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
PWR
Quanta Services, Inc.

Industrials
-205
- 21.9%
$239.47 - $381.26 $49.1K - $78.2K
731 $276K
IEFA
Ishares Tr

ETFs
-461
- 4.47%
$67.83 - $84.09 $31.3K - $38.8K
9.86K $823K
FDN
First Tr Fd Dow Jones

ETFs
-2
- 0.21%
$200.29 - $269.33 $401 - $539
934 $251K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-31
- 0.87%
$101.93 - $128.63 $3.16K - $3.99K
3.52K $452K
USFD
Us Foods Holding Corp.

Consumer Defensive
-2.23K
- 11.56%
$60.47 - $79.12 $135K - $177K
17.1K $1.32M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-73
- 0.51%
$32.66 - $40.75 $2.38K - $2.97K
14.2K $574K
QCOM
Qualcomm Inc

Technology
-116
- 0.87%
$124.66 - $159.48 $14.5K - $18.5K
13.2K $2.1M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-655
- 5.1%
$59.57 - $75.11 $39K - $49.2K
12.2K $914K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.39K
- 3.02%
$24.38 - $30.18 $33.8K - $41.9K
44.6K $1.34M
VB
Vanguard Small Cap ETF

ETFs
-400
- 3.5%
$193.73 - $237.37 $77.5K - $94.9K
11K $2.62M
GLD
Spdr Gold Trust

ETFs
-838
- 4.16%
$273.71 - $316.29 $229K - $265K
19.3K $5.88M
XLC
Select Sector Spdr Tr Communic

ETFs
-107
- 1.39%
$86.13 - $108.53 $9.22K - $11.6K
7.61K $826K
CRWD
Crowd Strike Holdings, Inc.

Technology
-5
- 0.83%
$321.63 - $509.31 $1.61K - $2.55K
597 $304K
FV
First Trust Dorsey Wright Focu

ETFs
-1
- -0.0%
$48.43 - $59.26 $48.4 - $59.3
22.5K $1.33M
FLR
Fluor Corp

Industrials
-125
- 1.63%
$30.86 - $51.42 $3.86K - $6.43K
7.53K $385K
KLAC
Kla Corp

Technology
-380
- 18.05%
$576.53 - $902.94 $219K - $343K
1.73K $1.55M
IRTC
I Rhythm Technologies, Inc.

Healthcare
-121
- 4.23%
$96.84 - $154.71 $11.7K - $18.7K
2.74K $422K
BA
Boeing CO

Industrials
-16
- 0.49%
$136.59 - $217.51 $2.19K - $3.48K
3.23K $676K
AMD
Advanced Micro Devices Inc

Technology
-1.08K
- 15.21%
$78.21 - $143.81 $84.2K - $155K
6K $851K
EFG
Msci Eafe Growth ETF

ETFs
-645
- 3.9%
$89.8 - $112.0 $57.9K - $72.2K
15.9K $1.78M
MU
Micron Technology Inc

Technology
-184
- 4.33%
$64.72 - $127.91 $11.9K - $23.5K
4.07K $501K
URI
United Rentals, Inc.

Industrials
-32
- 2.39%
$551.94 - $753.4 $17.7K - $24.1K
1.31K $985K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-336
- 2.46%
$61.92 - $81.5 $20.8K - $27.4K
13.3K $1.08M
DUSA
Davis Fundamental ETF Tr

ETFs
-10
- 0.02%
$38.38 - $46.28 $384 - $463
42.2K $1.95M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-325
- 0.41%
$19.1 - $23.83 $6.21K - $7.74K
78.8K $1.88M
GE
General Electric CO

Industrials
-86
- 2.42%
$166.81 - $257.39 $14.3K - $22.1K
3.47K $892K
BAC
Bank Of America Corp

Financial Services
-771
- 1.93%
$34.39 - $47.46 $26.5K - $36.6K
39.1K $1.85M
COIN
Coinbase Global, Inc.

Technology
-190
- 13.0%
$151.47 - $375.07 $28.8K - $71.3K
1.27K $445K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-48
- 0.49%
$86.24 - $117.44 $4.14K - $5.64K
9.8K $1.15M
DLR
Digital Realty Trust, Inc.

Real Estate
-30
- 0.44%
$136.11 - $177.69 $4.08K - $5.33K
6.77K $1.18M
IYW
Ishares Dj Us Tech ETF

ETFs
-923
- 7.93%
$122.57 - $173.27 $113K - $160K
10.7K $1.86M
CEG
Constellation Energy Corp

Utilities
-65
- 3.21%
$170.96 - $322.76 $11.1K - $21K
1.96K $633K
FCTR
First Tr Exchange Traded Fd

ETFs
-60
- 0.08%
$27.76 - $33.99 $1.67K - $2.04K
74.8K $2.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.5K
- 1.31%
$22.92 - $28.05 $57.3K - $70.2K
188K $5.29M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-1.44K
- 1.17%
$75.06 - $87.96 $108K - $127K
121K $10.7M
APH
Amphenol Corp

Technology
-287
- 2.75%
$59.09 - $98.75 $17K - $28.3K
10.1K $1M
VGT
Vanguard Information Technolog

ETFs
-164
- 4.45%
$470.37 - $663.28 $77.1K - $109K
3.52K $2.34M
OUNZ
Van Eck Merk Gold Trust

ETFs
-9.41K
- 2.43%
$28.68 - $33.09 $270K - $311K
377K $12M
HWM
Howmet Aerospace Inc.

Industrials
-1.42K
- 12.2%
$112.33 - $186.13 $159K - $264K
10.2K $1.9M
FIX
Comfort Systems Usa Inc

Industrials
-72
- 3.26%
$296.51 - $536.21 $21.3K - $38.6K
2.13K $1.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
-469
- 2.94%
$187.5 - $246.51 $87.9K - $116K
15.5K $3.82M
CRPT
First Tr ETF Fd Viii Skybridge
-2.21K
- 4.18%
$10.82 - $23.21 $24K - $51.4K
50.8K $1.13M
FEX
First Tr Large Cap Core Alphde

ETFs
-5.01K
- 3.48%
$90.17 - $109.96 $452K - $551K
139K $15.3M
TDIV
First Trust Nasdaq Technology

ETFs
-312
- 0.87%
$64.41 - $90.17 $20.1K - $28.1K
35.7K $3.22M
VEA
Vanguard Ftse Developed Market

ETFs
-1.89K
- 1.48%
$45.65 - $57.01 $86.2K - $108K
126K $7.17M
META
Meta Platforms, Inc.

Communication Services
-955
- 10.81%
$484.66 - $738.09 $463K - $705K
7.88K $5.82M
CAT
Caterpillar Inc

Industrials
-1.21K
- 5.13%
$273.94 - $388.21 $331K - $469K
22.3K $8.67M
NVDA
Nvidia Corp

Technology
-6.36K
- 5.35%
$94.31 - $157.99 $599K - $1M
112K $17.8M
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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