Silver Oak Securities, Inc Purchases in Q4 2024

Silver Oak Securities, Inc

  • $1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRIG
Invesco Actively Managed ETF F

ETFs
11.3K
+ 7.98%
$25.06 - $25.2 $283K - $284K
153K $3.83M
BX
Blackstone Inc.

Financial Services
1.66K
New
$148.45 - $199.05 $246K - $330K
1.66K $286K
USLM
United States Lime & Minerals Inc

Basic Materials
2.16K
New
$91.63 - $157.45 $198K - $340K
2.16K $286K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.16K
New
$63.19 - $73.31 $263K - $305K
4.16K $285K
ALTL
Pacer Lunt Large Cap Altenator

Technology
9.1K
+ 16.62%
$37.07 - $39.88 $337K - $363K
63.8K $2.37M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
17K
New
$15.9 - $17.05 $270K - $289K
17K $282K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13.7K
+ 26.34%
$24.94 - $26.14 $342K - $358K
65.7K $1.64M
CNA
Cna Financial Corp

Financial Services
5.82K
New
$46.76 - $50.95 $272K - $297K
5.82K $281K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.3K
New
$22.72 - $23.0 $280K - $283K
12.3K $281K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.24K
New
$119.61 - $136.3 $268K - $305K
2.24K $276K
KMI
Kinder Morgan, Inc.

Energy
8.01K
+ 90.54%
$22.59 - $28.54 $181K - $229K
16.9K $461K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.15K
New
$82.28 - $117.52 $259K - $370K
3.15K $266K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.17K
+ 28.15%
$44.33 - $49.55 $273K - $306K
28.1K $1.26M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.3K
+ 21.31%
$98.47 - $109.35 $325K - $361K
18.8K $1.85M
PULS
Pgim ETF Tr

ETFs
5.26K
New
$49.51 - $49.79 $261K - $262K
5.26K $260K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
5.39K
+ 13.73%
$45.67 - $50.69 $246K - $273K
44.7K $2.07M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.24K
+ 131.98%
$87.1 - $98.49 $283K - $320K
5.7K $497K
IWM
Ishares Russell 2000 ETF

ETFs
1.16K
New
$216.13 - $242.4 $250K - $281K
1.16K $256K
NFLX
Netflix Inc

Communication Services
55
+ 4.88%
$687.65 - $936.56 $37.8K - $51.5K
1.18K $1.05M
QCOM
Qualcomm Inc

Technology
2.59K
+ 29.39%
$150.4 - $178.04 $389K - $460K
11.4K $1.75M
FITB
Fifth Third Bancorp

Financial Services
5.92K
New
$41.76 - $48.44 $247K - $287K
5.92K $250K
USA
Liberty All Star Equity Fund

Financial Services
35.6K
New
$6.82 - $7.46 $243K - $265K
35.6K $247K
CCI
Crown Castle International Corp

Real Estate
2.73K
New
$89.78 - $119.11 $245K - $325K
2.73K $247K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.14K
New
$114.63 - $163.52 $245K - $349K
2.14K $246K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.91K
+ 12.09%
$57.53 - $60.83 $340K - $360K
54.8K $3.15M
DELL
Dell Technologies Inc.

Technology
2.14K
+ 89.0%
$111.96 - $144.21 $240K - $309K
4.55K $524K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.53K
+ 4.06%
$53.94 - $58.15 $136K - $147K
64.7K $3.65M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
4.12K
New
$55.73 - $61.23 $229K - $252K
4.12K $232K
WPC
W. P. Carey Inc.

Real Estate
4.27K
New
$53.44 - $61.33 $228K - $262K
4.27K $232K
FIW
First Trust Water ETF

ETFs
2.27K
New
$102.02 - $110.91 $232K - $252K
2.27K $232K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
12.9K
+ 29.39%
$21.7 - $22.73 $280K - $294K
56.9K $1.23M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.08K
+ 1.67%
$50.23 - $50.46 $205K - $206K
249K $12.5M
HON
Honeywell International Inc

Industrials
1K
New
$202.84 - $236.0 $203K - $236K
1K $226K
CRWD
Crowd Strike Holdings, Inc.

Technology
657
New
$275.15 - $388.2 $181K - $255K
657 $224K
SOXX
Ishares Semiconductor ETF

ETFs
1.04K
New
$211.27 - $239.8 $220K - $250K
1.04K $224K
ATRC
Atri Cure, Inc.

Healthcare
7.28K
New
$27.02 - $38.2 $197K - $278K
7.28K $222K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.08K
New
$104.5 - $125.64 $217K - $261K
2.08K $216K
WDC
Western Digital Corp

Technology
3.64K
New
$59.62 - $73.43 $217K - $267K
3.64K $216K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
3.76K
+ 4.93%
$45.72 - $48.37 $172K - $182K
80.1K $3.74M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.1K
+ 76.88%
$108.6 - $115.42 $228K - $242K
4.83K $527K
XLY
Select Sector Spdr Consumer Di

ETFs
165
+ 2.26%
$194.8 - $239.43 $32.1K - $39.5K
7.48K $1.68M
OXY
Occidental Petroleum Corp

Energy
4.33K
New
$45.36 - $55.91 $196K - $242K
4.33K $213K
XLC
Select Sector Spdr Tr Communic

ETFs
1.6K
+ 17.78%
$89.66 - $102.16 $143K - $163K
10.6K $1.02M
SHV
Ishares Tr

ETFs
1.93K
+ 37.91%
$109.92 - $110.57 $212K - $214K
7.03K $773K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.5K
New
$42.05 - $48.31 $189K - $218K
4.5K $208K
CRDO
Credo Technology Group Holding LTD

Technology
3.09K
New
$30.16 - $77.25 $93K - $238K
3.09K $208K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
477
+ 31.74%
$340.59 - $380.5 $162K - $181K
1.98K $724K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
11.5K
New
$17.71 - $21.16 $204K - $244K
11.5K $206K
PPL
Ppl Corp

Utilities
6.35K
New
$31.47 - $35.0 $200K - $222K
6.35K $205K
Activity Summary
Buys All Purchases 428 New Holdings 120 Increased Positions 308 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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