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
BOND
Pimco Active Bond Exchange Tra

ETFs
3.48K
+ 22.05%
$89.87 - $92.93 $312K - $323K
19.2K $1.77M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
4.25K
+ 10.57%
$31.29 - $38.89 $133K - $165K
44.5K $1.73M
SLV
I Shares Silver Trust

ETFs
7.65K
+ 21.85%
$27.08 - $33.74 $207K - $258K
42.7K $1.4M
SJM
J M Smucker CO

Consumer Defensive
3.1K
New
$94.41 - $118.52 $293K - $367K
3.1K $304K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.68K
+ 1.91%
$49.79 - $50.75 $283K - $288K
304K $15.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
928
+ 29.35%
$139.8 - $197.22 $130K - $183K
4.09K $806K
IDXX
Idexx Laboratories Inc

Healthcare
449
+ 93.74%
$361.04 - $536.34 $162K - $241K
928 $497K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.8K
+ 145.57%
$19.16 - $23.81 $227K - $282K
20K $475K
BLD
Top Build Corp

Industrials
907
New
$275.93 - $326.59 $250K - $296K
907 $293K
VST
Vistra Corp.

Utilities
1.51K
New
$98.07 - $195.04 $148K - $294K
1.51K $292K
UBER
Uber Technologies, Inc

Technology
766
+ 7.2%
$64.62 - $93.3 $49.5K - $71.5K
11.4K $1.06M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
12.7K
New
$19.41 - $22.77 $247K - $289K
12.7K $289K
GOOG
Alphabet Inc.

Communication Services
198
+ 1.67%
$146.58 - $180.01 $29K - $35.6K
12K $2.14M
AOA
Ishares Tr Core Aggressive All

ETFs
3.4K
New
$69.46 - $83.4 $236K - $283K
3.4K $283K
IXUS
Ishares Tr

ETFs
582
+ 1.87%
$62.37 - $77.63 $36.3K - $45.2K
31.8K $2.46M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
432
+ 7.09%
$66.89 - $111.18 $28.9K - $48K
6.53K $725K
JSML
Janus Detroit Str Tr Henderson

ETFs
3.46K
+ 64.57%
$54.0 - $67.45 $187K - $233K
8.82K $594K
VTV
Vanguard Value ETF

ETFs
1.26K
+ 11.94%
$153.67 - $176.74 $193K - $222K
11.8K $2.08M
FYX
First Tr Small Cap Core Alphad

ETFs
500
+ 1.67%
$79.22 - $97.28 $39.6K - $48.6K
30.4K $2.96M
DIS
Walt Disney CO

Communication Services
14
+ 0.14%
$81.72 - $124.01 $1.14K - $1.74K
10.4K $1.28M
RMD
Resmed Inc

Healthcare
364
+ 7.48%
$204.54 - $258.0 $74.5K - $93.9K
5.23K $1.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.47%
$4164.15 - $5789.24 $4.16K - $5.79K
215 $1.24M
C
Citigroup Inc

Financial Services
1.92K
+ 29.41%
$58.13 - $85.12 $112K - $164K
8.46K $719K
FNDC
Schwab Fundamental Intl Small

ETFs
6.06K
New
$32.97 - $42.05 $200K - $255K
6.06K $254K
WELL
Welltower Inc.

Real Estate
1.62K
New
$136.49 - $155.22 $221K - $251K
1.62K $248K
PVAL
Putnam ETF Tr Putnam Focused L
4.48K
+ 14.22%
$33.6 - $40.23 $150K - $180K
36K $1.45M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
5.62K
New
$28.07 - $43.66 $158K - $246K
5.62K $245K
SHEL
Shell PLC

Energy
3.45K
New
$59.75 - $73.05 $206K - $252K
3.45K $243K
AXON
Axon Enterprise, Inc.

Industrials
293
New
$497.13 - $827.94 $146K - $243K
293 $242K
IBM
International Business Machines Corp

Technology
14
+ 0.28%
$221.03 - $294.78 $3.09K - $4.13K
5.09K $1.5M
PFI
Invesco Exchange Traded Fd Tr

ETFs
1.64K
+ 3.72%
$47.15 - $56.73 $77.5K - $93.3K
45.8K $2.6M
XLU
Utilities Sector Spdr

ETFs
2.39K
+ 16.33%
$73.09 - $82.77 $175K - $198K
17K $1.39M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
312
+ 17.22%
$299.15 - $396.54 $93.3K - $124K
2.12K $842K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.19K
New
$33.11 - $37.79 $205K - $234K
6.19K $234K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
12.5K
New
$16.43 - $18.82 $205K - $235K
12.5K $234K
TFC
Truist Financial Corp

Financial Services
4.78K
+ 31.0%
$34.79 - $42.99 $166K - $206K
20.2K $868K
QDPL
Pacer Fds Tr Metaurus Us Large
5.92K
New
$32.46 - $39.77 $192K - $236K
5.92K $233K
AVDE
American Centy ETF Tr Avantis

ETFs
1.65K
+ 11.67%
$59.32 - $74.36 $98K - $123K
15.8K $1.17M
EMR
Emerson Electric CO

Industrials
1.75K
New
$94.15 - $133.33 $164K - $233K
1.75K $232K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.06K
+ 21.86%
$83.97 - $92.85 $257K - $284K
17.1K $1.51M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
11.2K
New
$17.58 - $21.07 $197K - $236K
11.2K $232K
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.17K
+ 11.2%
$81.66 - $93.76 $177K - $203K
21.5K $2.02M
MOH
Molina Healthcare, Inc.

Healthcare
778
+ 748.08%
$290.25 - $353.24 $226K - $275K
882 $262K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.76K
New
$35.62 - $39.64 $205K - $228K
5.76K $224K
LVHI
Franklin International Low Vol

ETFs
6.38K
+ 10.33%
$28.91 - $33.28 $185K - $212K
68.2K $2.22M
FDVV
Fidelity High Dividend ETF

ETFs
1.77K
+ 3.41%
$43.6 - $52.02 $77K - $91.9K
53.6K $2.79M
EEM
Ishares Msci Emerging Markets

ETFs
4.49K
New
$38.52 - $48.28 $173K - $217K
4.49K $216K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.29K
New
$23.4 - $29.68 $171K - $216K
7.29K $216K
BITO
Proshares Tr Bitcoin Strategy

ETFs
9.79K
New
$16.69 - $23.43 $163K - $229K
9.79K $210K
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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