Silver Oak Securities, Inc Sells in Q2 2025

Silver Oak Securities, Inc

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-165K
- 86.48%
$72.02 - $73.82 $11.9M - $12.2M
25.8K $1.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13.4K
- 41.46%
$416.06 - $551.64 $5.56M - $7.38M
18.9K $10.4M
IOO
Ishares Tr Global 100 ETF

ETFs
-53.9K
- 52.45%
$84.95 - $107.81 $4.58M - $5.81M
48.9K $5.26M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-150K
- 62.39%
$29.07 - $29.38 $4.36M - $4.4M
90.4K $2.65M
ACWI
Ishares Msci Acwi ETF

ETFs
-34.4K
- 85.67%
$103.59 - $128.6 $3.56M - $4.42M
5.75K $739K
FDL
First Tr Morningstar Dividend

ETFs
-89.2K
- 75.42%
$38.19 - $43.19 $3.41M - $3.85M
29.1K $1.22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-31.5K
- 80.67%
$85.42 - $94.39 $2.69M - $2.98M
7.56K $709K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-39.3K
- 98.62%
$44.37 - $50.04 $1.75M - $1.97M
550 $26K
IVW
Ishares S&P 500 Growth ETF

ETFs
-25.9K
- 50.29%
$82.96 - $110.1 $2.15M - $2.85M
25.6K $2.82M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-13.5K
- 2.64%
$58.28 - $65.68 $788K - $888K
499K $31.8M
PANW
Palo Alto Networks Inc

Technology
-8.96K
- 72.2%
$152.44 - $204.64 $1.37M - $1.83M
3.45K $706K
XLP
Consumer Staples Sector Spdr

ETFs
-18.4K
- 63.23%
N/A
10.7K $815K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-30.9K
- 81.47%
$41.2 - $42.29 $1.27M - $1.31M
7.02K $296K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-29.2K
- 24.57%
$58.41 - $72.69 $1.71M - $2.12M
89.7K $6.52M
FQAL
Fidelity Covington Tr Quality

ETFs
-18.3K
- 73.9%
$57.29 - $69.63 $1.05M - $1.28M
6.47K $447K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.6K
- 25.99%
$152.93 - $181.74 $1.16M - $1.38M
21.6K $3.93M
VV
Vanguard Large Cap ETF

ETFs
-4.05K
- 81.67%
$228.25 - $285.3 $925K - $1.16M
909 $259K
UNH
Unitedhealth Group Inc

Healthcare
-1.09K
- 38.78%
$274.35 - $599.47 $299K - $653K
1.72K $536K
IVV
Ishares Core S&P 500 ETF

ETFs
-2.66K
- 19.28%
$498.8 - $620.9 $1.33M - $1.65M
11.1K $6.92M
SHW
Sherwin Williams CO

Basic Materials
-2.26K
- 70.89%
$313.51 - $363.51 $708K - $821K
927 $318K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-18.5K
- 64.53%
$35.35 - $42.68 $653K - $788K
10.1K $432K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-47K
- 27.5%
$22.27 - $29.21 $1.05M - $1.37M
124K $3.62M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-3.69K
- 47.37%
$162.65 - $188.71 $601K - $697K
4.1K $774K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13K
- 24.88%
$50.36 - $50.68 $655K - $659K
39.3K $1.99M
FVD
First Tr Value Line Divid Inde

ETFs
-15.1K
- 6.06%
$40.62 - $45.12 $614K - $683K
235K $10.5M
WM
Waste Management Inc

Industrials
-2.59K
- 29.98%
$216.47 - $242.1 $561K - $628K
6.06K $1.39M
MGC
Vanguard Mega Cap ETF

ETFs
-3.76K
- 28.23%
$179.23 - $224.92 $674K - $846K
9.57K $2.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.4K
- 14.54%
$51.14 - $57.0 $429K - $479K
49.3K $2.8M
MRSK
Toews Agility Shares Managed R

Technology
-16.8K
- 31.99%
$30.02 - $33.57 $506K - $565K
35.8K $1.2M
PHYS
Sprott Physical Gold Trust

Financial Services
-21K
- 35.91%
$22.82 - $26.29 $479K - $552K
37.5K $950K
ISRG
Intuitive Surgical Inc

Healthcare
-987
- 47.07%
$451.58 - $565.94 $446K - $559K
1.11K $603K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-1.35K
- 46.99%
$196.72 - $266.32 $265K - $359K
1.52K $350K
TBUX
T Rowe Price Exchange Traded F

ETFs
-7.55K
- 25.73%
$49.52 - $49.9 $374K - $377K
21.8K $1.08M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.15K
- 37.36%
$248.61 - $294.96 $285K - $339K
1.93K $542K
SNOW
Snowflake Inc.

Technology
-3.23K
- 68.18%
$130.53 - $223.77 $421K - $722K
1.51K $336K
T
At&T Inc.

Communication Services
-13.9K
- 12.17%
$26.33 - $28.94 $366K - $403K
100K $2.91M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-4.72K
- 7.2%
$45.3 - $50.64 $214K - $239K
60.9K $2.99M
MRK
Merck & Co., Inc.

Healthcare
-2.54K
- 22.56%
$73.47 - $87.12 $186K - $221K
8.7K $688K
BRO
Brown & Brown, Inc.

Financial Services
-2.07K
- 39.36%
$104.48 - $124.43 $216K - $257K
3.19K $353K
SGOL
Abrdn Gold ETF Trust

ETFs
-11.2K
- 18.96%
$28.39 - $32.75 $317K - $365K
47.7K $1.5M
HYG
Ishares Tr

ETFs
-3.21K
- 46.74%
$75.75 - $80.65 $243K - $259K
3.66K $294K
NEE
Nextera Energy Inc

Utilities
-3.11K
- 14.35%
$64.11 - $75.0 $199K - $233K
18.5K $1.29M
BALT
Innovator Etfs Tr
-9.34K
- 12.24%
$30.33 - $32.1 $283K - $300K
67K $2.15M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.31K
- 8.37%
$77.74 - $78.78 $257K - $261K
36.2K $2.85M
CVX
Chevron Corp

Energy
-26
- 0.32%
$133.73 - $168.51 $3.48K - $4.38K
8.06K $1.15M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.29K
- 36.68%
$151.62 - $183.47 $196K - $237K
2.23K $408K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.33K
- 18.36%
$68.13 - $74.77 $159K - $174K
10.3K $753K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-7.51K
- 26.9%
$24.96 - $25.5 $187K - $191K
20.4K $520K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.46K
- 45.09%
$67.03 - $80.35 $165K - $198K
3K $239K
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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