Silver Oak Wealth Management LLC Purchases in Q2 2025

Silver Oak Wealth Management LLC

  • $533 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
17.3K
+ 3.02%
$71.83 - $95.32 $1.25M - $1.65M
591K $56.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
37
+ 0.01%
$82.96 - $110.1 $3.07K - $4.07K
581K $64B
VO
Vanguard Mid Cap ETF

ETFs
17.7K
+ 8.61%
$228.54 - $279.83 $4.04M - $4.95M
223K $62.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
610
+ 0.39%
$456.74 - $568.03 $279K - $346K
158K $89.6B
VEA
Vanguard Ftse Developed Market

ETFs
38.3K
+ 9.89%
$45.65 - $57.01 $1.75M - $2.18M
425K $24.3B
J P Morgan Exchange Traded F
17.8K
+ 16.64%
N/A
124K $10.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.8K
+ 1.57%
$90.56 - $109.49 $526K - $635K
375K $41B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16.9K
+ 4.57%
$45.11 - $52.34 $764K - $886K
387K $20.3B
META
Meta Platforms, Inc.

Communication Services
599
+ 11.57%
$484.66 - $738.09 $290K - $442K
5.77K $4.26B
NVDA
Nvidia Corp

Technology
5.1K
+ 54.41%
$94.31 - $157.99 $481K - $806K
14.5K $2.29B
IWM
Ishares Russell 2000 ETF

ETFs
820
+ 1.6%
$174.82 - $215.79 $143K - $177K
52K $11.2B
AMZN
Amazon Com Inc

Consumer Cyclical
2.81K
+ 37.34%
$167.32 - $223.3 $471K - $628K
10.3K $2.27B
AVGO
Broadcom Inc.

Technology
2.36K
+ 166.48%
$146.29 - $275.65 $346K - $652K
3.78K $1.04B
VTI
Vanguard Total Stock Market Et

ETFs
771
+ 4.08%
$243.75 - $303.93 $188K - $234K
19.6K $5.97B
IWF
Ishares Russell 1000 Gr ETF

ETFs
16
+ 0.15%
$320.42 - $424.58 $5.13K - $6.79K
10.4K $4.41B
IVE
Ishares S&P 500 Value ETF

ETFs
857
+ 0.88%
$168.34 - $195.42 $144K - $167K
98.6K $19.3B
GOOG
Alphabet Inc.

Communication Services
2.16K
+ 47.88%
$146.58 - $180.01 $317K - $389K
6.68K $1.18B
TGT
Target Corp

Consumer Defensive
5.04K
+ 91.11%
$88.76 - $105.77 $447K - $533K
10.6K $1.04B
VGT
Vanguard Information Technolog

ETFs
510
+ 101.39%
$470.37 - $663.28 $240K - $338K
1.01K $672M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.22K
+ 6.22%
$44.68 - $45.96 $367K - $378K
140K $6.41B
AAPL
Apple Inc.

Technology
3.14K
+ 18.68%
$172.42 - $223.89 $541K - $702K
19.9K $4.09B
ALGN
Align Technology Inc

Healthcare
1.83K
New
$144.32 - $190.42 $264K - $348K
1.83K $346M
IEMG
Ishares Inc

ETFs
5.62K
New
N/A
5.62K $337M
MRVL
Marvell Technology, Inc.

Technology
4.24K
New
$49.38 - $79.97 $209K - $339K
4.24K $328M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.96K
New
$107.93 - $110.97 $320K - $329K
2.96K $326M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
706
New
$376.48 - $440.65 $266K - $311K
706 $311M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.35K
New
$141.37 - $228.57 $191K - $309K
1.35K $306M
V
Visa Inc.

Financial Services
854
New
$308.27 - $373.31 $263K - $319K
854 $303M
JPM
Jpmorgan Chase & CO

Financial Services
574
+ 19.12%
$210.28 - $289.91 $121K - $166K
3.58K $1.04B
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.38K
+ 8.99%
$33.38 - $40.81 $146K - $179K
53.1K $2.16B
CAT
Caterpillar Inc

Industrials
744
New
$273.94 - $388.21 $204K - $289K
744 $289M
TSLA
Tesla, Inc.

Consumer Cyclical
876
New
$221.86 - $362.89 $194K - $318K
876 $278M
DIS
Walt Disney CO

Communication Services
2.24K
New
$81.72 - $124.01 $183K - $278K
2.24K $278M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
New
$152.93 - $181.74 $228K - $271K
1.49K $271M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.87K
New
$29.0 - $30.68 $228K - $241K
7.87K $241M
XLY
Select Sector Spdr Consumer Di

ETFs
1.11K
New
$176.34 - $218.59 $196K - $242K
1.11K $241M
AMD
Advanced Micro Devices Inc

Technology
631
+ 16.73%
$78.21 - $143.81 $49.4K - $90.7K
4.4K $625M
ORCL
Oracle Corp

Technology
389
+ 20.33%
$122.82 - $218.63 $47.8K - $85K
2.3K $503M
Princeton Bancorp Inc
7.6K
New
N/A
7.6K $232M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
644
+ 2.47%
$55.54 - $69.09 $35.8K - $44.5K
26.7K $1.84B
CRM
Salesforce, Inc.

Technology
800
New
$236.26 - $291.15 $189K - $233K
800 $218M
SQ
Block, Inc.

Technology
3.2K
New
N/A
3.2K $218M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.13K
New
$100.35 - $100.71 $213K - $214K
2.13K $214M
EAT
Brinker International, Inc

Consumer Cyclical
1.14K
New
$128.68 - $181.78 $147K - $208K
1.14K $206M
EFG
Msci Eafe Growth ETF

ETFs
1.83K
New
$89.8 - $112.0 $165K - $205K
1.83K $205M
CVX
Chevron Corp

Energy
1.41K
New
$133.73 - $168.51 $189K - $238K
1.41K $202M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.99K
New
$54.19 - $67.22 $162K - $201K
2.99K $201M
COST
Costco Wholesale Corp

Consumer Defensive
164
+ 26.37%
$908.13 - $1056.85 $149K - $173K
786 $778M
MA
Mastercard Inc

Financial Services
291
+ 71.5%
$479.92 - $590.74 $140K - $172K
698 $392M
Activity Summary
Buys All Purchases 74 New Holdings 21 Increased Positions 53 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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