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
FDVV
Fidelity High Dividend ETF

ETFs
51.8K
New
$48.86 - $52.28 $2.53M - $2.71M
51.8K $2.57M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
104K
New
$24.5 - $24.95 $2.54M - $2.58M
104K $2.56M
VB
Vanguard Small Cap ETF

ETFs
11.4K
New
$217.89 - $252.64 $2.49M - $2.89M
11.4K $2.54M
ALTL
Pacer Lunt Large Cap Altenator

Technology
71.1K
New
$33.5 - $39.69 $2.38M - $2.82M
71.1K $2.47M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
111K
New
$22.27 - $22.65 $2.46M - $2.51M
111K $2.47M
VONG
Vanguard Russell 1000 Growth E

ETFs
26.3K
New
$92.71 - $107.38 $2.44M - $2.83M
26.3K $2.44M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
43K
New
$55.41 - $60.74 $2.38M - $2.61M
43K $2.43M
BALT
Innovator Etfs Tr
76.3K
New
$31.31 - $31.89 $2.39M - $2.43M
76.3K $2.39M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52.8K
New
$42.5 - $46.71 $2.25M - $2.47M
52.8K $2.39M
PFI
Invesco Exchange Traded Fd Tr

ETFs
44.2K
New
$50.78 - $61.71 $2.24M - $2.73M
44.2K $2.36M
FCTR
First Tr Exchange Traded Fd

ETFs
74.8K
New
$29.79 - $35.91 $2.23M - $2.69M
74.8K $2.31M
PRN
Invesco Dwa Industrials Moment

ETFs
16.7K
New
$134.74 - $169.56 $2.24M - $2.82M
16.7K $2.29M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
117K
New
$18.46 - $19.19 $2.16M - $2.25M
117K $2.25M
XLP
Consumer Staples Sector Spdr

ETFs
29.2K
New
N/A
29.2K $2.22M
IXUS
Ishares Tr

ETFs
31.2K
New
$65.06 - $72.31 $2.03M - $2.26M
31.2K $2.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37.1K
New
$57.21 - $65.8 $2.12M - $2.44M
37.1K $2.16M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
92.5K
New
$23.29 - $23.38 $2.15M - $2.16M
92.5K $2.16M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
21.3K
New
$96.88 - $111.25 $2.06M - $2.36M
21.3K $2.12M
FNDE
Schwab Fundamental Emerging Mk

ETFs
68.4K
New
$28.11 - $32.0 $1.92M - $2.19M
68.4K $2.11M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
37.6K
New
$53.6 - $58.97 $2.01M - $2.21M
37.6K $2.06M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
30.8K
New
$65.27 - $71.18 $2.01M - $2.19M
30.8K $2.05M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
39.9K
New
$47.08 - $50.67 $1.88M - $2.02M
39.9K $2M
VGT
Vanguard Information Technolog

ETFs
3.69K
New
$542.38 - $646.34 $2M - $2.38M
3.69K $2M
SCHO
Schwab Short Term Us Treasury

ETFs
81.4K
New
$24.1 - $24.34 $1.96M - $1.98M
81.4K $1.98M
XLG
Invesco Exchange Traded Fd Tr

ETFs
42.9K
New
$45.72 - $51.73 $1.96M - $2.22M
42.9K $1.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.29K
New
$360.07 - $417.26 $1.91M - $2.21M
5.29K $1.91M
VUG
Vanguard Growth ETF

ETFs
5.09K
New
$369.1 - $427.61 $1.88M - $2.18M
5.09K $1.89M
GOOG
Alphabet Inc.

Communication Services
11.8K
New
$156.06 - $207.71 $1.85M - $2.46M
11.8K $1.85M
FNDF
Schwab Fundamental Intl Large

ETFs
50.9K
New
$32.9 - $37.45 $1.68M - $1.91M
50.9K $1.84M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
54.9K
New
$32.49 - $37.99 $1.78M - $2.09M
54.9K $1.84M
VTV
Vanguard Value ETF

ETFs
10.5K
New
$167.73 - $179.21 $1.76M - $1.88M
10.5K $1.82M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.38K
New
$192.82 - $222.1 $1.81M - $2.08M
9.38K $1.81M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
29.2K
New
$59.15 - $62.71 $1.73M - $1.83M
29.2K $1.8M
RPV
Invesco Exchange Traded Fd Tr

ETFs
19.4K
New
$89.33 - $95.17 $1.73M - $1.84M
19.4K $1.79M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
58.1K
New
$28.66 - $31.72 $1.67M - $1.84M
58.1K $1.79M
DUSA
Davis Fundamental ETF Tr

ETFs
42.2K
New
$41.58 - $46.14 $1.76M - $1.95M
42.2K $1.79M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
79.1K
New
$21.23 - $23.75 $1.68M - $1.88M
79.1K $1.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
66K
New
$24.73 - $25.62 $1.63M - $1.69M
66K $1.69M
EFG
Msci Eafe Growth ETF

ETFs
16.5K
New
$96.1 - $106.37 $1.59M - $1.76M
16.5K $1.65M
IYW
Ishares Dj Us Tech ETF

ETFs
11.6K
New
$140.44 - $166.79 $1.63M - $1.94M
11.6K $1.63M
FQAL
Fidelity Covington Tr Quality

ETFs
24.8K
New
$63.12 - $69.13 $1.57M - $1.71M
24.8K $1.59M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
32.9K
New
$43.76 - $45.31 $1.44M - $1.49M
32.9K $1.48M
BOND
Pimco Active Bond Exchange Tra

ETFs
15.8K
New
$89.27 - $92.9 $1.41M - $1.46M
15.8K $1.46M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
61K
New
$23.28 - $23.95 $1.42M - $1.46M
61K $1.45M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
24.2K
New
$59.78 - $60.03 $1.45M - $1.45M
24.2K $1.45M
USTB
Victory Portfolios Ii Victorys

ETFs
28.6K
New
$50.08 - $50.71 $1.43M - $1.45M
28.6K $1.45M
FPE
First Tr Pfd Secs & Income ETF

ETFs
80.8K
New
$17.53 - $17.87 $1.42M - $1.44M
80.8K $1.42M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
40.2K
New
$34.58 - $38.65 $1.39M - $1.55M
40.2K $1.41M
VO
Vanguard Mid Cap ETF

ETFs
5.34K
New
$251.87 - $277.95 $1.35M - $1.49M
5.34K $1.38M
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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