Silver Oak Securities, Inc Purchases in Q2 2025

Silver Oak Securities, Inc

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
233K
+ 71.66%
$44.68 - $45.96 $10.4M - $10.7M
559K $25.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
44.4K
+ 473.26%
$171.4 - $227.1 $7.61M - $10.1M
53.8K $12.2M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
146K
+ 43602.4%
$39.69 - $51.24 $5.78M - $7.46M
146K $7.48M
TFLO
Ishares Treasury Floating Rate

ETFs
140K
+ 118.49%
$50.47 - $50.66 $7.06M - $7.09M
258K $13.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
75K
+ 95.96%
$82.21 - $83.12 $6.16M - $6.23M
153K $12.7M
OPER
ETF Ser Solutions Clearshares

ETFs
50.6K
+ 18087.14%
$100.08 - $100.44 $5.07M - $5.09M
50.9K $5.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
37.9K
+ 144.05%
$82.51 - $109.2 $3.13M - $4.14M
64.2K $7.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.75K
+ 40.66%
$496.48 - $617.85 $2.85M - $3.55M
19.9K $12.3M
AVGO
Broadcom Inc.

Technology
3.56K
+ 13.74%
$146.29 - $275.65 $521K - $981K
29.5K $8.12M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
61.1K
+ 22.17%
$45.11 - $52.34 $2.76M - $3.2M
337K $17.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.76K
+ 127.7%
$320.42 - $421.7 $2.17M - $2.85M
12.1K $5.08M
MSFT
Microsoft Corp

Technology
328
+ 1.45%
$354.56 - $497.45 $116K - $163K
22.9K $11.4M
CGDV
Capital Group Divid Value ETF

ETFs
27.1K
+ 5.86%
$31.93 - $39.49 $866K - $1.07M
490K $19.3M
PTF
Invesco Exchange Traded Fd Tr

ETFs
40.2K
New
$51.29 - $68.29 $2.06M - $2.74M
40.2K $2.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.65K
+ 18.66%
$141.37 - $228.57 $658K - $1.06M
29.6K $6.7M
PUI
Invesco Exchange Traded Fd Tr

ETFs
59.2K
New
$37.97 - $42.42 $2.25M - $2.51M
59.2K $2.48M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
28.7K
+ 51.14%
$72.71 - $82.56 $2.08M - $2.37M
84.7K $6.91M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.75K
+ 23.09%
$273.67 - $366.17 $1.03M - $1.37M
20K $7.32M
USFR
Wisdomtree Floating Rate Treas

ETFs
44.9K
+ 15.99%
$50.28 - $50.47 $2.26M - $2.27M
326K $16.4M
XLV
Select Sector Spdr Fund Health

ETFs
16.6K
+ 270.91%
$128.77 - $144.3 $2.14M - $2.4M
22.8K $3.07M
AMZN
Amazon Com Inc

Consumer Cyclical
2.12K
+ 3.66%
$167.32 - $223.3 $355K - $473K
60K $13.2M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
12.1K
New
$140.84 - $163.09 $1.71M - $1.98M
12.1K $1.98M
VTI
Vanguard Total Stock Market Et

ETFs
957
+ 1.71%
$243.75 - $303.93 $233K - $291K
57.1K $17.3M
ORCL
Oracle Corp

Technology
5.52K
+ 86.09%
$122.82 - $218.63 $678K - $1.21M
11.9K $2.61M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.94K
+ 4119.17%
$272.36 - $339.57 $1.35M - $1.68M
5.06K $1.72M
AVUV
American Centy ETF Tr Avantis

ETFs
13.6K
+ 13.32%
$75.17 - $91.21 $1.02M - $1.24M
115K $10.5M
BIBL
Northern Lts Fd Tr Iv

ETFs
38.6K
+ 321.48%
$33.5 - $41.33 $1.29M - $1.59M
50.6K $2.09M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
21.6K
+ 8.16%
$36.36 - $41.4 $787K - $896K
287K $11.9M
EQAL
Invesco ETF

ETFs
32.5K
New
$41.38 - $49.24 $1.35M - $1.6M
32.5K $1.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.75K
+ 144.38%
$180.84 - $240.32 $1.04M - $1.38M
9.72K $2.34M
RDVY
First Trust Rising Dividend Ac

ETFs
8.04K
+ 3.65%
$51.6 - $62.74 $415K - $505K
228K $14.3M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
35.5K
+ 61.14%
$27.43 - $34.32 $975K - $1.22M
93.7K $3.21M
HOOD
Robinhood Markets, Inc.

Technology
14.9K
New
$34.17 - $93.63 $510K - $1.4M
14.9K $1.4M
IWL
Ishares Tr Russell 200 ETF

ETFs
8.77K
New
$122.36 - $153.12 $1.07M - $1.34M
8.77K $1.34M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 50.84%
$86.05 - $107.7 $930K - $1.16M
32.1K $3.45M
PLTR
Palantir Technologies Inc.

Technology
4.3K
+ 30.5%
$74.01 - $144.25 $318K - $620K
18.4K $2.51M
DRSK
ETF Ser Solutions Aptus Define

ETFs
30.5K
+ 10.9%
$26.75 - $28.79 $815K - $878K
310K $8.92M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15K
+ 230.37%
$71.28 - $83.74 $1.07M - $1.26M
21.6K $1.81M
TCHP
T Rowe Price Exchange Traded F

Technology
25.7K
+ 259.36%
$34.07 - $45.35 $874K - $1.16M
35.6K $1.61M
OEF
Ishares S&P 100 ETF

ETFs
4.56K
New
N/A
4.56K $1.21M
CRDO
Credo Technology Group Holding LTD

Technology
13.1K
New
$33.3 - $95.05 $436K - $1.24M
13.1K $1.21M
XLG
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 42.0%
$40.94 - $52.1 $738K - $939K
61K $3.18M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
14K
+ 89.16%
N/A
29.6K $2.54M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
23.4K
New
$50.09 - $51.09 $1.17M - $1.19M
23.4K $1.19M
FNDE
Schwab Fundamental Emerging Mk

ETFs
29.9K
+ 43.73%
$26.66 - $33.09 $797K - $990K
98.3K $3.25M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
16.4K
+ 752.24%
$50.1 - $63.16 $823K - $1.04M
18.6K $1.18M
NFLX
Netflix Inc

Communication Services
371
+ 32.04%
$855.86 - $1339.13 $318K - $497K
1.53K $2.05M
FTCS
First Trust Capital Strength E

ETFs
4.77K
+ 1.12%
$81.6 - $92.39 $389K - $440K
430K $39.1M
XLK
Technology Sector Spdr

ETFs
764
+ 5.01%
$179.73 - $253.23 $137K - $193K
16K $4.06M
Activity Summary
Buys All Purchases 409 New Holdings 77 Increased Positions 332 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 0 Puts 1
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