Silver Oak Securities, Inc New Holdings in Q1 2025

Silver Oak Securities, Inc

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
426K
New
$86.39 - $91.35 $36.8M - $38.9M
426K $38.1M
VTI
Vanguard Total Stock Market Et

ETFs
56.1K
New
$271.18 - $303.12 $15.2M - $17M
56.1K $15.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
298K
New
$50.48 - $51.04 $15M - $15.2M
298K $15.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
281K
New
$50.29 - $50.5 $14.1M - $14.2M
281K $14.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
276K
New
$49.78 - $53.19 $13.7M - $14.7M
276K $14.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
191K
New
$71.17 - $73.66 $13.6M - $14.1M
191K $14M
RDVY
First Trust Rising Dividend Ac

ETFs
220K
New
$57.22 - $63.39 $12.6M - $14M
220K $12.9M
SPYG
Spdr Portfolio

ETFs
138K
New
$80.05 - $92.39 $11M - $12.8M
138K $11.1M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
123K
New
$81.8 - $88.86 $10.1M - $10.9M
123K $10.4M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
265K
New
$38.36 - $41.43 $10.2M - $11M
265K $10.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
97.2K
New
$91.45 - $91.75 $8.89M - $8.92M
97.2K $8.92M
AVUV
American Centy ETF Tr Avantis

ETFs
102K
New
$84.95 - $100.62 $8.66M - $10.3M
102K $8.88M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
287K
New
$27.01 - $28.54 $7.76M - $8.2M
287K $8.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
119K
New
$64.88 - $72.1 $7.71M - $8.57M
119K $7.82M
IVV
Ishares Core S&P 500 ETF

ETFs
13.8K
New
$554.06 - $615.85 $7.65M - $8.5M
13.8K $7.76M
DRSK
ETF Ser Solutions Aptus Define

ETFs
280K
New
$27.06 - $28.25 $7.57M - $7.9M
280K $7.63M
SPTS
Spdr Portfolio Short Term Trea

ETFs
240K
New
$28.92 - $29.24 $6.95M - $7.03M
240K $7.03M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
78.1K
New
$81.83 - $82.73 $6.39M - $6.46M
78.1K $6.46M
TFLO
Ishares Treasury Floating Rate

ETFs
118K
New
$50.48 - $50.68 $5.96M - $5.99M
118K $5.98M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
123K
New
$42.4 - $44.11 $5.21M - $5.42M
123K $5.39M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
104K
New
$48.31 - $49.23 $5M - $5.1M
104K $5.09M
MGK
Vanguard Mega Cap Growth ETF

ETFs
16.2K
New
$307.43 - $357.48 $4.99M - $5.8M
16.2K $5.01M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
191K
New
$25.58 - $29.24 $4.88M - $5.58M
191K $5M
IVW
Ishares S&P 500 Growth ETF

ETFs
51.5K
New
$92.45 - $106.69 $4.76M - $5.5M
51.5K $4.78M
ACWI
Ishares Msci Acwi ETF

ETFs
40.1K
New
$115.16 - $124.13 $4.62M - $4.98M
40.1K $4.67M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
56K
New
$78.12 - $83.7 $4.38M - $4.69M
56K $4.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
42.4K
New
$102.49 - $119.96 $4.35M - $5.09M
42.4K $4.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
171K
New
$24.91 - $29.02 $4.26M - $4.96M
171K $4.28M
OSCV
Opus Small Cap Value ETF

ETFs
110K
New
$34.16 - $38.45 $3.77M - $4.24M
110K $3.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.31K
New
$507.05 - $563.67 $3.71M - $4.12M
7.31K $3.76M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
39.1K
New
$87.68 - $94.52 $3.43M - $3.7M
39.1K $3.66M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
69.6K
New
$51.45 - $58.51 $3.58M - $4.07M
69.6K $3.61M
IWY
Ishares Tr Russell 200 Growth

ETFs
16K
New
$210.19 - $243.33 $3.35M - $3.88M
16K $3.37M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
36K
New
$90.0 - $96.32 $3.24M - $3.47M
36K $3.32M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
65.6K
New
$49.22 - $51.73 $3.23M - $3.39M
65.6K $3.31M
JEPI
J P Morgan Exchange Traded Fd

ETFs
57.7K
New
$56.17 - $59.71 $3.24M - $3.45M
57.7K $3.3M
XLK
Technology Sector Spdr

ETFs
15.3K
New
$206.38 - $242.18 $3.15M - $3.69M
15.3K $3.15M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
30K
New
$100.59 - $103.47 $3.02M - $3.1M
30K $3.1M
AVUS
American Centy ETF Tr Avantis

ETFs
31.1K
New
$90.7 - $101.57 $2.82M - $3.16M
31.1K $2.87M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
58.4K
New
$46.71 - $52.3 $2.73M - $3.05M
58.4K $2.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
104K
New
$25.69 - $26.89 $2.66M - $2.79M
104K $2.79M
IHDG
Wisdomtree Tr

ETFs
62.8K
New
$43.4 - $47.51 $2.73M - $2.99M
62.8K $2.73M
IEF
Ishares Barclays

ETFs
28.3K
New
$91.17 - $95.39 $2.58M - $2.7M
28.3K $2.7M
MGC
Vanguard Mega Cap ETF

ETFs
13.3K
New
$199.2 - $222.69 $2.65M - $2.97M
13.3K $2.68M
VBR
Vanguard Small Cap Value ETF

ETFs
14.3K
New
$183.02 - $207.75 $2.61M - $2.96M
14.3K $2.66M
TDIV
First Trust Nasdaq Technology

ETFs
36K
New
$73.39 - $83.95 $2.64M - $3.02M
36K $2.65M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
52.3K
New
$50.39 - $50.66 $2.63M - $2.65M
52.3K $2.65M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
41.3K
New
$58.04 - $65.84 $2.4M - $2.72M
41.3K $2.63M
IYR
Ishares Tr

ETFs
27.4K
New
$89.49 - $98.98 $2.45M - $2.71M
27.4K $2.62M
Activity Summary
Buys All Purchases 337 New Holdings 337 Increased Positions 0 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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