Silver Oak Securities, Inc Reduced Holdings in Q4 2024

Silver Oak Securities, Inc

  • $1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-28
- 0.12%
$105.51 - $125.37 $2.95K - $3.51K
23.8K $2.56M
VBR
Vanguard Small Cap Value ETF

ETFs
-963
- 6.18%
$197.36 - $217.3 $190K - $209K
14.6K $2.9M
CSX
Csx Corp

Industrials
-5.84K
- 35.83%
$31.58 - $36.88 $184K - $215K
10.5K $337K
WRB
Berkley W R Corp

Financial Services
-4.25K
- 30.17%
$56.48 - $64.94 $240K - $276K
9.83K $575K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.77K
- 34.24%
$99.2 - $108.47 $176K - $192K
3.4K $338K
TBUX
T Rowe Price Exchange Traded F

ETFs
-4.06K
- 16.33%
$49.52 - $49.88 $201K - $203K
20.8K $1.03M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.37K
- 8.2%
$68.25 - $75.42 $93.2K - $103K
15.3K $1.05M
INTC
Intel Corp

Technology
-4.99K
- 17.43%
$19.07 - $26.23 $95.1K - $131K
23.6K $473K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.68K
- 11.44%
$62.71 - $68.47 $105K - $115K
13K $816K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.62K
- 22.09%
$76.21 - $82.24 $200K - $215K
9.24K $719K
ADBE
Adobe Inc.

Technology
-194
- 13.73%
$437.39 - $552.96 $84.9K - $107K
1.22K $542K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-216
- 31.17%
$501.29 - $612.85 $108K - $132K
477 $248K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.01K
- 2.82%
$113.92 - $127.38 $115K - $129K
34.8K $4.02M
MPLX
Mplx LP

Energy
-4.59K
- 37.07%
$43.77 - $51.66 $201K - $237K
7.79K $372K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-2.07K
- 17.17%
$98.04 - $108.11 $203K - $224K
9.98K $1.02M
SMIN
Ishares Msci India Small Cap I

ETFs
-413
- 3.01%
$75.68 - $86.0 $31.3K - $35.5K
13.3K $1.02M
PRN
Invesco Dwa Industrials Moment

ETFs
-1.06K
- 7.12%
$151.92 - $177.75 $161K - $188K
13.8K $2.12M
UBER
Uber Technologies, Inc

Technology
-103
- 1.11%
$59.93 - $86.34 $6.17K - $8.89K
9.19K $554K
OTIS
Otis Worldwide Corp

Industrials
-780
- 13.26%
$92.57 - $106.01 $72.2K - $82.7K
5.1K $472K
SLV
I Shares Silver Trust

ETFs
-1.13K
- 2.16%
$26.33 - $31.74 $29.6K - $35.7K
50.9K $1.34M
CARR
Carrier Global Corp

Industrials
-149
- 1.44%
$66.69 - $82.65 $9.94K - $12.3K
10.2K $698K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.13K
- 18.72%
$96.64 - $101.23 $109K - $114K
4.89K $474K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.74K
- 15.91%
$46.94 - $51.62 $176K - $193K
19.8K $987K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.35K
- 10.17%
$112.15 - $127.2 $151K - $172K
11.9K $1.44M
DFIV
Dimensional ETF Tr

ETFs
-747
- 2.11%
$34.86 - $37.97 $26K - $28.4K
34.6K $1.23M
NURE
Nuveen Short Term Reit ETF

ETFs
-2.34K
- 11.56%
$31.13 - $34.56 $72.8K - $80.8K
17.9K $568K
DUK
Duke Energy Corp

Utilities
-215
- 1.78%
$105.76 - $120.76 $22.7K - $26K
11.9K $1.28M
FDT
First Trust Developed Markets

ETFs
-1K
- 6.07%
$53.27 - $57.72 $53.4K - $57.9K
15.5K $839K
JSML
Janus Detroit Str Tr Henderson

ETFs
-1.68K
- 23.05%
$63.67 - $73.6 $107K - $123K
5.59K $366K
IAU
Ishares Gold Trust

ETFs
-2.02K
- 4.94%
$48.37 - $52.65 $97.9K - $107K
39K $1.93M
VDE
Vanguard Energy ETF

ETFs
-854
- 26.55%
$116.67 - $136.78 $99.6K - $117K
2.36K $286K
GTO
Invesco Actively Managed ETF T

ETFs
-1.77K
- 14.19%
$46.33 - $48.41 $81.9K - $85.6K
10.7K $495K
FXI
Ishares Tr

ETFs
-2.94K
- 31.12%
$29.52 - $36.69 $86.8K - $108K
6.51K $198K
UPS
United Parcel Service Inc

Industrials
-408
- 10.26%
$122.65 - $138.35 $50K - $56.4K
3.57K $450K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-998
- 17.09%
$86.65 - $94.9 $86.5K - $94.7K
4.84K $420K
BNDX
Vanguard Total International B

ETFs
-1.63K
- 34.87%
$48.91 - $50.61 $79.8K - $82.6K
3.05K $149K
HYLS
First Tr Tactical High Yield L

ETFs
-1.7K
- 7.85%
$41.29 - $42.03 $70.1K - $71.3K
19.9K $823K
VV
Vanguard Large Cap ETF

ETFs
-321
- 26.27%
$260.27 - $280.65 $83.5K - $90.1K
901 $242K
FTA
First Tr Large Cap Value

ETFs
-330
- 1.79%
$75.21 - $83.49 $24.8K - $27.6K
18.2K $1.39M
TIP
Ishares Tr Tips Bd ETF

ETFs
-433
- 6.74%
$106.33 - $110.69 $46K - $47.9K
5.99K $638K
GAB
Gabelli Equity Trust Inc

Financial Services
-11K
- 14.74%
$5.36 - $5.83 $58.8K - $63.9K
63.4K $341K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.25K
- 20.57%
$38.37 - $42.82 $47.8K - $53.4K
4.82K $184K
PEG
Public Service Enterprise Group Inc

Utilities
-351
- 5.45%
$81.87 - $94.51 $28.7K - $33.2K
6.1K $514K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.54K
- 11.19%
N/A
12.3K $479K
HSY
Hershey CO

Consumer Defensive
-102
- 5.4%
$168.67 - $193.65 $17.2K - $19.8K
1.79K $302K
AFL
Aflac Inc

Financial Services
-339
- 11.93%
$100.37 - $115.27 $34K - $39.1K
2.5K $258K
DTE
Dte Energy CO

Utilities
-367
- 19.91%
$117.04 - $129.77 $43K - $47.6K
1.48K $178K
FYX
First Tr Small Cap Core Alphad

ETFs
-1.02K
- 3.33%
$96.51 - $110.53 $98.7K - $113K
29.7K $3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-851
- 8.9%
$51.58 - $52.91 $43.9K - $45K
8.72K $450K
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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