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
PSLV
Sprott Physical Silver Trust

Financial Services
18.4K
+ 131.14%
$9.17 - $10.84 $168K - $199K
32.4K $338K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
186
+ 0.84%
$72.52 - $82.35 $13.5K - $15.3K
22.4K $1.83M
ABBV
Abb Vie Inc.

Healthcare
521
+ 15.03%
$163.84 - $199.33 $85.4K - $104K
3.99K $787K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.48K
+ 64.15%
$39.15 - $46.02 $136K - $160K
8.91K $407K
MRK
Merck & Co., Inc.

Healthcare
2.24K
+ 33.1%
$111.15 - $128.97 $249K - $289K
9.02K $1.02M
CARR
Carrier Global Corp

Industrials
65
+ 0.63%
$61.9 - $80.88 $4.02K - $5.26K
10.4K $835K
MU
Micron Technology Inc

Technology
1.96K
+ 187.31%
$86.27 - $136.82 $169K - $269K
3.01K $312K
GAB
Gabelli Equity Trust Inc

Financial Services
29.3K
+ 64.9%
$5.15 - $5.6 $151K - $164K
74.4K $408K
NURE
Nuveen Short Term Reit ETF

ETFs
3.74K
+ 22.65%
$30.74 - $35.1 $115K - $131K
20.2K $685K
CVS
Cvs Health Corp

Healthcare
2.53K
+ 65.73%
$55.81 - $63.18 $141K - $160K
6.38K $400K
XOM
Exxon Mobil Corp

Energy
1.05K
+ 4.61%
$109.72 - $119.0 $115K - $125K
23.9K $2.8M
NOW
Service Now, Inc.

Technology
129
+ 25.65%
$730.87 - $937.36 $94.3K - $121K
632 $565K
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.36K
+ 57.49%
$33.61 - $35.94 $147K - $157K
11.9K $429K
SO
Southern CO

Utilities
56
+ 0.46%
$77.0 - $90.52 $4.31K - $5.07K
12.4K $1.11M
VIG
Vanguard Dividend Appreciation

ETFs
861
+ 67.42%
$182.15 - $182.15 $157K - $157K
2.14K $389K
IEFA
Ishares Tr

ETFs
1.21K
+ 11.31%
$70.09 - $78.74 $85.1K - $95.6K
11.9K $932K
CMCSA
Comcast Corp

Communication Services
3.25K
+ 55.04%
$37.33 - $41.78 $121K - $136K
9.14K $381K
EMLP
First Tr Exchange Traded Iv

ETFs
3.83K
+ 61.21%
$30.38 - $34.0 $116K - $130K
10.1K $339K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.13K
+ 51.63%
$114.73 - $120.23 $129K - $135K
3.31K $395K
SRLN
Ssga Active Trust

ETFs
3.5K
+ 4.97%
$40.93 - $41.85 $143K - $146K
73.8K $3.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.52K
+ 47.15%
$75.88 - $83.21 $115K - $126K
4.73K $393K
MA
Mastercard Inc

Financial Services
81
+ 4.14%
$429.6 - $500.99 $34.8K - $40.6K
2.04K $1.01M
AFL
Aflac Inc

Financial Services
850
+ 42.67%
$88.52 - $111.8 $75.2K - $95K
2.84K $317K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.95K
+ 43.77%
$56.38 - $61.35 $110K - $120K
6.41K $393K
VRIG
Invesco Actively Managed ETF F

ETFs
5.57K
+ 4.1%
$25.05 - $25.21 $140K - $140K
141K $3.55M
TFC
Truist Financial Corp

Financial Services
2.03K
+ 18.22%
$38.22 - $44.94 $77.6K - $91.2K
13.2K $563K
ITOT
Ishares Core S&P Total U.S. St

ETFs
564
+ 6.5%
$113.41 - $125.62 $64K - $70.8K
9.24K $1.16M
ENB
Enbridge Inc

Energy
2.37K
+ 37.67%
$35.27 - $41.18 $83.6K - $97.6K
8.66K $351K
BR
Broadridge Financial Solutions, Inc.

Technology
501
+ 44.41%
$196.56 - $218.55 $98.5K - $109K
1.63K $350K
BAC
Bank Of America Corp

Financial Services
3.16K
+ 40.66%
$36.65 - $44.13 $116K - $140K
10.9K $434K
ETN
Eaton Corp PLC

Industrials
320
+ 30.77%
$272.52 - $333.02 $87.2K - $107K
1.36K $450K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
1.6K
+ 5.12%
$41.04 - $43.51 $65.7K - $69.6K
32.9K $1.42M
MO
Altria Group, Inc.

Consumer Defensive
1.19K
+ 10.6%
$45.95 - $54.71 $54.5K - $64.8K
12.4K $631K
IEMG
Ishares Inc

ETFs
2.17K
+ 164.47%
$53.64 - $53.64 $116K - $116K
3.49K $187K
URI
United Rentals, Inc.

Industrials
65
+ 16.5%
$627.41 - $814.1 $40.8K - $52.9K
459 $371K
OMFL
Invesco Exchange Traded Self I

ETFs
820
+ 0.56%
$47.65 - $52.99 $39.1K - $43.5K
148K $7.86M
KR
Kroger CO

Consumer Defensive
904
+ 10.56%
$50.43 - $57.3 $45.6K - $51.8K
9.46K $542K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
617
+ 13.54%
$95.1 - $106.76 $58.7K - $65.9K
5.17K $552K
OTIS
Otis Worldwide Corp

Industrials
710
+ 13.73%
$91.43 - $104.43 $64.9K - $74.1K
5.88K $611K
IWL
Ishares Tr Russell 200 ETF

ETFs
238
+ 1.9%
$126.32 - $140.44 $30.1K - $33.4K
12.8K $1.8M
PFE
Pfizer Inc

Healthcare
3.49K
+ 33.26%
$27.7 - $31.39 $96.6K - $109K
14K $404K
AMT
American Tower Corp

Real Estate
267
+ 20.65%
$192.27 - $242.73 $51.3K - $64.8K
1.56K $362K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.87K
+ 16.2%
$42.66 - $45.18 $79.8K - $84.5K
13.4K $605K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.38K
+ 28.34%
$68.53 - $74.13 $94.6K - $102K
6.25K $458K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
992
+ 40.36%
$77.23 - $87.97 $76.6K - $87.3K
3.45K $299K
MMM
3 M CO

Industrials
106
+ 4.08%
$99.69 - $139.42 $10.6K - $14.8K
2.7K $369K
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 1.19%
$245.82 - $304.51 $5.41K - $6.7K
1.87K $568K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.6K
+ 18.72%
$25.36 - $28.37 $66K - $73.9K
16.5K $464K
DOW
Dow Inc.

Basic Materials
1.5K
+ 16.86%
$50.15 - $55.41 $75.1K - $83K
10.4K $567K
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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