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
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
5.21K
New
$38.02 - $42.79 $198K - $223K
5.21K $204K
IXUS
Ishares Tr

ETFs
5.37K
+ 22.65%
$65.95 - $72.56 $354K - $390K
29.1K $1.92M
GD
General Dynamics Corp

Industrials
838
+ 123.42%
$260.28 - $314.03 $218K - $263K
1.52K $399K
ADI
Analog Devices Inc

Technology
992
+ 99.5%
$206.35 - $236.48 $205K - $235K
1.99K $422K
SECT
Sector 10, Inc.

ETFs
3.26K
+ 24.87%
$53.17 - $57.82 $173K - $188K
16.3K $896K
MGC
Vanguard Mega Cap ETF

ETFs
899
New
$204.21 - $220.18 $184K - $198K
899 $191K
DOCU
Docusign, Inc.

Technology
2.13K
New
$61.42 - $106.99 $131K - $228K
2.13K $191K
IBM
International Business Machines Corp

Technology
891
+ 18.15%
$204.9 - $238.04 $183K - $212K
5.8K $1.28M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.03K
+ 21.97%
$47.29 - $84.74 $48.9K - $87.6K
5.74K $427K
BMY
Bristol Myers Squibb CO

Healthcare
3.03K
+ 76.38%
$51.92 - $59.94 $157K - $182K
7K $395K
VGSH
Vanguard

ETFs
3.27K
+ 72.41%
$58.02 - $58.88 $190K - $192K
7.78K $452K
FISV
Fiserv Inc

Technology
1.47K
+ 124.6%
N/A
2.65K $331K
LLY
Eli Lilly & CO

Healthcare
524
+ 26.86%
$727.2 - $932.06 $381K - $488K
2.48K $1.91M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
11.1K
New
$15.88 - $17.71 $177K - $197K
11.1K $181K
FV
First Trust Dorsey Wright Focu

ETFs
2.8K
+ 15.66%
$57.47 - $62.82 $161K - $176K
20.7K $1.22M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.1K
+ 27.9%
$52.0 - $55.66 $161K - $173K
14.2K $760K
KOMP
Spdr S&P Kensho New Economies

ETFs
3.09K
+ 26.58%
$48.59 - $54.76 $150K - $169K
14.7K $748K
GM
General Motors CO

Consumer Cyclical
3.26K
New
$44.82 - $60.2 $146K - $196K
3.26K $173K
MRK
Merck & Co., Inc.

Healthcare
3K
+ 33.28%
$96.31 - $114.76 $289K - $345K
12K $1.2M
CB
Chubb LTD

Financial Services
616
New
$271.57 - $301.89 $167K - $186K
616 $170K
VGT
Vanguard Information Technolog

ETFs
78
+ 2.26%
$571.78 - $647.97 $44.6K - $50.5K
3.53K $2.19M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
3.73K
+ 7.73%
$48.96 - $52.85 $182K - $197K
51.9K $2.55M
HWM
Howmet Aerospace Inc.

Industrials
263
+ 1.82%
$99.72 - $120.09 $26.2K - $31.6K
14.7K $1.61M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
4.78K
+ 25.45%
$37.25 - $39.23 $178K - $188K
23.6K $878K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5.91K
+ 16.53%
$23.92 - $24.89 $141K - $147K
41.7K $1.02M
AVUS
American Centy ETF Tr Avantis

ETFs
1.17K
+ 4.8%
$94.36 - $102.06 $110K - $120K
25.6K $2.48M
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 18.61%
$52.45 - $60.02 $89.6K - $103K
10.9K $644K
AVIG
American Centy ETF Tr Avantis

ETFs
6.57K
+ 11.56%
$40.48 - $42.48 $266K - $279K
63.4K $2.57M
ISRG
Intuitive Surgical Inc

Healthcare
203
+ 12.84%
$471.27 - $550.62 $95.7K - $112K
1.78K $931K
MS
Morgan Stanley

Financial Services
1.24K
New
$104.42 - $134.99 $129K - $167K
1.24K $155K
VTV
Vanguard Value ETF

ETFs
1.17K
+ 13.96%
$168.32 - $181.87 $197K - $212K
9.54K $1.61M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
6.2K
+ 16.18%
$22.06 - $22.58 $137K - $140K
44.5K $999K
COST
Costco Wholesale Corp

Consumer Defensive
89
+ 3.73%
$873.59 - $994.69 $77.7K - $88.5K
2.48K $2.27M
PHYS
Sprott Physical Gold Trust

Financial Services
7.91K
+ 19.61%
$19.66 - $21.66 $155K - $171K
48.2K $970K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.54K
+ 6.93%
$77.02 - $78.58 $196K - $200K
39.2K $3.03M
MMSI
Merit Medical Systems Inc

Healthcare
1.54K
+ 37.28%
$93.76 - $105.52 $145K - $163K
5.69K $549K
DE
Deere & CO

Industrials
313
+ 32.5%
$389.45 - $466.0 $122K - $146K
1.28K $540K
VNQ
Vanguard Specialized Funds Van

ETFs
2.22K
+ 31.0%
$87.85 - $98.6 $195K - $219K
9.37K $834K
VIG
Vanguard Dividend Appreciation

ETFs
699
+ 32.69%
N/A
2.84K $516K
SBUX
Starbucks Corp

Consumer Cyclical
1.59K
+ 54.68%
$87.44 - $102.5 $139K - $163K
4.51K $410K
SCHX
Schwab Strategic Tr Us Large C

ETFs
50.2K
+ 215.79%
$22.4 - $68.28 $1.13M - $3.43M
73.5K $1.7M
KMB
Kimberly Clark Corp

Consumer Defensive
1.05K
+ 85.53%
$130.37 - $146.09 $137K - $154K
2.28K $299K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.1K
+ 9.56%
$59.74 - $60.03 $125K - $126K
24K $1.44M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.87K
+ 10.03%
$56.06 - $61.35 $161K - $176K
31.5K $1.78M
THY
Toews Agility Shares Dynamic T

Technology
5.78K
+ 21.53%
$22.55 - $23.06 $130K - $133K
32.6K $736K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.73K
+ 20.32%
$43.02 - $47.32 $161K - $177K
22.1K $955K
SO
Southern CO

Utilities
2.57K
+ 20.81%
$81.5 - $94.15 $210K - $242K
14.9K $1.23M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
4.85K
+ 31.71%
$32.68 - $36.28 $159K - $176K
20.2K $658K
RPV
Invesco Exchange Traded Fd Tr

ETFs
974
+ 5.39%
$87.41 - $97.21 $85.1K - $94.7K
19K $1.72M
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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