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
DINT
Davis Fundamental ETF Tr

ETFs
59.1K
New
$20.94 - $24.54 $1.24M - $1.45M
59.1K $1.37M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
15.7K
New
N/A
15.7K $1.34M
POCT
Innovator U.S. Equity Power Bu

ETFs
34K
New
$38.53 - $40.49 $1.31M - $1.38M
34K $1.32M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
45.7K
New
$28.22 - $30.06 $1.29M - $1.37M
45.7K $1.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
48.1K
New
$25.77 - $27.6 $1.24M - $1.33M
48.1K $1.28M
VV
Vanguard Large Cap ETF

ETFs
4.96K
New
$253.32 - $282.66 $1.26M - $1.4M
4.96K $1.27M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14K
New
$85.29 - $92.57 $1.19M - $1.3M
14K $1.27M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
46K
New
$25.81 - $28.52 $1.19M - $1.31M
46K $1.27M
FTLS
First Tr Long/Short Equity ETF

ETFs
18.4K
New
$63.42 - $68.17 $1.17M - $1.25M
18.4K $1.18M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
28.6K
New
$40.03 - $46.81 $1.15M - $1.34M
28.6K $1.17M
XLU
Utilities Sector Spdr

ETFs
14.6K
New
$74.7 - $80.27 $1.09M - $1.17M
14.6K $1.15M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
33.9K
New
$32.42 - $36.13 $1.1M - $1.22M
33.9K $1.12M
SECT
Sector 10, Inc.

ETFs
21.9K
New
$50.98 - $57.8 $1.11M - $1.26M
21.9K $1.12M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.52K
New
$168.16 - $186.21 $1.1M - $1.21M
6.52K $1.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.13K
New
$120.29 - $134.6 $1.1M - $1.23M
9.13K $1.11M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
38.6K
New
$28.55 - $29.09 $1.1M - $1.12M
38.6K $1.11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11K
New
$100.34 - $100.68 $1.11M - $1.11M
11K $1.11M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
48.6K
New
$22.19 - $22.84 $1.08M - $1.11M
48.6K $1.09M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
45.6K
New
$23.53 - $25.24 $1.07M - $1.15M
45.6K $1.09M
PJAN
Innovator U.S. Equity Power Bu

ETFs
25.2K
New
$41.09 - $43.24 $1.03M - $1.09M
25.2K $1.04M
MLPX
Global X Mlp & Energy Infrastr

ETFs
16.2K
New
$59.6 - $67.2 $967K - $1.09M
16.2K $1.04M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8.93K
New
$110.75 - $119.78 $989K - $1.07M
8.93K $1.03M
SPIB
Spdr Portfolio Intermediate Te

ETFs
29.5K
New
$32.5 - $33.3 $957K - $981K
29.5K $978K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
10.7K
New
$89.18 - $104.04 $954K - $1.11M
10.7K $978K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
12.6K
New
$75.47 - $84.24 $953K - $1.06M
12.6K $972K
SCHQ
Schwab Strategic Tr Long Term

ETFs
29.6K
New
$30.72 - $33.22 $911K - $985K
29.6K $971K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
26.6K
New
$36.16 - $38.77 $962K - $1.03M
26.6K $970K
PWB
Invesco Exchange Traded Fd Tr

ETFs
9.85K
New
$94.5 - $110.71 $931K - $1.09M
9.85K $945K
PAUG
Innovator U.S. Equity Power Bu

ETFs
24.9K
New
$37.4 - $39.42 $933K - $983K
24.9K $942K
AVDE
American Centy ETF Tr Avantis

ETFs
14.2K
New
$60.63 - $68.55 $858K - $970K
14.2K $937K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
13.1K
New
$69.69 - $79.99 $912K - $1.05M
13.1K $934K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
39.8K
New
$23.32 - $23.84 $927K - $948K
39.8K $931K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
13.7K
New
$67.24 - $84.27 $918K - $1.15M
13.7K $931K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
22.6K
New
$40.44 - $43.17 $913K - $975K
22.6K $923K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
20.3K
New
$42.18 - $45.16 $858K - $919K
20.3K $900K
XLV
Select Sector Spdr Fund Health

ETFs
6.14K
New
$137.61 - $149.68 $845K - $919K
6.14K $896K
XLY
Select Sector Spdr Consumer Di

ETFs
4.46K
New
$192.6 - $233.2 $860K - $1.04M
4.46K $881K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.2K
New
$50.72 - $50.92 $871K - $875K
17.2K $873K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
24.4K
New
$32.66 - $36.43 $798K - $890K
24.4K $856K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
12.8K
New
$61.2 - $68.24 $786K - $876K
12.8K $847K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
16.4K
New
$50.25 - $55.9 $826K - $919K
16.4K $845K
HYLS
First Tr Tactical High Yield L

ETFs
20.5K
New
$40.95 - $41.77 $840K - $857K
20.5K $841K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
23.5K
New
$34.23 - $36.9 $805K - $868K
23.5K $839K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.09K
New
$114.57 - $118.14 $812K - $837K
7.09K $837K
SHV
Ishares Tr

ETFs
7.57K
New
$110.11 - $110.51 $834K - $837K
7.57K $836K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.98K
New
$196.12 - $229.48 $780K - $913K
3.98K $804K
KOMP
Spdr S&P Kensho New Economies

ETFs
17.2K
New
$46.49 - $54.36 $802K - $937K
17.2K $801K
FNDA
Schwab Fundamental U S Small C

ETFs
29.2K
New
$26.87 - $30.99 $784K - $905K
29.2K $799K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
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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