Silver Oak Securities, Inc Purchases in Q4 2024

Silver Oak Securities, Inc

  • $1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
180K
+ 138.91%
$44.87 - $46.86 $8.08M - $8.44M
310K $13.9M
AAPL
Apple Inc.

Technology
20.4K
+ 25.65%
$221.69 - $259.02 $4.52M - $5.28M
99.9K $25M
SPTS
Spdr Portfolio Short Term Trea

ETFs
223K
+ 2066.51%
$28.88 - $29.33 $6.43M - $6.53M
233K $6.77M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
70.1K
+ 1462.0%
$81.68 - $82.93 $5.73M - $5.82M
74.9K $6.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
21K
+ 986.06%
$216.72 - $244.71 $4.55M - $5.14M
23.1K $5.45M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
104K
New
$40.84 - $42.74 $4.26M - $4.46M
104K $4.27M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
83.6K
+ 44.34%
$51.09 - $55.27 $4.27M - $4.62M
272K $13.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
71.5K
+ 33.06%
$50.62 - $50.97 $3.62M - $3.65M
288K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
7.98K
+ 15.88%
$180.88 - $232.93 $1.44M - $1.86M
58.2K $12.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
15.1K
+ 176.19%
$172.07 - $207.36 $2.59M - $3.13M
23.6K $4.67M
VTI
Vanguard Total Stock Market Et

ETFs
9.88K
+ 21.89%
$280.04 - $302.45 $2.77M - $2.99M
55K $15.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
49.6K
+ 35.28%
$71.75 - $75.11 $3.56M - $3.72M
190K $13.7M
NVDA
Nvidia Corp

Technology
12.1K
+ 11.77%
$117.0 - $148.88 $1.42M - $1.81M
115K $15.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
26.3K
+ 83.58%
$95.27 - $107.82 $2.5M - $2.83M
57.7K $5.96M
RECS
Columbia ETF Tr I

ETFs
82.6K
New
$33.61 - $36.42 $2.78M - $3.01M
82.6K $2.86M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
30K
+ 37.91%
$91.29 - $91.8 $2.74M - $2.75M
109K $9.98M
FDVV
Fidelity High Dividend ETF

ETFs
54.3K
New
$49.66 - $52.63 $2.7M - $2.86M
54.3K $2.71M
VUG
Vanguard Growth ETF

ETFs
6.15K
+ 211.02%
$378.79 - $428.11 $2.33M - $2.63M
9.06K $3.72M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
32.3K
+ 144.48%
$80.18 - $88.79 $2.59M - $2.87M
54.7K $4.41M
AVGO
Broadcom Inc.

Technology
6.2K
+ 32.56%
$159.67 - $250.0 $990K - $1.55M
25.2K $5.85M
OUNZ
Van Eck Merk Gold Trust

ETFs
100K
+ 36.3%
$24.72 - $26.9 $2.48M - $2.7M
377K $9.53M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
50K
New
$45.17 - $47.23 $2.26M - $2.36M
50K $2.27M
IOO
Ishares Tr Global 100 ETF

ETFs
20.8K
+ 26.12%
$97.46 - $103.45 $2.03M - $2.15M
100K $10.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
45.6K
+ 4077.91%
$45.07 - $47.1 $2.05M - $2.15M
46.7K $2.11M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
19K
+ 3417.48%
$103.6 - $112.52 $1.96M - $2.13M
19.5K $2.05M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.6K
+ 32.66%
$316.94 - $357.88 $1.46M - $1.64M
18.7K $6.41M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
12K
New
$154.42 - $163.91 $1.85M - $1.97M
12K $1.86M
GOOGL
Alphabet Inc.

Communication Services
7.17K
+ 36.73%
$161.86 - $196.66 $1.16M - $1.41M
26.7K $5.05M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
74K
New
$23.8 - $24.11 $1.76M - $1.78M
74K $1.77M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
42.7K
New
$35.71 - $38.39 $1.52M - $1.64M
42.7K $1.58M
MSFT
Microsoft Corp

Technology
4.12K
+ 20.8%
$406.35 - $454.46 $1.67M - $1.87M
23.9K $10.1M
XLP
Consumer Staples Sector Spdr

ETFs
20K
+ 250.11%
N/A
28K $2.13M
LVHI
Franklin International Low Vol

ETFs
49.7K
New
$29.98 - $31.57 $1.49M - $1.57M
49.7K $1.52M
CGDV
Capital Group Divid Value ETF

ETFs
55.5K
+ 14.57%
$35.16 - $37.12 $1.95M - $2.06M
436K $15.4M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
39.3K
+ 190.2%
$39.3 - $41.34 $1.54M - $1.62M
59.9K $2.36M
TDIV
First Trust Nasdaq Technology

ETFs
19.5K
+ 118.22%
$78.03 - $82.13 $1.52M - $1.6M
35.9K $2.82M
USTB
Victory Portfolios Ii Victorys

ETFs
28.7K
New
$50.06 - $50.85 $1.44M - $1.46M
28.7K $1.44M
BAC
Bank Of America Corp

Financial Services
31.3K
+ 285.95%
$39.22 - $47.77 $1.23M - $1.5M
42.2K $1.86M
FDLO
Fidelity Covington Tr Low Vola

ETFs
23.4K
+ 364.95%
$60.24 - $63.08 $1.41M - $1.48M
29.8K $1.81M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
23.1K
New
$55.58 - $62.6 $1.28M - $1.45M
23.1K $1.39M
TFLO
Ishares Treasury Floating Rate

ETFs
26.7K
+ 17.12%
$50.37 - $50.63 $1.35M - $1.35M
183K $9.23M
POCT
Innovator U.S. Equity Power Bu

ETFs
33.4K
+ 7107.45%
$38.63 - $40.03 $1.29M - $1.34M
33.9K $1.34M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
12.7K
New
$90.31 - $106.37 $1.15M - $1.35M
12.7K $1.26M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
28.4K
New
$44.21 - $46.46 $1.26M - $1.32M
28.4K $1.26M
DLR
Digital Realty Trust, Inc.

Real Estate
7.06K
New
$156.46 - $195.69 $1.11M - $1.38M
7.06K $1.25M
TCHP
T Rowe Price Exchange Traded F

Technology
27.7K
+ 663.41%
$39.17 - $43.9 $1.09M - $1.22M
31.9K $1.34M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
21.1K
New
$54.63 - $62.03 $1.15M - $1.31M
21.1K $1.17M
WAL
Western Alliance Bancorporation

Financial Services
13.9K
New
$80.51 - $96.1 $1.12M - $1.33M
13.9K $1.16M
FPE
First Tr Pfd Secs & Income ETF

ETFs
63.5K
+ 471.15%
$17.65 - $18.18 $1.12M - $1.15M
76.9K $1.36M
Activity Summary
Buys All Purchases 428 New Holdings 120 Increased Positions 308 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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