Silver Oak Securities, Inc New Holdings in Q2 2025

Silver Oak Securities, Inc

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PTF
Invesco Exchange Traded Fd Tr

ETFs
40.2K
New
$51.29 - $68.29 $2.06M - $2.74M
40.2K $2.74M
PUI
Invesco Exchange Traded Fd Tr

ETFs
59.2K
New
$37.97 - $42.42 $2.25M - $2.51M
59.2K $2.48M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
12.1K
New
$140.84 - $163.09 $1.71M - $1.98M
12.1K $1.98M
EQAL
Invesco ETF

ETFs
32.5K
New
$41.38 - $49.24 $1.35M - $1.6M
32.5K $1.6M
HOOD
Robinhood Markets, Inc.

Technology
14.9K
New
$34.17 - $93.63 $510K - $1.4M
14.9K $1.4M
IWL
Ishares Tr Russell 200 ETF

ETFs
8.77K
New
$122.36 - $153.12 $1.07M - $1.34M
8.77K $1.34M
OEF
Ishares S&P 100 ETF

ETFs
4.56K
New
N/A
4.56K $1.21M
CRDO
Credo Technology Group Holding LTD

Technology
13.1K
New
$33.3 - $95.05 $436K - $1.24M
13.1K $1.21M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
23.4K
New
$50.09 - $51.09 $1.17M - $1.19M
23.4K $1.19M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.42K
New
$144.63 - $179.53 $639K - $793K
4.42K $727K
NEU
Newmarket Corp

Basic Materials
715
New
$519.95 - $690.86 $372K - $494K
715 $493K
MELI
Mercadolibre Inc

Consumer Cyclical
180
New
$1794.73 - $2613.63 $323K - $470K
180 $470K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
9.91K
New
$27.82 - $46.45 $276K - $460K
9.91K $460K
IYLD
Ishares Tr Ishares Morningstar

ETFs
21K
New
$19.19 - $20.76 $402K - $435K
21K $435K
GILD
Gilead Sciences, Inc.

Healthcare
3.74K
New
$96.91 - $113.0 $362K - $423K
3.74K $414K
TTMI
Ttm Technologies Inc

Technology
9.31K
New
$17.57 - $40.82 $164K - $380K
9.31K $380K
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.3K
New
$87.19 - $111.51 $287K - $368K
3.3K $364K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.65K
New
$57.46 - $75.58 $267K - $352K
4.65K $351K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.86K
New
$72.96 - $90.39 $282K - $349K
3.86K $345K
DVY
Ishares Tr

ETFs
2.48K
New
$118.37 - $134.86 $293K - $334K
2.48K $329K
SJM
J M Smucker CO

Consumer Defensive
3.1K
New
$94.41 - $118.52 $293K - $367K
3.1K $304K
BLD
Top Build Corp

Industrials
907
New
$275.93 - $326.59 $250K - $296K
907 $293K
VST
Vistra Corp.

Utilities
1.51K
New
$98.07 - $195.04 $148K - $294K
1.51K $292K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
12.7K
New
$19.41 - $22.77 $247K - $289K
12.7K $289K
AOA
Ishares Tr Core Aggressive All

ETFs
3.4K
New
$69.46 - $83.4 $236K - $283K
3.4K $283K
FNDC
Schwab Fundamental Intl Small

ETFs
6.06K
New
$32.97 - $42.05 $200K - $255K
6.06K $254K
WELL
Welltower Inc.

Real Estate
1.62K
New
$136.49 - $155.22 $221K - $251K
1.62K $248K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
5.62K
New
$28.07 - $43.66 $158K - $246K
5.62K $245K
SHEL
Shell PLC

Energy
3.45K
New
$59.75 - $73.05 $206K - $252K
3.45K $243K
AXON
Axon Enterprise, Inc.

Industrials
293
New
$497.13 - $827.94 $146K - $243K
293 $242K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
12.5K
New
$16.43 - $18.82 $205K - $235K
12.5K $234K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.19K
New
$33.11 - $37.79 $205K - $234K
6.19K $234K
QDPL
Pacer Fds Tr Metaurus Us Large
5.92K
New
$32.46 - $39.77 $192K - $236K
5.92K $233K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
11.2K
New
$17.58 - $21.07 $197K - $236K
11.2K $232K
EMR
Emerson Electric CO

Industrials
1.75K
New
$94.15 - $133.33 $164K - $233K
1.75K $232K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.76K
New
$35.62 - $39.64 $205K - $228K
5.76K $224K
EEM
Ishares Msci Emerging Markets

ETFs
4.49K
New
$38.52 - $48.28 $173K - $217K
4.49K $216K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.29K
New
$23.4 - $29.68 $171K - $216K
7.29K $216K
BITO
Proshares Tr Bitcoin Strategy

ETFs
9.79K
New
$16.69 - $23.43 $163K - $229K
9.79K $210K
MEAR
Blackrock Short Maturity Munic

ETFs
4.12K
New
$49.74 - $50.27 $205K - $207K
4.12K $207K
FNDB
Schwab Fundamental U S Broad M

ETFs
8.52K
New
$20.36 - $23.98 $174K - $204K
8.52K $204K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.23K
New
$74.88 - $91.97 $167K - $205K
2.23K $204K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
12.4K
New
$14.37 - $16.29 $179K - $203K
12.4K $202K
PRU
Prudential Financial Inc

Financial Services
1.86K
New
$95.12 - $112.71 $177K - $210K
1.86K $200K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.48K
New
$60.22 - $80.1 $149K - $199K
2.48K $198K
BBY
Best Buy CO Inc

Consumer Cyclical
2.95K
New
$56.17 - $75.73 $166K - $223K
2.95K $197K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.77K
New
$40.51 - $71.03 $112K - $197K
2.77K $194K
HON
Honeywell International Inc

Industrials
788
New
$182.86 - $232.88 $144K - $184K
788 $183K
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.76K
New
$93.63 - $103.68 $165K - $182K
1.76K $182K
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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