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
EFA
Ishares Tr Msci Eafe ETF

ETFs
613
+ 13.91%
$92.24 - $96.56 $56.5K - $59.2K
5.02K $478K
TBUX
T Rowe Price Exchange Traded F

ETFs
1.31K
+ 7.12%
$49.81 - $50.02 $65.2K - $65.5K
19.7K $982K
VGSH
Vanguard

ETFs
1.14K
+ 14.55%
$58.64 - $58.96 $66.9K - $67.3K
8.98K $527K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.52K
+ 6.49%
$37.81 - $39.2 $57.3K - $59.4K
24.9K $973K
IEFA
Ishares Tr

ETFs
568
+ 5.16%
$86.09 - $89.88 $48.9K - $51.1K
11.6K $1.03M
PLTR
Palantir Technologies Inc.

Technology
1.38K
+ 6.61%
$172.14 - $207.18 $238K - $286K
22.3K $3.87M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
8.37K
+ 27.01%
$8.07 - $8.23 $67.5K - $68.9K
39.4K $318K
GS
Goldman Sachs Group Inc

Financial Services
113
+ 9.72%
$744.6 - $838.97 $84.1K - $94.8K
1.28K $989K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
3.9K
+ 27.66%
$16.58 - $16.94 $64.6K - $66K
18K $298K
IEMG
Ishares Inc

ETFs
1.11K
+ 36.19%
N/A
4.18K $224K
ABC
Amerisourcebergen Corp

Healthcare
319
+ 40.9%
N/A
1.1K $203K
WBD
Warner Bros. Discovery, Inc.

Communication Services
609
+ 4.66%
$17.1 - $23.05 $10.4K - $14K
13.7K $314K
DNP
Dnp Select Income Fund Inc

Financial Services
5.47K
+ 25.09%
$9.93 - $10.23 $54.3K - $55.9K
27.3K $275K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.15K
+ 7.01%
$50.85 - $51.0 $58.2K - $58.4K
17.5K $889K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
284
+ 1.31%
$52.52 - $55.11 $14.9K - $15.7K
22K $1.2M
CRM
Salesforce, Inc.

Technology
237
+ 9.92%
$235.69 - $263.41 $55.9K - $62.4K
2.63K $622K
IJK
Ishares S&P Midcap 400 Growth

ETFs
626
+ 28.33%
$93.11 - $97.9 $58.3K - $61.3K
2.84K $267K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.62K
+ 7.06%
$23.02 - $24.23 $37.3K - $39.3K
24.6K $588K
SNOW
Snowflake Inc.

Technology
20
+ 1.3%
$230.55 - $277.14 $4.61K - $5.54K
1.56K $401K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
1.42K
+ 6.61%
$27.12 - $28.89 $38.5K - $41K
22.9K $643K
VOE
Vanguard Mid Cap Value Index F

ETFs
294
New
$169.53 - $176.53 $49.8K - $51.9K
294 $51K
MPW
Medical Properties Trust Inc

Real Estate
10.1K
New
$4.86 - $5.54 $49.1K - $56K
10.1K $50K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.39K
+ 2.3%
$26.75 - $27.15 $63.8K - $64.8K
106K $2.85M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
141
+ 2.97%
$219.27 - $238.71 $30.9K - $33.7K
4.89K $1.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
+ 1.74%
$524.58 - $588.02 $4.72K - $5.29K
525 $297K
BAC
Bank Of America Corp

Financial Services
956
+ 1.99%
$48.65 - $54.11 $46.5K - $51.7K
49K $2.52M
DFAI
Dimensional ETF Tr

ETFs
899
+ 6.36%
$35.82 - $37.52 $32.2K - $33.7K
15K $557K
GD
General Dynamics Corp

Industrials
113
+ 8.16%
$330.59 - $353.77 $37.4K - $40K
1.5K $515K
NFLX
Netflix Inc

Communication Services
19K
+ 1007.35%
$110.29 - $1241.35 $2.1M - $23.6M
20.9K $2.31M
MDT
Medtronic PLC

Healthcare
397
+ 13.47%
$90.06 - $98.43 $35.8K - $39.1K
3.34K $321K
QDPL
Pacer Fds Tr Metaurus Us Large
927
+ 15.77%
$41.18 - $43.1 $38.2K - $40K
6.81K $286K
LNT
Alliant Energy Corp

Utilities
599
+ 14.36%
$66.31 - $68.97 $39.7K - $41.3K
4.77K $321K
BBY
Best Buy CO Inc

Consumer Cyclical
505
+ 16.61%
$70.43 - $84.0 $35.6K - $42.4K
3.55K $268K
NKE
Nike, Inc.

Consumer Cyclical
1.02K
+ 27.1%
$60.8 - $74.57 $61.8K - $75.8K
4.77K $299K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
1.06K
+ 5.74%
$31.96 - $32.55 $33.7K - $34.3K
19.4K $628K
FANG
Diamondback Energy, Inc.

Energy
139
+ 6.02%
$137.29 - $149.2 $19.1K - $20.7K
2.45K $365K
WFC
Wells Fargo & Company

Financial Services
475
+ 4.6%
$77.62 - $87.3 $36.9K - $41.5K
10.8K $901K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
775
+ 7.56%
$41.99 - $42.52 $32.5K - $33K
11K $466K
UNH
Unitedhealth Group Inc

Healthcare
292
+ 11.93%
$320.52 - $369.92 $93.6K - $108K
2.74K $878K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
799
+ 2.28%
$37.61 - $39.41 $30.1K - $31.5K
35.9K $1.39M
TXN
Texas Instruments Inc

Technology
170
+ 4.34%
N/A
4.09K $795K
VFH
Vanguard Financial ETF

ETFs
363
+ 9.38%
$125.75 - $131.12 $45.6K - $47.6K
4.24K $540K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.27K
+ 9.94%
$23.12 - $23.41 $29.5K - $29.8K
14.1K $327K
VB
Vanguard Small Cap ETF

ETFs
324
+ 2.93%
$248.1 - $260.08 $80.4K - $84.3K
11.4K $2.84M
MGV
Vanguard Mega Cap Value

ETFs
211
+ 6.65%
$135.26 - $140.13 $28.5K - $29.6K
3.39K $468K
COST
Costco Wholesale Corp

Consumer Defensive
88
+ 2.33%
$910.94 - $954.99 $80.2K - $84K
3.87K $3.53M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
463
+ 17.84%
$73.1 - $76.24 $33.8K - $35.3K
3.06K $227K
FCX
Freeport Mcmoran Inc

Basic Materials
544
+ 7.32%
$38.65 - $43.31 $21K - $23.6K
7.97K $320K
FTA
First Tr Large Cap Value

ETFs
250
+ 1.33%
$81.12 - $84.51 $20.3K - $21.1K
19.1K $1.6M
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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