Silver Oak Securities, Inc Reduced Holdings in Q3 2025

Silver Oak Securities, Inc

  • $1.22 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-182K
- 55.91%
$50.23 - $50.48 $9.14M - $9.19M
144K $7.22M
IWY
Ishares Tr Russell 200 Growth

ETFs
-13K
- 84.23%
$243.93 - $275.62 $3.18M - $3.6M
2.44K $668K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-72.2K
- 47.69%
$44.8 - $46.43 $3.24M - $3.35M
79.2K $3.67M
TFLO
Ishares Treasury Floating Rate

ETFs
-59.1K
- 22.89%
$50.45 - $50.65 $2.98M - $2.99M
199K $10.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
-29.1K
- 45.26%
$108.08 - $121.73 $3.14M - $3.54M
35.2K $4.24M
XLV
Select Sector Spdr Fund Health

ETFs
-18.1K
- 79.31%
$129.01 - $139.72 $2.33M - $2.52M
4.71K $655K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-40.7K
- 66.71%
$51.78 - $57.89 $2.11M - $2.35M
20.3K $1.17M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-40.9K
- 88.17%
$45.72 - $47.27 $1.87M - $1.94M
5.49K $257K
MGC
Vanguard Mega Cap ETF

ETFs
-8.35K
- 87.31%
$224.2 - $245.55 $1.87M - $2.05M
1.21K $296K
SCHO
Schwab Short Term Us Treasury

ETFs
-73.4K
- 84.33%
$24.23 - $24.42 $1.78M - $1.79M
13.6K $332K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-71.6K
- 81.65%
$23.29 - $23.38 $1.67M - $1.67M
16.1K $375K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.62K
- 68.05%
$236.25 - $257.69 $1.56M - $1.71M
3.11K $796K
FNDF
Schwab Fundamental Intl Large

ETFs
-39.6K
- 59.79%
$39.84 - $43.15 $1.58M - $1.71M
26.6K $1.14M
BOND
Pimco Active Bond Exchange Tra

ETFs
-15.3K
- 79.7%
$90.83 - $93.81 $1.39M - $1.44M
3.91K $364K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-22.3K
- 81.06%
$60.96 - $64.31 $1.36M - $1.43M
5.2K $330K
TCHP
T Rowe Price Exchange Traded F

Technology
-27.6K
- 77.63%
$44.9 - $49.35 $1.24M - $1.36M
7.95K $388K
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.3K
- 48.04%
$108.97 - $121.65 $1.34M - $1.5M
13.3K $1.61M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-13.9K
- 46.98%
N/A
15.7K $1.35M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.55K
- 29.42%
$420.11 - $472.68 $1.49M - $1.68M
8.51K $3.98M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-17.1K
- 42.0%
$55.15 - $58.11 $943K - $994K
23.6K $1.36M
SECT
Sector 10, Inc.

ETFs
-13.7K
- 54.51%
$57.95 - $63.16 $794K - $865K
11.4K $720K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-11.1K
- 56.02%
$59.5 - $62.99 $662K - $701K
8.74K $547K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-8.67K
- 78.77%
$81.29 - $95.6 $705K - $829K
2.34K $223K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-12.5K
- 53.54%
$50.85 - $51.35 $636K - $643K
10.9K $556K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-4.2K
- 34.58%
$161.6 - $171.2 $678K - $719K
7.94K $1.36M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-7.23K
- 21.82%
$110.74 - $122.12 $801K - $883K
25.9K $3.14M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-22K
- 43.32%
$23.97 - $25.5 $526K - $560K
28.7K $732K
CRDO
Credo Technology Group Holding LTD

Technology
-8.18K
- 62.49%
$87.59 - $172.31 $717K - $1.41M
4.91K $715K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-23.3K
- 21.02%
$22.27 - $22.51 $519K - $524K
87.6K $1.97M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.86K
- 16.57%
$102.4 - $103.88 $497K - $504K
24.5K $2.53M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-19K
- 15.49%
$26.44 - $27.1 $503K - $516K
104K $2.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.35K
- 61.39%
$72.01 - $74.44 $457K - $473K
4K $293K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-10.5K
- 97.46%
$42.75 - $43.37 $450K - $456K
274 $11K
HOOD
Robinhood Markets, Inc.

Technology
-8.29K
- 55.53%
$91.27 - $143.18 $756K - $1.19M
6.64K $950K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.9K
- 76.53%
$39.8 - $42.86 $432K - $466K
3.33K $142K
CEG
Constellation Energy Corp

Utilities
-1.1K
- 56.09%
$298.82 - $354.89 $329K - $391K
862 $283K
BALT
Innovator Etfs Tr
-11.9K
- 17.8%
$32.11 - $32.82 $383K - $391K
55K $1.81M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-7.76K
- 6.39%
$87.51 - $91.22 $679K - $708K
114K $10.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-11.6K
- 12.79%
$29.12 - $29.34 $337K - $339K
78.8K $2.31M
CRM
Salesforce, Inc.

Technology
-769
- 24.35%
$231.66 - $273.65 $178K - $210K
2.39K $566K
APD
Air Products & Chemicals, Inc.

Basic Materials
-896
- 46.55%
$265.78 - $299.3 $238K - $268K
1.03K $280K
QJUN
First Tr ETF
-8.86K
- 35.54%
$29.51 - $31.11 $261K - $275K
16.1K $499K
MCK
Mckesson Corp

Healthcare
-355
- 34.5%
$659.01 - $772.54 $234K - $274K
674 $520K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.59K
- 43.85%
$88.47 - $93.24 $229K - $242K
3.32K $303K
AVUS
American Centy ETF Tr Avantis

ETFs
-4.49K
- 12.98%
$101.2 - $109.16 $454K - $490K
30.1K $3.27M
USTB
Victory Portfolios Ii Victorys

ETFs
-4.24K
- 14.89%
$50.54 - $51.1 $214K - $217K
24.3K $1.24M
ISRG
Intuitive Surgical Inc

Healthcare
-225
- 20.27%
$433.66 - $544.47 $97.6K - $123K
885 $395K
BA
Boeing CO

Industrials
-972
- 30.11%
$209.79 - $237.38 $204K - $231K
2.26K $486K
OPER
ETF Ser Solutions Clearshares

ETFs
-1.63K
- 3.2%
$100.03 - $100.52 $163K - $164K
49.3K $4.93M
Activity Summary
Buys All Purchases 518 New Holdings 137 Increased Positions 381 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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