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
VCIT
Vanguard Intermediate Term Cor

ETFs
1.45K
+ 40.24%
$79.56 - $82.92 $116K - $120K
5.06K $419K
VO
Vanguard Mid Cap ETF

ETFs
41
+ 0.77%
$228.54 - $279.83 $9.37K - $11.5K
5.39K $1.51M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.49K
+ 11.3%
$22.4 - $23.8 $101K - $107K
44.3K $1.05M
FTNT
Fortinet, Inc.

Technology
405
+ 4.95%
$84.71 - $108.69 $34.3K - $44K
8.59K $908K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.02%
$108.12 - $135.04 $216 - $270
9.13K $1.23M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
629
+ 1.86%
$29.12 - $35.84 $18.3K - $22.5K
34.5K $1.24M
IGV
Ishares Expanded Tech Software

ETFs
71
+ 1.37%
$80.15 - $109.5 $5.69K - $7.77K
5.24K $574K
AMAT
Applied Materials Inc

Technology
260
+ 17.26%
$126.95 - $183.52 $33K - $47.7K
1.77K $323K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
7.33K
+ 18.72%
$10.79 - $14.14 $79.1K - $104K
46.5K $637K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
659
+ 1.27%
$37.31 - $43.82 $24.6K - $28.9K
52.4K $2.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.68K
+ 6.94%
$59.8 - $60.07 $100K - $101K
25.9K $1.55M
CARR
Carrier Global Corp

Industrials
2
+ 0.02%
$55.55 - $75.83 $111 - $152
10.3K $751K
KO
Coca Cola CO

Consumer Defensive
1.54K
+ 14.24%
$68.37 - $73.9 $105K - $114K
12.4K $875K
WMB
Williams Companies, Inc.

Energy
1.48K
+ 66.7%
$54.33 - $62.87 $80.3K - $92.9K
3.69K $232K
WPC
W. P. Carey Inc.

Real Estate
1.65K
+ 33.46%
$56.12 - $64.53 $92.5K - $106K
6.58K $410K
FSK
Fs Kkr Capital Corp

Financial Services
5.15K
+ 11.92%
$17.95 - $21.5 $92.4K - $111K
48.3K $1M
AOK
Ishares Tr Core Conservative A

ETFs
2.09K
+ 21.56%
$36.09 - $39.07 $75.4K - $81.6K
11.8K $460K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.71K
New
$45.9 - $56.06 $78.7K - $96.1K
1.71K $96K
RUM
Rumble Inc.

Technology
2.2K
+ 6.23%
$6.94 - $10.56 $15.3K - $23.2K
37.5K $344K
FDD
First Trust Stoxx European Sel

ETFs
4.06K
+ 25.37%
$12.08 - $15.54 $49K - $63.1K
20.1K $311K
AXP
American Express CO

Financial Services
44
+ 2.8%
$231.39 - $318.98 $10.2K - $14K
1.62K $516K
EOG
Eog Resources Inc

Energy
948
+ 34.29%
$104.61 - $129.97 $99.2K - $123K
3.71K $444K
ADI
Analog Devices Inc

Technology
22
+ 0.98%
$164.6 - $238.02 $3.62K - $5.24K
2.28K $542K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
615
+ 7.78%
$35.38 - $48.08 $21.8K - $29.6K
8.52K $409K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
53
+ 0.09%
$43.45 - $49.4 $2.3K - $2.62K
58.4K $2.89M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
360
+ 31.52%
$134.25 - $172.52 $48.3K - $62.1K
1.5K $259K
BTI
British American Tobacco P.L.C.

Consumer Defensive
377
+ 3.38%
$39.43 - $49.34 $14.9K - $18.6K
11.5K $545K
YMAR
First Tr Ex Tr Viii Cboe Vest
2.53K
+ 20.07%
$22.43 - $25.58 $56.7K - $64.7K
15.1K $385K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
1.42K
+ 8.11%
$21.28 - $27.19 $30.3K - $38.7K
19K $515K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
137
+ 0.3%
$21.9 - $25.54 $3K - $3.5K
45.8K $1.17M
NKE
Nike, Inc.

Consumer Cyclical
829
+ 26.82%
$53.27 - $72.04 $44.2K - $59.7K
3.92K $278K
MTB
M&T Bank Corp

Financial Services
184
+ 6.4%
$156.58 - $193.99 $28.8K - $35.7K
3.06K $593K
FTA
First Tr Large Cap Value

ETFs
575
+ 3.15%
$67.12 - $78.63 $38.6K - $45.2K
18.8K $1.48M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.31K
+ 11.36%
$32.0 - $39.87 $41.9K - $52.2K
12.8K $511K
AM
Antero Midstream Corp

Energy
2.82K
+ 11.01%
$15.88 - $18.99 $44.7K - $53.5K
28.4K $538K
SCHW
Schwab Charles Corp

Financial Services
276
+ 7.23%
$69.06 - $91.24 $19.1K - $25.2K
4.09K $373K
SOUN
Soundhound Ai, Inc.

Technology
7.05K
New
$7.18 - $11.76 $50.6K - $82.9K
7.05K $75K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
426
+ 5.25%
$42.95 - $53.21 $18.3K - $22.7K
8.53K $454K
DFIC
Dimensional ETF Tr Dimensional

ETFs
388
+ 2.07%
$24.94 - $31.15 $9.68K - $12.1K
19.1K $593K
UPS
United Parcel Service Inc

Industrials
1.18K
+ 23.13%
$91.92 - $110.2 $108K - $130K
6.28K $633K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
66
+ 0.76%
$62.52 - $78.19 $4.13K - $5.16K
8.79K $682K
AEP
American Electric Power CO Inc

Utilities
806
+ 39.24%
$98.59 - $109.11 $79.5K - $87.9K
2.86K $296K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
105
+ 9.93%
$376.48 - $440.65 $39.5K - $46.3K
1.16K $512K
MA
Mastercard Inc

Financial Services
77
+ 4.25%
$479.92 - $590.74 $37K - $45.5K
1.89K $1.06M
VCR
Vanguard Consumer Discretionar

ETFs
49
+ 3.67%
$290.42 - $364.35 $14.2K - $17.9K
1.39K $501K
ARCC
Ares Capital Corp

Financial Services
3.22K
+ 15.05%
$18.91 - $22.43 $60.8K - $72.1K
24.6K $539K
SKYY
First Trust Cloud Computing Et

ETFs
68
+ 2.28%
$89.46 - $121.64 $6.08K - $8.27K
3.05K $371K
FXR
First Trust Industrials/Produc

ETFs
867
New
$60.85 - $74.22 $52.8K - $64.3K
867 $64K
VOX
Vanguard Communication Service

ETFs
66
+ 2.95%
$133.12 - $171.03 $8.79K - $11.3K
2.31K $394K
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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