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
BALT
Innovator Etfs Tr
10K
+ 18.05%
$29.76 - $30.83 $298K - $308K
65.4K $2.02M
HSY
Hershey CO

Consumer Defensive
1.82K
+ 2762.12%
$182.45 - $203.25 $333K - $371K
1.89K $362K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.9K
+ 158.88%
$41.34 - $43.55 $327K - $344K
12.9K $555K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
3.35K
New
$93.07 - $102.32 $312K - $343K
3.35K $342K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
9.48K
+ 162.56%
$31.97 - $37.3 $303K - $353K
15.3K $547K
THY
Toews Agility Shares Dynamic T

Technology
14.4K
+ 115.41%
$22.18 - $23.08 $319K - $332K
26.8K $618K
RAVI
Flexshares Tr Ready Access Var

ETFs
4.46K
+ 44.17%
$75.14 - $75.66 $335K - $337K
14.6K $1.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.52K
+ 59.57%
$42.22 - $48.62 $275K - $317K
17.5K $812K
RTX
Raytheon Technologies Corp

Industrials
764
+ 6.68%
$99.55 - $123.34 $76.1K - $94.2K
12.2K $1.48M
DFAI
Dimensional ETF Tr

ETFs
10.4K
New
$28.69 - $32.06 $298K - $333K
10.4K $330K
EWJ
Ishares Msci Japan ETF

ETFs
4.58K
New
$63.12 - $72.99 $289K - $334K
4.58K $327K
VV
Vanguard Large Cap ETF

ETFs
1.22K
New
$236.92 - $263.4 $290K - $322K
1.22K $321K
ADP
Automatic Data Processing Inc

Industrials
1.07K
+ 193.67%
$233.44 - $279.45 $250K - $299K
1.62K $449K
BK
Bank Of New York Mellon Corp

Financial Services
4.37K
New
$59.54 - $72.17 $260K - $315K
4.37K $314K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.81K
+ 161.65%
$46.9 - $51.96 $273K - $302K
9.41K $484K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.33K
New
$39.85 - $42.56 $292K - $312K
7.33K $311K
IBM
International Business Machines Corp

Technology
390
+ 8.63%
$175.1 - $223.38 $68.3K - $87.1K
4.91K $1.09M
TDIV
First Trust Nasdaq Technology

ETFs
3.01K
+ 22.35%
$70.51 - $81.07 $212K - $244K
16.5K $1.32M
FXI
Ishares Tr

ETFs
9.45K
New
$24.78 - $32.17 $234K - $304K
9.45K $300K
ABT
Abbott Laboratories

Healthcare
2.2K
+ 44.71%
$100.07 - $118.13 $220K - $260K
7.11K $810K
TFLO
Ishares Treasury Floating Rate

ETFs
6.1K
+ 4.06%
$50.42 - $50.66 $308K - $309K
156K $7.9M
VTV
Vanguard Value ETF

ETFs
1.11K
+ 15.31%
$159.75 - $174.57 $177K - $194K
8.37K $1.46M
PLPC
Preformed Line Products CO

Industrials
2.3K
New
$112.94 - $137.87 $260K - $318K
2.3K $295K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
11.2K
+ 9898.23%
$25.19 - $26.39 $282K - $295K
11.3K $296K
XLC
Select Sector Spdr Tr Communic

ETFs
2.93K
+ 48.26%
$82.16 - $90.4 $240K - $264K
8.99K $812K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.59K
New
$156.14 - $187.2 $248K - $297K
1.59K $293K
DELL
Dell Technologies Inc.

Technology
2.41K
New
$87.89 - $145.97 $212K - $351K
2.41K $285K
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.78K
+ 196.53%
$45.87 - $48.53 $265K - $281K
8.73K $420K
ORCL
Oracle Corp

Technology
778
+ 15.26%
$125.9 - $170.35 $98K - $133K
5.88K $1M
LMT
Lockheed Martin Corp

Industrials
220
+ 17.31%
$460.3 - $584.56 $101K - $129K
1.49K $871K
FSMD
Fidelity Covington Tr Small Mi

ETFs
6.67K
New
$37.22 - $41.47 $248K - $277K
6.67K $276K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.45K
+ 20.73%
$73.43 - $80.37 $180K - $197K
14.3K $1.15M
TBUX
T Rowe Price Exchange Traded F

ETFs
5.3K
+ 27.03%
$49.46 - $49.99 $262K - $265K
24.9K $1.24M
ALHC
Alignment Healthcare, Inc.

Healthcare
22.4K
New
$7.79 - $11.88 $175K - $267K
22.4K $265K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.83K
+ 13.36%
$94.31 - $103.26 $172K - $189K
15.5K $1.59M
V
Visa Inc.

Financial Services
709
+ 13.51%
$253.74 - $291.56 $180K - $207K
5.96K $1.64M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.22K
+ 60.85%
$33.89 - $41.64 $177K - $217K
13.8K $549K
GE
General Electric CO

Industrials
706
+ 16.74%
$156.66 - $189.66 $111K - $134K
4.92K $928K
AOA
Ishares Tr Core Aggressive All

ETFs
3.26K
New
$72.11 - $79.05 $235K - $258K
3.26K $257K
PMAR
Innovator U.S. Equity Power Bu

ETFs
6.23K
+ 87.98%
$36.89 - $39.25 $230K - $245K
13.3K $522K
VOOV
Vanguard S&P 500 Value ETF

ETFs
631
+ 7.12%
$175.0 - $190.72 $110K - $120K
9.49K $1.81M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.05K
New
$76.07 - $83.33 $232K - $254K
3.05K $253K
FTNT
Fortinet, Inc.

Technology
3.19K
New
$55.39 - $77.55 $177K - $247K
3.19K $247K
COST
Costco Wholesale Corp

Consumer Defensive
181
+ 8.2%
$801.83 - $917.05 $145K - $166K
2.39K $2.12M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
7.16K
+ 4650.0%
$30.87 - $33.59 $221K - $241K
7.32K $245K
DTE
Dte Energy CO

Utilities
1.84K
New
$108.67 - $128.41 $200K - $237K
1.84K $236K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.81K
New
$79.29 - $84.02 $223K - $236K
2.81K $235K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.61K
+ 1229.39%
$36.02 - $41.68 $202K - $234K
6.06K $250K
ADI
Analog Devices Inc

Technology
997
New
$200.56 - $243.33 $200K - $243K
997 $229K
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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