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
FTLS
First Tr Long/Short Equity ETF

ETFs
3.46K
+ 35.59%
$60.73 - $63.8 $210K - $221K
13.2K $836K
OMCL
Omnicell, Inc

Healthcare
5.25K
New
$25.61 - $45.43 $134K - $238K
5.25K $228K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
8.51K
New
$25.04 - $26.83 $213K - $228K
8.51K $227K
JSML
Janus Detroit Str Tr Henderson

ETFs
3.02K
+ 70.92%
$58.37 - $65.4 $176K - $197K
7.27K $475K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.09K
+ 21.81%
$31.05 - $34.29 $158K - $175K
28.4K $975K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.95K
New
$47.94 - $59.23 $189K - $234K
3.95K $223K
VZ
Verizon Communications Inc

Communication Services
3.37K
+ 17.76%
$38.89 - $45.0 $131K - $152K
22.3K $1M
PWR
Quanta Services, Inc.

Industrials
739
New
$239.58 - $298.23 $177K - $220K
739 $220K
LOW
Lowes Companies Inc

Consumer Cyclical
399
+ 18.24%
$213.3 - $270.78 $85.1K - $108K
2.59K $700K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
2.43K
+ 37.54%
$65.4 - $72.79 $159K - $177K
8.91K $647K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5.62K
New
$35.91 - $38.04 $202K - $214K
5.62K $213K
IVE
Ishares S&P 500 Value ETF

ETFs
1.08K
New
$181.06 - $197.17 $195K - $213K
1.08K $212K
JNJ
Johnson & Johnson

Healthcare
711
+ 12.04%
$145.48 - $167.38 $103K - $119K
6.62K $1.07M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
10.4K
+ 68.04%
$18.36 - $19.08 $191K - $199K
25.7K $490K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
4.24K
New
$48.27 - $49.43 $205K - $210K
4.24K $209K
MRSK
Toews Agility Shares Managed R

Technology
5.28K
+ 10.98%
$30.46 - $32.96 $161K - $174K
53.4K $1.74M
FIS
Fidelity National Information Services, Inc.

Technology
2.46K
New
$72.8 - $85.04 $179K - $209K
2.46K $205K
GD
General Dynamics Corp

Industrials
679
New
$279.51 - $308.09 $190K - $209K
679 $205K
BMY
Bristol Myers Squibb CO

Healthcare
3.97K
New
$39.66 - $51.75 $157K - $205K
3.97K $205K
FDL
First Tr Morningstar Dividend

ETFs
3.03K
+ 15.78%
$37.66 - $42.06 $114K - $127K
22.2K $931K
LNTH
Lantheus Holdings, Inc.

Healthcare
1.83K
New
$77.7 - $123.62 $142K - $226K
1.83K $200K
CGCP
Capital Group Core Plus Income

ETFs
8.1K
+ 58.93%
$22.12 - $23.31 $179K - $189K
21.9K $505K
PSLV
Sprott Physical Silver Trust

Financial Services
18.4K
+ 131.14%
$9.17 - $10.84 $168K - $199K
32.4K $338K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
186
+ 0.84%
$72.52 - $82.35 $13.5K - $15.3K
22.4K $1.83M
KMI
Kinder Morgan, Inc.

Energy
8.85K
New
$19.72 - $22.22 $174K - $197K
8.85K $195K
ABBV
Abb Vie Inc.

Healthcare
521
+ 15.03%
$163.84 - $199.33 $85.4K - $104K
3.99K $787K
XLU
Utilities Sector Spdr

ETFs
2.37K
New
$67.67 - $80.78 $160K - $191K
2.37K $191K
PSX
Phillips 66

Energy
1.46K
New
$125.0 - $147.17 $182K - $214K
1.46K $191K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.48K
+ 64.15%
$39.15 - $46.02 $136K - $160K
8.91K $407K
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.69K
New
$103.09 - $113.83 $174K - $192K
1.69K $189K
MRK
Merck & Co., Inc.

Healthcare
2.24K
+ 33.1%
$111.15 - $128.97 $249K - $289K
9.02K $1.02M
CARR
Carrier Global Corp

Industrials
65
+ 0.63%
$61.9 - $80.88 $4.02K - $5.26K
10.4K $835K
MU
Micron Technology Inc

Technology
1.96K
+ 187.31%
$86.27 - $136.82 $169K - $269K
3.01K $312K
KMB
Kimberly Clark Corp

Consumer Defensive
1.23K
New
$135.05 - $148.35 $166K - $182K
1.23K $175K
MTB
M&T Bank Corp

Financial Services
978
New
$146.49 - $179.85 $143K - $176K
978 $174K
GAB
Gabelli Equity Trust Inc

Financial Services
29.3K
+ 64.9%
$5.15 - $5.6 $151K - $164K
74.4K $408K
NURE
Nuveen Short Term Reit ETF

ETFs
3.74K
+ 22.65%
$30.74 - $35.1 $115K - $131K
20.2K $685K
IDXX
Idexx Laboratories Inc

Healthcare
343
New
$455.08 - $517.19 $156K - $177K
343 $173K
CVS
Cvs Health Corp

Healthcare
2.53K
+ 65.73%
$55.81 - $63.18 $141K - $160K
6.38K $400K
TGT
Target Corp

Consumer Defensive
1.03K
+ 76.18%
$133.47 - $159.25 $137K - $164K
2.38K $371K
XOM
Exxon Mobil Corp

Energy
1.05K
+ 4.61%
$109.72 - $119.0 $115K - $125K
23.9K $2.8M
NOW
Service Now, Inc.

Technology
129
+ 25.65%
$730.87 - $937.36 $94.3K - $121K
632 $565K
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.36K
+ 57.49%
$33.61 - $35.94 $147K - $157K
11.9K $429K
SO
Southern CO

Utilities
56
+ 0.46%
$77.0 - $90.52 $4.31K - $5.07K
12.4K $1.11M
USB
Us Bancorp \De\

Financial Services
3.5K
New
$39.04 - $47.23 $136K - $165K
3.5K $159K
VIG
Vanguard Dividend Appreciation

ETFs
861
+ 67.42%
$182.15 - $182.15 $157K - $157K
2.14K $389K
IEFA
Ishares Tr

ETFs
1.21K
+ 11.31%
$70.09 - $78.74 $85.1K - $95.6K
11.9K $932K
CMCSA
Comcast Corp

Communication Services
3.25K
+ 55.04%
$37.33 - $41.78 $121K - $136K
9.14K $381K
VRT
Vertiv Holdings CO

Industrials
1.74K
New
$86.66 - $86.66 $151K - $151K
1.74K $150K
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
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