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
VXF
Vanguard Extended Market ETF

ETFs
4.54K
New
$170.36 - $201.04 $774K - $914K
4.54K $782K
IEFA
Ishares Tr

ETFs
10.3K
New
$69.57 - $78.65 $718K - $812K
10.3K $780K
SCHX
Schwab Strategic Tr Us Large C

ETFs
35.2K
New
$21.75 - $24.28 $765K - $854K
35.2K $776K
FTSL
First Trust Senior Ln Fund

ETFs
16.9K
New
$45.65 - $46.48 $770K - $784K
16.9K $769K
KRE
Spdr S&P Regional Banking ETF

ETFs
13.4K
New
$55.11 - $65.5 $736K - $875K
13.4K $759K
DFAT
Dimensional ETF Tr U S Target

ETFs
14.7K
New
$50.44 - $58.1 $742K - $855K
14.7K $757K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
2.87K
New
$246.3 - $299.62 $707K - $860K
2.87K $752K
XLC
Select Sector Spdr Tr Communic

ETFs
7.72K
New
$94.84 - $105.31 $732K - $813K
7.72K $744K
PKB
Invesco Exchange Traded Fd Tr

ETFs
10.9K
New
$66.66 - $82.75 $728K - $904K
10.9K $735K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
27.9K
New
$25.44 - $25.58 $710K - $714K
27.9K $713K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
14.1K
New
$34.58 - $45.97 $489K - $650K
14.1K $649K
CRPT
First Tr ETF Fd Viii Skybridge
53K
New
$12.23 - $20.06 $648K - $1.06M
53K $648K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.67K
New
$106.22 - $111.09 $602K - $630K
5.67K $629K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.31K
New
$182.82 - $196.21 $605K - $649K
3.31K $622K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.81K
New
$333.37 - $384.99 $604K - $698K
1.81K $606K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
15K
New
$39.33 - $41.52 $592K - $625K
15K $597K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
24.5K
New
$24.07 - $24.5 $589K - $599K
24.5K $592K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
13.8K
New
$41.74 - $43.57 $575K - $600K
13.8K $580K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.7K
New
$40.79 - $42.32 $559K - $580K
13.7K $576K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.93K
New
$107.24 - $116.37 $529K - $574K
4.93K $573K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.56K
New
$95.85 - $99.25 $533K - $552K
5.56K $549K
VGSH
Vanguard

ETFs
9.26K
New
$58.07 - $58.69 $538K - $543K
9.26K $543K
HYG
Ishares Tr

ETFs
6.86K
New
$78.51 - $80.11 $539K - $550K
6.86K $541K
GBF
Ishares Tr

ETFs
5.04K
New
$101.08 - $104.63 $509K - $527K
5.04K $524K
DFIC
Dimensional ETF Tr Dimensional

ETFs
18.7K
New
$25.54 - $28.79 $478K - $538K
18.7K $519K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
14.1K
New
$36.38 - $38.05 $512K - $536K
14.1K $518K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.16K
New
$161.27 - $192.3 $510K - $608K
3.16K $509K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.49K
New
$91.76 - $103.26 $503K - $566K
5.49K $507K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
6.94K
New
$70.83 - $76.62 $491K - $532K
6.94K $492K
BJUN
Innovator U.S. Equity Buffer E

ETFs
12.3K
New
N/A
12.3K $479K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11.1K
New
$42.38 - $43.28 $471K - $481K
11.1K $472K
BIBL
Northern Lts Fd Tr Iv

ETFs
12K
New
$37.55 - $41.94 $451K - $503K
12K $461K
IGV
Ishares Expanded Tech Software

ETFs
5.17K
New
$88.3 - $107.83 $457K - $558K
5.17K $460K
CGCP
Capital Group Core Plus Income

ETFs
20.4K
New
$21.94 - $22.64 $448K - $462K
20.4K $458K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.11K
New
$211.47 - $267.17 $447K - $565K
2.11K $447K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.6K
New
$18.36 - $20.51 $415K - $463K
22.6K $446K
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.25K
New
$45.56 - $47.23 $421K - $437K
9.25K $435K
VCR
Vanguard Consumer Discretionar

ETFs
1.34K
New
$318.51 - $391.75 $426K - $523K
1.34K $434K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
4.21K
New
$100.56 - $108.28 $423K - $455K
4.21K $433K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
11.5K
New
$36.64 - $45.76 $422K - $527K
11.5K $432K
DFAI
Dimensional ETF Tr

ETFs
13.7K
New
$28.88 - $32.4 $395K - $443K
13.7K $427K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.46K
New
$77.33 - $90.16 $422K - $492K
5.46K $427K
PFEB
Innovator U.S. Equity Power Bu

ETFs
11.6K
New
$35.54 - $37.44 $410K - $432K
11.6K $413K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
10.9K
New
$36.86 - $39.26 $402K - $428K
10.9K $411K
FID
First Tr Exchange Trded Fd Vi

ETFs
23.6K
New
$15.83 - $17.53 $373K - $413K
23.6K $406K
SIXJ
Aim ETF Prods Tr Allianzim U S
13.5K
New
$29.68 - $31.19 $400K - $420K
13.5K $403K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.55K
New
$110.9 - $132.93 $394K - $472K
3.55K $403K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
9.59K
New
$40.15 - $47.73 $385K - $458K
9.59K $390K
FNDX
Schwab Fundamental U S Large C

ETFs
16.4K
New
$23.03 - $25.01 $379K - $411K
16.4K $388K
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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