Silver Oak Securities, Inc Incresed Positions in Q4 2024

Silver Oak Securities, Inc

  • $1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
180K
+ 138.91%
$44.87 - $46.86 $8.08M - $8.44M
310K $13.9M
AAPL
Apple Inc.

Technology
20.4K
+ 25.65%
$221.69 - $259.02 $4.52M - $5.28M
99.9K $25M
SPTS
Spdr Portfolio Short Term Trea

ETFs
223K
+ 2066.51%
$28.88 - $29.33 $6.43M - $6.53M
233K $6.77M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
70.1K
+ 1462.0%
$81.68 - $82.93 $5.73M - $5.82M
74.9K $6.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
21K
+ 986.06%
$216.72 - $244.71 $4.55M - $5.14M
23.1K $5.45M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
83.6K
+ 44.34%
$51.09 - $55.27 $4.27M - $4.62M
272K $13.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
71.5K
+ 33.06%
$50.62 - $50.97 $3.62M - $3.65M
288K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
7.98K
+ 15.88%
$180.88 - $232.93 $1.44M - $1.86M
58.2K $12.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
15.1K
+ 176.19%
$172.07 - $207.36 $2.59M - $3.13M
23.6K $4.67M
SCHG
Schwab Strategic Tr Us Large C

ETFs
259K
+ 489.68%
$25.93 - $105.3 $6.7M - $27.2M
311K $8.68M
BND
Vanguard Bd Index Fd Inc Total

ETFs
49.6K
+ 35.28%
$71.75 - $75.11 $3.56M - $3.72M
190K $13.7M
NVDA
Nvidia Corp

Technology
12.1K
+ 11.77%
$117.0 - $148.88 $1.42M - $1.81M
115K $15.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
26.3K
+ 83.58%
$95.27 - $107.82 $2.5M - $2.83M
57.7K $5.96M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
30K
+ 37.91%
$91.29 - $91.8 $2.74M - $2.75M
109K $9.98M
VUG
Vanguard Growth ETF

ETFs
6.15K
+ 211.02%
$378.79 - $428.11 $2.33M - $2.63M
9.06K $3.72M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
32.3K
+ 144.48%
$80.18 - $88.79 $2.59M - $2.87M
54.7K $4.41M
AVGO
Broadcom Inc.

Technology
6.2K
+ 32.56%
$159.67 - $250.0 $990K - $1.55M
25.2K $5.85M
OUNZ
Van Eck Merk Gold Trust

ETFs
100K
+ 36.3%
$24.72 - $26.9 $2.48M - $2.7M
377K $9.53M
IOO
Ishares Tr Global 100 ETF

ETFs
20.8K
+ 26.12%
$97.46 - $103.45 $2.03M - $2.15M
100K $10.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
45.6K
+ 4077.91%
$45.07 - $47.1 $2.05M - $2.15M
46.7K $2.11M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
19K
+ 3417.48%
$103.6 - $112.52 $1.96M - $2.13M
19.5K $2.05M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.6K
+ 32.66%
$316.94 - $357.88 $1.46M - $1.64M
18.7K $6.41M
GOOGL
Alphabet Inc.

Communication Services
7.17K
+ 36.73%
$161.86 - $196.66 $1.16M - $1.41M
26.7K $5.05M
MSFT
Microsoft Corp

Technology
4.12K
+ 20.8%
$406.35 - $454.46 $1.67M - $1.87M
23.9K $10.1M
XLP
Consumer Staples Sector Spdr

ETFs
20K
+ 250.11%
N/A
28K $2.13M
CGDV
Capital Group Divid Value ETF

ETFs
55.5K
+ 14.57%
$35.16 - $37.12 $1.95M - $2.06M
436K $15.4M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
39.3K
+ 190.2%
$39.3 - $41.34 $1.54M - $1.62M
59.9K $2.36M
TDIV
First Trust Nasdaq Technology

ETFs
19.5K
+ 118.22%
$78.03 - $82.13 $1.52M - $1.6M
35.9K $2.82M
BAC
Bank Of America Corp

Financial Services
31.3K
+ 285.95%
$39.22 - $47.77 $1.23M - $1.5M
42.2K $1.86M
FDLO
Fidelity Covington Tr Low Vola

ETFs
23.4K
+ 364.95%
$60.24 - $63.08 $1.41M - $1.48M
29.8K $1.81M
TFLO
Ishares Treasury Floating Rate

ETFs
26.7K
+ 17.12%
$50.37 - $50.63 $1.35M - $1.35M
183K $9.23M
POCT
Innovator U.S. Equity Power Bu

ETFs
33.4K
+ 7107.45%
$38.63 - $40.03 $1.29M - $1.34M
33.9K $1.34M
TCHP
T Rowe Price Exchange Traded F

Technology
27.7K
+ 663.41%
$39.17 - $43.9 $1.09M - $1.22M
31.9K $1.34M
FPE
First Tr Pfd Secs & Income ETF

ETFs
63.5K
+ 471.15%
$17.65 - $18.18 $1.12M - $1.15M
76.9K $1.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.4K
+ 68.89%
$50.37 - $50.6 $1.13M - $1.13M
54.8K $2.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.58K
+ 11.15%
$567.81 - $607.81 $896K - $959K
15.7K $9.22M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
45.1K
+ 96.66%
$24.55 - $25.16 $1.11M - $1.13M
91.8K $2.26M
NEE
Nextera Energy Inc

Utilities
15.8K
+ 255.42%
$69.77 - $85.43 $1.1M - $1.35M
22K $1.58M
TSLA
Tesla, Inc.

Consumer Cyclical
271
+ 4.19%
$213.65 - $479.86 $57.9K - $130K
6.74K $2.72M
IEF
Ishares Barclays

ETFs
11.3K
+ 56.79%
$92.08 - $98.18 $1.04M - $1.11M
31.3K $2.89M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.7K
+ 11.16%
$66.77 - $71.52 $716K - $767K
107K $7.37M
XLU
Utilities Sector Spdr

ETFs
11.6K
+ 491.84%
$74.89 - $82.93 $871K - $965K
14K $1.06M
URI
United Rentals, Inc.

Industrials
1.24K
+ 269.93%
$704.44 - $880.32 $873K - $1.09M
1.7K $1.2M
META
Meta Platforms, Inc.

Communication Services
1.17K
+ 18.68%
$554.08 - $632.68 $650K - $742K
7.45K $4.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.88K
+ 318.51%
$417.69 - $450.94 $784K - $846K
2.47K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 0.06%
$481.22 - $538.17 $9.14K - $10.2K
32.8K $16.8M
RDVY
First Trust Rising Dividend Ac

ETFs
13.2K
+ 6.43%
$58.65 - $64.37 $773K - $848K
218K $12.9M
RCAT
Red Cat Holdings, Inc.

Technology
50.7K
+ 502.31%
$2.69 - $14.09 $136K - $714K
60.8K $780K
USFD
Us Foods Holding Corp.

Consumer Defensive
9.97K
+ 145.43%
$60.65 - $72.33 $604K - $721K
16.8K $1.13M
Activity Summary
Buys All Purchases 428 New Holdings 120 Increased Positions 308 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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