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
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
46
+ 1.32%
$76.23 - $79.22 $3.51K - $3.64K
3.53K $269K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.68%
$136.06 - $140.64 $952 - $984
1.04K $143K
ILPT
Industrial Logistics Properties Trust

Real Estate
128
+ 0.94%
$5.18 - $6.03 $663 - $772
13.7K $77K
HON
Honeywell International Inc

Industrials
167
+ 6.94%
$194.07 - $220.67 $32.4K - $36.9K
2.58K $504K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
18
+ 0.2%
$24.31 - $25.21 $438 - $454
8.82K $216K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
21
+ 0.18%
$5.67 - $5.92 $119 - $124
11.8K $67K
SKYY
First Trust Cloud Computing Et

ETFs
32
+ 1.04%
$131.95 - $143.46 $4.22K - $4.59K
3.11K $409K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
721
+ 4.04%
$13.49 - $14.59 $9.73K - $10.5K
18.6K $262K
UNP
Union Pacific Corp

Industrials
55
+ 5.16%
$216.37 - $237.41 $11.9K - $13.1K
1.12K $247K
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.3%
$94.02 - $97.61 $658 - $683
2.33K $220K
CSX
Csx Corp

Industrials
75
+ 0.71%
$34.88 - $36.67 $2.62K - $2.75K
10.7K $373K
ISCG
Ishares Morningstar Small Cap

ETFs
10
+ 0.19%
$53.29 - $56.31 $533 - $563
5.4K $288K
HYLS
First Tr Tactical High Yield L

ETFs
43
+ 0.2%
$41.67 - $42.1 $1.79K - $1.81K
21.1K $882K
FXO
First Tr Exchange Traded Fd Fi

ETFs
118
+ 1.23%
$55.79 - $59.43 $6.58K - $7.01K
9.71K $563K
ADI
Analog Devices Inc

Technology
75
+ 4.88%
$225.32 - $246.37 $16.9K - $18.5K
1.61K $370K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
8
+ 0.22%
$125.45 - $131.1 $1K - $1.05K
3.71K $472K
SHW
Sherwin Williams CO

Basic Materials
5
+ 0.69%
$330.74 - $354.45 $1.65K - $1.77K
725 $240K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
3
+ 0.19%
$184.47 - $199.8 $553 - $599
1.62K $300K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
507
+ 1.25%
$63.25 - $66.24 $32.1K - $33.6K
41K $2.63M
FITB
Fifth Third Bancorp

Financial Services
42
+ 0.7%
$40.36 - $44.41 $1.7K - $1.87K
6.06K $257K
SYK
Stryker Corp

Healthcare
12
+ 0.79%
$353.81 - $388.35 $4.25K - $4.66K
1.54K $554K
AWK
American Water Works Company, Inc.

Utilities
16
+ 0.9%
$125.97 - $145.43 $2.02K - $2.33K
1.8K $237K
DOCU
Docusign, Inc.

Technology
7
+ 0.22%
$67.01 - $73.14 $469 - $512
3.23K $219K
ISMD
Northern Lts Fd Tr Iv

ETFs
74
+ 0.71%
$37.19 - $39.32 $2.75K - $2.91K
10.5K $391K
VOT
Vanguard Mid Cap Growth Index

ETFs
13
+ 0.97%
$279.76 - $298.12 $3.64K - $3.88K
1.35K $378K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
415
+ 3.17%
$20.69 - $22.36 $8.59K - $9.28K
13.5K $279K
CMCSA
Comcast Corp

Communication Services
860
+ 8.45%
$26.98 - $31.09 $23.2K - $26.7K
11K $300K
DSL
Double Line Income Solutions Fund

Financial Services
196
+ 0.68%
$11.49 - $12.36 $2.25K - $2.42K
29.2K $335K
KMI
Kinder Morgan, Inc.

Energy
47
+ 0.19%
$25.84 - $28.46 $1.21K - $1.34K
24.5K $672K
JXN
Jackson Financial Inc.

Financial Services
18
+ 0.52%
$92.13 - $103.82 $1.66K - $1.87K
3.45K $326K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.43%
$217.49 - $236.9 $1.74K - $1.9K
1.87K $421K
EHC
Encompass Health Corp

Healthcare
26
+ 1.37%
$113.46 - $127.18 $2.95K - $3.31K
1.92K $217K
DBA
Invesco Db Agriculture Fund

ETFs
15
+ 0.04%
$26.09 - $26.96 $391 - $404
37.2K $969K
KKR
Kkr & Co. Inc.

Financial Services
96
+ 2.57%
$117.52 - $127.65 $11.3K - $12.3K
3.83K $458K
WAL
Western Alliance Bancorporation

Financial Services
1.22K
+ 8.53%
$70.32 - $87.42 $85.9K - $107K
15.5K $1.21M
FDN
First Tr Fd Dow Jones

ETFs
1
+ 0.04%
$269.33 - $285.7 $269 - $286
2.75K $741K
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.72K
+ 15.73%
$14.75 - $20.75 $25.4K - $35.7K
12.7K $186K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.73K
+ 18.34%
$79.54 - $103.8 $138K - $180K
11.2K $926K
FTC
First Tr Lge Cap Growth

ETFs
12
+ 0.16%
$156.24 - $164.79 $1.87K - $1.98K
7.52K $1.17M
NOC
Northrop Grumman Corp

Industrials
3
+ 0.37%
$558.0 - $637.95 $1.67K - $1.91K
817 $459K
FYX
First Tr Small Cap Core Alphad

ETFs
52
+ 0.17%
$105.19 - $112.13 $5.47K - $5.83K
31K $3.34M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3
+ 0.15%
$153.8 - $189.34 $461 - $568
2K $314K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
220
+ 5.96%
$73.78 - $98.43 $16.2K - $21.7K
3.91K $288K
APP
App Lovin Corp

Technology
39
+ 9.65%
$552.64 - $704.09 $21.6K - $27.5K
443 $247K
CLF
Cleveland Cliffs Inc.

Basic Materials
1
+ 0.0%
$10.09 - $16.18 $10.1 - $16.2
31.5K $337K
COIN
Coinbase Global, Inc.

Technology
73
+ 5.73%
$283.14 - $387.27 $20.7K - $28.3K
1.35K $382K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$100.05 - $123.23 $100 - $123
2.37K $246K
PZZA
Papa Johns International Inc

Consumer Cyclical
6
+ 0.08%
$40.71 - $55.31 $244 - $332
7.35K $302K
RUM
Rumble Inc.

Technology
250
+ 0.64%
$5.64 - $8.56 $1.41K - $2.14K
39.2K $221K
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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