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
NKE
Nike, Inc.

Consumer Cyclical
672
+ 30.53%
$71.09 - $89.44 $47.8K - $60.1K
2.87K $253K
FNDX
Schwab Fundamental U S Large C

ETFs
922
+ 21.87%
$65.36 - $71.76 $60.3K - $66.2K
5.14K $368K
SBUX
Starbucks Corp

Consumer Cyclical
346
+ 13.47%
$72.51 - $98.6 $25.1K - $34.1K
2.92K $284K
UPS
United Parcel Service Inc

Industrials
620
+ 18.47%
$123.32 - $147.38 $76.5K - $91.4K
3.98K $542K
TXN
Texas Instruments Inc

Technology
414
+ 31.53%
$194.6 - $194.6 $80.6K - $80.6K
1.73K $336K
JXN
Jackson Financial Inc.

Financial Services
295
+ 9.59%
$69.1 - $91.97 $20.4K - $27.1K
3.37K $307K
VDC
Vanguard Consumer Staples ETF

ETFs
253
+ 17.75%
$201.77 - $221.32 $51K - $56K
1.68K $366K
TMO
Thermo Fisher Scientific Inc.

Healthcare
54
+ 8.45%
$531.86 - $624.21 $28.7K - $33.7K
693 $428K
DE
Deere & CO

Industrials
89
+ 10.18%
$344.84 - $418.0 $30.7K - $37.2K
963 $401K
SIXJ
Aim ETF Prods Tr Allianzim U S
2.11K
+ 18.61%
$27.55 - $29.4 $58.2K - $62.1K
13.5K $395K
BTI
British American Tobacco P.L.C.

Consumer Defensive
227
+ 2.09%
$31.07 - $39.36 $7.05K - $8.93K
11.1K $404K
PSA
Public Storage

Real Estate
45
+ 6.97%
$283.13 - $365.01 $12.7K - $16.4K
691 $251K
IRT
Independence Realty Trust, Inc.

Real Estate
50
+ 0.14%
$18.32 - $21.15 $916 - $1.06K
35.4K $726K
AXP
American Express CO

Financial Services
31
+ 2.28%
$225.92 - $271.17 $7K - $8.41K
1.39K $376K
ROP
Roper Technologies Inc

Industrials
123
+ 14.64%
$515.25 - $576.55 $63.4K - $70.9K
963 $535K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.93K
+ 21.78%
$28.75 - $29.46 $55.4K - $56.8K
10.8K $316K
VFH
Vanguard Financial ETF

ETFs
282
+ 10.83%
$99.27 - $111.21 $28K - $31.4K
2.89K $317K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
406
+ 7.47%
$81.1 - $89.18 $32.9K - $36.2K
5.84K $512K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 1.82%
$3305.62 - $4268.05 $9.92K - $12.8K
168 $707K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
637
+ 2.03%
$28.11 - $29.42 $17.9K - $18.7K
32K $940K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
1.28K
+ 21.66%
$32.83 - $34.88 $42.1K - $44.8K
7.21K $251K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
1.21K
+ 10.34%
$35.43 - $36.8 $42.8K - $44.5K
12.9K $473K
MET
Metlife Inc

Financial Services
159
+ 4.93%
$67.96 - $82.48 $10.8K - $13.1K
3.38K $278K
WM
Waste Management Inc

Industrials
283
+ 15.96%
$196.96 - $223.45 $55.7K - $63.2K
2.06K $426K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
473
+ 29.07%
$100.09 - $100.69 $47.3K - $47.6K
2.1K $211K
XLI
Industrial Sector Spdr

ETFs
292
+ 61.73%
$120.56 - $135.44 $35.2K - $39.5K
765 $103K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.76K
+ 24.48%
$23.57 - $24.19 $41.5K - $42.6K
8.96K $216K
UBER
Uber Technologies, Inc

Technology
294
+ 3.27%
$58.48 - $77.47 $17.2K - $22.8K
9.29K $698K
CPRT
Copart Inc

Consumer Cyclical
1.14K
+ 12.52%
$49.19 - $55.54 $56K - $63.2K
10.2K $535K
LNT
Alliant Energy Corp

Utilities
26
+ 0.66%
$50.74 - $60.74 $1.32K - $1.58K
3.95K $239K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
544
+ 60.31%
$54.31 - $61.04 $29.5K - $33.2K
1.45K $88K
VOX
Vanguard Communication Service

ETFs
172
+ 8.45%
$129.82 - $145.39 $22.3K - $25K
2.21K $320K
SPIB
Spdr Portfolio Intermediate Te

ETFs
174
+ 0.66%
$32.36 - $33.78 $5.63K - $5.88K
26.7K $901K
FQAL
Fidelity Covington Tr Quality

ETFs
128
+ 1.67%
$58.92 - $64.9 $7.54K - $8.31K
7.81K $506K
DNP
Dnp Select Income Fund Inc

Financial Services
342
+ 1.9%
$8.21 - $10.03 $2.81K - $3.43K
18.3K $183K
UNP
Union Pacific Corp

Industrials
56
+ 5.35%
$221.78 - $256.09 $12.4K - $14.3K
1.1K $271K
AVEM
American Centy ETF Tr Avantis

ETFs
377
+ 14.31%
$57.2 - $65.59 $21.6K - $24.7K
3.01K $194K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
23
+ 0.21%
$35.93 - $39.64 $826 - $912
10.9K $429K
MPLX
Mplx LP

Energy
217
+ 1.78%
$40.44 - $45.07 $8.78K - $9.78K
12.4K $550K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
33
+ 5.94%
$386.81 - $423.12 $12.8K - $14K
589 $249K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
107
+ 2.65%
$152.9 - $180.39 $16.4K - $19.3K
4.15K $724K
BIBL
Northern Lts Fd Tr Iv

ETFs
269
+ 3.56%
$36.61 - $40.67 $9.85K - $10.9K
7.83K $318K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
406
+ 1.88%
$59.61 - $60.15 $24.2K - $24.4K
22K $1.31M
F
Ford Motor CO

Consumer Cyclical
6.91K
+ 30.01%
$9.71 - $14.55 $67.1K - $101K
29.9K $316K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
755
+ 19.1%
$42.59 - $60.56 $32.2K - $45.7K
4.71K $237K
DFSD
Dimensional ETF Tr Short Durat

ETFs
507
+ 12.37%
$47.0 - $47.84 $23.8K - $24.3K
4.61K $219K
GBF
Ishares Tr

ETFs
39
+ 0.77%
$101.73 - $107.63 $3.97K - $4.2K
5.08K $542K
IWR
Ishares Russell Mid Cap ETF

ETFs
94
+ 4.0%
$79.92 - $88.19 $7.51K - $8.29K
2.44K $215K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
309
+ 2.01%
$23.75 - $26.54 $7.34K - $8.2K
15.7K $416K
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
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email