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
RTX
Raytheon Technologies Corp

Industrials
1.3K
+ 10.59%
$114.1 - $135.66 $148K - $176K
13.5K $1.79M
POST
Post Holdings, Inc.

Consumer Defensive
2.82K
+ 73.33%
$104.57 - $116.92 $295K - $330K
6.68K $776K
JNJ
Johnson & Johnson

Healthcare
1.05K
+ 13.76%
$142.06 - $167.7 $148K - $175K
8.64K $1.43M
V
Visa Inc.

Financial Services
233
+ 3.7%
$306.92 - $362.71 $71.5K - $84.5K
6.53K $2.29M
QCOM
Qualcomm Inc

Technology
1.89K
+ 16.62%
$151.94 - $175.86 $287K - $333K
13.3K $2.04M
INTC
Intel Corp

Technology
9.18K
+ 38.88%
$19.1 - $27.39 $175K - $251K
32.8K $744K
DUK
Duke Energy Corp

Utilities
735
+ 6.18%
$105.87 - $121.97 $77.8K - $89.6K
12.6K $1.54M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
202
+ 0.27%
$58.01 - $64.46 $11.7K - $13K
75.9K $4.72M
FSK
Fs Kkr Capital Corp

Financial Services
13.1K
+ 43.62%
$20.47 - $24.06 $268K - $316K
43.2K $904K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
755
+ 11.87%
$88.0 - $115.5 $66.4K - $87.2K
7.12K $812K
SHW
Sherwin Williams CO

Basic Materials
609
+ 23.64%
$330.16 - $365.55 $201K - $223K
3.19K $1.11M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
4.54K
+ 13.62%
$40.77 - $42.27 $185K - $192K
37.9K $1.6M
UBER
Uber Technologies, Inc

Technology
1.45K
+ 15.76%
$63.17 - $81.49 $91.5K - $118K
10.6K $774K
ABBV
Abb Vie Inc.

Healthcare
69
+ 1.13%
$169.2 - $216.66 $11.7K - $14.9K
6.18K $1.3M
SO
Southern CO

Utilities
558
+ 3.74%
$80.96 - $92.96 $45.2K - $51.9K
15.5K $1.42M
ROP
Roper Technologies Inc

Industrials
205
+ 19.65%
$502.71 - $593.81 $103K - $122K
1.25K $735K
MMM
3 M CO

Industrials
923
+ 30.48%
$129.7 - $155.12 $120K - $143K
3.95K $580K
AMT
American Tower Corp

Real Estate
508
+ 28.05%
$173.46 - $217.6 $88.1K - $111K
2.32K $504K
ARCC
Ares Capital Corp

Financial Services
7.22K
+ 51.09%
$21.28 - $23.81 $154K - $172K
21.4K $473K
ABT
Abbott Laboratories

Healthcare
73
+ 1.06%
$111.1 - $140.22 $8.11K - $10.2K
6.97K $924K
DE
Deere & CO

Industrials
183
+ 14.34%
$408.57 - $509.27 $74.8K - $93.2K
1.46K $684K
KO
Coca Cola CO

Consumer Defensive
630
+ 6.18%
$60.81 - $72.32 $38.3K - $45.6K
10.8K $775K
ACGL
Arch Capital Group Ltd.

Financial Services
1.12K
+ 19.18%
$88.13 - $96.94 $98.3K - $108K
6.93K $666K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.5K
+ 14.85%
$63.38 - $72.02 $158K - $180K
19.3K $1.26M
PLTR
Palantir Technologies Inc.

Technology
25
+ 0.18%
$64.98 - $124.62 $1.62K - $3.12K
14.1K $1.19M
AFL
Aflac Inc

Financial Services
819
+ 32.72%
$100.99 - $111.19 $82.7K - $91.1K
3.32K $369K
UPS
United Parcel Service Inc

Industrials
1.53K
+ 42.84%
$109.66 - $136.26 $168K - $208K
5.1K $560K
AMGN
Amgen Inc

Healthcare
70
+ 4.14%
$258.59 - $327.36 $18.1K - $22.9K
1.76K $548K
ISRG
Intuitive Surgical Inc

Healthcare
313
+ 17.54%
$476.63 - $610.45 $149K - $191K
2.1K $1.04M
MO
Altria Group, Inc.

Consumer Defensive
272
+ 2.38%
$50.81 - $60.02 $13.8K - $16.3K
11.7K $701K
SBUX
Starbucks Corp

Consumer Cyclical
736
+ 16.32%
$91.75 - $115.81 $67.5K - $85.2K
5.25K $514K
KR
Kroger CO

Consumer Defensive
541
+ 5.38%
$58.36 - $67.72 $31.6K - $36.6K
10.6K $717K
VIG
Vanguard Dividend Appreciation

ETFs
556
+ 19.6%
N/A
3.39K $618K
JPM
Jpmorgan Chase & CO

Financial Services
225
+ 2.94%
$225.19 - $279.95 $50.7K - $63K
7.88K $1.93M
RECS
Columbia ETF Tr I

ETFs
6.37K
+ 7.71%
$32.64 - $36.08 $208K - $230K
89K $2.96M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.81K
+ 4.86%
$11.66 - $14.98 $21.1K - $27.2K
39.2K $533K
PG
Procter & Gamble CO

Consumer Defensive
199
+ 0.91%
$158.56 - $176.26 $31.6K - $35.1K
22.1K $3.76M
CRM
Salesforce, Inc.

Technology
857
+ 39.31%
$268.36 - $359.95 $230K - $308K
3.04K $815K
MPLX
Mplx LP

Energy
764
+ 9.81%
$47.88 - $54.65 $36.6K - $41.8K
8.56K $457K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
26
+ 0.14%
$47.45 - $51.96 $1.23K - $1.35K
19.1K $988K
PVAL
Putnam ETF Tr Putnam Focused L
1.39K
+ 4.63%
$36.8 - $39.59 $51.3K - $55.1K
31.5K $1.2M
WPC
W. P. Carey Inc.

Real Estate
657
+ 15.38%
$53.5 - $65.05 $35.1K - $42.7K
4.93K $311K
BR
Broadridge Financial Solutions, Inc.

Technology
205
+ 11.9%
$221.46 - $244.83 $45.4K - $50.2K
1.93K $467K
OXY
Occidental Petroleum Corp

Energy
1.52K
+ 35.21%
$45.45 - $52.7 $69.3K - $80.3K
5.85K $288K
COP
Conocophillips

Energy
591
+ 28.35%
$88.6 - $105.85 $52.4K - $62.6K
2.68K $281K
AEP
American Electric Power CO Inc

Utilities
438
+ 27.1%
$90.32 - $109.27 $39.6K - $47.9K
2.05K $224K
ADP
Automatic Data Processing Inc

Industrials
127
+ 4.55%
$286.85 - $318.64 $36.4K - $40.5K
2.92K $892K
MU
Micron Technology Inc

Technology
643
+ 17.82%
$86.89 - $109.38 $55.9K - $70.3K
4.25K $369K
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 1.94%
$279.74 - $321.29 $12.3K - $14.1K
2.32K $723K
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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