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
ISCG
Ishares Morningstar Small Cap

ETFs
8
+ 0.15%
$39.44 - $49.76 $316 - $398
5.38K $267K
SO
Southern CO

Utilities
274
+ 1.77%
$84.91 - $92.56 $23.3K - $25.4K
15.8K $1.45M
O
Realty Income Corp

Real Estate
468
+ 3.68%
$52.27 - $58.52 $24.5K - $27.4K
13.2K $759K
DNP
Dnp Select Income Fund Inc

Financial Services
2.44K
+ 12.85%
$8.89 - $9.88 $21.7K - $24.1K
21.4K $209K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
649
+ 3.95%
$47.42 - $51.67 $30.8K - $33.5K
17.1K $867K
IAUM
I Shares Gold Trust Micro

ETFs
247
+ 3.78%
$29.65 - $34.24 $7.32K - $8.46K
6.79K $224K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
86
+ 1.96%
$34.72 - $42.74 $2.99K - $3.68K
4.47K $191K
ISMD
Northern Lts Fd Tr Iv

ETFs
55
+ 0.52%
$29.72 - $35.6 $1.63K - $1.96K
10.5K $374K
FPE
First Tr Pfd Secs & Income ETF

ETFs
21
+ 0.03%
$16.93 - $17.81 $356 - $374
80.8K $1.44M
FISV
Fiserv Inc

Technology
132
+ 4.66%
N/A
2.96K $370K
WMS
Advanced Drainage Systems, Inc.

Industrials
15
+ 0.7%
$96.79 - $123.55 $1.45K - $1.85K
2.15K $247K
SCHQ
Schwab Strategic Tr Long Term

ETFs
1.27K
+ 4.3%
$30.46 - $33.4 $38.8K - $42.6K
30.9K $986K
MO
Altria Group, Inc.

Consumer Defensive
538
+ 4.6%
$55.56 - $60.91 $29.9K - $32.8K
12.2K $716K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
29
+ 0.59%
$107.61 - $119.09 $3.12K - $3.45K
4.96K $588K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
87
+ 0.08%
$48.5 - $49.35 $4.22K - $4.29K
104K $5.1M
FDLO
Fidelity Covington Tr Low Vola

ETFs
3
+ 0.05%
$54.44 - $62.8 $163 - $188
6.37K $400K
FTSL
First Trust Senior Ln Fund

ETFs
213
+ 1.26%
$44.58 - $46.07 $9.5K - $9.81K
17.1K $783K
TPIF
Timothy Plan Intl ETF (De)

ETFs
428
New
$26.0 - $32.29 $11.1K - $13.8K
428 $13K
FITB
Fifth Third Bancorp

Financial Services
23
+ 0.39%
$33.32 - $41.51 $766 - $955
5.92K $243K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
90
+ 1.62%
$96.84 - $99.46 $8.72K - $8.95K
5.65K $560K
JCPB
J P Morgan Exchange Traded Fd

ETFs
221
+ 2.39%
$45.9 - $47.2 $10.1K - $10.4K
9.47K $445K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
25
+ 0.08%
$17.99 - $18.99 $450 - $475
31.4K $595K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
183
+ 0.28%
$24.98 - $25.66 $4.57K - $4.7K
66.2K $1.69M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
6
+ 0.05%
$4.41 - $5.47 $26.5 - $32.8
13.2K $72K
DFSD
Dimensional ETF Tr Short Durat

ETFs
114
+ 2.21%
$47.09 - $48.01 $5.37K - $5.47K
5.28K $253K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
94
+ 0.69%
$41.1 - $42.37 $3.86K - $3.98K
13.8K $583K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
15
+ 0.01%
$42.72 - $44.24 $641 - $664
123K $5.39M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
151
+ 17.08%
$45.12 - $46.23 $6.81K - $6.98K
1.04K $47K
USA
Liberty All Star Equity Fund

Financial Services
254
+ 2.21%
$5.9 - $6.81 $1.5K - $1.73K
11.8K $80K
CMI
Cummins Inc

Industrials
7
+ 7.61%
$267.12 - $336.65 $1.87K - $2.36K
99 $32K
BJUN
Innovator U.S. Equity Buffer E

ETFs
116
+ 0.95%
N/A
12.4K $483K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
38
+ 0.88%
$45.68 - $47.4 $1.74K - $1.8K
4.36K $206K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
82
+ 0.67%
$22.81 - $22.97 $1.87K - $1.88K
12.4K $284K
ACN
Accenture PLC

Technology
42
+ 5.15%
$279.23 - $323.21 $11.7K - $13.6K
857 $256K
MUB
Ishares National Muni Bond ETF

ETFs
23
+ 1.55%
$102.31 - $105.8 $2.35K - $2.43K
1.51K $157K
VGSH
Vanguard

ETFs
13
+ 0.14%
$58.32 - $58.95 $758 - $766
9.27K $544K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.69%
$121.58 - $136.74 $851 - $957
1.03K $139K
VZ
Verizon Communications Inc

Communication Services
1.09K
+ 4.96%
$41.67 - $45.62 $45.5K - $49.8K
23.1K $1M
TXN
Texas Instruments Inc

Technology
4
+ 0.23%
N/A
1.72K $335K
CGMS
Capital Grp Core Plus Income E
8.35K
+ 4.95%
N/A
177K $0
Valued Advisers Tr
8.09K
New
N/A
8.09K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
85.6K
New
N/A
85.6K $0
ILCG
Ishares Morningstar Growth ETF
13K
+ 820.28%
N/A
14.6K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
991
+ 13.9%
N/A
8.12K $0
Ge Healthcare Technologies I
140
+ 4.6%
N/A
3.18K $0
Ultimus Managers Tr
15.6K
+ 98.22%
N/A
31.6K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
14.1K
New
N/A
14.1K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
354
New
N/A
354 $0
Arista Networks Inc
6.02K
+ 30.97%
N/A
25.4K $0
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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