Silver Oak Securities, Inc New Holdings in Q3 2024

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
79.2K
New
$91.42 - $91.82 $7.24M - $7.27M
79.2K $7.27M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
23.6K
New
$151.63 - $169.74 $3.59M - $4.01M
23.6K $4M
AVIG
American Centy ETF Tr Avantis

ETFs
56.8K
New
$40.41 - $42.73 $2.3M - $2.43M
56.8K $2.42M
IYW
Ishares Dj Us Tech ETF

ETFs
14.6K
New
$133.16 - $158.73 $1.94M - $2.31M
14.6K $2.21M
PVAL
Putnam ETF Tr Putnam Focused L
47.9K
New
$35.03 - $37.94 $1.68M - $1.82M
47.9K $1.82M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
34.6K
New
$44.07 - $50.57 $1.52M - $1.75M
34.6K $1.75M
VCR
Vanguard Consumer Discretionar

ETFs
5.13K
New
$291.88 - $341.94 $1.5M - $1.75M
5.13K $1.75M
RPV
Invesco Exchange Traded Fd Tr

ETFs
18.1K
New
$82.04 - $89.49 $1.48M - $1.62M
18.1K $1.61M
XLY
Select Sector Spdr Consumer Di

ETFs
7.31K
New
$170.05 - $200.86 $1.24M - $1.47M
7.31K $1.46M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
17.3K
New
$76.83 - $91.38 $1.33M - $1.58M
17.3K $1.43M
CZA
Invesco Exchange Traded Fd Tr

ETFs
11.8K
New
$96.53 - $108.29 $1.14M - $1.28M
11.8K $1.28M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
16.6K
New
$69.16 - $76.64 $1.15M - $1.28M
16.6K $1.25M
ILCB
Ishares Morningstar U.S. Equit

ETFs
15.4K
New
$71.38 - $79.23 $1.1M - $1.22M
15.4K $1.22M
SMIN
Ishares Msci India Small Cap I

ETFs
13.7K
New
$79.48 - $86.97 $1.09M - $1.19M
13.7K $1.18M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
22.6K
New
$38.81 - $41.41 $876K - $935K
22.6K $934K
CWB
Spdr Bloomberg Convertible Sec

ETFs
11.9K
New
$71.19 - $76.59 $844K - $908K
11.9K $908K
FIX
Comfort Systems Usa Inc

Industrials
2.23K
New
$292.14 - $396.82 $653K - $886K
2.23K $872K
XLE
Energy Sector Spdr

ETFs
9.75K
New
$84.35 - $93.39 $822K - $910K
9.75K $855K
ICE
Intercontinental Exchange, Inc.

Financial Services
5.24K
New
$136.93 - $162.81 $717K - $853K
5.24K $841K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
25.2K
New
N/A
25.2K $793K
USMC
Principal ETF U S Mega Cap

ETFs
13.8K
New
$51.14 - $56.99 $706K - $787K
13.8K $787K
GRMN
Garmin LTD

Technology
4.27K
New
$161.1 - $183.29 $688K - $783K
4.27K $752K
TDG
Trans Digm Group Inc

Industrials
512
New
$1202.03 - $1427.41 $615K - $731K
512 $730K
SNPS
Synopsys Inc

Technology
1.39K
New
$463.97 - $621.3 $646K - $865K
1.39K $705K
VNQ
Vanguard Specialized Funds Van

ETFs
7.15K
New
$82.97 - $98.97 $593K - $708K
7.15K $696K
MANH
Manhattan Associates Inc

Technology
2.25K
New
$218.59 - $286.0 $491K - $643K
2.25K $632K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
15K
New
$38.45 - $40.05 $579K - $603K
15K $602K
GTO
Invesco Actively Managed ETF T

ETFs
12.5K
New
$46.22 - $48.77 $576K - $608K
12.5K $601K
DWLD
Davis Fundamental ETF Tr

ETFs
15.5K
New
$31.58 - $38.08 $489K - $590K
15.5K $586K
PEG
Public Service Enterprise Group Inc

Utilities
6.45K
New
$73.58 - $89.21 $474K - $575K
6.45K $575K
APH
Amphenol Corp

Technology
7.9K
New
$58.39 - $70.41 $461K - $556K
7.9K $514K
MDIV
First Trust Multi Asset Divers

ETFs
30.7K
New
$15.69 - $16.76 $482K - $515K
30.7K $510K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
47.7K
New
$9.27 - $11.62 $442K - $554K
47.7K $484K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
15K
New
$27.17 - $28.74 $408K - $432K
15K $431K
USFD
Us Foods Holding Corp.

Consumer Defensive
6.85K
New
$50.06 - $62.82 $343K - $430K
6.85K $421K
CRPT
First Tr ETF Fd Viii Skybridge
33.4K
New
$9.75 - $16.23 $325K - $542K
33.4K $417K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17.8K
New
$22.38 - $23.66 $398K - $420K
17.8K $416K
MMSI
Merit Medical Systems Inc

Healthcare
4.14K
New
$84.12 - $100.23 $348K - $415K
4.14K $409K
NOC
Northrop Grumman Corp

Industrials
742
New
$423.73 - $533.14 $314K - $396K
742 $391K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
19.5K
New
$19.74 - $20.07 $384K - $390K
19.5K $389K
YJUN
First Tr Exchange Traded Fd Vi
16.9K
New
$21.48 - $23.09 $364K - $391K
16.9K $387K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
6.53K
New
$48.86 - $54.27 $319K - $354K
6.53K $354K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
3.35K
New
$93.07 - $102.32 $312K - $343K
3.35K $342K
DFAI
Dimensional ETF Tr

ETFs
10.4K
New
$28.69 - $32.06 $298K - $333K
10.4K $330K
EWJ
Ishares Msci Japan ETF

ETFs
4.58K
New
$63.12 - $72.99 $289K - $334K
4.58K $327K
VV
Vanguard Large Cap ETF

ETFs
1.22K
New
$236.92 - $263.4 $290K - $322K
1.22K $321K
BK
Bank Of New York Mellon Corp

Financial Services
4.37K
New
$59.54 - $72.17 $260K - $315K
4.37K $314K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.33K
New
$39.85 - $42.56 $292K - $312K
7.33K $311K
FXI
Ishares Tr

ETFs
9.45K
New
$24.78 - $32.17 $234K - $304K
9.45K $300K
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
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