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
ENB
Enbridge Inc

Energy
1.17K
+ 16.5%
$41.54 - $45.45 $48.4K - $52.9K
8.23K $364K
BTI
British American Tobacco P.L.C.

Consumer Defensive
114
+ 1.03%
$35.35 - $42.74 $4.03K - $4.87K
11.1K $460K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
431
+ 27.23%
$126.11 - $135.06 $54.4K - $58.2K
2.01K $259K
BNDX
Vanguard Total International B

ETFs
1.21K
+ 39.73%
$48.33 - $49.5 $58.5K - $59.9K
4.26K $207K
OTIS
Otis Worldwide Corp

Industrials
20
+ 0.39%
$90.77 - $104.01 $1.82K - $2.08K
5.12K $528K
PSX
Phillips 66

Energy
259
+ 12.13%
$113.93 - $131.55 $29.5K - $34.1K
2.39K $295K
CPRT
Copart Inc

Consumer Cyclical
968
+ 8.95%
$52.3 - $59.83 $50.6K - $57.9K
11.8K $666K
MET
Metlife Inc

Financial Services
506
+ 13.38%
$77.7 - $87.0 $39.3K - $44K
4.29K $344K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
750
+ 6.74%
$16.21 - $17.94 $12.2K - $13.5K
11.9K $213K
ADI
Analog Devices Inc

Technology
267
+ 13.42%
$201.56 - $243.82 $53.8K - $65.1K
2.26K $454K
UNP
Union Pacific Corp

Industrials
84
+ 8.46%
$225.21 - $254.42 $18.9K - $21.4K
1.08K $254K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
885
+ 3.51%
N/A
26.1K $821K
DTE
Dte Energy CO

Utilities
8
+ 0.54%
$117.6 - $138.27 $941 - $1.11K
1.48K $205K
FISV
Fiserv Inc

Technology
182
+ 6.87%
N/A
2.83K $354K
DNP
Dnp Select Income Fund Inc

Financial Services
343
+ 1.84%
$8.93 - $9.92 $3.06K - $3.4K
19K $187K
F
Ford Motor CO

Consumer Cyclical
1.85K
+ 4.52%
$9.12 - $10.43 $16.9K - $19.3K
42.8K $428K
MPW
Medical Properties Trust Inc

Real Estate
203
+ 1.91%
$3.83 - $6.21 $777 - $1.26K
10.9K $65K
TXN
Texas Instruments Inc

Technology
110
+ 6.84%
N/A
1.72K $334K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
313
+ 1.93%
$39.61 - $42.65 $12.4K - $13.3K
16.5K $672K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
150
+ 3.65%
$55.76 - $59.54 $8.36K - $8.93K
4.27K $247K
BA
Boeing CO

Industrials
201
+ 6.61%
$148.15 - $186.25 $29.8K - $37.4K
3.24K $553K
GAB
Gabelli Equity Trust Inc

Financial Services
1.03K
+ 1.62%
$5.36 - $5.67 $5.52K - $5.83K
64.5K $355K
FTA
First Tr Large Cap Value

ETFs
117
+ 0.64%
$74.42 - $80.34 $8.71K - $9.4K
18.3K $1.4M
C
Citigroup Inc

Financial Services
121
+ 1.89%
$67.23 - $84.63 $8.13K - $10.2K
6.54K $463K
GS
Goldman Sachs Group Inc

Financial Services
44
+ 8.4%
$524.81 - $672.19 $23.1K - $29.6K
568 $310K
RAVI
Flexshares Tr Ready Access Var

ETFs
59
+ 0.54%
$75.2 - $75.58 $4.44K - $4.46K
11K $828K
LMT
Lockheed Martin Corp

Industrials
120
+ 10.41%
$423.19 - $506.29 $50.8K - $60.8K
1.27K $568K
PWR
Quanta Services, Inc.

Industrials
202
+ 27.52%
$236.71 - $358.03 $47.8K - $72.3K
936 $237K
TFC
Truist Financial Corp

Financial Services
917
+ 6.32%
$39.48 - $48.15 $36.2K - $44.2K
15.4K $634K
HSY
Hershey CO

Consumer Defensive
12
+ 0.67%
$144.74 - $186.36 $1.74K - $2.24K
1.8K $307K
AXP
American Express CO

Financial Services
150
+ 10.53%
$255.39 - $325.87 $38.3K - $48.9K
1.57K $423K
Sharkninja Inc
708
+ 13.84%
N/A
5.82K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
7.12K
+ 72.14%
N/A
17K $0
Arista Networks Inc
831
+ 4.47%
N/A
19.4K $0
Vanguard Malvern Fds
6.46K
+ 13.76%
N/A
53.4K $0
Ge Vernova Inc
17
+ 1.83%
N/A
944 $0
Linde PLC
147
+ 12.18%
N/A
1.35K $0
Lam Research Corp
65
+ 1.68%
N/A
3.94K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8.22K
+ 144.71%
N/A
13.9K $0
Sila Realty Trust Inc
28
+ 1.44%
N/A
1.97K $0
CGMS
Capital Grp Core Plus Income E
18.9K
+ 11.08%
N/A
189K $0
CMI
Cummins Inc

Industrials
6
+ 6.98%
$312.92 - $386.07 $1.88K - $2.32K
92 $28K
CMCSA
Comcast Corp

Communication Services
107
+ 1.15%
$33.19 - $38.23 $3.55K - $4.09K
9.44K $348K
BX
Blackstone Inc.

Financial Services
364
+ 21.94%
$136.53 - $186.74 $49.7K - $68K
2.02K $282K
PEP
Pepsico Inc

Consumer Defensive
19
+ 0.6%
$142.64 - $156.42 $2.71K - $2.97K
3.18K $476K
JXN
Jackson Financial Inc.

Financial Services
91
+ 2.68%
$79.36 - $97.88 $7.22K - $8.91K
3.48K $291K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
292
+ 1.69%
$24.57 - $26.23 $7.17K - $7.66K
17.5K $431K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
73
+ 2.09%
$119.84 - $136.1 $8.75K - $9.94K
3.57K $431K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
464
+ 3.65%
$4.79 - $6.02 $2.22K - $2.79K
13.2K $64K
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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