Silver Oak Securities, Inc Incresed Positions in Q3 2024

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
58.8K
+ 49.5%
$98.99 - $101.51 $5.82M - $5.97M
177K $18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.7K
+ 48.11%
$434.77 - $502.96 $4.63M - $5.36M
32.8K $16M
AAPL
Apple Inc.

Technology
15.1K
+ 23.51%
$207.23 - $234.82 $3.14M - $3.55M
79.5K $18.5M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
111K
+ 7915.37%
$39.98 - $43.99 $4.43M - $4.87M
112K $4.93M
VTI
Vanguard Total Stock Market Et

ETFs
15.4K
+ 51.61%
$255.18 - $283.2 $3.92M - $4.35M
45.1K $12.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
41.8K
+ 108.54%
$84.77 - $97.13 $3.55M - $4.06M
80.4K $7.7M
AVUV
American Centy ETF Tr Avantis

ETFs
38.7K
+ 69.12%
$88.24 - $99.7 $3.41M - $3.85M
94.6K $9.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
40.2K
+ 44.59%
$77.02 - $85.06 $3.1M - $3.42M
130K $11M
NVDA
Nvidia Corp

Technology
32.7K
+ 46.54%
$98.91 - $134.91 $3.24M - $4.41M
103K $12.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.16K
+ 77.21%
$517.38 - $573.86 $3.19M - $3.54M
14.1K $8.12M
FTCS
First Trust Capital Strength E

ETFs
5.99K
+ 1.42%
$83.58 - $90.94 $501K - $545K
427K $38.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.76K
+ 247.25%
$332.02 - $382.76 $2.91M - $3.35M
12.3K $4.62M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
50K
+ 36.11%
$48.51 - $52.86 $2.43M - $2.64M
189K $9.97M
GLD
Spdr Gold Trust

ETFs
12.1K
+ 145.73%
$215.56 - $246.98 $2.61M - $2.99M
20.4K $4.96M
SCHP
Schwab Strategic Us Tips ETF

ETFs
55.7K
+ 2393.77%
$51.58 - $53.79 $2.87M - $3M
58K $3.11M
ACWI
Ishares Msci Acwi ETF

ETFs
21.6K
+ 45.04%
$107.24 - $119.84 $2.31M - $2.59M
69.5K $8.3M
OUNZ
Van Eck Merk Gold Trust

ETFs
92.9K
+ 50.67%
$22.51 - $25.83 $2.09M - $2.4M
276K $7.02M
CGDV
Capital Group Divid Value ETF

ETFs
46.8K
+ 14.02%
$32.96 - $36.48 $1.54M - $1.71M
381K $13.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
55.3K
+ 34.32%
$50.52 - $50.95 $2.79M - $2.82M
216K $11M
USFR
Wisdomtree Floating Rate Treas

ETFs
55.5K
+ 29.3%
$50.2 - $50.48 $2.79M - $2.8M
245K $12.3M
SPYG
Spdr Portfolio

ETFs
28.7K
+ 20.79%
$73.38 - $84.1 $2.1M - $2.41M
167K $13.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33.8K
+ 1169.75%
$76.38 - $78.87 $2.58M - $2.67M
36.7K $2.89M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
52.2K
+ 67.49%
$44.65 - $47.21 $2.33M - $2.47M
130K $6.06M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.8K
+ 51.72%
$60.84 - $67.51 $1.99M - $2.21M
96.1K $6.49M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.7K
+ 432.62%
$162.64 - $179.3 $2.06M - $2.28M
15.6K $2.8M
AVUS
American Centy ETF Tr Avantis

ETFs
24.1K
+ 8519.43%
$86.27 - $95.15 $2.08M - $2.29M
24.4K $2.32M
MGV
Vanguard Mega Cap Value

ETFs
17K
+ 642.81%
$118.0 - $128.28 $2.01M - $2.19M
19.7K $2.53M
SCHO
Schwab Short Term Us Treasury

ETFs
44.7K
+ 1623.67%
$47.93 - $49.06 $2.14M - $2.19M
47.4K $2.32M
AVGO
Broadcom Inc.

Technology
18.3K
+ 2533.2%
$136.27 - $1745.86 $2.5M - $32M
19K $3.28M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
24.7K
+ 70.37%
$85.84 - $85.84 $2.12M - $2.12M
59.7K $5.13M
VB
Vanguard Small Cap ETF

ETFs
7.87K
+ 72.89%
$214.77 - $237.72 $1.69M - $1.87M
18.7K $4.43M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
40.6K
+ 537.8%
$45.75 - $50.32 $1.86M - $2.04M
48.2K $2.39M
CAT
Caterpillar Inc

Industrials
2.05K
+ 10.02%
$316.8 - $391.12 $650K - $802K
22.5K $8.81M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
28.3K
+ 292.99%
$59.93 - $66.52 $1.7M - $1.88M
38K $2.53M
PG
Procter & Gamble CO

Consumer Defensive
10.1K
+ 82.71%
$160.76 - $177.82 $1.62M - $1.79M
22.3K $3.85M
IYR
Ishares Tr

ETFs
15.3K
+ 113.62%
$86.93 - $103.61 $1.33M - $1.58M
28.7K $2.92M
FCTR
First Tr Exchange Traded Fd

ETFs
55.9K
+ 478.94%
$27.94 - $32.42 $1.56M - $1.81M
67.6K $2.1M
ALTL
Pacer Lunt Large Cap Altenator

Technology
44.6K
+ 439.64%
$34.35 - $38.22 $1.53M - $1.7M
54.7K $2.09M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.63K
+ 75.54%
$162.83 - $179.16 $1.41M - $1.55M
20.1K $3.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.6K
+ 48.08%
$105.53 - $118.34 $1.23M - $1.38M
35.9K $4.19M
RDVY
First Trust Rising Dividend Ac

ETFs
11.8K
+ 6.14%
$53.68 - $59.24 $636K - $702K
205K $12.1M
MSFT
Microsoft Corp

Technology
4.15K
+ 26.56%
$395.15 - $467.56 $1.64M - $1.94M
19.8K $8.51M
IBKR
Interactive Brokers Group, Inc.

Financial Services
10.5K
+ 40384.62%
$108.65 - $139.41 $1.14M - $1.46M
10.5K $1.47M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
30.9K
+ 371.26%
$42.64 - $46.54 $1.32M - $1.44M
39.3K $1.81M
IAU
Ishares Gold Trust

ETFs
26.5K
+ 182.32%
$44.06 - $50.5 $1.17M - $1.34M
41K $2.04M
HWM
Howmet Aerospace Inc.

Industrials
13.6K
+ 1695.27%
$77.3 - $100.22 $1.05M - $1.37M
14.4K $1.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.89K
+ 1186.47%
$147.95 - $191.05 $1.17M - $1.51M
8.56K $1.49M
TJX
Tjx Companies Inc

Consumer Cyclical
11.5K
+ 664.63%
$107.93 - $120.23 $1.25M - $1.39M
13.3K $1.56M
ANET
Arista Networks, Inc.

Technology
3.47K
+ 1248.92%
$311.42 - $388.21 $1.08M - $1.35M
3.75K $1.44M
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
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