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
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.64K
+ 22.44%
$55.32 - $65.02 $201K - $237K
19.9K $1.24M
MEAR
Blackrock Short Maturity Munic

ETFs
4.12K
New
$49.74 - $50.27 $205K - $207K
4.12K $207K
FNDB
Schwab Fundamental U S Broad M

ETFs
8.52K
New
$20.36 - $23.98 $174K - $204K
8.52K $204K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.23K
New
$74.88 - $91.97 $167K - $205K
2.23K $204K
ALTL
Pacer Lunt Large Cap Altenator

Technology
22
+ 0.03%
$31.72 - $37.66 $698 - $829
71.1K $2.68M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.35K
+ 10.35%
$45.2 - $46.6 $197K - $203K
46.4K $2.15M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
12.4K
New
$14.37 - $16.29 $179K - $203K
12.4K $202K
PRU
Prudential Financial Inc

Financial Services
1.86K
New
$95.12 - $112.71 $177K - $210K
1.86K $200K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.48K
New
$60.22 - $80.1 $149K - $199K
2.48K $198K
BBY
Best Buy CO Inc

Consumer Cyclical
2.95K
New
$56.17 - $75.73 $166K - $223K
2.95K $197K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
185
+ 2.07%
$104.23 - $134.39 $19.3K - $24.9K
9.12K $1.22M
RTX
Raytheon Technologies Corp

Industrials
34
+ 0.25%
$113.75 - $148.48 $3.87K - $5.05K
13.6K $1.98M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.16K
+ 8.41%
$47.46 - $55.3 $150K - $175K
40.7K $2.24M
HON
Honeywell International Inc

Industrials
788
New
$182.86 - $232.88 $144K - $184K
788 $183K
DFIV
Dimensional ETF Tr

ETFs
1.26K
+ 3.37%
$34.67 - $43.21 $43.6K - $54.4K
38.6K $1.65M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.76K
New
$93.63 - $103.68 $165K - $182K
1.76K $182K
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 2.97%
$908.13 - $1056.85 $66.3K - $77.2K
2.53K $2.51M
DINT
Davis Fundamental ETF Tr

ETFs
616
+ 1.04%
$19.97 - $25.86 $12.3K - $15.9K
59.7K $1.54M
IYF
Ishares Tr

ETFs
1.25K
+ 39.9%
$99.23 - $120.99 $124K - $151K
4.39K $531K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
984
+ 2.73%
$81.46 - $94.63 $80.2K - $93.1K
37K $3.5M
FDT
First Trust Developed Markets

ETFs
196
+ 1.27%
$52.2 - $68.76 $10.2K - $13.5K
15.7K $1.08M
VNQ
Vanguard Specialized Funds Van

ETFs
1.99K
+ 50.73%
$79.79 - $91.42 $159K - $182K
5.91K $526K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
5.55K
New
$25.96 - $30.87 $144K - $171K
5.55K $171K
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.14K
+ 43.52%
$33.22 - $37.29 $137K - $154K
13.6K $508K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
381
New
$421.16 - $509.5 $160K - $194K
381 $169K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.83K
+ 75.84%
$100.44 - $129.37 $184K - $237K
4.25K $438K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.84K
+ 3.34%
$29.52 - $35.31 $54.2K - $64.8K
56.7K $2M
USB
Us Bancorp \De\

Financial Services
3.58K
New
$36.4 - $45.76 $130K - $164K
3.58K $161K
GS
Goldman Sachs Group Inc

Financial Services
95
+ 16.73%
$462.22 - $707.75 $43.9K - $67.2K
663 $469K
IDV
Ishares Tr

ETFs
4.53K
New
$27.79 - $34.84 $126K - $158K
4.53K $156K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.62K
+ 45.32%
$71.86 - $82.66 $116K - $134K
5.18K $428K
PKB
Invesco Exchange Traded Fd Tr

ETFs
89
+ 0.81%
$62.05 - $80.65 $5.52K - $7.18K
11K $888K
EMLP
First Tr Exchange Traded Iv

ETFs
4.04K
+ 23.44%
$33.62 - $37.89 $136K - $153K
21.3K $798K
FTC
First Tr Lge Cap Growth

ETFs
25
+ 0.33%
$116.97 - $150.97 $2.92K - $3.77K
7.56K $1.14M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
32
+ 1.51%
$179.95 - $278.88 $5.76K - $8.92K
2.15K $598K
BIDU
Baidu, Inc.

Communication Services
1.82K
+ 174.78%
$76.86 - $92.5 $140K - $168K
2.86K $244K
PH
Parker Hannifin Corp

Industrials
20
+ 1.36%
$517.23 - $700.54 $10.3K - $14K
1.49K $1.04M
SCHO
Schwab Short Term Us Treasury

ETFs
5.65K
+ 6.94%
$24.19 - $24.45 $137K - $138K
87K $2.12M
CSCO
Cisco Systems, Inc.

Technology
924
+ 9.32%
$53.19 - $69.38 $49.1K - $64.1K
10.8K $752K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.1K
+ 7.35%
$24.32 - $27.87 $514K - $589K
308K $8.17M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
230
+ 0.94%
$30.96 - $40.6 $7.12K - $9.34K
24.7K $996K
KOMP
Spdr S&P Kensho New Economies

ETFs
9
+ 0.05%
$40.86 - $54.38 $368 - $489
17.3K $938K
QUAL
Ishares Msci Usa Quality Facto

ETFs
313
+ 4.8%
$152.42 - $182.82 $47.7K - $57.2K
6.84K $1.25M
SOXX
Ishares Semiconductor ETF

ETFs
139
+ 7.11%
$154.86 - $239.07 $21.5K - $33.2K
2.09K $499K
PGR
Progressive Corp

Financial Services
783
+ 16.05%
$255.27 - $288.74 $200K - $226K
5.66K $1.51M
IYR
Ishares Tr

ETFs
1.84K
+ 6.73%
$84.48 - $96.25 $156K - $177K
29.2K $2.75M
XLE
Energy Sector Spdr

ETFs
1.52K
New
$76.44 - $94.13 $116K - $143K
1.52K $128K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
10.5K
New
$11.12 - $12.78 $117K - $134K
10.5K $127K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
9.86K
+ 451.65%
$12.21 - $13.9 $120K - $137K
12K $156K
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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