Silver Oak Securities, Inc New Holdings in Q3 2025

Silver Oak Securities, Inc

  • $1.22 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
35.6K
New
$60.99 - $64.39 $2.17M - $2.29M
35.6K $2.29M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
113K
New
$19.01 - $19.39 $2.15M - $2.2M
113K $2.18M
USMC
Principal ETF U S Mega Cap

ETFs
31.7K
New
$62.08 - $68.69 $1.97M - $2.17M
31.7K $2.16M
NAT
Nordic American Tankers LTD

Industrials
434K
New
N/A
434K $1.73M
LDSF
First Tr ETF Viii Low Duration

ETFs
88.9K
New
$18.93 - $19.22 $1.68M - $1.71M
88.9K $1.7M
CRON
Cronos Group Inc.

Healthcare
594K
New
$1.92 - $2.97 $1.14M - $1.76M
594K $1.65M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
58.2K
New
$22.78 - $23.33 $1.33M - $1.36M
58.2K $1.33M
PKW
Invesco Exchange Traded Fd Tr

ETFs
9.09K
New
$123.59 - $132.83 $1.12M - $1.21M
9.09K $1.2M
FTHI
First Trust Exchange Traded Fd

ETFs
40.3K
New
$22.76 - $23.92 $917K - $964K
40.3K $955K
EBS
Emergent Bio Solutions Inc.

Healthcare
107K
New
$5.63 - $9.32 $601K - $994K
107K $941K
DVN
Devon Energy Corp

Energy
24.5K
New
$31.75 - $36.99 $779K - $908K
24.5K $860K
LGOV
First Tr ETF Iv Long Duration

ETFs
39.5K
New
$20.98 - $22.03 $829K - $870K
39.5K $859K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
16.8K
New
$47.96 - $50.54 $807K - $851K
16.8K $850K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
17.4K
New
$44.76 - $47.49 $778K - $826K
17.4K $825K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
15.3K
New
$49.0 - $51.91 $748K - $792K
15.3K $792K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
6.11K
New
$109.55 - $124.15 $670K - $759K
6.11K $716K
NEM
Newmont Corp

Basic Materials
8.49K
New
$57.35 - $85.25 $487K - $724K
8.49K $716K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
9.85K
New
$68.93 - $83.01 $679K - $818K
9.85K $689K
RCAT
Red Cat Holdings, Inc.

Technology
63.3K
New
$6.77 - $12.21 $428K - $773K
63.3K $647K
ALGT
Allegiant Travel CO

Industrials
10.4K
New
$48.12 - $65.84 $501K - $686K
10.4K $633K
COF
Capital One Financial Corp

Financial Services
2.93K
New
$207.29 - $229.74 $608K - $674K
2.93K $623K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
6.23K
New
$64.22 - $99.03 $400K - $617K
6.23K $616K
LRN
Stride, Inc.

Consumer Defensive
4.12K
New
$128.23 - $169.81 $528K - $700K
4.12K $613K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.97K
New
$185.65 - $214.38 $551K - $636K
2.97K $594K
CME
Cme Group Inc.

Financial Services
2.07K
New
$258.83 - $287.1 $537K - $595K
2.07K $560K
FXL
First Tr Exchange Traded Fd Fi

ETFs
3.22K
New
$155.79 - $172.55 $502K - $556K
3.22K $541K
STX
Seagate Technology Holdings PLC

Technology
2.15K
New
$142.01 - $236.06 $306K - $508K
2.15K $508K
PAYC
Paycom Software, Inc.

Technology
2.38K
New
$208.14 - $238.8 $496K - $569K
2.38K $495K
KKR
Kkr & Co. Inc.

Financial Services
3.73K
New
$129.95 - $152.16 $485K - $568K
3.73K $484K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.7K
New
$122.57 - $132.57 $453K - $490K
3.7K $479K
AG
First Majestic Silver Corp

Basic Materials
38.9K
New
$7.83 - $12.41 $304K - $482K
38.9K $477K
FDG
American Centy ETF Tr Focused

ETFs
3.85K
New
$108.35 - $122.35 $417K - $471K
3.85K $463K
PULS
Pgim ETF Tr

ETFs
8.77K
New
$49.58 - $49.83 $435K - $437K
8.77K $436K
TAP
Molson Coors Beverage CO

Consumer Defensive
9.19K
New
$44.09 - $52.81 $405K - $485K
9.19K $415K
HEI
Heico Corp

Industrials
1.23K
New
$304.5 - $337.56 $375K - $415K
1.23K $397K
SHOP
Shopify Inc.

Technology
2.67K
New
$112.11 - $157.12 $299K - $419K
2.67K $396K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
7.01K
New
$53.48 - $56.56 $375K - $396K
7.01K $396K
SPOT
Spotify Technology S.A.

Communication Services
564
New
$620.01 - $738.53 $350K - $417K
564 $393K
VEEV
Veeva Systems Inc

Healthcare
1.3K
New
$269.2 - $297.91 $350K - $388K
1.3K $387K
CLF
Cleveland Cliffs Inc.

Basic Materials
31.5K
New
$8.12 - $12.84 $255K - $404K
31.5K $383K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
12.3K
New
$29.46 - $31.08 $363K - $383K
12.3K $382K
ZM
Zoom Video Communications, Inc.

Technology
4.55K
New
$69.77 - $86.83 $317K - $395K
4.55K $375K
VALE
Vale S.A.

Basic Materials
33.7K
New
$9.53 - $10.95 $321K - $368K
33.7K $365K
WDC
Western Digital Corp

Technology
3.04K
New
$63.84 - $120.06 $194K - $365K
3.04K $365K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.99K
New
$103.83 - $179.9 $207K - $358K
1.99K $356K
PZZA
Papa Johns International Inc

Consumer Cyclical
7.35K
New
$40.08 - $50.41 $294K - $370K
7.35K $353K
IJUL
Innovator Etfs Tr

ETFs
10K
New
$31.5 - $32.72 $315K - $328K
10K $327K
DELL
Dell Technologies Inc.

Technology
2.24K
New
$120.96 - $141.77 $271K - $317K
2.24K $317K
ED
Consolidated Edison Inc

Utilities
3.08K
New
$95.57 - $105.36 $295K - $325K
3.08K $309K
Activity Summary
Buys All Purchases 518 New Holdings 137 Increased Positions 381 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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