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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, TSLA, FBND, AAPL, and represent 12.03% of Silver Oak Securities, Incorporated's stock portfolio.
Added to shares of these 10 stocks: FBND (+$11M), QQQM (+$10M), IDMO (+$7.5M), TFLO (+$7.1M), SHY (+$6.2M), OPER (+$5.1M), VONG, XSVN, SPY, SPYV.
Started 77 new stock positions in Etf Ser Solutions, DYNF, IGSB, IAGG, FPF, RSPH, IWL, RSPN, QMAR, BLD.
Reduced shares in these 10 stocks: BND (-$12M), QQQ (-$7.4M), IOO (-$5.8M), ACWI, SPTS, FDL, USMV, JMOM, IVW, IHDG.
Sold out of its positions in BABA, ALHC, BJ, COHR, MUST, DTE, XAUG, GJUN, GMAY, UCON.
Silver Oak Securities, Incorporated was a net buyer of stock by $61M.
Silver Oak Securities, Incorporated has $1.2B in assets under management (AUM), dropping by 12.95%.
Central Index Key (CIK): 0001080576

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Portfolio Holdings for Silver Oak Securities, Incorporated

Silver Oak Securities, Incorporated holds 695 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Silver Oak Securities, Incorporated has 695 total positions. Only the first 250 positions are shown.

Sign up to view all of the Silver Oak Securities, Incorporated June 30, 2025 positions
Download the Silver Oak Securities, Incorporated June 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Cap Strength Etf (FTCS)	3.2	$39M		430k	90.89	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	2.6	$32M	-2%	499k	63.71	View chart
Tesla Motors Put Option (TSLA)	2.5	$31M	+10%	98k	317.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$26M	+71%	559k	45.75	View chart
Apple (AAPL)	1.7	$20M		100k	205.17	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.6	$19M	+5%	490k	39.49	View chart
NVIDIA Corporation (NVDA)	1.4	$18M	-5%	112k	157.99	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.4	$18M	+22%	337k	52.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$17M		57k	303.93	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.3	$16M	+15%	326k	50.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$15M		304k	50.75	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.2	$15M	-3%	139k	109.96	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$14M	+3%	228k	62.74	View chart
Amazon (AMZN)	1.1	$13M	+3%	60k	219.39	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.1	$13M	+118%	258k	50.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$13M	+95%	153k	82.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$12M	+40%	20k	617.84	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$12M	+473%	54k	227.10	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.0	$12M	-2%	377k	31.89	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.0	$12M	+8%	287k	41.40	View chart
Microsoft Corporation (MSFT)	0.9	$11M		23k	497.41	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.9	$11M	-15%	116k	95.32	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.9	$11M		122k	87.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$11M	+13%	116k	91.10	View chart
First Tr Exchange-traded SHS (FVD)	0.9	$11M	-6%	235k	44.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$10M	-41%	19k	551.64	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.8	$9.5M	+6%	104k	91.73	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.8	$9.3M	+5%	41k	229.30	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.7	$8.9M	+10%	310k	28.74	View chart
Caterpillar (CAT)	0.7	$8.7M	-5%	22k	388.20	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.7	$8.5M	+30%	345k	24.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$8.2M	+7%	308k	26.50	View chart
Broadcom (AVGO)	0.7	$8.1M	+13%	30k	275.65	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.7	$8.1M		139k	57.78	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.6	$7.5M	+43602%	146k	51.24	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$7.3M	+23%	20k	366.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$7.2M		126k	57.01	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$7.0M	+144%	64k	109.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$6.9M	-19%	11k	620.88	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.6	$6.9M	+51%	85k	81.53	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.6	$6.8M	+6%	151k	44.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$6.7M	+18%	30k	226.49	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.5	$6.5M	-24%	90k	72.69	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.5	$6.3M	-4%	284k	22.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$6.2M	+20%	13k	485.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$5.9M	-4%	19k	304.83	View chart
Meta Platforms Cl A (META)	0.5	$5.8M	-10%	7.9k	738.10	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.4	$5.4M		123k	43.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$5.4M	+2%	78k	69.09	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$5.3M		189k	28.05	View chart
Ishares Tr Global 100 Etf (IOO)	0.4	$5.3M	-52%	49k	107.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.1M	+6%	29k	176.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$5.1M	+127%	12k	424.59	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$5.1M		104k	49.26	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.4	$5.1M	+18087%	51k	100.17	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$4.9M	+4%	177k	27.62	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.4	$4.8M	+9%	100k	48.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$4.6M	+10%	8.1k	568.02	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.3	$4.3M	+7%	119k	36.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.3M	-8%	39k	109.29	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.3	$4.2M	-7%	125k	33.80	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.3	$4.2M		101k	41.83	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$4.1M	+5%	53k	77.80	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.3	$4.1M	NEW	86k	47.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.1M	+5%	16k	253.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$4.0M	+5%	74k	54.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.9M	-25%	22k	181.74	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$3.8M	-2%	16k	246.51	View chart
Home Depot (HD)	0.3	$3.8M	-3%	10k	366.65	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$3.7M	+504%	33k	112.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.6M	-27%	124k	29.21	View chart
Procter & Gamble Company (PG)	0.3	$3.5M		22k	159.32	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$3.5M	+2%	37k	94.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$3.5M	+11%	35k	100.82	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.5M	+2%	32k	107.80	View chart
Wal-Mart Stores (WMT)	0.3	$3.5M		35k	97.78	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$3.5M	+50%	32k	107.70	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.3	$3.4M	-22%	151k	22.23	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$3.3M	+18%	123k	26.68	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$3.2M	+43%	98k	33.01	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$3.2M		36k	90.17	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.3	$3.2M	+61%	94k	34.27	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$3.2M	+42%	61k	52.10	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.1M	+270%	23k	134.79	View chart
Etf Ser Solutions Aptus Deferred I	0.2	$3.0M	NEW	118k	25.65	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$3.0M	+3%	43k	70.77	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$3.0M	-2%	29k	102.91	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$3.0M	-7%	61k	49.10	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$3.0M	+2%	81k	36.79	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$3.0M		30k	97.28	View chart
At&t (T)	0.2	$2.9M	-12%	100k	28.94	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.2	$2.9M		58k	49.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$2.9M	+30%	40k	71.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.9M	-8%	36k	78.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.8M	-50%	26k	110.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.8M	-14%	49k	56.85	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$2.8M	+3%	54k	52.02	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.8M	+89%	30k	93.79	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$2.8M	+6%	29k	94.77	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$2.7M	NEW	40k	68.29	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.2	$2.7M	+4%	17k	157.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.7M	+4%	55k	49.46	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$2.7M		65k	41.62	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)	0.2	$2.7M		71k	37.66	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$2.7M	+30%	66k	40.02	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$2.6M	-62%	90k	29.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.6M	-5%	14k	195.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.6M	+17%	6.0k	438.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.6M	-3%	11k	236.97	View chart
Oracle Corporation (ORCL)	0.2	$2.6M	+86%	12k	218.63	View chart
Arista Networks Com Shs (ANET)	0.2	$2.6M	+30%	25k	102.31	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.2	$2.6M	+3%	46k	56.73	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.2	$2.5M		75k	33.99	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.5M	+30%	18k	136.32	View chart
Costco Wholesale Corporation (COST)	0.2	$2.5M	+2%	2.5k	990.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.5M	+8%	40k	62.02	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.2	$2.5M	NEW	59k	41.83	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$2.5M		111k	22.23	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.5M		32k	77.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.3M	+144%	9.7k	240.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.3M	-4%	3.5k	663.26	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.3M		8.0k	289.92	View chart
Pacer Fds Tr Lunt Mdcap Mlt (PAMC)	0.2	$2.3M		52k	43.82	View chart
Visa Com Cl A (V)	0.2	$2.3M		6.5k	355.05	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.2M	+8%	41k	55.10	View chart
Eli Lilly & Co. (LLY)	0.2	$2.2M	+3%	2.9k	779.45	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$2.2M	+10%	68k	32.55	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$2.2M	+10%	46k	46.34	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$2.2M	-28%	9.6k	224.92	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$2.1M	-12%	67k	32.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.1M		12k	177.39	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$2.1M	+6%	87k	24.38	View chart
Qualcomm (QCOM)	0.2	$2.1M		13k	159.26	View chart
Spdr Series Trust Glb Dow Etf (DGT)	0.2	$2.1M		14k	150.64	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$2.1M	+321%	51k	41.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.1M	+11%	12k	176.74	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$2.1M	+311%	37k	55.41	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.2	$2.0M	-5%	88k	23.36	View chart
Netflix (NFLX)	0.2	$2.0M	+32%	1.5k	1339.13	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$2.0M	+11%	22k	93.76	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$2.0M	+3%	57k	35.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$2.0M	-24%	39k	50.68	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.0M		14k	146.02	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.2	$2.0M	NEW	12k	163.09	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.2	$2.0M		42k	46.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.9M	-86%	26k	73.63	View chart
Howmet Aerospace (HWM)	0.2	$1.9M	-12%	10k	186.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.9M		79k	23.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.9M	-7%	11k	173.27	View chart
Bank of America Corporation (BAC)	0.2	$1.9M		39k	47.32	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.1	$1.8M	NEW	46k	39.45	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.8M	+230%	22k	83.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.8M	-9%	29k	62.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.8M	-3%	16k	112.00	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.8M	+22%	19k	92.18	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$1.7M	+10%	45k	38.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.7M	+4119%	5.1k	339.57	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$1.7M		66k	25.60	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.7M	-5%	28k	61.67	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	0.1	$1.7M	+129%	68k	24.72	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.7M	+3%	39k	42.83	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$1.7M	+66%	49k	33.58	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.6M	-7%	28k	58.59	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$1.6M	+259%	36k	45.35	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$1.6M	NEW	33k	49.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.5M	+6%	26k	59.87	View chart
Kla Corp Com New (KLAC)	0.1	$1.5M	-18%	1.7k	895.66	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	0.1	$1.5M		60k	25.86	View chart
Progressive Corporation (PGR)	0.1	$1.5M	+16%	5.7k	266.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.5M		5.4k	279.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.5M	+21%	17k	88.25	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$1.5M	-18%	48k	31.54	View chart
International Business Machines (IBM)	0.1	$1.5M		5.1k	294.80	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$1.5M	+24%	37k	40.11	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$1.5M	NEW	14k	105.54	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$1.5M	+3%	19k	78.63	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$1.5M		33k	45.44	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.5M		13k	118.00	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$1.5M	+14%	25k	58.07	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$1.4M		29k	50.82	View chart
Southern Company (SO)	0.1	$1.4M		16k	91.83	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$1.4M	+14%	36k	40.23	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.4M		81k	17.80	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.4M	+820%	15k	96.90	View chart
Emcor (EME)	0.1	$1.4M	+11%	2.6k	534.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.4M		34k	41.30	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.4M	+21%	43k	32.81	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$1.4M	NEW	15k	93.63	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$1.4M	-4%	58k	24.01	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.4M	+16%	17k	81.66	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.4M	NEW	4.6k	304.35	View chart
Waste Management (WM)	0.1	$1.4M	-29%	6.1k	228.81	View chart
Johnson & Johnson (JNJ)	0.1	$1.4M	+3%	8.9k	152.75	View chart
ResMed (RMD)	0.1	$1.3M	+7%	5.2k	257.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.3M	-3%	45k	30.14	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$1.3M	NEW	8.8k	153.12	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$1.3M		23k	59.26	View chart
Us Foods Hldg Corp call (USFD)	0.1	$1.3M	-11%	17k	77.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$1.3M		34k	38.69	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.3M		47k	27.67	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$1.3M	-6%	43k	30.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$1.3M		35k	36.99	View chart
Nextera Energy (NEE)	0.1	$1.3M	-14%	19k	69.42	View chart
Walt Disney Company (DIS)	0.1	$1.3M		10k	124.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.1	$1.3M		60k	21.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$1.3M		31k	41.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.2M	+4%	6.8k	182.81	View chart
Booking Holdings (BKNG)	0.1	$1.2M		215.00	5789.24	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$1.2M	+22%	20k	62.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.1	$1.2M	-13%	51k	24.40	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.2M		35k	35.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M		9.1k	135.04	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.2M	+2%	9.1k	134.39	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.2M		18k	66.28	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.2M	-75%	29k	41.87	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$1.2M	NEW	13k	92.59	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.1	$1.2M	-31%	36k	33.57	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.2M	NEW	23k	51.09	View chart
Digital Realty Trust (DLR)	0.1	$1.2M		6.8k	174.34	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.1	$1.2M	-4%	51k	23.21	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$1.2M		18k	65.50	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$1.2M	+752%	19k	63.16	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M	+11%	16k	74.01	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$1.2M		46k	25.54	View chart
American Tower Reit (AMT)	0.1	$1.2M	+126%	5.3k	221.03	View chart
Chevron Corporation (CVX)	0.1	$1.2M		8.1k	143.19	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$1.2M		9.8k	117.44	View chart
Abbvie (ABBV)	0.1	$1.1M		6.2k	185.61	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.1	$1.1M		49k	23.56	View chart
Comfort Systems USA (FIX)	0.1	$1.1M	-3%	2.1k	536.22	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$1.1M		7.6k	150.97	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.1M	+2%	11k	100.69	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.1M		39k	29.28	View chart
Western Alliance Bancorporation (WAL)	0.1	$1.1M	+4%	14k	77.98	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$1.1M	-2%	13k	81.40	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$1.1M	-25%	22k	49.74	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$1.1M		16k	68.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.1M	-60%	11k	95.77	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.1	$1.1M	NEW	25k	43.15	View chart
Uber Technologies (UBER)	0.1	$1.1M	+7%	11k	93.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M	+4%	1.9k	561.80	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$1.1M	+11%	44k	23.80	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$1.1M	-7%	43k	24.23	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.0M		1.5k	698.28	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.1	$1.0M	+114%	52k	19.89	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.0M		26k	39.66	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$1.0M	NEW	25k	42.07	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$1.0M	+7%	21k	50.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M	+271%	4.7k	215.80	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$1.0M		25k	40.46	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 2025 Q2 filed July 11, 2025
Silver Oak Securities, Incorporated 2025 Q1 restated filed April 29, 2025
Silver Oak Securities, Incorporated 2025 Q1 filed April 21, 2025
Silver Oak Securities, Incorporated 2024 Q4 filed Jan. 27, 2025
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

View all past filings

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