Silver Oak Wealth Management LLC Incresed Positions 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
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
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
644
+ 2.47%
$55.54 - $69.09 $35.8K - $44.5K
26.7K $1.84B
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
GOOGL
Alphabet Inc.

Communication Services
401
+ 10.43%
$144.7 - $178.6 $58K - $71.6K
4.24K $748M
MU
Micron Technology Inc

Technology
100
+ 3.5%
$64.72 - $127.91 $6.47K - $12.8K
2.96K $364M
WMT
Walmart Inc.

Consumer Defensive
540
+ 10.08%
$81.79 - $99.98 $44.2K - $54K
5.9K $577M
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 22.5%
$416.06 - $551.64 $47.8K - $63.4K
626 $345M
SPY
Spdr S&P 500 ETF Trust

ETFs
94
+ 12.29%
$496.48 - $617.85 $46.7K - $58.1K
859 $531M
NFLX
Netflix Inc

Communication Services
7
+ 3.17%
$855.86 - $1339.13 $5.99K - $9.37K
228 $305M
IXUS
Ishares Tr

ETFs
528
+ 7.19%
$62.37 - $77.63 $32.9K - $41K
7.87K $609M
WFC
Wells Fargo & Company

Financial Services
286
+ 3.32%
$60.98 - $80.12 $17.4K - $22.9K
8.9K $713M
LLY
Eli Lilly & CO

Healthcare
147
+ 23.26%
$713.71 - $898.95 $105K - $132K
779 $607M
HD
Home Depot, Inc.

Consumer Cyclical
216
+ 33.54%
$335.24 - $380.78 $72.4K - $82.2K
860 $315M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.14%
$149.23 - $184.95 $448 - $555
2.12K $386M
INTC
Intel Corp

Technology
2.48K
+ 11.62%
$18.13 - $22.69 $44.9K - $56.2K
23.8K $533M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
1K
+ 2.29%
$40.66 - $41.98 $40.7K - $42.1K
44.8K $1.87B
HON
Honeywell International Inc

Industrials
6
+ 0.33%
$182.86 - $232.88 $1.1K - $1.4K
1.82K $424M
BND
Vanguard Bd Index Fd Inc Total

ETFs
308
+ 2.43%
$72.02 - $73.82 $22.2K - $22.7K
13K $956M
DBND
Doubleline ETF Tr Opportunisti

ETFs
472
+ 1.78%
$45.18 - $46.32 $21.3K - $21.9K
26.9K $1.24B
AAL
American Airlines Group Inc.

Industrials
808
+ 6.24%
N/A
13.8K $154M
XLV
Select Sector Spdr Fund Health

ETFs
200
+ 11.27%
$128.77 - $144.3 $25.8K - $28.9K
1.97K $266M
XOM
Exxon Mobil Corp

Energy
333
+ 12.24%
$99.93 - $119.04 $33.3K - $39.6K
3.05K $329M
ZTS
Zoetis Inc.

Healthcare
219
+ 6.2%
$144.41 - $170.3 $31.6K - $37.3K
3.75K $585M
SBUX
Starbucks Corp

Consumer Cyclical
261
+ 6.43%
$79.69 - $99.41 $20.8K - $25.9K
4.32K $396M
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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