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
GOOGL
Alphabet Inc.

Communication Services
1.66K
+ 6.06%
$144.7 - $178.6 $240K - $297K
29.1K $5.12M
GLDM
World Gold Trust

ETFs
13.3K
+ 1641.36%
$58.96 - $67.97 $784K - $904K
14.1K $924K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
769
+ 10.52%
$456.74 - $568.03 $351K - $437K
8.08K $4.59M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.5K
+ 30.82%
$59.24 - $71.39 $563K - $678K
40.3K $2.87M
FNDF
Schwab Fundamental Intl Large

ETFs
15.3K
+ 30.03%
$32.25 - $40.02 $493K - $612K
66.2K $2.65M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
9.07K
+ 9.95%
$40.85 - $48.2 $371K - $437K
100K $4.83M
IWM
Ishares Russell 2000 ETF

ETFs
3.46K
+ 271.86%
$174.82 - $215.79 $605K - $746K
4.73K $1.02M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
9.06K
+ 6.37%
$37.78 - $44.9 $342K - $407K
151K $6.8M
VUG
Vanguard Growth ETF

ETFs
902
+ 17.71%
$329.49 - $438.4 $297K - $395K
6K $2.63M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.42K
New
$144.63 - $179.53 $639K - $793K
4.42K $727K
TSLA
Tesla, Inc.

Consumer Cyclical
761
+ 10.25%
$221.86 - $362.89 $169K - $276K
8.19K $2.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
19.7K
+ 66.88%
$32.62 - $33.58 $643K - $661K
49.1K $1.65M
OMFL
Invesco Exchange Traded Self I

ETFs
787
+ 0.57%
$48.43 - $57.78 $38.1K - $45.5K
139K $8.05M
AMT
American Tower Corp

Real Estate
2.94K
+ 126.82%
$203.96 - $228.19 $600K - $671K
5.26K $1.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.67K
+ 2.2%
$55.54 - $69.09 $92.8K - $115K
77.6K $5.36M
AVUS
American Centy ETF Tr Avantis

ETFs
3.51K
+ 11.28%
$81.38 - $100.82 $286K - $354K
34.6K $3.49M
UHS
Universal Health Services Inc

Healthcare
3.39K
+ 4513.33%
$157.05 - $197.94 $532K - $670K
3.46K $626K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.4K
+ 6.59%
$91.43 - $91.74 $585K - $587K
104K $9.5M
IBKR
Interactive Brokers Group, Inc.

Financial Services
28.2K
+ 311.66%
$50.53 - $212.53 $1.42M - $5.99M
37.2K $2.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.17K
+ 20.45%
$483.48 - $539.8 $1.05M - $1.17M
12.8K $6.21M
TDY
Teledyne Technologies Inc

Technology
1.08K
+ 776.26%
$435.54 - $512.31 $470K - $553K
1.22K $623K
EME
Emcor Group, Inc.

Industrials
280
+ 11.83%
$342.02 - $534.89 $95.8K - $150K
2.65K $1.42M
NEU
Newmarket Corp

Basic Materials
715
New
$519.95 - $690.86 $372K - $494K
715 $493K
SCHP
Schwab Strategic Us Tips ETF

ETFs
19.2K
+ 18.49%
$26.18 - $26.93 $502K - $516K
123K $3.28M
AIQ
Global X Funds Global X Artifi

ETFs
9.08K
+ 89.25%
$31.5 - $43.69 $286K - $397K
19.2K $840K
MELI
Mercadolibre Inc

Consumer Cyclical
180
New
$1794.73 - $2613.63 $323K - $470K
180 $470K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
9.91K
New
$27.82 - $46.45 $276K - $460K
9.91K $460K
OSCV
Opus Small Cap Value ETF

ETFs
8.36K
+ 7.57%
$31.34 - $36.29 $262K - $303K
119K $4.29M
PRN
Invesco Dwa Industrials Moment

ETFs
737
+ 4.43%
$122.83 - $157.05 $90.5K - $116K
17.4K $2.73M
IYLD
Ishares Tr Ishares Morningstar

ETFs
21K
New
$19.19 - $20.76 $402K - $435K
21K $435K
NOW
Service Now, Inc.

Technology
272
+ 40.96%
$721.65 - $1040.18 $196K - $283K
936 $962K
GILD
Gilead Sciences, Inc.

Healthcare
3.74K
New
$96.91 - $113.0 $362K - $423K
3.74K $414K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.06K
+ 5.83%
$45.88 - $54.4 $186K - $221K
73.7K $4.01M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.38K
+ 3.33%
$56.88 - $70.77 $78.3K - $97.5K
42.7K $3.02M
JPM
Jpmorgan Chase & CO

Financial Services
121
+ 1.54%
$210.28 - $289.91 $25.4K - $35.1K
8K $2.32M
TTMI
Ttm Technologies Inc

Technology
9.31K
New
$17.57 - $40.82 $164K - $380K
9.31K $380K
TMDX
Trans Medics Group, Inc.

Healthcare
2.82K
+ 56460.0%
$67.67 - $143.04 $191K - $404K
2.83K $378K
WMT
Walmart Inc.

Consumer Defensive
214
+ 0.61%
$81.79 - $99.98 $17.5K - $21.4K
35.4K $3.46M
JPRE
J P Morgan Exchange Traded Fd

ETFs
7.83K
+ 149.25%
$42.75 - $48.79 $335K - $382K
13.1K $623K
PMAR
Innovator U.S. Equity Power Bu

ETFs
8.18K
+ 86.21%
$37.18 - $42.23 $304K - $346K
17.7K $746K
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.3K
New
$87.19 - $111.51 $287K - $368K
3.3K $364K
RECS
Columbia ETF Tr I

ETFs
2.17K
+ 2.77%
$29.4 - $36.79 $63.9K - $79.9K
80.6K $2.96M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.65K
New
$57.46 - $75.58 $267K - $352K
4.65K $351K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.86K
New
$72.96 - $90.39 $282K - $349K
3.86K $345K
SECT
Sector 10, Inc.

ETFs
3.26K
+ 14.92%
$45.25 - $58.07 $148K - $189K
25.1K $1.46M
YJUN
First Tr Exchange Traded Fd Vi
12.7K
+ 78.22%
$21.32 - $24.75 $271K - $315K
29K $709K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.16K
+ 8.53%
$51.16 - $62.02 $162K - $196K
40.3K $2.5M
DVY
Ishares Tr

ETFs
2.48K
New
$118.37 - $134.86 $293K - $334K
2.48K $329K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.14K
+ 4.06%
$39.89 - $49.46 $85.5K - $106K
55K $2.72M
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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