Silver Oak Wealth Management LLC Purchases in Q2 2025

Silver Oak Wealth Management LLC

  • $533 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
401
+ 10.43%
$144.7 - $178.6 $58K - $71.6K
4.24K $748M
MU
Micron Technology Inc

Technology
100
+ 3.5%
$64.72 - $127.91 $6.47K - $12.8K
2.96K $364M
WMT
Walmart Inc.

Consumer Defensive
540
+ 10.08%
$81.79 - $99.98 $44.2K - $54K
5.9K $577M
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 22.5%
$416.06 - $551.64 $47.8K - $63.4K
626 $345M
SPY
Spdr S&P 500 ETF Trust

ETFs
94
+ 12.29%
$496.48 - $617.85 $46.7K - $58.1K
859 $531M
NFLX
Netflix Inc

Communication Services
7
+ 3.17%
$855.86 - $1339.13 $5.99K - $9.37K
228 $305M
IXUS
Ishares Tr

ETFs
528
+ 7.19%
$62.37 - $77.63 $32.9K - $41K
7.87K $609M
WFC
Wells Fargo & Company

Financial Services
286
+ 3.32%
$60.98 - $80.12 $17.4K - $22.9K
8.9K $713M
LLY
Eli Lilly & CO

Healthcare
147
+ 23.26%
$713.71 - $898.95 $105K - $132K
779 $607M
HD
Home Depot, Inc.

Consumer Cyclical
216
+ 33.54%
$335.24 - $380.78 $72.4K - $82.2K
860 $315M
INTC
Intel Corp

Technology
2.48K
+ 11.62%
$18.13 - $22.69 $44.9K - $56.2K
23.8K $533M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
1K
+ 2.29%
$40.66 - $41.98 $40.7K - $42.1K
44.8K $1.87B
HON
Honeywell International Inc

Industrials
6
+ 0.33%
$182.86 - $232.88 $1.1K - $1.4K
1.82K $424M
BND
Vanguard Bd Index Fd Inc Total

ETFs
308
+ 2.43%
$72.02 - $73.82 $22.2K - $22.7K
13K $956M
DBND
Doubleline ETF Tr Opportunisti

ETFs
472
+ 1.78%
$45.18 - $46.32 $21.3K - $21.9K
26.9K $1.24B
AAL
American Airlines Group Inc.

Industrials
808
+ 6.24%
N/A
13.8K $154M
XLV
Select Sector Spdr Fund Health

ETFs
200
+ 11.27%
$128.77 - $144.3 $25.8K - $28.9K
1.97K $266M
XOM
Exxon Mobil Corp

Energy
333
+ 12.24%
$99.93 - $119.04 $33.3K - $39.6K
3.05K $329M
ZTS
Zoetis Inc.

Healthcare
219
+ 6.2%
$144.41 - $170.3 $31.6K - $37.3K
3.75K $585M
SBUX
Starbucks Corp

Consumer Cyclical
261
+ 6.43%
$79.69 - $99.41 $20.8K - $25.9K
4.32K $396M
ABBV
Abb Vie Inc.

Healthcare
87
+ 8.1%
$170.16 - $206.27 $14.8K - $17.9K
1.16K $216M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 2.53%
$483.48 - $539.8 $16.9K - $18.9K
1.42K $689M
UNH
Unitedhealth Group Inc

Healthcare
279
+ 6.22%
$274.35 - $599.47 $76.5K - $167K
4.77K $1.49B
Activity Summary
Buys All Purchases 74 New Holdings 21 Increased Positions 53 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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