Silver Oak Securities, Inc Incresed Positions in Q1 2025

Silver Oak Securities, Inc

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
1.32M
+ 1652.27%
$43.95 - $48.5 $58.2M - $64.2M
1.4M $62.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
264K
+ 1088.94%
$169.43 - $182.84 $44.7M - $48.3M
288K $49.9M
EMLP
First Tr Exchange Traded Iv

ETFs
1.09M
+ 9732.2%
$35.79 - $38.28 $39.2M - $41.9M
1.11M $41.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
479K
+ 8469.99%
$78.0 - $84.37 $37.3M - $40.4M
484K $38.7M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.26M
+ 11131.42%
$25.21 - $26.38 $31.7M - $33.2M
1.27M $33.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.26M
+ 6516.4%
$23.16 - $27.04 $29.2M - $34.1M
1.28M $30M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
303K
+ 3529.47%
$68.32 - $78.49 $20.7M - $23.8M
312K $21.8M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
889K
+ 1563.99%
$21.67 - $23.21 $19.3M - $20.6M
946K $21.5M
FV
First Trust Dorsey Wright Focu

ETFs
324K
+ 1567.23%
$53.91 - $63.03 $17.5M - $20.4M
345K $18.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
192K
+ 488.28%
$76.94 - $78.28 $14.7M - $15M
231K $18.1M
PJUL
Innovator U.S. Equity Power Bu

ETFs
291K
+ 3898.65%
$39.81 - $42.17 $11.6M - $12.3M
298K $12M
CDC
Victory Portfolios Ii Shs Inco

ETFs
152K
+ 29.76%
$61.46 - $66.32 $9.36M - $10.1M
664K $43.7M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
269K
+ 603.31%
$41.11 - $48.92 $11.1M - $13.2M
314K $13.3M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
120K
+ 1952.79%
$73.27 - $96.21 $8.76M - $11.5M
126K $9.21M
AVIG
American Centy ETF Tr Avantis

ETFs
147K
+ 232.59%
$40.06 - $41.55 $5.91M - $6.13M
211K $8.73M
VDE
Vanguard Energy ETF

ETFs
45.7K
+ 1934.15%
$119.14 - $132.76 $5.45M - $6.07M
48.1K $6.23M
DFIV
Dimensional ETF Tr

ETFs
127K
+ 367.37%
$35.33 - $40.77 $4.49M - $5.18M
162K $6.36M
FDL
First Tr Morningstar Dividend

ETFs
96.2K
+ 436.13%
$39.69 - $43.83 $3.82M - $4.22M
118K $5.14M
FDLO
Fidelity Covington Tr Low Vola

ETFs
64.9K
+ 217.72%
$59.43 - $63.22 $3.86M - $4.1M
94.7K $5.74M
DWLD
Davis Fundamental ETF Tr

ETFs
101K
+ 654.45%
$35.32 - $39.55 $3.58M - $4.01M
117K $4.4M
TBUX
T Rowe Price Exchange Traded F

ETFs
70K
+ 336.31%
$49.57 - $49.82 $3.47M - $3.49M
90.8K $4.51M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
125K
+ 409.7%
$18.54 - $18.88 $2.32M - $2.36M
156K $2.91M
OUNZ
Van Eck Merk Gold Trust

ETFs
9.95K
+ 2.64%
$25.41 - $30.14 $253K - $300K
387K $11.7M
MLPA
Global X Mlp ETF

ETFs
38.2K
+ 267.52%
$49.83 - $54.53 $1.9M - $2.08M
52.4K $2.79M
GTO
Invesco Actively Managed ETF T

ETFs
36.4K
+ 340.94%
$45.9 - $47.37 $1.67M - $1.73M
47.1K $2.21M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
34.5K
+ 69.0%
$44.68 - $46.49 $1.54M - $1.6M
84.5K $3.91M
GLD
Spdr Gold Trust

ETFs
2.56K
+ 14.53%
$243.19 - $288.14 $621K - $736K
20.1K $5.8M
VEA
Vanguard Ftse Developed Market

ETFs
18.9K
+ 17.35%
$47.4 - $52.99 $895K - $1M
128K $6.49M
XOM
Exxon Mobil Corp

Energy
7.68K
+ 32.2%
$105.44 - $118.93 $809K - $913K
31.5K $3.75M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20K
+ 6.45%
$44.41 - $45.98 $887K - $918K
330K $15M
CGDV
Capital Group Divid Value ETF

ETFs
26.3K
+ 6.04%
$34.95 - $37.36 $921K - $984K
462K $16.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
534
+ 5.3%
$442.66 - $534.52 $236K - $285K
10.6K $5.65M
HD
Home Depot, Inc.

Consumer Cyclical
3.37K
+ 45.86%
$347.25 - $424.87 $1.17M - $1.43M
10.7K $3.93M
IEMG
Ishares Inc

ETFs
19.8K
+ 597.1%
N/A
23.1K $1.24M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28K
+ 198.55%
$33.84 - $37.77 $949K - $1.06M
42.2K $1.54M
GOOGL
Alphabet Inc.

Communication Services
12.6K
+ 47.02%
$154.33 - $206.19 $1.94M - $2.59M
39.2K $6.07M
WM
Waste Management Inc

Industrials
3.53K
+ 68.98%
$200.54 - $233.78 $708K - $825K
8.65K $2M
PANW
Palo Alto Networks Inc

Technology
5.9K
+ 90.57%
$167.82 - $208.28 $990K - $1.23M
12.4K $2.12M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
21.5K
+ 17.71%
$41.17 - $45.22 $886K - $973K
143K $6.07M
SGOL
Abrdn Gold ETF Trust

ETFs
20.5K
+ 53.33%
$25.14 - $29.82 $514K - $610K
58.8K $1.75M
META
Meta Platforms, Inc.

Communication Services
1.38K
+ 18.56%
$576.36 - $736.67 $797K - $1.02M
8.84K $5.09M
T
At&T Inc.

Communication Services
398
+ 0.35%
$21.56 - $28.28 $8.58K - $11.3K
114K $3.23M
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.47K
+ 56.47%
$179.71 - $192.06 $623K - $666K
9.61K $1.77M
LVHI
Franklin International Low Vol

ETFs
12.1K
+ 24.38%
$30.53 - $32.85 $370K - $398K
61.8K $2M
FTNT
Fortinet, Inc.

Technology
4.92K
+ 150.2%
$92.49 - $114.57 $455K - $563K
8.19K $788K
PGR
Progressive Corp

Financial Services
1.06K
+ 27.84%
$235.61 - $291.22 $250K - $309K
4.88K $1.38M
PHYS
Sprott Physical Gold Trust

Financial Services
10.3K
+ 21.3%
$20.25 - $24.06 $208K - $247K
58.5K $1.41M
KLAC
Kla Corp

Technology
452
+ 27.34%
$636.62 - $777.63 $288K - $351K
2.11K $1.43M
LLY
Eli Lilly & CO

Healthcare
309
+ 12.48%
$725.72 - $929.72 $224K - $287K
2.78K $2.3M
Activity Summary
Buys All Purchases 224 New Holdings 54 Increased Positions 170 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 1
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