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
AVIG
American Centy ETF Tr Avantis

ETFs
1.12K
+ 1.76%
$40.41 - $41.62 $45.3K - $46.7K
64.8K $2.7M
ABT
Abbott Laboratories

Healthcare
284
+ 4.08%
$123.95 - $138.08 $35.2K - $39.2K
7.25K $986K
WAL
Western Alliance Bancorporation

Financial Services
546
+ 4.0%
$61.0 - $79.94 $33.3K - $43.6K
14.2K $1.11M
DFAI
Dimensional ETF Tr

ETFs
361
+ 2.64%
$28.02 - $34.71 $10.1K - $12.5K
14K $485K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
133
+ 0.27%
$21.02 - $23.56 $2.8K - $3.13K
48.7K $1.15M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.04K
New
$43.53 - $54.46 $45.3K - $56.7K
1.04K $56K
AZO
Autozone Inc

Consumer Cyclical
15
New
$3478.38 - $3880.15 $52.2K - $58.2K
15 $55K
XLI
Industrial Sector Spdr

ETFs
250
+ 23.95%
$116.42 - $147.52 $29.1K - $36.9K
1.29K $190K
PM
Philip Morris International Inc.

Consumer Defensive
153
+ 14.08%
$149.23 - $184.95 $22.8K - $28.3K
1.24K $225K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
43
+ 0.36%
$44.58 - $54.92 $1.92K - $2.36K
12.1K $665K
GD
General Dynamics Corp

Industrials
83
+ 6.02%
$247.68 - $291.66 $20.6K - $24.2K
1.46K $426K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
190
+ 4.52%
$91.62 - $109.97 $17.4K - $20.9K
4.4K $483K
KR
Kroger CO

Consumer Defensive
104
+ 0.98%
$64.62 - $74.0 $6.72K - $7.7K
10.7K $767K
DFAT
Dimensional ETF Tr U S Target

ETFs
258
+ 1.75%
$44.8 - $53.97 $11.6K - $13.9K
15K $807K
RY
Royal Bank Of Canada

Financial Services
26
+ 1.07%
$108.36 - $131.55 $2.82K - $3.42K
2.45K $322K
CAH
Cardinal Health Inc

Healthcare
6
+ 0.39%
$125.0 - $168.0 $750 - $1.01K
1.55K $260K
VIG
Vanguard Dividend Appreciation

ETFs
259
+ 7.63%
N/A
3.65K $665K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
127
+ 2.55%
$35.12 - $48.24 $4.46K - $6.13K
5.11K $246K
MS
Morgan Stanley

Financial Services
115
+ 9.27%
$99.83 - $140.86 $11.5K - $16.2K
1.36K $190K
CRM
Salesforce, Inc.

Technology
121
+ 3.98%
$236.26 - $291.15 $28.6K - $35.2K
3.16K $861K
BK
Bank Of New York Mellon Corp

Financial Services
215
+ 5.85%
$73.31 - $91.62 $15.8K - $19.7K
3.89K $354K
F
Ford Motor CO

Consumer Cyclical
1.01K
+ 2.37%
$8.69 - $10.85 $8.8K - $11K
43.8K $474K
PAVE
Global X Fds Us Infrastructure

ETFs
216
+ 3.58%
$33.78 - $43.68 $7.3K - $9.43K
6.25K $272K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
1.23K
+ 1.23%
$40.66 - $41.98 $49.9K - $51.6K
101K $4.22M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
1.41K
+ 7.38%
$47.13 - $52.52 $66.3K - $73.9K
20.5K $1.03M
CGCP
Capital Group Core Plus Income

ETFs
1.88K
+ 9.22%
$21.92 - $22.56 $41.3K - $42.5K
22.3K $501K
KMI
Kinder Morgan, Inc.

Energy
1.03K
+ 6.73%
$25.21 - $29.4 $26K - $30.3K
16.4K $480K
OXY
Occidental Petroleum Corp

Energy
2.01K
+ 34.36%
$36.11 - $49.33 $72.6K - $99.2K
7.86K $330K
SLB
Schlumberger Limited

Energy
2.99K
+ 40.58%
$31.95 - $42.2 $95.5K - $126K
10.4K $349K
FTLS
First Tr Long/Short Equity ETF

ETFs
22
+ 0.12%
$60.06 - $66.28 $1.32K - $1.46K
18.4K $1.22M
ELV
Elevance Health, Inc.

Healthcare
262
+ 20.11%
$372.27 - $452.69 $97.5K - $119K
1.57K $608K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
765
New
$51.68 - $52.76 $39.5K - $40.4K
765 $40K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
618
+ 11.0%
$35.8 - $41.07 $22.1K - $25.4K
6.24K $256K
FNDA
Schwab Fundamental U S Small C

ETFs
84
+ 0.29%
$23.85 - $28.69 $2K - $2.41K
29.3K $838K
ADP
Automatic Data Processing Inc

Industrials
99
+ 3.39%
$276.76 - $326.81 $27.4K - $32.4K
3.02K $931K
FIW
First Trust Water ETF

ETFs
212
+ 9.32%
$90.26 - $108.05 $19.1K - $22.9K
2.49K $268K
JXN
Jackson Financial Inc.

Financial Services
215
+ 6.17%
$70.35 - $89.5 $15.1K - $19.2K
3.7K $328K
WFC
Wells Fargo & Company

Financial Services
75
+ 2.46%
$60.98 - $80.12 $4.57K - $6.01K
3.12K $249K
BNDX
Vanguard Total International B

ETFs
554
+ 13.01%
$48.77 - $49.55 $27K - $27.5K
4.81K $238K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
304
+ 2.76%
$100.35 - $100.71 $30.5K - $30.6K
11.3K $1.14M
PJUL
Innovator U.S. Equity Power Bu

ETFs
112
+ 1.55%
$37.66 - $43.85 $4.22K - $4.91K
7.36K $322K
GLW
Corning Inc

Technology
49
+ 1.2%
$39.07 - $52.59 $1.91K - $2.58K
4.14K $217K
INTC
Intel Corp

Technology
1.74K
+ 5.31%
$18.13 - $22.69 $31.6K - $39.5K
34.5K $773K
NOC
Northrop Grumman Corp

Industrials
67
+ 14.82%
$456.3 - $540.39 $30.6K - $36.2K
519 $259K
PSLV
Sprott Physical Silver Trust

Financial Services
500
+ 1.51%
$9.98 - $12.51 $4.99K - $6.26K
33.7K $412K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
354
+ 0.92%
$27.29 - $29.28 $9.66K - $10.4K
38.9K $1.14M
MGV
Vanguard Mega Cap Value

ETFs
157
+ 5.56%
$114.87 - $131.25 $18K - $20.6K
2.98K $391K
BX
Blackstone Inc.

Financial Services
48
+ 2.37%
$120.07 - $151.11 $5.76K - $7.25K
2.07K $309K
ENB
Enbridge Inc

Energy
382
+ 4.64%
$41.09 - $47.16 $15.7K - $18K
8.61K $390K
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
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email