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
Dimensional ETF Trust
728
+ 9.55%
N/A
8.35K $0
DGT
Spdr Global Dow ETF
96
+ 0.7%
N/A
13.9K $0
Dimensional ETF Trust
75
+ 1.76%
N/A
4.35K $0
Ea Series Trust
296
+ 15.21%
N/A
2.24K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
22.7K
+ 175.34%
N/A
35.7K $0
Ultimus Managers Tr
15.6K
+ 98.22%
N/A
31.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
81.1K
+ 30.77%
N/A
345K $0
First Tr Exchange Traded Fd
27.8K
+ 114.51%
N/A
52.1K $0
First Tr Exch Traded Fd Iii
876
+ 3.49%
N/A
25.9K $0
FANG
Diamondback Energy, Inc.

Energy
270
+ 14.58%
$119.25 - $161.49 $32.2K - $43.6K
2.12K $291K
DSL
Double Line Income Solutions Fund

Financial Services
363
+ 1.27%
$11.15 - $12.57 $4.05K - $4.56K
29K $354K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
218
+ 0.2%
$22.06 - $22.48 $4.81K - $4.9K
111K $2.46M
TGT
Target Corp

Consumer Defensive
38
+ 1.72%
$88.76 - $105.77 $3.37K - $4.02K
2.25K $222K
LNT
Alliant Energy Corp

Utilities
97
+ 2.37%
$58.79 - $64.85 $5.7K - $6.29K
4.18K $252K
CMCSA
Comcast Corp

Communication Services
48
+ 0.51%
$32.84 - $36.72 $1.58K - $1.76K
9.49K $338K
FXN
First Tr Exchange Traded Fd Fi

ETFs
26
+ 0.26%
$12.88 - $16.75 $335 - $436
10.2K $154K
AFL
Aflac Inc

Financial Services
53
+ 1.6%
$99.77 - $112.45 $5.29K - $5.96K
3.38K $355K
CION
Cion Investment Corp

Financial Services
610
+ 2.19%
$8.68 - $10.48 $5.29K - $6.39K
28.5K $272K
ROP
Roper Technologies Inc

Industrials
17
+ 1.36%
$519.19 - $590.78 $8.83K - $10K
1.27K $717K
BP
Bp PLC

Energy
40
+ 0.8%
$26.11 - $33.81 $1.04K - $1.35K
5.03K $150K
OTIS
Otis Worldwide Corp

Industrials
23
+ 0.45%
$90.88 - $104.3 $2.09K - $2.4K
5.14K $509K
KMB
Kimberly Clark Corp

Consumer Defensive
52
+ 2.3%
$126.84 - $145.22 $6.6K - $7.55K
2.32K $298K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
23
+ 0.09%
$33.15 - $36.46 $762 - $839
26.6K $939K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.82%
$285.55 - $321.23 $5.43K - $6.1K
2.34K $682K
CPRT
Copart Inc

Consumer Cyclical
951
+ 8.07%
$47.72 - $63.84 $45.4K - $60.7K
12.7K $624K
LLY
Eli Lilly & CO

Healthcare
89
+ 3.2%
$713.71 - $898.95 $63.5K - $80K
2.87K $2.24M
JNJ
Johnson & Johnson

Healthcare
286
+ 3.31%
$146.36 - $159.82 $41.9K - $45.7K
8.92K $1.36M
DOW
Dow Inc.

Basic Materials
619
+ 4.05%
$25.81 - $34.89 $16K - $21.6K
15.9K $421K
PG
Procter & Gamble CO

Consumer Defensive
65
+ 0.29%
$157.66 - $172.39 $10.2K - $11.2K
22.1K $3.52M
XOM
Exxon Mobil Corp

Energy
660
+ 2.09%
$99.93 - $119.04 $66K - $78.6K
32.2K $3.47M
AAPL
Apple Inc.

Technology
965
+ 0.98%
$172.42 - $223.89 $166K - $216K
99.6K $20.4M
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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