Silver Oak Securities, Inc Sells in Q4 2025

Silver Oak Securities, Inc

  • $1.33 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
-713
- 2.28%
$56.38 - $66.65 $40.2K - $47.5K
30.5K $1.77M
QCOM
Qualcomm Inc

Technology
-1.72K
- 14.78%
$153.59 - $187.68 $265K - $323K
9.93K $1.66M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-6.14K
- 55.18%
$41.61 - $44.26 $256K - $272K
4.99K $216K
ROP
Roper Technologies Inc

Industrials
-441
- 31.21%
$443.27 - $520.0 $195K - $229K
972 $436K
MELI
Mercadolibre Inc

Consumer Cyclical
-73
- 18.16%
$2024.98 - $2360.76 $148K - $172K
329 $674K
GAB
Gabelli Equity Trust Inc

Financial Services
-42.5K
- 71.44%
$5.86 - $6.17 $249K - $262K
17K $102K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-9.63K
- 15.26%
$23.54 - $23.93 $227K - $231K
53.5K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
-126
- 0.9%
$294.11 - $320.41 $37.1K - $40.4K
13.9K $4.17M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.59K
- 17.55%
$111.33 - $117.16 $177K - $187K
7.48K $832K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.8K
- 2.38%
$28.9 - $30.17 $139K - $145K
197K $5.74M
VZ
Verizon Communications Inc

Communication Services
-3.39K
- 10.95%
$38.4 - $43.83 $130K - $148K
27.5K $1.13M
RAVI
Flexshares Tr Ready Access Var

ETFs
-3K
- 29.87%
$75.35 - $75.65 $226K - $227K
7.04K $531K
WM
Waste Management Inc

Industrials
-710
- 10.56%
$196.77 - $219.98 $140K - $156K
6.01K $1.26M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-17
- 7.33%
$4804.01 - $5424.55 $81.7K - $92.2K
215 $1.03M
OMFL
Invesco Exchange Traded Self I

ETFs
-1.91K
- 1.35%
$59.09 - $61.05 $113K - $117K
140K $8.32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.35K
- 3.6%
$76.84 - $80.86 $257K - $270K
89.7K $7.09M
MA
Mastercard Inc

Financial Services
-211
- 8.16%
$536.85 - $580.45 $113K - $122K
2.38K $1.28M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-419
- 0.37%
$88.71 - $91.39 $37.2K - $38.3K
113K $10.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.12K
- 86.38%
$46.57 - $47.16 $192K - $194K
650 $30K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.59K
- 29.7%
$119.13 - $120.38 $189K - $191K
3.76K $448K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-608
- 19.57%
$245.79 - $258.02 $149K - $157K
2.5K $614K
IYR
Ishares Tr

ETFs
-1.25K
- 4.42%
$93.69 - $98.5 $117K - $123K
26.9K $2.55M
LOW
Lowes Companies Inc

Consumer Cyclical
-275
- 6.3%
$225.0 - $247.99 $61.9K - $68.2K
4.09K $919K
EME
Emcor Group, Inc.

Industrials
-160
- 7.17%
$618.96 - $777.0 $99K - $124K
2.07K $1.28M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.62K
- 5.37%
$105.96 - $111.17 $171K - $180K
28.5K $3.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.17K
- 8.56%
$50.57 - $50.77 $160K - $161K
33.9K $1.71M
PSLV
Sprott Physical Silver Trust

Financial Services
-11.7K
- 37.91%
$15.32 - $18.07 $179K - $212K
19.2K $320K
V
Visa Inc.

Financial Services
-66
- 0.73%
$325.75 - $352.42 $21.5K - $23.3K
8.98K $2.93M
IAU
Ishares Gold Trust

ETFs
-3.59K
- 12.93%
$72.65 - $82.5 $261K - $296K
24.2K $1.86M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-2.4K
- 13.76%
$67.15 - $70.77 $161K - $170K
15K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
-3.73K
- 35.24%
$42.6 - $49.08 $159K - $183K
6.85K $320K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-679
- 1.77%
$114.27 - $121.15 $77.6K - $82.3K
37.8K $4.42M
FVD
First Tr Value Line Divid Inde

ETFs
-1.5K
- 0.65%
$45.0 - $46.25 $67.3K - $69.2K
229K $10.5M
LMT
Lockheed Martin Corp

Industrials
-165
- 7.62%
$452.1 - $514.24 $74.6K - $84.8K
2K $941K
DIS
Walt Disney CO

Communication Services
-249
- 1.98%
$105.69 - $116.65 $26.3K - $29K
12.3K $1.3M
DLR
Digital Realty Trust, Inc.

Real Estate
-125
- 1.69%
$158.11 - $179.28 $19.8K - $22.4K
7.29K $1.15M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.93K
- 37.17%
$61.61 - $63.45 $119K - $123K
3.27K $205K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.21K
- 11.71%
$100.37 - $100.72 $122K - $122K
9.14K $918K
NEM
Newmont Corp

Basic Materials
-1.67K
- 19.65%
$78.63 - $98.27 $131K - $164K
6.82K $594K
TDY
Teledyne Technologies Inc

Technology
-70
- 7.13%
$501.23 - $593.62 $35.1K - $41.6K
912 $457K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.68K
- 5.82%
$25.2 - $26.46 $118K - $124K
75.7K $1.96M
MRSK
Toews Agility Shares Managed R

Technology
-3.35K
- 10.93%
$35.35 - $36.66 $119K - $123K
27.3K $982K
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.27K
- 10.17%
$58.14 - $64.09 $73.7K - $81.2K
11.2K $681K
FTSL
First Trust Senior Ln Fund

ETFs
-2.4K
- 9.32%
$45.62 - $45.98 $110K - $110K
23.4K $1.07M
CVX
Chevron Corp

Energy
-628
- 3.5%
$148.9 - $157.72 $93.5K - $99K
17.3K $2.68M
AZO
Autozone Inc

Consumer Cyclical
-11
- 8.4%
$3576.14 - $4253.71 $39.3K - $46.8K
120 $462K
TTMI
Ttm Technologies Inc

Technology
-4.08K
- 23.34%
$53.58 - $70.5 $219K - $288K
13.4K $911K
RECS
Columbia ETF Tr I

ETFs
-2.54K
- 3.07%
$39.39 - $41.32 $99.9K - $105K
80K $3.24M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-982
- 18.09%
$61.89 - $76.13 $60.8K - $74.8K
4.45K $275K
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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