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
IYW
Ishares Dj Us Tech ETF

ETFs
1.66K
+ 14.31%
$192.8 - $211.27 $320K - $351K
13.3K $2.64M
VTI
Vanguard Total Stock Market Et

ETFs
820
+ 1.41%
$321.8 - $337.95 $264K - $277K
59.1K $19.5M
CRDO
Credo Technology Group Holding LTD

Technology
2.53K
+ 51.51%
$129.75 - $187.62 $328K - $475K
7.44K $1.08M
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.12K
New
$70.77 - $74.04 $362K - $379K
5.12K $363K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.13K
New
$160.66 - $181.39 $342K - $387K
2.13K $363K
ABBV
Abb Vie Inc.

Healthcare
1.41K
+ 11.75%
$211.96 - $244.38 $298K - $343K
13.4K $3.13M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
8.43K
+ 8.01%
$42.07 - $42.69 $355K - $360K
114K $4.79M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
6.34K
New
$54.06 - $55.46 $343K - $352K
6.34K $347K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.06K
+ 114.94%
$155.17 - $185.52 $320K - $383K
3.86K $648K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
2.06K
New
$163.25 - $220.55 $337K - $455K
2.06K $345K
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.81K
+ 125.51%
$120.2 - $126.58 $338K - $356K
5.06K $620K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.83K
New
$48.68 - $50.07 $332K - $342K
6.83K $339K
WMT
Walmart Inc.

Consumer Defensive
3.33K
+ 5.98%
$101.18 - $109.03 $337K - $363K
58.9K $6.07M
AVEM
American Centy ETF Tr Avantis

ETFs
4.24K
+ 163.14%
$73.09 - $78.36 $310K - $332K
6.83K $529K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
7.69K
+ 119.09%
$43.97 - $46.55 $338K - $358K
14.1K $627K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.22K
New
$150.5 - $159.55 $334K - $354K
2.22K $334K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.57K
+ 91.29%
$93.0 - $94.55 $332K - $337K
7.47K $696K
CHD
Church & Dwight CO Inc

Consumer Defensive
3.95K
New
$81.8 - $90.01 $323K - $356K
3.95K $332K
IAUM
I Shares Gold Trust Micro

ETFs
7.76K
+ 113.54%
$38.43 - $43.66 $298K - $339K
14.6K $594K
AFIF
Two Rds Shared Tr

ETFs
35.1K
New
$9.36 - $9.48 $328K - $333K
35.1K $330K
CRS
Carpenter Technology Corp

Industrials
992
New
$238.12 - $332.01 $236K - $329K
992 $327K
NEE
Nextera Energy Inc

Utilities
1.04K
+ 4.5%
$78.18 - $86.03 $81.3K - $89.5K
24.1K $2.07M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.25K
+ 2.36%
$50.55 - $50.74 $367K - $368K
314K $15.9M
FDVV
Fidelity High Dividend ETF

ETFs
5.26K
+ 9.65%
$54.66 - $56.68 $288K - $298K
59.8K $3.35M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.36K
+ 79.05%
$132.67 - $138.39 $313K - $326K
5.34K $716K
AORT
Artivion, Inc.

Healthcare
6.66K
New
$40.2 - $47.63 $268K - $317K
6.66K $304K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.82K
+ 5.99%
$56.33 - $59.22 $271K - $285K
85.2K $4.93M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
9.33K
+ 19.83%
$31.47 - $31.98 $294K - $298K
56.4K $1.79M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
2.93K
New
$99.07 - $114.03 $290K - $334K
2.93K $300K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.33K
New
$123.63 - $130.75 $288K - $305K
2.33K $295K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.71K
+ 21.44%
$88.49 - $93.64 $329K - $348K
21K $1.86M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.29K
New
$227.13 - $251.24 $292K - $323K
1.29K $293K
SHV
Ishares Tr

ETFs
2.67K
+ 32.49%
$110.15 - $110.49 $295K - $295K
10.9K $1.2M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
6.58K
New
$43.28 - $43.85 $285K - $288K
6.58K $287K
LVHI
Franklin International Low Vol

ETFs
3.6K
+ 4.46%
$34.73 - $36.81 $125K - $133K
84.3K $3.09M
XOM
Exxon Mobil Corp

Energy
1.07K
+ 3.31%
$110.64 - $119.78 $118K - $128K
33.3K $3.92M
SOXX
Ishares Semiconductor ETF

ETFs
854
+ 41.32%
$271.99 - $309.6 $232K - $264K
2.92K $842K
HWM
Howmet Aerospace Inc.

Industrials
1.03K
+ 11.21%
$184.09 - $209.74 $190K - $217K
10.3K $2.08M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.54K
New
$165.48 - $188.67 $254K - $290K
1.54K $271K
AGOX
Starboard Invt Tr

ETFs
9.04K
New
$29.9 - $31.42 $270K - $284K
9.04K $270K
TDG
Trans Digm Group Inc

Industrials
191
+ 34.79%
$1237.71 - $1359.3 $236K - $260K
740 $992K
DRSK
ETF Ser Solutions Aptus Define

ETFs
7.57K
+ 2.33%
$28.98 - $29.71 $219K - $225K
333K $9.64M
HAL
Halliburton CO

Energy
9.8K
New
$21.82 - $28.06 $214K - $275K
9.8K $267K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
5.27K
+ 4.19%
$34.75 - $36.18 $183K - $191K
131K $4.7M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
4.91K
+ 4.57%
$50.35 - $52.33 $247K - $257K
112K $5.72M
NVDA
Nvidia Corp

Technology
1.3K
+ 0.98%
$179.83 - $207.04 $233K - $268K
134K $25M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.9K
+ 2.87%
$34.78 - $37.69 $101K - $109K
104K $3.9M
FDL
First Tr Morningstar Dividend

ETFs
5.23K
+ 17.24%
$42.27 - $43.9 $221K - $230K
35.6K $1.55M
FNDX
Schwab Fundamental U S Large C

ETFs
8.64K
+ 54.19%
$25.68 - $26.95 $222K - $233K
24.6K $652K
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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