLD |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,174 | $225K | 0.04% | SOLD |
| 4 | MDT | MEDTRONIC PLC | Healthcare | 2,475 | $214K | 0.03% | SOLD |
| 5 | RIG | TRANSOCEAN LTD | Energy | 30,753 | $204K | 0.03% | SOLD |
| 6 | — | PRINCETON BANCORP INC | — | 6,004 | $203K | 0.03% | SOLD |
| 7 | PTEN | PATTERSON-UTI ENERGY INC | Energy | 17,874 | $194K | 0.03% | SOLD |
Sector Allocation
Technology
29.3%
Industrials
20.4%
Basic Materials
9.9%
Communication Services
9.1%
Healthcare
7.5%
Financial Services
7.0%
Utilities
6.7%
Consumer Defensive
5.2%
Consumer Cyclical
4.1%
Energy
0.7%