Silver Oak Securities, Inc Incresed Positions in Q2 2025

Silver Oak Securities, Inc

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
761
+ 10.25%
$221.86 - $362.89 $169K - $276K
8.19K $2.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
19.7K
+ 66.88%
$32.62 - $33.58 $643K - $661K
49.1K $1.65M
OMFL
Invesco Exchange Traded Self I

ETFs
787
+ 0.57%
$48.43 - $57.78 $38.1K - $45.5K
139K $8.05M
AMT
American Tower Corp

Real Estate
2.94K
+ 126.82%
$203.96 - $228.19 $600K - $671K
5.26K $1.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.67K
+ 2.2%
$55.54 - $69.09 $92.8K - $115K
77.6K $5.36M
AVUS
American Centy ETF Tr Avantis

ETFs
3.51K
+ 11.28%
$81.38 - $100.82 $286K - $354K
34.6K $3.49M
UHS
Universal Health Services Inc

Healthcare
3.39K
+ 4513.33%
$157.05 - $197.94 $532K - $670K
3.46K $626K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.4K
+ 6.59%
$91.43 - $91.74 $585K - $587K
104K $9.5M
IBKR
Interactive Brokers Group, Inc.

Financial Services
28.2K
+ 311.66%
$50.53 - $212.53 $1.42M - $5.99M
37.2K $2.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.17K
+ 20.45%
$483.48 - $539.8 $1.05M - $1.17M
12.8K $6.21M
EME
Emcor Group, Inc.

Industrials
280
+ 11.83%
$342.02 - $534.89 $95.8K - $150K
2.65K $1.42M
SCHP
Schwab Strategic Us Tips ETF

ETFs
19.2K
+ 18.49%
$26.18 - $26.93 $502K - $516K
123K $3.28M
AIQ
Global X Funds Global X Artifi

ETFs
9.08K
+ 89.25%
$31.5 - $43.69 $286K - $397K
19.2K $840K
OSCV
Opus Small Cap Value ETF

ETFs
8.36K
+ 7.57%
$31.34 - $36.29 $262K - $303K
119K $4.29M
PRN
Invesco Dwa Industrials Moment

ETFs
737
+ 4.43%
$122.83 - $157.05 $90.5K - $116K
17.4K $2.73M
NOW
Service Now, Inc.

Technology
272
+ 40.96%
$721.65 - $1040.18 $196K - $283K
936 $962K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.06K
+ 5.83%
$45.88 - $54.4 $186K - $221K
73.7K $4.01M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.38K
+ 3.33%
$56.88 - $70.77 $78.3K - $97.5K
42.7K $3.02M
JPM
Jpmorgan Chase & CO

Financial Services
121
+ 1.54%
$210.28 - $289.91 $25.4K - $35.1K
8K $2.32M
TMDX
Trans Medics Group, Inc.

Healthcare
2.82K
+ 56460.0%
$67.67 - $143.04 $191K - $404K
2.83K $378K
WMT
Walmart Inc.

Consumer Defensive
214
+ 0.61%
$81.79 - $99.98 $17.5K - $21.4K
35.4K $3.46M
JPRE
J P Morgan Exchange Traded Fd

ETFs
7.83K
+ 149.25%
$42.75 - $48.79 $335K - $382K
13.1K $623K
PMAR
Innovator U.S. Equity Power Bu

ETFs
8.18K
+ 86.21%
$37.18 - $42.23 $304K - $346K
17.7K $746K
RECS
Columbia ETF Tr I

ETFs
2.17K
+ 2.77%
$29.4 - $36.79 $63.9K - $79.9K
80.6K $2.96M
SECT
Sector 10, Inc.

ETFs
3.26K
+ 14.92%
$45.25 - $58.07 $148K - $189K
25.1K $1.46M
YJUN
First Tr Exchange Traded Fd Vi
12.7K
+ 78.22%
$21.32 - $24.75 $271K - $315K
29K $709K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.16K
+ 8.53%
$51.16 - $62.02 $162K - $196K
40.3K $2.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.14K
+ 4.06%
$39.89 - $49.46 $85.5K - $106K
55K $2.72M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
4.25K
+ 10.57%
$31.29 - $38.89 $133K - $165K
44.5K $1.73M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.48K
+ 22.05%
$89.87 - $92.93 $312K - $323K
19.2K $1.77M
SLV
I Shares Silver Trust

ETFs
7.65K
+ 21.85%
$27.08 - $33.74 $207K - $258K
42.7K $1.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.68K
+ 1.91%
$49.79 - $50.75 $283K - $288K
304K $15.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
928
+ 29.35%
$139.8 - $197.22 $130K - $183K
4.09K $806K
IDXX
Idexx Laboratories Inc

Healthcare
449
+ 93.74%
$361.04 - $536.34 $162K - $241K
928 $497K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.8K
+ 145.57%
$19.16 - $23.81 $227K - $282K
20K $475K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.38K
+ 24.76%
$39.34 - $40.41 $290K - $298K
37.2K $1.49M
UBER
Uber Technologies, Inc

Technology
766
+ 7.2%
$64.62 - $93.3 $49.5K - $71.5K
11.4K $1.06M
GOOG
Alphabet Inc.

Communication Services
198
+ 1.67%
$146.58 - $180.01 $29K - $35.6K
12K $2.14M
IXUS
Ishares Tr

ETFs
582
+ 1.87%
$62.37 - $77.63 $36.3K - $45.2K
31.8K $2.46M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
432
+ 7.09%
$66.89 - $111.18 $28.9K - $48K
6.53K $725K
JSML
Janus Detroit Str Tr Henderson

ETFs
3.46K
+ 64.57%
$54.0 - $67.45 $187K - $233K
8.82K $594K
FYX
First Tr Small Cap Core Alphad

ETFs
500
+ 1.67%
$79.22 - $97.28 $39.6K - $48.6K
30.4K $2.96M
VTV
Vanguard Value ETF

ETFs
1.26K
+ 11.94%
$153.67 - $176.74 $193K - $222K
11.8K $2.08M
DIS
Walt Disney CO

Communication Services
14
+ 0.14%
$81.72 - $124.01 $1.14K - $1.74K
10.4K $1.28M
RMD
Resmed Inc

Healthcare
364
+ 7.48%
$204.54 - $258.0 $74.5K - $93.9K
5.23K $1.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.47%
$4164.15 - $5789.24 $4.16K - $5.79K
215 $1.24M
C
Citigroup Inc

Financial Services
1.92K
+ 29.41%
$58.13 - $85.12 $112K - $164K
8.46K $719K
PVAL
Putnam ETF Tr Putnam Focused L
4.48K
+ 14.22%
$33.6 - $40.23 $150K - $180K
36K $1.45M
IBM
International Business Machines Corp

Technology
14
+ 0.28%
$221.03 - $294.78 $3.09K - $4.13K
5.09K $1.5M
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
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email