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
PFI
Invesco Exchange Traded Fd Tr

ETFs
1.64K
+ 3.72%
$47.15 - $56.73 $77.5K - $93.3K
45.8K $2.6M
XLU
Utilities Sector Spdr

ETFs
2.39K
+ 16.33%
$73.09 - $82.77 $175K - $198K
17K $1.39M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
312
+ 17.22%
$299.15 - $396.54 $93.3K - $124K
2.12K $842K
TFC
Truist Financial Corp

Financial Services
4.78K
+ 31.0%
$34.79 - $42.99 $166K - $206K
20.2K $868K
AVDE
American Centy ETF Tr Avantis

ETFs
1.65K
+ 11.67%
$59.32 - $74.36 $98K - $123K
15.8K $1.17M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.06K
+ 21.86%
$83.97 - $92.85 $257K - $284K
17.1K $1.51M
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.17K
+ 11.2%
$81.66 - $93.76 $177K - $203K
21.5K $2.02M
MOH
Molina Healthcare, Inc.

Healthcare
778
+ 748.08%
$290.25 - $353.24 $226K - $275K
882 $262K
LVHI
Franklin International Low Vol

ETFs
6.38K
+ 10.33%
$28.91 - $33.28 $185K - $212K
68.2K $2.22M
FDVV
Fidelity High Dividend ETF

ETFs
1.77K
+ 3.41%
$43.6 - $52.02 $77K - $91.9K
53.6K $2.79M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.35K
+ 10.35%
$45.2 - $46.6 $197K - $203K
46.4K $2.15M
ALTL
Pacer Lunt Large Cap Altenator

Technology
22
+ 0.03%
$31.72 - $37.66 $698 - $829
71.1K $2.68M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
185
+ 2.07%
$104.23 - $134.39 $19.3K - $24.9K
9.12K $1.22M
RTX
Raytheon Technologies Corp

Industrials
34
+ 0.25%
$113.75 - $148.48 $3.87K - $5.05K
13.6K $1.98M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.16K
+ 8.41%
$47.46 - $55.3 $150K - $175K
40.7K $2.24M
DFIV
Dimensional ETF Tr

ETFs
1.26K
+ 3.37%
$34.67 - $43.21 $43.6K - $54.4K
38.6K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 2.97%
$908.13 - $1056.85 $66.3K - $77.2K
2.53K $2.51M
DINT
Davis Fundamental ETF Tr

ETFs
616
+ 1.04%
$19.97 - $25.86 $12.3K - $15.9K
59.7K $1.54M
IYF
Ishares Tr

ETFs
1.25K
+ 39.9%
$99.23 - $120.99 $124K - $151K
4.39K $531K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
984
+ 2.73%
$81.46 - $94.63 $80.2K - $93.1K
37K $3.5M
FDT
First Trust Developed Markets

ETFs
196
+ 1.27%
$52.2 - $68.76 $10.2K - $13.5K
15.7K $1.08M
VNQ
Vanguard Specialized Funds Van

ETFs
1.99K
+ 50.73%
$79.79 - $91.42 $159K - $182K
5.91K $526K
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.14K
+ 43.52%
$33.22 - $37.29 $137K - $154K
13.6K $508K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.83K
+ 75.84%
$100.44 - $129.37 $184K - $237K
4.25K $438K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.84K
+ 3.34%
$29.52 - $35.31 $54.2K - $64.8K
56.7K $2M
GS
Goldman Sachs Group Inc

Financial Services
95
+ 16.73%
$462.22 - $707.75 $43.9K - $67.2K
663 $469K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.62K
+ 45.32%
$71.86 - $82.66 $116K - $134K
5.18K $428K
PKB
Invesco Exchange Traded Fd Tr

ETFs
89
+ 0.81%
$62.05 - $80.65 $5.52K - $7.18K
11K $888K
EMLP
First Tr Exchange Traded Iv

ETFs
4.04K
+ 23.44%
$33.62 - $37.89 $136K - $153K
21.3K $798K
FTC
First Tr Lge Cap Growth

ETFs
25
+ 0.33%
$116.97 - $150.97 $2.92K - $3.77K
7.56K $1.14M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
32
+ 1.51%
$179.95 - $278.88 $5.76K - $8.92K
2.15K $598K
BIDU
Baidu, Inc.

Communication Services
1.82K
+ 174.78%
$76.86 - $92.5 $140K - $168K
2.86K $244K
PH
Parker Hannifin Corp

Industrials
20
+ 1.36%
$517.23 - $700.54 $10.3K - $14K
1.49K $1.04M
SCHO
Schwab Short Term Us Treasury

ETFs
5.65K
+ 6.94%
$24.19 - $24.45 $137K - $138K
87K $2.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.1K
+ 7.35%
$24.32 - $27.87 $514K - $589K
308K $8.17M
CSCO
Cisco Systems, Inc.

Technology
924
+ 9.32%
$53.19 - $69.38 $49.1K - $64.1K
10.8K $752K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
230
+ 0.94%
$30.96 - $40.6 $7.12K - $9.34K
24.7K $996K
KOMP
Spdr S&P Kensho New Economies

ETFs
9
+ 0.05%
$40.86 - $54.38 $368 - $489
17.3K $938K
QUAL
Ishares Msci Usa Quality Facto

ETFs
313
+ 4.8%
$152.42 - $182.82 $47.7K - $57.2K
6.84K $1.25M
SOXX
Ishares Semiconductor ETF

ETFs
139
+ 7.11%
$154.86 - $239.07 $21.5K - $33.2K
2.09K $499K
PGR
Progressive Corp

Financial Services
783
+ 16.05%
$255.27 - $288.74 $200K - $226K
5.66K $1.51M
IYR
Ishares Tr

ETFs
1.84K
+ 6.73%
$84.48 - $96.25 $156K - $177K
29.2K $2.75M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
9.86K
+ 451.65%
$12.21 - $13.9 $120K - $137K
12K $156K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.45K
+ 40.24%
$79.56 - $82.92 $116K - $120K
5.06K $419K
VO
Vanguard Mid Cap ETF

ETFs
41
+ 0.77%
$228.54 - $279.83 $9.37K - $11.5K
5.39K $1.51M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.49K
+ 11.3%
$22.4 - $23.8 $101K - $107K
44.3K $1.05M
FTNT
Fortinet, Inc.

Technology
405
+ 4.95%
$84.71 - $108.69 $34.3K - $44K
8.59K $908K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.02%
$108.12 - $135.04 $216 - $270
9.13K $1.23M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
629
+ 1.86%
$29.12 - $35.84 $18.3K - $22.5K
34.5K $1.24M
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
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