Silver Oak Securities, Inc New Holdings in Q4 2024

Silver Oak Securities, Inc

  • $1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
10.1K
New
$33.7 - $37.69 $340K - $380K
10.1K $346K
JEF
Jefferies Financial Group Inc.

Financial Services
4.36K
New
$61.95 - $81.75 $270K - $357K
4.36K $341K
SYY
Sysco Corp

Consumer Defensive
4.3K
New
$73.63 - $81.77 $317K - $352K
4.3K $328K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
14.9K
New
$21.0 - $23.52 $312K - $350K
14.9K $317K
DOCS
Doximity, Inc.

Healthcare
5.88K
New
$41.25 - $61.25 $243K - $360K
5.88K $313K
ARCC
Ares Capital Corp

Financial Services
14.1K
New
$20.74 - $22.27 $293K - $315K
14.1K $309K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
9.13K
New
$33.43 - $36.52 $305K - $334K
9.13K $308K
GS
Goldman Sachs Group Inc

Financial Services
524
New
$486.1 - $608.57 $255K - $319K
524 $300K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13K
New
$22.63 - $47.53 $294K - $617K
13K $294K
OWL
Blue Owl Capital Inc.

Financial Services
12.7K
New
$19.51 - $24.81 $247K - $314K
12.7K $294K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.12K
New
$45.39 - $62.98 $232K - $322K
5.12K $290K
USLM
United States Lime & Minerals Inc

Basic Materials
2.16K
New
$91.63 - $157.45 $198K - $340K
2.16K $286K
BX
Blackstone Inc.

Financial Services
1.66K
New
$148.45 - $199.05 $246K - $330K
1.66K $286K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.16K
New
$63.19 - $73.31 $263K - $305K
4.16K $285K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
17K
New
$15.9 - $17.05 $270K - $289K
17K $282K
CNA
Cna Financial Corp

Financial Services
5.82K
New
$46.76 - $50.95 $272K - $297K
5.82K $281K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.3K
New
$22.72 - $23.0 $280K - $283K
12.3K $281K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.24K
New
$119.61 - $136.3 $268K - $305K
2.24K $276K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.15K
New
$82.28 - $117.52 $259K - $370K
3.15K $266K
PULS
Pgim ETF Tr

ETFs
5.26K
New
$49.51 - $49.79 $261K - $262K
5.26K $260K
IWM
Ishares Russell 2000 ETF

ETFs
1.16K
New
$216.13 - $242.4 $250K - $281K
1.16K $256K
FITB
Fifth Third Bancorp

Financial Services
5.92K
New
$41.76 - $48.44 $247K - $287K
5.92K $250K
USA
Liberty All Star Equity Fund

Financial Services
35.6K
New
$6.82 - $7.46 $243K - $265K
35.6K $247K
CCI
Crown Castle International Corp

Real Estate
2.73K
New
$89.78 - $119.11 $245K - $325K
2.73K $247K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.14K
New
$114.63 - $163.52 $245K - $349K
2.14K $246K
WPC
W. P. Carey Inc.

Real Estate
4.27K
New
$53.44 - $61.33 $228K - $262K
4.27K $232K
FIW
First Trust Water ETF

ETFs
2.27K
New
$102.02 - $110.91 $232K - $252K
2.27K $232K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
4.12K
New
$55.73 - $61.23 $229K - $252K
4.12K $232K
HON
Honeywell International Inc

Industrials
1K
New
$202.84 - $236.0 $203K - $236K
1K $226K
CRWD
Crowd Strike Holdings, Inc.

Technology
657
New
$275.15 - $388.2 $181K - $255K
657 $224K
SOXX
Ishares Semiconductor ETF

ETFs
1.04K
New
$211.27 - $239.8 $220K - $250K
1.04K $224K
ATRC
Atri Cure, Inc.

Healthcare
7.28K
New
$27.02 - $38.2 $197K - $278K
7.28K $222K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.08K
New
$104.5 - $125.64 $217K - $261K
2.08K $216K
WDC
Western Digital Corp

Technology
3.64K
New
$59.62 - $73.43 $217K - $267K
3.64K $216K
OXY
Occidental Petroleum Corp

Energy
4.33K
New
$45.36 - $55.91 $196K - $242K
4.33K $213K
CRDO
Credo Technology Group Holding LTD

Technology
3.09K
New
$30.16 - $77.25 $93K - $238K
3.09K $208K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.5K
New
$42.05 - $48.31 $189K - $218K
4.5K $208K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
11.5K
New
$17.71 - $21.16 $204K - $244K
11.5K $206K
PPL
Ppl Corp

Utilities
6.35K
New
$31.47 - $35.0 $200K - $222K
6.35K $205K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
5.21K
New
$38.02 - $42.79 $198K - $223K
5.21K $204K
DOCU
Docusign, Inc.

Technology
2.13K
New
$61.42 - $106.99 $131K - $228K
2.13K $191K
MGC
Vanguard Mega Cap ETF

ETFs
899
New
$204.21 - $220.18 $184K - $198K
899 $191K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
11.1K
New
$15.88 - $17.71 $177K - $197K
11.1K $181K
GM
General Motors CO

Consumer Cyclical
3.26K
New
$44.82 - $60.2 $146K - $196K
3.26K $173K
CB
Chubb LTD

Financial Services
616
New
$271.57 - $301.89 $167K - $186K
616 $170K
MS
Morgan Stanley

Financial Services
1.24K
New
$104.42 - $134.99 $129K - $167K
1.24K $155K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11.9K
New
$8.24 - $11.07 $97.7K - $131K
11.9K $110K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
12.7K
New
$5.55 - $6.07 $70.5K - $77.1K
12.7K $71K
ILPT
Industrial Logistics Properties Trust

Real Estate
18.1K
New
$3.25 - $4.64 $58.7K - $83.8K
18.1K $65K
Activity Summary
Buys All Purchases 428 New Holdings 120 Increased Positions 308 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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