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Silver Oak Securities

Latest statistics and disclosures from Silver Oak Securities, Incorporated's latest quarterly 13F-HR filing:

Top 5 stock holdings are FTCS, CDC, STIP, AAPL, QQQ, and represent 12.98% of Silver Oak Securities, Incorporated's stock portfolio.
Added to shares of these 10 stocks: BIL (+$7.1M), STIP (+$6.0M), PTL (+$5.7M), QQQ (+$5.2M), TPLC, VTI, LGLV, IVW, NVDA, AVUV.
Started 108 new stock positions in SPHD, ADI, IDXX, FSMB, First Tr Exchng Traded Fd Vi, FSIG, CZA, XLY, USFD, ARM.
Reduced shares in these 10 stocks: IWY, SDY, VUG, MGK, XLG, FDN, XLP, IMCB, FLBL, BKLN.
Sold out of its positions in Barclays Bank, BLK, XHLF, DXCM, EW, FVAL, FDVV, FTGC, FMB, YMAR.
Silver Oak Securities, Incorporated was a net buyer of stock by $247M.
Silver Oak Securities, Incorporated has $947M in assets under management (AUM), dropping by 41.97%.
Central Index Key (CIK): 0001080576

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Portfolio Holdings for Silver Oak Securities, Incorporated

Silver Oak Securities, Incorporated holds 545 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Silver Oak Securities, Incorporated has 545 total positions. Only the first 250 positions are shown.

Sign up to view all of the Silver Oak Securities, Incorporated Sept. 30, 2024 positions
Download the Silver Oak Securities, Incorporated September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.1	$39M		427k	90.60	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	3.4	$32M		499k	64.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.9	$18M	+49%	178k	101.40	View chart
Apple (AAPL)	1.9	$18M	+23%	80k	226.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$16M	+48%	33k	486.12	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	1.6	$15M		146k	103.92	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.5	$14M	+14%	381k	36.48	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.5	$14M	+20%	167k	82.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$13M	+51%	45k	282.05	View chart
NVIDIA Corporation (NVDA)	1.3	$13M	+46%	103k	121.21	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.3	$12M	+29%	245k	50.23	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.3	$12M	+6%	205k	58.95	View chart
First Tr Value Line Divid In SHS (FVD)	1.2	$12M	-5%	260k	45.45	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.2	$11M	+34%	216k	50.89	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	1.1	$11M		126k	85.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$11M	+44%	130k	83.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$11M	+43%	141k	75.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$10M	+5%	18k	573.74	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.0	$9.9M	+36%	189k	52.35	View chart
Amazon (AMZN)	1.0	$9.4M	+18%	50k	187.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$9.0M	+69%	95k	95.56	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.9	$8.9M	+9%	225k	39.59	View chart
Caterpillar (CAT)	0.9	$8.8M	+10%	23k	390.98	View chart
Microsoft Corporation (MSFT)	0.9	$8.4M	+26%	20k	423.74	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$8.3M	+45%	70k	119.56	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.9	$8.1M		178k	45.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$8.1M	+77%	14k	569.69	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.8	$7.9M	+4%	156k	50.59	View chart
Ishares Tr Global 100 Etf (IOO)	0.8	$7.9M	-10%	80k	98.87	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.8	$7.8M		148k	52.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$7.7M	+108%	80k	95.21	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$7.1M	NEW	79k	90.12	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.7	$7.1M	+50%	276k	25.61	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.7	$6.8M	+7%	238k	28.35	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$6.3M	+51%	96k	65.59	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$6.1M		64k	95.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$6.1M	+67%	130k	46.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$5.9M	+16%	71k	83.10	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.6	$5.8M	+38%	210k	27.64	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.6	$5.7M	NEW	27k	213.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$5.7M	+70%	60k	95.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.6M	+22%	106k	52.98	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$5.5M	+7%	53k	103.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$5.2M	+4%	80k	65.08	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.5	$5.1M	+14%	233k	21.83	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.5	$4.9M	+7915%	112k	43.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$4.7M	+2%	76k	62.21	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$4.7M	+30%	94k	49.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$4.7M	+145%	20k	228.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$4.6M	+247%	12k	373.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$4.5M	-25%	14k	320.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$4.4M	+72%	19k	236.76	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.5	$4.3M	+4%	184k	23.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.2M	+48%	36k	116.51	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.4	$4.0M	NEW	24k	168.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.0M	+24%	8.9k	445.21	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.4	$3.9M	+10%	125k	31.57	View chart
Procter & Gamble Company (PG)	0.4	$3.8M	+82%	22k	172.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$3.6M	+75%	20k	178.93	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.4	$3.5M	+4%	141k	25.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$3.5M	-17%	53k	66.69	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.4	$3.5M	+12%	76k	46.00	View chart
Meta Platforms Cl A (META)	0.4	$3.5M	+11%	6.3k	558.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$3.4M	+18%	62k	54.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$3.4M	-11%	6.6k	516.48	View chart
Broadcom (AVGO)	0.3	$3.3M	+2533%	19k	170.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$3.1M	+19%	16k	200.47	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$3.1M	+2393%	58k	53.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.1M		20k	159.19	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$3.1M	+4%	74k	41.74	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$3.0M		31k	99.08	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$3.0M	-16%	32k	96.13	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$3.0M	+51%	55k	54.32	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.3	$3.0M	+24%	80k	37.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$2.9M	+11%	49k	59.41	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$2.9M	+113%	29k	100.89	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$2.9M	+1169%	37k	78.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$2.9M	+57%	32k	91.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$2.8M	+432%	16k	178.69	View chart
Wal-Mart Stores (WMT)	0.3	$2.8M	+18%	35k	79.71	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.8M	+4%	24k	115.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$2.6M	-3%	12k	221.61	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.3	$2.5M		113k	22.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$2.5M	+292%	38k	66.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$2.5M	+55%	16k	153.02	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$2.5M	+33%	37k	66.31	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$2.5M	+16%	100k	24.56	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$2.4M	+642%	20k	123.25	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$2.4M	NEW	57k	42.61	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.3	$2.4M	+537%	48k	49.43	View chart
Spdr Ser Tr Glb Dow Etf (DGT)	0.2	$2.3M	+62%	17k	138.38	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$2.3M	+1623%	47k	49.05	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$2.3M	+60%	36k	63.56	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$2.3M	+8519%	24k	94.85	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)	0.2	$2.3M	+65%	22k	104.17	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.2	$2.3M	+82%	15k	152.26	View chart
Home Depot (HD)	0.2	$2.2M	+24%	5.6k	395.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.2M	NEW	15k	150.48	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.2	$2.1M	+46%	39k	55.26	View chart
At&t (T)	0.2	$2.1M	+18%	101k	21.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.1M	+44%	44k	48.25	View chart
Costco Wholesale Corporation (COST)	0.2	$2.1M	+8%	2.4k	885.48	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.2	$2.1M	+478%	68k	31.05	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)	0.2	$2.1M	+439%	55k	38.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.1M	+182%	41k	50.09	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$2.0M	+62%	63k	32.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.0M	+56%	3.4k	584.93	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$2.0M	+18%	65k	30.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$2.0M		19k	107.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$2.0M	+114%	20k	98.39	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$1.9M	+18%	52k	36.25	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$1.8M		22k	81.57	View chart
Pacer Fds Tr Lunt Mdcap Mlt (PAMC)	0.2	$1.8M	+371%	39k	46.20	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$1.8M		13k	139.82	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$1.8M	NEW	48k	37.28	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.2	$1.8M	-28%	26k	68.53	View chart
Advanced Micro Devices (AMD)	0.2	$1.8M	+41%	11k	164.34	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$1.8M	+7%	9.5k	187.00	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$1.8M	-3%	47k	37.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.8M	+9%	11k	165.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.8M		8.8k	200.31	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$1.8M	NEW	5.1k	341.36	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$1.7M	-31%	25k	71.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$1.7M	NEW	35k	50.39	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.2	$1.7M	+10%	53k	32.47	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.7M	+71%	24k	73.04	View chart
Tesla Motors (TSLA)	0.2	$1.7M		6.5k	258.40	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.7M	+137%	29k	57.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$1.6M	-10%	33k	50.74	View chart
Visa Com Cl A (V)	0.2	$1.6M	+13%	6.0k	273.45	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.6M	+181%	43k	37.54	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$1.6M	NEW	18k	88.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.6M	+136%	23k	67.61	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.6M	+34%	7.7k	203.50	View chart
TJX Companies (TJX)	0.2	$1.6M	+664%	13k	117.32	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.6M	+75%	7.7k	201.93	View chart
Eli Lilly & Co. (LLY)	0.2	$1.6M	-6%	2.0k	795.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$1.6M	-8%	52k	29.83	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$1.5M	+1186%	8.6k	176.96	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.5M	+163%	52k	28.86	View chart
Qualcomm (QCOM)	0.2	$1.5M	+196%	8.8k	170.13	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.2	$1.5M	NEW	26k	58.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$1.5M	+13%	16k	96.32	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.5M	+6%	12k	120.39	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.5M	NEW	7.3k	200.84	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$1.5M		19k	78.91	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.2	$1.4M	+256%	60k	24.10	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$1.4M	+40384%	11k	137.19	View chart
Howmet Aerospace (HWM)	0.2	$1.4M	+1695%	14k	98.97	View chart
Arista Networks (ANET)	0.2	$1.4M	+1248%	3.8k	380.30	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.2	$1.4M	+5%	33k	43.31	View chart
Bj's Wholesale Club Holdings (BJ)	0.2	$1.4M	NEW	17k	82.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M	+15%	8.4k	169.31	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.4M	-8%	12k	115.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.4M	+23%	5.5k	252.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$1.4M		39k	35.35	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.4M	+310%	52k	26.21	View chart
UnitedHealth (UNH)	0.1	$1.4M	+23%	2.3k	581.89	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.3M	NEW	22k	59.13	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$1.3M	+22%	17k	80.34	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.3M		22k	60.15	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$1.3M	+9576%	65k	19.88	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$1.3M	+322%	55k	23.43	View chart
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA)	0.1	$1.3M	NEW	12k	108.12	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.3M	NEW	17k	75.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$1.2M		34k	36.21	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$1.2M	+27%	25k	49.79	View chart
Progressive Corporation (PGR)	0.1	$1.2M	+299%	4.9k	251.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$1.2M	NEW	34k	35.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$1.2M	NEW	35k	34.71	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.2M	NEW	15k	78.88	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$1.2M	+43%	19k	63.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.2M	+397%	41k	29.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$1.2M	+625%	31k	39.06	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$1.2M	+336%	12k	98.45	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.1	$1.2M	NEW	14k	85.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.2M	+673%	35k	33.30	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$1.2M	+431%	47k	25.17	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.1	$1.2M	+209%	28k	41.64	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M	+6%	9.2k	125.16	View chart
ResMed (RMD)	0.1	$1.2M	+5585%	4.8k	239.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.1M	+20%	14k	80.11	View chart
Chevron Corporation (CVX)	0.1	$1.1M	+7%	7.8k	145.49	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.1M	+7972%	1.8k	632.72	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.1	$1.1M	+2381%	35k	32.56	View chart
Southern Company (SO)	0.1	$1.1M		12k	90.10	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	0.1	$1.1M	+249%	46k	24.23	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.1	$1.1M	+44%	15k	75.65	View chart
International Business Machines (IBM)	0.1	$1.1M	+8%	4.9k	220.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.1M	-62%	2.9k	369.08	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$1.1M	+4316%	31k	35.15	View chart
Kla Corp Com New (KLAC)	0.1	$1.1M	+1568%	1.4k	782.14	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M	+12%	6.6k	159.74	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.0M	-55%	24k	44.69	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$1.0M	+61%	18k	58.43	View chart
Anthem (ELV)	0.1	$1.0M	+791%	2.0k	522.24	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$1.0M		7.8k	131.45	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.0M	+95%	20k	50.95	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.0M		15k	68.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.1	$1.0M	+143%	44k	22.90	View chart
EOG Resources (EOG)	0.1	$997k	+4527%	8.1k	122.43	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$993k	+91%	22k	45.33	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$973k	+21%	28k	34.19	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$969k	+523%	929.00	1042.76	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$968k	+287%	26k	37.81	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$961k	-3%	17k	58.17	View chart
Oracle Corporation (ORCL)	0.1	$959k	+15%	5.9k	163.15	View chart
Verizon Communications (VZ)	0.1	$959k	+17%	22k	42.90	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$941k	+2%	32k	29.42	View chart
Linde SHS (LIN)	0.1	$940k	+247%	2.0k	478.26	View chart
Merck & Co (MRK)	0.1	$939k	+33%	9.0k	104.12	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$936k	+177%	9.9k	94.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$932k	NEW	23k	41.29	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$927k	+15%	22k	41.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$923k	+11%	12k	77.24	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$914k	NEW	25k	36.27	View chart
Air Products & Chemicals (APD)	0.1	$914k	-4%	3.0k	300.35	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$908k	NEW	12k	76.59	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$908k	+5%	22k	41.98	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$903k		27k	33.78	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$901k	+57%	15k	59.46	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$900k	+4285%	7.1k	125.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$900k		22k	40.30	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$888k	+62%	12k	72.91	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$886k	+443575%	18k	49.90	View chart
Ge Aerospace Com New (GE)	0.1	$885k	+16%	4.9k	179.63	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$875k	+858%	1.0k	837.55	View chart
Comfort Systems USA (FIX)	0.1	$871k	NEW	2.2k	390.07	View chart
Arch Cap Group Ord (ACGL)	0.1	$871k	+3664%	7.7k	113.42	View chart
Lockheed Martin Corporation (LMT)	0.1	$868k	+17%	1.5k	582.30	View chart
Coca-Cola Company (KO)	0.1	$864k	-4%	12k	69.94	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$858k	+347%	36k	23.99	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$857k	+440%	21k	41.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$855k	+347%	32k	27.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$848k	+4%	2.0k	416.14	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.1	$846k	+370%	38k	22.11	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$843k	+62%	11k	79.33	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$834k	+156%	18k	45.42	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$831k	+35%	13k	63.09	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$830k	+62%	15k	55.47	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$829k	NEW	9.7k	85.06	View chart
Intercontinental Exchange (ICE)	0.1	$829k	NEW	5.2k	158.26	View chart
Valero Energy Corporation (VLO)	0.1	$825k	+306%	6.1k	135.98	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$825k	+69%	40k	20.46	View chart
D.R. Horton (DHI)	0.1	$823k	+1194%	4.3k	190.34	View chart
Carrier Global Corporation (CARR)	0.1	$809k		10k	77.99	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$809k	+59%	18k	46.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$803k	+56%	12k	67.24	View chart
Abbott Laboratories (ABT)	0.1	$799k	+44%	7.1k	112.42	View chart
W.R. Berkley Corporation (WRB)	0.1	$793k	+1618%	14k	56.33	View chart

Past Filings by Silver Oak Securities, Incorporated

SEC 13F filings are viewable for Silver Oak Securities, Incorporated going back to 2022

Silver Oak Securities, Incorporated 2024 Q3 filed Oct. 23, 2024
Silver Oak Securities 2024 Q2 filed July 12, 2024
Silver Oak Securities 2024 Q1 filed May 10, 2024
Silver Oak Securities, Incorporated 2023 Q4 filed Feb. 5, 2024
Silver Oak Securities, Incorporated 2023 Q3 restated filed Nov. 20, 2023
Silver Oak Securities, Incorporated 2022 Q3 restated filed Oct. 23, 2023
Silver Oak Securities, Incorporated 2023 Q3 restated filed Oct. 20, 2023
Silver Oak Securities, Incorporated 2023 Q3 filed Oct. 18, 2023
Silver Oak Securities, Incorporated 2023 Q2 filed Aug. 2, 2023
Silver Oak Securities, Incorporated 2023 Q1 filed May 5, 2023
Silver Oak Securities, Incorporated 2022 Q4 filed Feb. 2, 2023
Silver Oak Securities, Incorporated 2022 Q3 filed Oct. 20, 2022
Silver Oak Securities, Incorporated 2022 Q2 filed Aug. 15, 2022
Silver Oak Securities 2022 Q1 filed May 10, 2022

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