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
JSML
Janus Detroit Str Tr Henderson

ETFs
681
+ 7.11%
$71.84 - $76.84 $48.9K - $52.3K
10.3K $743K
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 0.55%
$410.68 - $476.61 $1.23K - $1.43K
553 $261K
PWR
Quanta Services, Inc.

Industrials
38
+ 4.98%
$412.21 - $453.83 $15.7K - $17.2K
801 $343K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
135
+ 2.39%
$50.43 - $57.69 $6.81K - $7.79K
5.78K $309K
ARCC
Ares Capital Corp

Financial Services
1.52K
+ 6.5%
$18.9 - $20.61 $28.7K - $31.3K
24.9K $503K
VO
Vanguard Mid Cap ETF

ETFs
224
+ 3.98%
$286.27 - $296.23 $64.1K - $66.4K
5.85K $1.68M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
256
+ 4.02%
$36.51 - $41.12 $9.35K - $10.5K
6.62K $258K
AXP
American Express CO

Financial Services
25
+ 1.48%
$316.26 - $372.77 $7.91K - $9.32K
1.71K $584K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
67
+ 2.26%
$191.03 - $210.0 $12.8K - $14.1K
3.04K $618K
VDE
Vanguard Energy ETF

ETFs
69
+ 1.69%
$120.37 - $129.34 $8.31K - $8.92K
4.16K $538K
SHEL
Shell PLC

Energy
120
+ 3.69%
$71.37 - $77.01 $8.56K - $9.24K
3.37K $255K
ABT
Abbott Laboratories

Healthcare
408
+ 5.18%
$123.62 - $134.59 $50.4K - $54.9K
8.29K $1.08M
VXF
Vanguard Extended Market ETF

ETFs
204
+ 4.93%
$204.22 - $215.05 $41.7K - $43.9K
4.34K $886K
FDD
First Trust Stoxx European Sel

ETFs
833
+ 4.24%
$15.77 - $16.62 $13.1K - $13.8K
20.5K $338K
TDIV
First Trust Nasdaq Technology

ETFs
1.24K
+ 3.23%
$96.0 - $102.5 $119K - $127K
39.5K $3.79M
CHE
Chemed Corp

Healthcare
61
+ 11.51%
$429.66 - $465.54 $26.2K - $28.4K
591 $257K
IXUS
Ishares Tr

ETFs
67
+ 0.76%
$81.21 - $85.27 $5.44K - $5.71K
8.94K $752K
COP
Conocophillips

Energy
388
+ 15.42%
$85.66 - $95.46 $33.2K - $37K
2.91K $257K
EFG
Msci Eafe Growth ETF

ETFs
40
+ 0.25%
$112.91 - $117.61 $4.52K - $4.7K
16K $1.83M
IDEV
Ishares Core Msci Intl Develop

ETFs
197
+ 226.44%
$79.1 - $82.39 $15.6K - $16.2K
284 $23K
LGOV
First Tr ETF Iv Long Duration

ETFs
573
+ 1.45%
$21.78 - $22.24 $12.5K - $12.7K
40.1K $876K
VOOV
Vanguard S&P 500 Value ETF

ETFs
24
+ 0.58%
$195.54 - $204.93 $4.69K - $4.92K
4.14K $837K
SECT
Sector 10, Inc.

ETFs
275
+ 2.41%
$61.68 - $64.94 $17K - $17.9K
11.7K $737K
TAP
Molson Coors Beverage CO

Consumer Defensive
102
+ 1.11%
$43.22 - $47.33 $4.41K - $4.83K
9.29K $431K
EMLP
First Tr Exchange Traded Iv

ETFs
287
+ 1.25%
$37.38 - $38.54 $10.7K - $11.1K
23.3K $897K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
1.36K
+ 9.72%
$11.44 - $11.83 $15.5K - $16.1K
15.3K $180K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
463
+ 2.91%
$74.62 - $78.21 $34.5K - $36.2K
16.4K $1.22M
PEG
Public Service Enterprise Group Inc

Utilities
201
+ 8.51%
$79.86 - $84.83 $16.1K - $17.1K
2.56K $212K
BK
Bank Of New York Mellon Corp

Financial Services
75
+ 1.83%
$104.54 - $112.64 $7.84K - $8.45K
4.18K $462K
SO
Southern CO

Utilities
1.17K
+ 5.35%
$90.58 - $99.72 $106K - $116K
23K $2.08M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
676
+ 1.27%
$19.25 - $19.51 $13K - $13.2K
53.9K $1.04M
DFSD
Dimensional ETF Tr Short Durat

ETFs
271
+ 4.73%
$48.17 - $48.5 $13.1K - $13.1K
6K $289K
VCIT
Vanguard Intermediate Term Cor

ETFs
184
+ 5.05%
$83.45 - $84.82 $15.4K - $15.6K
3.83K $320K
VOX
Vanguard Communication Service

ETFs
201
+ 6.73%
$180.26 - $190.8 $36.2K - $38.4K
3.19K $574K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
217
+ 28.86%
$57.9 - $61.26 $12.6K - $13.3K
969 $58K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
163
+ 1.5%
$51.27 - $51.8 $8.36K - $8.44K
11K $569K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
71
+ 6.09%
$149.52 - $158.91 $10.6K - $11.3K
1.24K $188K
SCHW
Schwab Charles Corp

Financial Services
414
+ 5.52%
$91.91 - $97.71 $38.1K - $40.5K
7.91K $727K
XLF
Financial Sector Spdr

ETFs
406
+ 6.66%
$51.76 - $53.77 $21K - $21.8K
6.5K $340K
DVY
Ishares Tr

ETFs
111
+ 4.55%
$138.1 - $143.11 $15.3K - $15.9K
2.55K $358K
WMS
Advanced Drainage Systems, Inc.

Industrials
1
+ 0.05%
$134.05 - $150.85 $134 - $151
2.15K $310K
EEM
Ishares Msci Emerging Markets

ETFs
90
+ 2.42%
$51.94 - $56.01 $4.67K - $5.04K
3.81K $209K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
220
+ 5.51%
$70.3 - $73.05 $15.5K - $16.1K
4.22K $303K
DELL
Dell Technologies Inc.

Technology
200
+ 8.94%
$133.76 - $164.88 $26.8K - $33K
2.44K $326K
NEU
Newmarket Corp

Basic Materials
64
+ 6.6%
$742.86 - $873.09 $47.5K - $55.9K
1.03K $810K
MLPX
Global X Mlp & Energy Infrastr

ETFs
470
+ 5.38%
$57.84 - $62.5 $27.2K - $29.4K
9.21K $555K
NET
Cloudflare, Inc.

Technology
57
+ 5.52%
$210.01 - $253.3 $12K - $14.4K
1.09K $229K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
53
+ 1.54%
$62.42 - $66.06 $3.31K - $3.5K
3.49K $226K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
452
+ 2.77%
$19.77 - $20.0 $8.94K - $9.04K
16.8K $333K
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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