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
KOMP
Spdr S&P Kensho New Economies

ETFs
7.47K
+ 179.64%
$44.44 - $50.42 $332K - $377K
11.6K $573K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.68K
+ 62.34%
$65.15 - $72.97 $305K - $341K
12.2K $888K
FNDA
Schwab Fundamental U S Small C

ETFs
5.54K
+ 57.66%
$54.26 - $60.01 $301K - $333K
15.2K $902K
VO
Vanguard Mid Cap ETF

ETFs
1.05K
+ 23.33%
$237.84 - $263.83 $249K - $276K
5.53K $1.46M
VLUE
Ishares Msci Usa Value Factor

ETFs
3.4K
+ 339600.0%
$99.14 - $109.18 $337K - $371K
3.4K $370K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.09K
+ 62.57%
$71.9 - $79.86 $294K - $327K
10.6K $844K
DFAT
Dimensional ETF Tr U S Target

ETFs
5.78K
+ 62.92%
$51.0 - $57.07 $295K - $330K
15K $831K
BALT
Innovator Etfs Tr
10K
+ 18.05%
$29.76 - $30.83 $298K - $308K
65.4K $2.02M
HSY
Hershey CO

Consumer Defensive
1.82K
+ 2762.12%
$182.45 - $203.25 $333K - $371K
1.89K $362K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.9K
+ 158.88%
$41.34 - $43.55 $327K - $344K
12.9K $555K
THY
Toews Agility Shares Dynamic T

Technology
14.4K
+ 115.41%
$22.18 - $23.08 $319K - $332K
26.8K $618K
RAVI
Flexshares Tr Ready Access Var

ETFs
4.46K
+ 44.17%
$75.14 - $75.66 $335K - $337K
14.6K $1.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.52K
+ 59.57%
$42.22 - $48.62 $275K - $317K
17.5K $812K
RTX
Raytheon Technologies Corp

Industrials
764
+ 6.68%
$99.55 - $123.34 $76.1K - $94.2K
12.2K $1.48M
AVDE
American Centy ETF Tr Avantis

ETFs
4.33K
+ 56.96%
$60.09 - $67.67 $260K - $293K
11.9K $800K
ADP
Automatic Data Processing Inc

Industrials
1.07K
+ 193.67%
$233.44 - $279.45 $250K - $299K
1.62K $449K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.81K
+ 161.65%
$46.9 - $51.96 $273K - $302K
9.41K $484K
TDIV
First Trust Nasdaq Technology

ETFs
3.01K
+ 22.35%
$70.51 - $81.07 $212K - $244K
16.5K $1.32M
IBM
International Business Machines Corp

Technology
390
+ 8.63%
$175.1 - $223.38 $68.3K - $87.1K
4.91K $1.09M
ABT
Abbott Laboratories

Healthcare
2.2K
+ 44.71%
$100.07 - $118.13 $220K - $260K
7.11K $810K
TFLO
Ishares Treasury Floating Rate

ETFs
6.1K
+ 4.06%
$50.42 - $50.66 $308K - $309K
156K $7.9M
VTV
Vanguard Value ETF

ETFs
1.11K
+ 15.31%
$159.75 - $174.57 $177K - $194K
8.37K $1.46M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
11.2K
+ 9898.23%
$25.19 - $26.39 $282K - $295K
11.3K $296K
XLC
Select Sector Spdr Tr Communic

ETFs
2.93K
+ 48.26%
$82.16 - $90.4 $240K - $264K
8.99K $812K
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.78K
+ 196.53%
$45.87 - $48.53 $265K - $281K
8.73K $420K
ORCL
Oracle Corp

Technology
778
+ 15.26%
$125.9 - $170.35 $98K - $133K
5.88K $1M
LMT
Lockheed Martin Corp

Industrials
220
+ 17.31%
$460.3 - $584.56 $101K - $129K
1.49K $871K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.45K
+ 20.73%
$73.43 - $80.37 $180K - $197K
14.3K $1.15M
TBUX
T Rowe Price Exchange Traded F

ETFs
5.3K
+ 27.03%
$49.46 - $49.99 $262K - $265K
24.9K $1.24M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.83K
+ 13.36%
$94.31 - $103.26 $172K - $189K
15.5K $1.59M
V
Visa Inc.

Financial Services
709
+ 13.51%
$253.74 - $291.56 $180K - $207K
5.96K $1.64M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.22K
+ 60.85%
$33.89 - $41.64 $177K - $217K
13.8K $549K
GE
General Electric CO

Industrials
706
+ 16.74%
$156.66 - $189.66 $111K - $134K
4.92K $928K
PMAR
Innovator U.S. Equity Power Bu

ETFs
6.23K
+ 87.98%
$36.89 - $39.25 $230K - $245K
13.3K $522K
VOOV
Vanguard S&P 500 Value ETF

ETFs
631
+ 7.12%
$175.0 - $190.72 $110K - $120K
9.49K $1.81M
COST
Costco Wholesale Corp

Consumer Defensive
181
+ 8.2%
$801.83 - $917.05 $145K - $166K
2.39K $2.12M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
7.16K
+ 4650.0%
$30.87 - $33.59 $221K - $241K
7.32K $245K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.61K
+ 1229.39%
$36.02 - $41.68 $202K - $234K
6.06K $250K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.46K
+ 35.59%
$60.73 - $63.8 $210K - $221K
13.2K $836K
JSML
Janus Detroit Str Tr Henderson

ETFs
3.02K
+ 70.92%
$58.37 - $65.4 $176K - $197K
7.27K $475K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.09K
+ 21.81%
$31.05 - $34.29 $158K - $175K
28.4K $975K
VZ
Verizon Communications Inc

Communication Services
3.37K
+ 17.76%
$38.89 - $45.0 $131K - $152K
22.3K $1M
LOW
Lowes Companies Inc

Consumer Cyclical
399
+ 18.24%
$213.3 - $270.78 $85.1K - $108K
2.59K $700K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
2.43K
+ 37.54%
$65.4 - $72.79 $159K - $177K
8.91K $647K
JNJ
Johnson & Johnson

Healthcare
711
+ 12.04%
$145.48 - $167.38 $103K - $119K
6.62K $1.07M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
10.4K
+ 68.04%
$18.36 - $19.08 $191K - $199K
25.7K $490K
MRSK
Toews Agility Shares Managed R

Technology
5.28K
+ 10.98%
$30.46 - $32.96 $161K - $174K
53.4K $1.74M
FDL
First Tr Morningstar Dividend

ETFs
3.03K
+ 15.78%
$37.66 - $42.06 $114K - $127K
22.2K $931K
CGCP
Capital Group Core Plus Income

ETFs
8.1K
+ 58.93%
$22.12 - $23.31 $179K - $189K
21.9K $505K
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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