Silver Oak Securities, Inc Purchases in Q3 2024

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
5.83K
+ 196.76%
$156.12 - $209.64 $910K - $1.22M
8.8K $1.5M
ELV
Elevance Health, Inc.

Healthcare
1.74K
+ 791.36%
$500.12 - $562.29 $871K - $979K
1.96K $1.02M
FNDE
Schwab Fundamental Emerging Mk

ETFs
24.2K
+ 62.64%
$28.02 - $32.68 $678K - $790K
62.8K $2.03M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
17.7K
+ 443575.0%
$46.68 - $50.38 $828K - $894K
17.7K $884K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6.99K
+ 4285.28%
$112.99 - $126.45 $789K - $883K
7.15K $900K
FIX
Comfort Systems Usa Inc

Industrials
2.23K
New
$292.14 - $396.82 $653K - $886K
2.23K $872K
PFI
Invesco Exchange Traded Fd Tr

ETFs
12.3K
+ 46.58%
$48.53 - $55.56 $599K - $686K
38.8K $2.15M
XLE
Energy Sector Spdr

ETFs
9.75K
New
$84.35 - $93.39 $822K - $910K
9.75K $855K
DINT
Davis Fundamental ETF Tr

ETFs
32.7K
+ 249.86%
$18.92 - $24.25 $620K - $794K
45.9K $1.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
5.24K
New
$136.93 - $162.81 $717K - $853K
5.24K $841K
WMT
Walmart Inc.

Consumer Defensive
5.46K
+ 18.7%
$66.91 - $81.4 $365K - $445K
34.7K $2.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
780
+ 523.49%
$1024.09 - $1201.76 $799K - $937K
929 $976K
DUSA
Davis Fundamental ETF Tr

ETFs
18.8K
+ 209.29%
$37.9 - $42.15 $713K - $793K
27.8K $1.16M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
25.2K
New
N/A
25.2K $793K
IXUS
Ishares Tr

ETFs
9.88K
+ 71.36%
$64.9 - $73.35 $641K - $724K
23.7K $1.72M
USMC
Principal ETF U S Mega Cap

ETFs
13.8K
New
$51.14 - $56.99 $706K - $787K
13.8K $787K
OSCV
Opus Small Cap Value ETF

ETFs
15.9K
+ 24.84%
$33.99 - $37.93 $541K - $603K
80K $2.99M
DHI
Horton D R Inc

Consumer Cyclical
3.99K
+ 1194.01%
$135.21 - $197.06 $539K - $786K
4.32K $824K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.5K
+ 44.1%
$41.9 - $48.26 $566K - $652K
44.1K $2.11M
ASML
Asml Holding Nv

Technology
936
+ 858.72%
$749.82 - $1098.95 $702K - $1.03M
1.05K $870K
VBR
Vanguard Small Cap Value ETF

ETFs
2.59K
+ 19.92%
$179.99 - $201.6 $466K - $522K
15.6K $3.13M
META
Meta Platforms, Inc.

Communication Services
651
+ 11.57%
$453.41 - $572.44 $295K - $373K
6.28K $3.59M
VGT
Vanguard Information Technolog

ETFs
1.25K
+ 56.97%
$514.43 - $606.85 $644K - $759K
3.45K $2.02M
DRSK
ETF Ser Solutions Aptus Define

ETFs
16.6K
+ 7.51%
$26.97 - $28.55 $449K - $475K
238K $6.75M
GRMN
Garmin LTD

Technology
4.27K
New
$161.1 - $183.29 $688K - $783K
4.27K $752K
WRB
Berkley W R Corp

Financial Services
13.3K
+ 1618.93%
$51.54 - $79.62 $683K - $1.06M
14.1K $798K
TDG
Trans Digm Group Inc

Industrials
512
New
$1202.03 - $1427.41 $615K - $731K
512 $730K
PAUG
Innovator U.S. Equity Power Bu

ETFs
19K
+ 287.24%
$35.57 - $37.86 $675K - $719K
25.6K $968K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9.39K
+ 33.67%
$60.25 - $66.85 $566K - $628K
37.3K $2.46M
HD
Home Depot, Inc.

Consumer Cyclical
1.09K
+ 24.19%
$333.64 - $405.2 $363K - $440K
5.58K $2.26M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.31K
+ 75.67%
$175.46 - $203.3 $581K - $674K
7.69K $1.56M
SNPS
Synopsys Inc

Technology
1.39K
New
$463.97 - $621.3 $646K - $865K
1.39K $705K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
16.8K
+ 440.85%
$39.37 - $41.68 $662K - $701K
20.6K $854K
VNQ
Vanguard Specialized Funds Van

ETFs
7.15K
New
$82.97 - $98.97 $593K - $708K
7.15K $696K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
27.8K
+ 347.69%
$22.43 - $24.11 $623K - $669K
35.7K $861K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
30.2K
+ 370.99%
$21.51 - $22.16 $649K - $668K
38.3K $846K
ISRG
Intuitive Surgical Inc

Healthcare
1.34K
+ 545.31%
$416.14 - $494.01 $556K - $660K
1.58K $776K
QJUN
First Tr ETF
24.6K
+ 347.6%
$24.85 - $27.22 $610K - $669K
31.6K $854K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.3K
+ 1328.27%
$48.06 - $49.39 $639K - $657K
14.3K $704K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.4K
+ 2595.42%
$173.36 - $189.8 $589K - $645K
3.53K $670K
NEM
Newmont Corp

Basic Materials
11.6K
+ 914.55%
$41.65 - $55.85 $482K - $646K
12.8K $685K
MANH
Manhattan Associates Inc

Technology
2.25K
New
$218.59 - $286.0 $491K - $643K
2.25K $632K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
25.9K
+ 143.65%
$20.93 - $22.92 $542K - $594K
43.9K $1M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.32K
+ 177.69%
$90.01 - $95.32 $568K - $602K
9.87K $933K
FANG
Diamondback Energy, Inc.

Energy
3.66K
+ 416.36%
$168.46 - $210.94 $617K - $773K
4.54K $783K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
15K
New
$38.45 - $40.05 $579K - $603K
15K $602K
GTO
Invesco Actively Managed ETF T

ETFs
12.5K
New
$46.22 - $48.77 $576K - $608K
12.5K $601K
T
At&T Inc.

Communication Services
15.5K
+ 18.07%
$18.21 - $22.28 $282K - $345K
101K $2.22M
DWLD
Davis Fundamental ETF Tr

ETFs
15.5K
New
$31.58 - $38.08 $489K - $590K
15.5K $586K
Activity Summary
Buys All Purchases 460 New Holdings 108 Increased Positions 352 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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