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
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
10.1K
New
$21.43 - $22.74 $217K - $230K
10.1K $227K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
4.07K
New
$55.36 - $56.52 $225K - $230K
4.07K $227K
RTX
Raytheon Technologies Corp

Industrials
574
+ 3.79%
$157.0 - $179.44 $90.1K - $103K
15.7K $2.76M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.22K
New
$52.27 - $56.39 $221K - $238K
4.22K $225K
PEP
Pepsico Inc

Consumer Defensive
1.31K
+ 31.3%
$138.84 - $153.71 $181K - $201K
5.48K $809K
FIX
Comfort Systems Usa Inc

Industrials
37
+ 1.64%
$790.72 - $1010.64 $29.3K - $37.4K
2.29K $2.08M
MAR
Marriott International Inc

Consumer Cyclical
780
New
$259.04 - $291.9 $202K - $228K
780 $222K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
4.23K
+ 27.73%
$51.23 - $52.62 $217K - $223K
19.5K $1.01M
OSCV
Opus Small Cap Value ETF

ETFs
11.1K
+ 8.51%
$36.7 - $38.25 $407K - $424K
141K $5.2M
IQV
Iqvia Holdings Inc.

Healthcare
984
New
$198.17 - $223.55 $195K - $220K
984 $217K
JCI
Johnson Controls International PLC

Industrials
1.79K
New
$105.55 - $122.66 $189K - $219K
1.79K $212K
FNDC
Schwab Fundamental Intl Small

ETFs
4.74K
+ 62.49%
$43.41 - $45.12 $206K - $214K
12.3K $548K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
6.45K
+ 70.86%
$30.79 - $31.82 $199K - $205K
15.6K $489K
PRU
Prudential Financial Inc

Financial Services
1.87K
New
$99.13 - $107.85 $186K - $202K
1.87K $200K
ADBE
Adobe Inc.

Technology
698
+ 68.23%
$325.07 - $359.91 $227K - $251K
1.72K $559K
AVUV
American Centy ETF Tr Avantis

ETFs
4.33K
+ 3.73%
$95.19 - $100.66 $412K - $436K
121K $11.8M
FVAL
Fidelity Covington Tr Value Fa

ETFs
2.78K
New
$67.41 - $71.36 $187K - $198K
2.78K $195K
YMAR
First Tr Ex Tr Viii Cboe Vest
7.22K
+ 47.73%
$26.04 - $26.66 $188K - $192K
22.3K $592K
QJUN
First Tr ETF
6.09K
+ 37.95%
$30.71 - $31.58 $187K - $192K
22.2K $690K
FMF
First Trust Managed Futures St

ETFs
3.92K
New
$48.06 - $49.61 $188K - $194K
3.92K $190K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.02K
+ 41.36%
$47.34 - $48.01 $190K - $193K
13.7K $650K
LUV
Southwest Airlines CO

Industrials
5.69K
New
$29.67 - $34.68 $169K - $197K
5.69K $186K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
6.11K
+ 7.72%
$44.97 - $46.55 $275K - $285K
85.3K $3.85M
XLI
Industrial Sector Spdr

ETFs
1.27K
+ 22.59%
$149.9 - $155.79 $190K - $198K
6.89K $1.05M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
13.1K
+ 25.42%
$14.62 - $15.79 $191K - $206K
64.4K $993K
BNDX
Vanguard Total International B

ETFs
3.55K
+ 90.81%
$49.3 - $49.91 $175K - $177K
7.45K $368K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.13K
+ 11.02%
$64.77 - $73.08 $267K - $302K
41.6K $2.75M
GCO
Genesco Inc

Consumer Cyclical
4.04K
+ 28.85%
$26.15 - $32.41 $106K - $131K
18.1K $574K
CSCO
Cisco Systems, Inc.

Technology
239
+ 1.5%
$67.46 - $78.0 $16.1K - $18.6K
16.2K $1.26M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
3.56K
+ 62.15%
$46.07 - $46.84 $164K - $167K
9.28K $432K
GM
General Motors CO

Consumer Cyclical
1.86K
+ 48.73%
$55.35 - $71.89 $103K - $133K
5.67K $399K
MUB
Ishares National Muni Bond ETF

ETFs
1.56K
New
$106.36 - $107.61 $166K - $168K
1.56K $166K
GTO
Invesco Actively Managed ETF T

ETFs
3.5K
+ 14.44%
$47.44 - $47.93 $166K - $168K
27.7K $1.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
332
+ 1.32%
$280.66 - $305.09 $93.2K - $101K
25.5K $7.18M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.24K
+ 2.67%
$72.75 - $76.17 $90K - $94.2K
47.5K $3.56M
AM
Antero Midstream Corp

Energy
12.8K
+ 22.74%
$17.19 - $19.41 $220K - $249K
69.2K $1.26M
FDG
American Centy ETF Tr Focused

ETFs
1.25K
+ 32.36%
$121.53 - $129.6 $151K - $161K
5.1K $621K
HEI
Heico Corp

Industrials
523
+ 42.52%
$306.83 - $330.64 $160K - $173K
1.75K $549K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
5.74K
+ 19.98%
$25.25 - $25.78 $145K - $148K
34.5K $883K
AOK
Ishares Tr Core Conservative A

ETFs
3.75K
+ 32.28%
$39.89 - $40.78 $149K - $153K
15.4K $617K
IGV
Ishares Expanded Tech Software

ETFs
1.9K
+ 27.59%
$106.84 - $117.08 $203K - $222K
8.77K $941K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
4.77K
+ 38.72%
$30.62 - $31.9 $146K - $152K
17.1K $532K
PLD
Prologis, Inc.

Real Estate
1.18K
+ 370.75%
$111.23 - $127.18 $131K - $150K
1.5K $184K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
3.63K
New
$37.75 - $40.37 $137K - $147K
3.63K $144K
CINF
Cincinnati Financial Corp

Financial Services
874
New
$151.39 - $166.89 $132K - $146K
874 $143K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
3.19K
New
$44.19 - $46.84 $141K - $149K
3.19K $143K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.04K
+ 5.74%
$36.47 - $38.19 $184K - $192K
92.8K $3.48M
NI
Nisource Inc.

Utilities
3.38K
+ 42.28%
$42.11 - $44.17 $142K - $149K
11.4K $487K
DX
Dynex Capital Inc

Real Estate
10.4K
New
$12.48 - $13.73 $130K - $143K
10.4K $141K
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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