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
MO
Altria Group, Inc.

Consumer Defensive
538
+ 4.6%
$55.56 - $60.91 $29.9K - $32.8K
12.2K $716K
SCHQ
Schwab Strategic Tr Long Term

ETFs
1.27K
+ 4.3%
$30.46 - $33.4 $38.8K - $42.6K
30.9K $986K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
29
+ 0.59%
$107.61 - $119.09 $3.12K - $3.45K
4.96K $588K
FTSL
First Trust Senior Ln Fund

ETFs
213
+ 1.26%
$44.58 - $46.07 $9.5K - $9.81K
17.1K $783K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
87
+ 0.08%
$48.5 - $49.35 $4.22K - $4.29K
104K $5.1M
FDLO
Fidelity Covington Tr Low Vola

ETFs
3
+ 0.05%
$54.44 - $62.8 $163 - $188
6.37K $400K
FITB
Fifth Third Bancorp

Financial Services
23
+ 0.39%
$33.32 - $41.51 $766 - $955
5.92K $243K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
90
+ 1.62%
$96.84 - $99.46 $8.72K - $8.95K
5.65K $560K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
25
+ 0.08%
$17.99 - $18.99 $450 - $475
31.4K $595K
JCPB
J P Morgan Exchange Traded Fd

ETFs
221
+ 2.39%
$45.9 - $47.2 $10.1K - $10.4K
9.47K $445K
DFSD
Dimensional ETF Tr Short Durat

ETFs
114
+ 2.21%
$47.09 - $48.01 $5.37K - $5.47K
5.28K $253K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
6
+ 0.05%
$4.41 - $5.47 $26.5 - $32.8
13.2K $72K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
94
+ 0.69%
$41.1 - $42.37 $3.86K - $3.98K
13.8K $583K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
15
+ 0.01%
$42.72 - $44.24 $641 - $664
123K $5.39M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
151
+ 17.08%
$45.12 - $46.23 $6.81K - $6.98K
1.04K $47K
USA
Liberty All Star Equity Fund

Financial Services
254
+ 2.21%
$5.9 - $6.81 $1.5K - $1.73K
11.8K $80K
CMI
Cummins Inc

Industrials
7
+ 7.61%
$267.12 - $336.65 $1.87K - $2.36K
99 $32K
BJUN
Innovator U.S. Equity Buffer E

ETFs
116
+ 0.95%
N/A
12.4K $483K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
38
+ 0.88%
$45.68 - $47.4 $1.74K - $1.8K
4.36K $206K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
82
+ 0.67%
$22.81 - $22.97 $1.87K - $1.88K
12.4K $284K
ACN
Accenture PLC

Technology
42
+ 5.15%
$279.23 - $323.21 $11.7K - $13.6K
857 $256K
MUB
Ishares National Muni Bond ETF

ETFs
23
+ 1.55%
$102.31 - $105.8 $2.35K - $2.43K
1.51K $157K
VZ
Verizon Communications Inc

Communication Services
1.09K
+ 4.96%
$41.67 - $45.62 $45.5K - $49.8K
23.1K $1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.69%
$121.58 - $136.74 $851 - $957
1.03K $139K
TXN
Texas Instruments Inc

Technology
4
+ 0.23%
N/A
1.72K $335K
VGSH
Vanguard

ETFs
13
+ 0.14%
$58.32 - $58.95 $758 - $766
9.27K $544K
First Tr Exchng Traded Fd Vi
1.01K
+ 5.73%
N/A
18.6K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
7.51K
+ 110.89%
N/A
14.3K $0
Arista Networks Inc
6.02K
+ 30.97%
N/A
25.4K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
991
+ 13.9%
N/A
8.12K $0
Lam Research Corp
32
+ 0.81%
N/A
3.97K $0
Blackrock Inc
20
+ 7.02%
N/A
305 $0
Ge Healthcare Technologies I
140
+ 4.6%
N/A
3.18K $0
First Tr Exchng Traded Fd Vi
11.5K
+ 45.01%
N/A
37.2K $0
Vanguard Malvern Fds
2.69K
+ 5.33%
N/A
53.1K $0
J P Morgan Exchange Traded F
6.8K
+ 190.69%
N/A
10.4K $0
First Tr Exchng Traded Fd Vi
4.46K
+ 42.74%
N/A
14.9K $0
Innovator Etfs Trust
364
+ 4.68%
N/A
8.14K $0
ILCG
Ishares Morningstar Growth ETF
13K
+ 820.28%
N/A
14.6K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
11.6K
+ 254.18%
N/A
16.1K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
381
+ 5.17%
N/A
7.75K $0
CGMS
Capital Grp Core Plus Income E
8.35K
+ 4.95%
N/A
177K $0
Linde PLC
577
+ 42.61%
N/A
1.93K $0
Elevation Series Trust
20.4K
+ 900.75%
N/A
22.7K $0
ETF Ser Solutions
38.2K
+ 129.73%
N/A
67.7K $0
Corpay Inc
92
+ 9.5%
N/A
1.06K $0
Northern Lts Fd Tr Iv
2.03K
+ 5.25%
N/A
40.7K $0
Sila Realty Trust Inc
31
+ 1.58%
N/A
2K $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
2
+ 1.26%
$91.23 - $97.27 $182 - $195
161 $15K
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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