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
GD
General Dynamics Corp

Industrials
83
+ 6.02%
$247.68 - $291.66 $20.6K - $24.2K
1.46K $426K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
190
+ 4.52%
$91.62 - $109.97 $17.4K - $20.9K
4.4K $483K
DFAT
Dimensional ETF Tr U S Target

ETFs
258
+ 1.75%
$44.8 - $53.97 $11.6K - $13.9K
15K $807K
KR
Kroger CO

Consumer Defensive
104
+ 0.98%
$64.62 - $74.0 $6.72K - $7.7K
10.7K $767K
RY
Royal Bank Of Canada

Financial Services
26
+ 1.07%
$108.36 - $131.55 $2.82K - $3.42K
2.45K $322K
CAH
Cardinal Health Inc

Healthcare
6
+ 0.39%
$125.0 - $168.0 $750 - $1.01K
1.55K $260K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
127
+ 2.55%
$35.12 - $48.24 $4.46K - $6.13K
5.11K $246K
VIG
Vanguard Dividend Appreciation

ETFs
259
+ 7.63%
N/A
3.65K $665K
BK
Bank Of New York Mellon Corp

Financial Services
215
+ 5.85%
$73.31 - $91.62 $15.8K - $19.7K
3.89K $354K
MS
Morgan Stanley

Financial Services
115
+ 9.27%
$99.83 - $140.86 $11.5K - $16.2K
1.36K $190K
CRM
Salesforce, Inc.

Technology
121
+ 3.98%
$236.26 - $291.15 $28.6K - $35.2K
3.16K $861K
PAVE
Global X Fds Us Infrastructure

ETFs
216
+ 3.58%
$33.78 - $43.68 $7.3K - $9.43K
6.25K $272K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
1.41K
+ 7.38%
$47.13 - $52.52 $66.3K - $73.9K
20.5K $1.03M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
1.23K
+ 1.23%
$40.66 - $41.98 $49.9K - $51.6K
101K $4.22M
CGCP
Capital Group Core Plus Income

ETFs
1.88K
+ 9.22%
$21.92 - $22.56 $41.3K - $42.5K
22.3K $501K
KMI
Kinder Morgan, Inc.

Energy
1.03K
+ 6.73%
$25.21 - $29.4 $26K - $30.3K
16.4K $480K
FTLS
First Tr Long/Short Equity ETF

ETFs
22
+ 0.12%
$60.06 - $66.28 $1.32K - $1.46K
18.4K $1.22M
OXY
Occidental Petroleum Corp

Energy
2.01K
+ 34.36%
$36.11 - $49.33 $72.6K - $99.2K
7.86K $330K
SLB
Schlumberger Limited

Energy
2.99K
+ 40.58%
$31.95 - $42.2 $95.5K - $126K
10.4K $349K
ELV
Elevance Health, Inc.

Healthcare
262
+ 20.11%
$372.27 - $452.69 $97.5K - $119K
1.57K $608K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
618
+ 11.0%
$35.8 - $41.07 $22.1K - $25.4K
6.24K $256K
FIW
First Trust Water ETF

ETFs
212
+ 9.32%
$90.26 - $108.05 $19.1K - $22.9K
2.49K $268K
ADP
Automatic Data Processing Inc

Industrials
99
+ 3.39%
$276.76 - $326.81 $27.4K - $32.4K
3.02K $931K
FNDA
Schwab Fundamental U S Small C

ETFs
84
+ 0.29%
$23.85 - $28.69 $2K - $2.41K
29.3K $838K
JXN
Jackson Financial Inc.

Financial Services
215
+ 6.17%
$70.35 - $89.5 $15.1K - $19.2K
3.7K $328K
PJUL
Innovator U.S. Equity Power Bu

ETFs
112
+ 1.55%
$37.66 - $43.85 $4.22K - $4.91K
7.36K $322K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
304
+ 2.76%
$100.35 - $100.71 $30.5K - $30.6K
11.3K $1.14M
BNDX
Vanguard Total International B

ETFs
554
+ 13.01%
$48.77 - $49.55 $27K - $27.5K
4.81K $238K
WFC
Wells Fargo & Company

Financial Services
75
+ 2.46%
$60.98 - $80.12 $4.57K - $6.01K
3.12K $249K
GLW
Corning Inc

Technology
49
+ 1.2%
$39.07 - $52.59 $1.91K - $2.58K
4.14K $217K
INTC
Intel Corp

Technology
1.74K
+ 5.31%
$18.13 - $22.69 $31.6K - $39.5K
34.5K $773K
NOC
Northrop Grumman Corp

Industrials
67
+ 14.82%
$456.3 - $540.39 $30.6K - $36.2K
519 $259K
PSLV
Sprott Physical Silver Trust

Financial Services
500
+ 1.51%
$9.98 - $12.51 $4.99K - $6.26K
33.7K $412K
BX
Blackstone Inc.

Financial Services
48
+ 2.37%
$120.07 - $151.11 $5.76K - $7.25K
2.07K $309K
MGV
Vanguard Mega Cap Value

ETFs
157
+ 5.56%
$114.87 - $131.25 $18K - $20.6K
2.98K $391K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
354
+ 0.92%
$27.29 - $29.28 $9.66K - $10.4K
38.9K $1.14M
ENB
Enbridge Inc

Energy
382
+ 4.64%
$41.09 - $47.16 $15.7K - $18K
8.61K $390K
ISCG
Ishares Morningstar Small Cap

ETFs
8
+ 0.15%
$39.44 - $49.76 $316 - $398
5.38K $267K
SO
Southern CO

Utilities
274
+ 1.77%
$84.91 - $92.56 $23.3K - $25.4K
15.8K $1.45M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
649
+ 3.95%
$47.42 - $51.67 $30.8K - $33.5K
17.1K $867K
DNP
Dnp Select Income Fund Inc

Financial Services
2.44K
+ 12.85%
$8.89 - $9.88 $21.7K - $24.1K
21.4K $209K
O
Realty Income Corp

Real Estate
468
+ 3.68%
$52.27 - $58.52 $24.5K - $27.4K
13.2K $759K
IAUM
I Shares Gold Trust Micro

ETFs
247
+ 3.78%
$29.65 - $34.24 $7.32K - $8.46K
6.79K $224K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
86
+ 1.96%
$34.72 - $42.74 $2.99K - $3.68K
4.47K $191K
ISMD
Northern Lts Fd Tr Iv

ETFs
55
+ 0.52%
$29.72 - $35.6 $1.63K - $1.96K
10.5K $374K
FPE
First Tr Pfd Secs & Income ETF

ETFs
21
+ 0.03%
$16.93 - $17.81 $356 - $374
80.8K $1.44M
GBF
Ishares Tr

ETFs
135
+ 2.68%
$101.99 - $104.66 $13.8K - $14.1K
5.17K $540K
FISV
Fiserv Inc

Technology
132
+ 4.66%
N/A
2.96K $370K
WMS
Advanced Drainage Systems, Inc.

Industrials
15
+ 0.7%
$96.79 - $123.55 $1.45K - $1.85K
2.15K $247K
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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