Silver Oak Securities, Inc Incresed Positions in Q3 2025

Silver Oak Securities, Inc

  • $1.22 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
21.1K
+ 21.13%
$202.38 - $256.87 $4.26M - $5.41M
121K $30.7M
NVDA
Nvidia Corp

Technology
20.1K
+ 17.9%
$153.3 - $186.58 $3.09M - $3.75M
133K $24.7M
CGDV
Capital Group Divid Value ETF

ETFs
69.8K
+ 14.25%
$39.59 - $42.21 $2.76M - $2.94M
559K $23.5M
MSFT
Microsoft Corp

Technology
6.38K
+ 27.79%
$491.09 - $535.64 $3.13M - $3.42M
29.3K $15.2M
AVGO
Broadcom Inc.

Technology
5.6K
+ 19.0%
$264.74 - $369.57 $1.48M - $2.07M
35.1K $11.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.44K
+ 32.22%
$362.31 - $405.74 $2.33M - $2.61M
26.4K $10.6M
OEF
Ishares S&P 100 ETF

ETFs
11.8K
+ 257.73%
N/A
16.3K $4.34M
RDVY
First Trust Rising Dividend Ac

ETFs
30.3K
+ 13.26%
$62.38 - $67.29 $1.89M - $2.04M
259K $17.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
81.1K
+ 65.4%
$28.92 - $32.19 $2.35M - $2.61M
205K $6.54M
FEX
First Tr Large Cap Core Alphde

ETFs
16.3K
+ 11.75%
$110.0 - $117.08 $1.8M - $1.91M
155K $18.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.39K
+ 41.96%
$567.77 - $614.76 $1.92M - $2.08M
11.5K $7.02M
WMT
Walmart Inc.

Consumer Defensive
20.2K
+ 57.19%
$94.4 - $104.27 $1.91M - $2.11M
55.6K $5.73M
JPM
Jpmorgan Chase & CO

Financial Services
6.01K
+ 75.07%
$282.78 - $316.06 $1.7M - $1.9M
14K $4.42M
OUNZ
Van Eck Merk Gold Trust

ETFs
2.64K
+ 0.7%
$31.49 - $37.19 $83.1K - $98.1K
380K $14.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.93K
+ 10.2%
$546.99 - $602.2 $1.05M - $1.16M
20.8K $12.5M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
22.8K
+ 920.4%
$79.52 - $89.63 $1.82M - $2.05M
25.3K $2.26M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
39.7K
+ 7210.73%
$47.56 - $49.7 $1.89M - $1.97M
40.2K $1.99M
FTCS
First Trust Capital Strength E

ETFs
7.94K
+ 1.85%
$89.72 - $93.74 $713K - $745K
438K $41M
VUG
Vanguard Growth ETF

ETFs
3.27K
+ 54.55%
$433.97 - $484.08 $1.42M - $1.58M
9.27K $4.44M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.92K
+ 5.43%
$225.11 - $247.9 $658K - $724K
56.7K $14M
VTI
Vanguard Total Stock Market Et

ETFs
1.26K
+ 2.21%
$303.93 - $329.86 $383K - $416K
58.3K $19.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.97K
+ 23.25%
$459.11 - $506.91 $1.36M - $1.51M
15.8K $7.92M
PANW
Palo Alto Networks Inc

Technology
8.28K
+ 240.06%
$167.06 - $208.19 $1.38M - $1.72M
11.7K $2.39M
CVX
Chevron Corp

Energy
9.88K
+ 122.54%
$145.57 - $161.83 $1.44M - $1.6M
17.9K $2.79M
ABBV
Abb Vie Inc.

Healthcare
5.78K
+ 93.43%
$184.85 - $231.54 $1.07M - $1.34M
12K $2.77M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.86K
+ 114.89%
$182.33 - $194.5 $1.43M - $1.53M
14.7K $2.86M
YJUN
First Tr Exchange Traded Fd Vi
63.4K
+ 218.73%
$24.2 - $25.07 $1.53M - $1.59M
92.3K $2.31M
AMZN
Amazon Com Inc

Consumer Cyclical
7.25K
+ 12.07%
$211.65 - $238.24 $1.53M - $1.73M
67.3K $14.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.19K
+ 14.48%
$293.94 - $444.72 $349K - $527K
9.38K $4.17M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
22.1K
+ 7.7%
$41.26 - $43.63 $911K - $963K
309K $13.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
54.1K
+ 179.62%
$24.46 - $26.5 $1.32M - $1.43M
84.3K $2.22M
GOOG
Alphabet Inc.

Communication Services
2.72K
+ 22.59%
$175.16 - $255.24 $476K - $694K
14.8K $3.6M
T
At&T Inc.

Communication Services
53.5K
+ 53.25%
$26.94 - $29.62 $1.44M - $1.58M
154K $4.35M
MO
Altria Group, Inc.

Consumer Defensive
19K
+ 155.42%
$57.75 - $67.68 $1.1M - $1.29M
31.2K $2.06M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
31.1K
+ 54.77%
$35.42 - $38.65 $1.1M - $1.2M
87.8K $3.34M
PLTR
Palantir Technologies Inc.

Technology
2.49K
+ 13.53%
$130.68 - $186.97 $325K - $465K
20.9K $3.81M
ILCB
Ishares Morningstar U.S. Equit

ETFs
13.6K
+ 314.39%
$85.66 - $92.67 $1.16M - $1.26M
17.9K $1.65M
MS
Morgan Stanley

Financial Services
7.86K
+ 580.0%
$139.09 - $161.16 $1.09M - $1.27M
9.21K $1.46M
HD
Home Depot, Inc.

Consumer Cyclical
2.08K
+ 20.01%
$357.4 - $423.42 $742K - $879K
12.4K $5.04M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
31.9K
+ 34.1%
$33.76 - $35.55 $1.08M - $1.14M
126K $4.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.36K
+ 394.81%
$412.46 - $514.1 $972K - $1.21M
2.95K $1.45M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.46K
+ 0.73%
$52.12 - $55.33 $128K - $136K
339K $18.8M
INTC
Intel Corp

Technology
22.5K
+ 65.18%
$19.31 - $35.5 $435K - $799K
57K $1.91M
CWB
Spdr Bloomberg Convertible Sec

ETFs
12.1K
+ 234.23%
$82.29 - $90.77 $999K - $1.1M
17.3K $1.57M
GLD
Spdr Gold Trust

ETFs
393
+ 2.04%
$300.96 - $355.47 $118K - $140K
19.7K $7M
LLY
Eli Lilly & CO

Healthcare
1.48K
+ 51.37%
$625.65 - $812.69 $923K - $1.2M
4.35K $3.32M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
12.4K
+ 8.48%
$50.32 - $54.01 $623K - $668K
158K $8.55M
AVUV
American Centy ETF Tr Avantis

ETFs
706
+ 0.61%
$90.37 - $102.12 $63.8K - $72.1K
116K $11.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.7K
+ 2.82%
$45.26 - $46.63 $712K - $733K
574K $26.6M
Activity Summary
Buys All Purchases 518 New Holdings 137 Increased Positions 381 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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