Silver Oak Securities, Inc Reduced Holdings in Q2 2025

Silver Oak Securities, Inc

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.43K
- 8.09%
$90.56 - $109.49 $311K - $376K
39K $4.26M
TDG
Trans Digm Group Inc

Industrials
-161
- 30.55%
$1231.75 - $1520.64 $198K - $245K
366 $556K
LOW
Lowes Companies Inc

Consumer Cyclical
-480
- 10.07%
$210.83 - $235.28 $101K - $113K
4.29K $951K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.27K
- 17.98%
$66.87 - $79.47 $152K - $180K
10.4K $822K
POST
Post Holdings, Inc.

Consumer Defensive
-929
- 13.92%
$107.47 - $118.46 $99.8K - $110K
5.75K $626K
DE
Deere & CO

Industrials
-407
- 27.9%
$412.99 - $531.48 $168K - $216K
1.05K $534K
IRT
Independence Realty Trust, Inc.

Real Estate
-1.86K
- 5.66%
$17.41 - $21.38 $32.4K - $39.8K
31K $548K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.02%
$170.16 - $206.27 $170 - $206
6.18K $1.15M
MMSI
Merit Medical Systems Inc

Healthcare
-978
- 21.76%
$88.48 - $107.04 $86.5K - $105K
3.52K $328K
HD
Home Depot, Inc.

Consumer Cyclical
-354
- 3.3%
$335.24 - $380.78 $119K - $135K
10.4K $3.8M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.77K
- 5.16%
$23.29 - $23.38 $111K - $111K
87.7K $2.05M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.72K
- 5.9%
$55.57 - $62.73 $95.7K - $108K
27.5K $1.69M
DXCM
Dexcom Inc

Healthcare
-2.63K
- 39.09%
$59.83 - $87.57 $157K - $230K
4.1K $357K
BMY
Bristol Myers Squibb CO

Healthcare
-120
- 1.87%
$44.12 - $59.6 $5.29K - $7.15K
6.29K $291K
AMGN
Amgen Inc

Healthcare
-152
- 8.63%
$262.28 - $309.85 $39.9K - $47.1K
1.61K $449K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-7.95K
- 13.56%
$21.49 - $24.4 $171K - $194K
50.7K $1.24M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.09K
- 30.58%
$106.81 - $136.49 $116K - $149K
2.48K $337K
PSX
Phillips 66

Energy
-674
- 28.15%
$92.87 - $125.73 $62.6K - $84.7K
1.72K $205K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-689
- 2.3%
$102.02 - $103.5 $70.3K - $71.3K
29.3K $3.02M
MMM
3 M CO

Industrials
-705
- 17.84%
$126.09 - $154.15 $88.9K - $109K
3.25K $494K
CHE
Chemed Corp

Healthcare
-41
- 8.04%
$486.93 - $619.21 $20K - $25.4K
469 $228K
PEP
Pepsico Inc

Consumer Defensive
-204
- 6.42%
$128.02 - $151.37 $26.1K - $30.9K
2.98K $392K
IAU
Ishares Gold Trust

ETFs
-3.02K
- 9.51%
$56.1 - $64.74 $169K - $196K
28.7K $1.79M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-757
- 21.62%
$105.23 - $109.61 $79.7K - $83K
2.74K $300K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-3.26K
- 12.97%
$38.7 - $44.05 $126K - $144K
21.9K $964K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-3.3K
- 7.06%
$23.13 - $24.23 $76.3K - $79.9K
43.4K $1.05M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.47K
- 13.76%
$82.17 - $99.96 $121K - $147K
9.22K $906K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-619
- 8.73%
$116.93 - $119.39 $72.4K - $73.9K
6.47K $770K
DUK
Duke Energy Corp

Utilities
-102
- 0.81%
$112.46 - $124.05 $11.5K - $12.7K
12.5K $1.48M
MLPA
Global X Mlp ETF

ETFs
-17
- 0.08%
$46.47 - $54.16 $790 - $921
20K $1M
PFE
Pfizer Inc

Healthcare
-1.67K
- 11.19%
$21.59 - $24.84 $36K - $41.4K
13.2K $320K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2.14K
- 16.35%
$63.36 - $80.23 $136K - $172K
10.9K $878K
SIXJ
Aim ETF Prods Tr Allianzim U S
-2.54K
- 18.85%
$27.79 - $32.01 $70.5K - $81.2K
10.9K $349K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-2.84K
- 4.65%
$23.33 - $24.01 $66.2K - $68.1K
58.1K $1.4M
IEMG
Ishares Inc

ETFs
-960
- 24.21%
N/A
3.01K $161K
RAVI
Flexshares Tr Ready Access Var

ETFs
-610
- 5.56%
$75.04 - $75.51 $45.8K - $46.1K
10.4K $781K
DBA
Invesco Db Agriculture Fund

ETFs
-1.37K
- 3.49%
$25.27 - $27.68 $34.6K - $37.9K
37.9K $991K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-869
- 5.06%
$50.52 - $50.92 $43.9K - $44.2K
16.3K $830K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-142
- 0.7%
$38.81 - $44.28 $5.51K - $6.29K
20.2K $857K
COP
Conocophillips

Energy
-12
- 0.45%
$82.66 - $106.1 $992 - $1.27K
2.66K $239K
VDE
Vanguard Energy ETF

ETFs
-24
- 0.61%
$105.87 - $130.56 $2.54K - $3.13K
3.92K $469K
SBUX
Starbucks Corp

Consumer Cyclical
-79
- 1.51%
$79.69 - $99.41 $6.3K - $7.85K
5.17K $473K
NI
Nisource Inc.

Utilities
-1.06K
- 12.32%
$37.11 - $40.64 $39.5K - $43.2K
7.57K $305K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-364
- 18.07%
$114.78 - $133.31 $41.8K - $48.5K
1.65K $219K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.04K
- 14.32%
$19.6 - $24.44 $98.7K - $123K
30.1K $736K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.26K
- 9.08%
$22.18 - $23.36 $27.9K - $29.3K
12.6K $281K
VDC
Vanguard Consumer Staples ETF

ETFs
-163
- 9.78%
$204.89 - $224.73 $33.4K - $36.6K
1.5K $329K
BR
Broadridge Financial Solutions, Inc.

Technology
-149
- 7.73%
$217.22 - $246.25 $32.4K - $36.7K
1.78K $432K
AEE
Ameren Corp

Utilities
-206
- 6.8%
$94.23 - $101.68 $19.4K - $20.9K
2.83K $271K
Activity Summary
Buys All Purchases 409 New Holdings 77 Increased Positions 332 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 0 Puts 1
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