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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.89K
New
$77.91 - $92.26 $381K - $451K
4.89K $388K
ILCB
Ishares Morningstar U.S. Equit

ETFs
5.02K
New
$76.17 - $85.05 $383K - $427K
5.02K $388K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
8.11K
New
$46.77 - $52.97 $379K - $429K
8.11K $380K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.5K
New
$105.1 - $109.61 $368K - $384K
3.5K $380K
PMAR
Innovator U.S. Equity Power Bu

ETFs
9.49K
New
$39.51 - $41.0 $375K - $389K
9.49K $378K
TCHP
T Rowe Price Exchange Traded F

Technology
9.89K
New
$37.86 - $44.2 $375K - $437K
9.89K $376K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
6.53K
New
$51.9 - $56.78 $339K - $371K
6.53K $369K
AIQ
Global X Funds Global X Artifi

ETFs
10.2K
New
$36.38 - $42.77 $370K - $435K
10.2K $369K
YJUN
First Tr Exchange Traded Fd Vi
16.3K
New
$21.51 - $23.37 $350K - $380K
16.3K $368K
SOXX
Ishares Semiconductor ETF

ETFs
1.95K
New
$188.17 - $235.81 $368K - $461K
1.95K $367K
MGV
Vanguard Mega Cap Value

ETFs
2.83K
New
$123.61 - $133.01 $349K - $376K
2.83K $364K
VDC
Vanguard Consumer Staples ETF

ETFs
1.67K
New
$206.54 - $226.16 $344K - $377K
1.67K $364K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.4K
New
$104.89 - $113.56 $356K - $386K
3.4K $362K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
14K
New
$22.45 - $26.94 $315K - $378K
14K $362K
ISMD
Northern Lts Fd Tr Iv

ETFs
10.5K
New
$33.87 - $38.9 $355K - $408K
10.5K $357K
VNQ
Vanguard Specialized Funds Van

ETFs
3.92K
New
$85.55 - $94.34 $336K - $370K
3.92K $355K
IYF
Ishares Tr

ETFs
3.14K
New
$107.69 - $119.37 $338K - $375K
3.14K $354K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
17.8K
New
$19.66 - $20.09 $349K - $357K
17.8K $352K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
10.9K
New
$31.63 - $35.22 $343K - $382K
10.9K $346K
PAPR
Innovator U.S. Equity Power Bu

ETFs
9.5K
New
$35.21 - $37.69 $335K - $358K
9.5K $338K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.3K
New
$97.38 - $104.52 $321K - $345K
3.3K $337K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
14.9K
New
$20.83 - $23.69 $311K - $354K
14.9K $335K
FSMD
Fidelity Covington Tr Small Mi

ETFs
8.52K
New
$38.04 - $43.22 $324K - $368K
8.52K $333K
VFH
Vanguard Financial ETF

ETFs
2.79K
New
$114.07 - $127.34 $318K - $355K
2.79K $333K
VOX
Vanguard Communication Service

ETFs
2.24K
New
$147.73 - $169.24 $331K - $379K
2.24K $332K
JSML
Janus Detroit Str Tr Henderson

ETFs
5.36K
New
$58.87 - $69.7 $316K - $374K
5.36K $326K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
7.9K
New
$40.67 - $48.92 $321K - $387K
7.9K $321K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
13.8K
New
$22.83 - $23.75 $316K - $329K
13.8K $318K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
11.6K
New
$26.45 - $28.62 $307K - $332K
11.6K $307K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.33K
New
$41.51 - $44.56 $304K - $327K
7.33K $307K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
18.3K
New
$16.18 - $17.82 $296K - $326K
18.3K $306K
SKYY
First Trust Cloud Computing Et

ETFs
2.99K
New
$102.23 - $131.18 $305K - $392K
2.99K $305K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.33K
New
$66.9 - $71.57 $289K - $310K
4.33K $304K
YMAR
First Tr Ex Tr Viii Cboe Vest
12.6K
New
$22.77 - $24.61 $287K - $310K
12.6K $301K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.61K
New
$79.17 - $82.04 $286K - $296K
3.61K $294K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.3K
New
$22.77 - $22.94 $281K - $283K
12.3K $282K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.57K
New
$75.99 - $81.58 $271K - $291K
3.57K $273K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.33K
New
$33.63 - $37.64 $247K - $276K
7.33K $271K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
7.1K
New
$37.35 - $43.35 $265K - $308K
7.1K $268K
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.48K
New
$106.43 - $123.29 $264K - $305K
2.48K $267K
XLF
Financial Sector Spdr

ETFs
5.34K
New
$47.32 - $52.19 $253K - $279K
5.34K $266K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.22K
New
$80.21 - $86.14 $258K - $278K
3.22K $265K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.8K
New
$29.34 - $31.31 $258K - $276K
8.8K $261K
FXI
Ishares Tr

ETFs
7.29K
New
$28.65 - $38.55 $209K - $281K
7.29K $261K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
7.21K
New
$35.26 - $36.57 $254K - $264K
7.21K $256K
ACN
Accenture PLC

Technology
815
New
$300.91 - $398.25 $245K - $325K
815 $254K
JPRE
J P Morgan Exchange Traded Fd

ETFs
5.25K
New
$45.34 - $49.96 $238K - $262K
5.25K $253K
IWM
Ishares Russell 2000 ETF

ETFs
1.27K
New
$198.1 - $229.79 $252K - $292K
1.27K $253K
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.16K
New
$46.74 - $47.55 $241K - $245K
5.16K $245K
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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