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
AMD
Advanced Micro Devices Inc

Technology
601
+ 6.38%
$164.01 - $264.33 $98.6K - $159K
10K $2.41M
IWL
Ishares Tr Russell 200 ETF

ETFs
4.53K
+ 53.69%
$163.11 - $172.47 $739K - $781K
13K $2.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 8.4%
$475.68 - $513.11 $630K - $679K
17.1K $8.69M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
13K
+ 8.2%
$52.81 - $55.35 $686K - $719K
171K $9.31M
INTU
Intuit Inc

Technology
1.13K
New
$641.79 - $683.39 $728K - $775K
1.13K $732K
MSFT
Microsoft Corp

Technology
2.05K
+ 6.98%
$496.82 - $542.07 $1.02M - $1.11M
31.4K $15.9M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.94K
+ 48.06%
$118.79 - $161.47 $349K - $474K
9.05K $1.44M
FICO
Fair Isaac Corp

Technology
413
New
$1512.71 - $1879.55 $625K - $776K
413 $719K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
103K
New
$6.96 - $7.94 $718K - $819K
103K $717K
CFG
Citizens Financial Group Inc

Financial Services
12.8K
New
$48.39 - $54.0 $617K - $689K
12.8K $659K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
13.3K
New
$38.8 - $46.19 $517K - $616K
13.3K $614K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11.5K
+ 96.38%
$71.69 - $105.67 $825K - $1.22M
23.5K $1.7M
ACN
Accenture PLC

Technology
2.49K
+ 317.88%
$234.02 - $253.35 $582K - $631K
3.27K $789K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
10.7K
+ 220.49%
$52.37 - $53.91 $560K - $577K
15.5K $834K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
12.2K
+ 3.94%
$43.05 - $44.51 $523K - $541K
321K $14M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
3.2K
+ 40.28%
$168.39 - $174.07 $539K - $557K
11.1K $1.92M
ES
Eversource Energy

Utilities
7.46K
New
$70.59 - $74.88 $526K - $558K
7.46K $546K
NVO
Novo Nordisk A S

Healthcare
10.9K
New
$45.68 - $59.65 $496K - $648K
10.9K $526K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14K
+ 6.83%
$31.41 - $33.69 $440K - $472K
219K $7.07M
ALV
Autoliv Inc

Consumer Cyclical
4.31K
New
$115.59 - $128.01 $498K - $552K
4.31K $520K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.08K
+ 12.41%
$185.12 - $192.11 $569K - $591K
27.9K $5.22M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
9.85K
New
$51.71 - $52.8 $509K - $520K
9.85K $515K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.9K
+ 37.17%
$93.79 - $100.35 $554K - $592K
21.8K $2.05M
MU
Micron Technology Inc

Technology
127
+ 2.18%
$181.6 - $253.3 $23.1K - $32.2K
5.97K $1.47M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.61K
New
$136.84 - $145.3 $494K - $525K
3.61K $494K
FNDF
Schwab Fundamental Intl Large

ETFs
9.82K
+ 36.88%
$42.35 - $45.18 $416K - $444K
36.5K $1.63M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.4K
New
$88.14 - $92.61 $476K - $500K
5.4K $488K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
6.38K
+ 67.22%
$80.06 - $83.68 $511K - $534K
15.9K $1.27M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5.76K
+ 59.01%
$80.59 - $84.32 $464K - $486K
15.5K $1.27M
FNDA
Schwab Fundamental U S Small C

ETFs
15.5K
+ 53.77%
$29.85 - $31.55 $464K - $490K
44.4K $1.35M
PH
Parker Hannifin Corp

Industrials
402
+ 27.63%
$716.66 - $857.93 $288K - $345K
1.86K $1.54M
APH
Amphenol Corp

Technology
2.16K
+ 14.28%
$121.7 - $143.85 $263K - $310K
17.3K $2.31M
ATO
Atmos Energy Corp

Utilities
2.44K
New
$168.85 - $179.19 $413K - $438K
2.44K $427K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.23K
New
$127.15 - $133.03 $411K - $430K
3.23K $420K
DFAT
Dimensional ETF Tr U S Target

ETFs
7.64K
+ 51.82%
$55.75 - $58.83 $426K - $450K
22.4K $1.27M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.13K
+ 16.91%
$102.72 - $103.6 $425K - $428K
28.6K $2.94M
IQDY
Flexshares International Quali

ETFs
11.4K
New
$33.35 - $36.13 $382K - $414K
11.4K $409K
VONG
Vanguard Russell 1000 Growth E

ETFs
3.17K
+ 9.01%
$118.2 - $126.51 $375K - $401K
38.3K $4.64M
IOO
Ishares Tr Global 100 ETF

ETFs
1.5K
+ 3.4%
$118.15 - $126.87 $177K - $190K
45.5K $5.69M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.97K
New
$199.44 - $208.01 $392K - $409K
1.97K $403K
PRIM
Primoris Services Corp

Industrials
3.4K
New
$116.43 - $144.26 $396K - $491K
3.4K $401K
PFL
Pimco Income Strategy Fund

Financial Services
47.8K
New
$8.31 - $8.65 $398K - $414K
47.8K $397K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.81K
+ 5.05%
$72.17 - $75.74 $275K - $289K
79.3K $5.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.43K
+ 10.96%
$52.54 - $55.77 $338K - $359K
65.2K $3.57M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.38K
+ 4.28%
$91.46 - $91.76 $401K - $402K
107K $9.78M
SCHO
Schwab Short Term Us Treasury

ETFs
15.8K
+ 116.08%
$24.31 - $24.46 $385K - $387K
29.5K $717K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.6K
+ 4.63%
$26.44 - $27.53 $386K - $402K
330K $9M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
8.22K
New
$45.48 - $45.92 $374K - $378K
8.22K $375K
AZZ
Azz Inc

Industrials
3.78K
New
$97.64 - $109.1 $369K - $412K
3.78K $370K
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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