Silver Oak Securities, Inc Purchases in Q4 2025

Silver Oak Securities, Inc

  • $1.33 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
858K
New
$38.81 - $40.67 $33.3M - $34.9M
858K $34.1M
PVAL
Putnam ETF Tr Putnam Focused L
357K
+ 880.86%
$41.58 - $44.36 $14.8M - $15.8M
398K $17.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
156K
+ 668.43%
$74.09 - $75.1 $11.6M - $11.7M
180K $13.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
179K
+ 226.81%
$29.23 - $29.39 $5.22M - $5.25M
258K $7.54M
XLU
Utilities Sector Spdr

ETFs
58.4K
+ 301.18%
$87.89 - $92.9 $5.13M - $5.43M
77.8K $6.91M
NOW
Service Now, Inc.

Technology
6.17K
+ 632.92%
$835.79 - $946.29 $5.16M - $5.84M
7.15K $5.97M
IWY
Ishares Tr Russell 200 Growth

ETFs
18.3K
+ 751.19%
$268.43 - $288.26 $4.92M - $5.29M
20.8K $5.74M
RDVY
First Trust Rising Dividend Ac

ETFs
72.2K
+ 27.92%
$65.02 - $68.31 $4.69M - $4.93M
331K $22.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
36K
+ 270.86%
$118.29 - $126.28 $4.26M - $4.55M
49.3K $5.97M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
22.7K
New
$171.48 - $177.68 $3.9M - $4.04M
22.7K $3.97M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
48.7K
New
$61.42 - $63.67 $2.99M - $3.1M
48.7K $3.02M
XLY
Select Sector Spdr Consumer Di

ETFs
12.6K
+ 354.09%
$228.75 - $242.18 $2.88M - $3.05M
16.2K $3.73M
TFLO
Ishares Treasury Floating Rate

ETFs
52.7K
+ 26.49%
$50.42 - $50.61 $2.66M - $2.67M
252K $12.7M
CGDV
Capital Group Divid Value ETF

ETFs
48.7K
+ 8.7%
$41.33 - $43.47 $2.01M - $2.12M
608K $26.1M
POOL
Pool Corp

Industrials
10.4K
New
$242.32 - $312.05 $2.52M - $3.24M
10.4K $2.52M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
24.1K
+ 307.24%
$92.34 - $95.43 $2.22M - $2.3M
31.9K $3.01M
SPYG
Spdr Portfolio

ETFs
20.4K
+ 18.06%
$102.4 - $109.39 $2.09M - $2.23M
134K $14M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
17.3K
+ 169.25%
$128.96 - $165.33 $2.23M - $2.86M
27.5K $3.55M
AAPL
Apple Inc.

Technology
2.29K
+ 1.9%
$245.27 - $275.25 $561K - $630K
123K $32.9M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
14.6K
New
$125.44 - $132.11 $1.84M - $1.94M
14.6K $1.89M
PULS
Pgim ETF Tr

ETFs
37.2K
+ 424.29%
$49.64 - $49.83 $1.85M - $1.85M
46K $2.29M
XLG
Invesco Exchange Traded Fd Tr

ETFs
30.7K
+ 151.08%
$56.5 - $60.52 $1.73M - $1.86M
50.9K $2.99M
GOOGL
Alphabet Inc.

Communication Services
2.64K
+ 8.09%
$236.57 - $291.31 $624K - $768K
35.2K $9.74M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
38.1K
New
$47.1 - $47.44 $1.8M - $1.81M
38.1K $1.81M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
70K
+ 313.1%
$25.44 - $25.56 $1.78M - $1.79M
92.3K $2.36M
AVAV
Aero Vironment Inc

Industrials
5.83K
New
$291.21 - $409.83 $1.7M - $2.39M
5.83K $1.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.76K
+ 4.1%
$213.04 - $254.0 $587K - $700K
70K $16.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.57K
+ 58.3%
$191.01 - $199.18 $1.64M - $1.71M
23.3K $4.52M
VRIG
Invesco Actively Managed ETF F

ETFs
66K
+ 685.34%
$25.05 - $25.16 $1.65M - $1.66M
75.7K $1.9M
GLD
Spdr Gold Trust

ETFs
3.08K
+ 15.62%
$354.79 - $403.15 $1.09M - $1.24M
22.8K $8.56M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.15K
New
$358.39 - $376.54 $1.49M - $1.56M
4.15K $1.53M
FQAL
Fidelity Covington Tr Quality

ETFs
20.4K
+ 318.27%
$73.0 - $76.03 $1.49M - $1.55M
26.9K $2M
LLY
Eli Lilly & CO

Healthcare
279
+ 6.42%
$799.57 - $1025.28 $223K - $286K
4.63K $4.73M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
20.2K
New
$66.54 - $69.97 $1.34M - $1.41M
20.2K $1.38M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
39.7K
+ 537.9%
$33.05 - $33.87 $1.31M - $1.35M
47.1K $1.58M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
12K
New
$110.02 - $115.23 $1.32M - $1.38M
12K $1.33M
SCHV
Schwab Strategic Tr Us Large C

ETFs
44.8K
+ 90.88%
$28.46 - $29.45 $1.27M - $1.32M
94K $2.73M
FDLO
Fidelity Covington Tr Low Vola

ETFs
19.1K
+ 274.39%
$64.55 - $66.69 $1.23M - $1.27M
26K $1.72M
XLV
Select Sector Spdr Fund Health

ETFs
7K
+ 148.52%
$141.95 - $152.82 $993K - $1.07M
11.7K $1.78M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
15.8K
New
$69.11 - $73.37 $1.09M - $1.16M
15.8K $1.12M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.9K
+ 716.07%
$49.98 - $50.22 $1.04M - $1.05M
23.8K $1.19M
VEA
Vanguard Ftse Developed Market

ETFs
14K
+ 10.52%
$59.18 - $62.09 $826K - $867K
147K $9M
IBM
International Business Machines Corp

Technology
3.13K
+ 46.94%
$275.97 - $314.98 $863K - $985K
9.79K $2.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.55K
+ 13.5%
$600.51 - $631.95 $930K - $978K
13K $8.04M
PHYS
Sprott Physical Gold Trust

Financial Services
29.5K
+ 60.09%
$29.62 - $33.31 $874K - $983K
78.6K $2.45M
VTV
Vanguard Value ETF

ETFs
5.23K
+ 44.64%
$182.87 - $189.72 $957K - $992K
17K $3.17M
TER
Teradyne, Inc

Technology
5.7K
New
$132.08 - $187.59 $753K - $1.07M
5.7K $968K
XLP
Consumer Staples Sector Spdr

ETFs
12.7K
+ 74.63%
N/A
29.6K $2.25M
TSLA
Tesla, Inc.

Consumer Cyclical
3.01K
+ 32.15%
$401.99 - $468.37 $1.21M - $1.41M
12.4K $5.07M
Activity Summary
Buys All Purchases 506 New Holdings 102 Increased Positions 404 Sells All Sells 267 Reductions 267 Sold out 0 Options Calls 0 Puts 0
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