SILVER OAK SECURITIES, INCORPORATED
CIK: 0001080576SEC EDGAR →
Portfolio Value
$1.5B
Holdings
808
As of
Q4 2025
New Positions
808
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE-TRADED FD | 428,828 | $40.0M | 2.70% |
| 2 | CAPITAL GROUP CORE EQUITY ET | 858,085 | $34.8M | 2.35% |
| 3 | APPLE INC | 122,962 | $33.6M | 2.27% |
| 4 | VICTORY PORTFOLIOS II | 484,811 | $32.2M | 2.17% |
| 5 | CAPITAL GROUP DIVIDEND VALUE | 607,965 | $26.7M | 1.80% |
| 6 | NVIDIA CORPORATION | 133,835 | $25.1M | 1.70% |
| 7 | FIRST TR EXCHANGE TRADED FD | 330,678 | $23.2M | 1.57% |
| 8 | VANGUARD INDEX FDS | 59,140 | $20.0M | 1.35% |
| 9 | PUTNAM ETF TRUST | 397,649 | $18.2M | 1.23% |
| 10 | FIDELITY MERRIMACK STR TR | 378,054 | $17.5M | 1.18% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (808)
$40.0M · 429K shares
$34.8M · 858K shares
$33.6M · 123K shares
$32.2M · 485K shares
$26.7M · 608K shares
$25.1M · 134K shares
$23.2M · 331K shares
$20.0M · 59K shares
$18.2M · 398K shares
$17.5M · 378K shares
$17.2M · 342K shares
$16.3M · 136K shares
$16.3M · 70K shares
$15.9M · 314K shares
$15.3M · 31K shares
$15.0M · 60K shares
$14.3M · 134K shares
$14.2M · 340K shares
$14.1M · 321K shares
$13.3M · 180K shares
$12.7M · 252K shares
$12.5M · 36K shares
$12.4M · 121K shares
$12.3M · 48K shares
$11.4M · 431K shares
$11.1M · 35K shares
$10.7M · 16K shares
$10.7M · 17K shares
$10.6M · 229K shares
$10.5M · 18K shares
$10.4M · 113K shares
$9.8M · 107K shares
$9.6M · 171K shares
$9.5M · 333K shares
$9.2M · 147K shares
$9.1M · 330K shares
$9.1M · 22K shares
$9.1M · 23K shares
$8.6M · 140K shares
$8.6M · 17K shares
$8.2M · 13K shares
$7.7M · 93K shares
$7.7M · 315K shares
$7.6M · 25K shares
$7.5M · 258K shares
$7.2M · 90K shares
$7.2M · 219K shares
$6.8M · 10K shares
$6.6M · 59K shares
$6.1M · 49K shares
$6.0M · 79K shares
$6.0M · 197K shares
$6.0M · 9K shares
$5.9M · 119K shares
$5.8M · 46K shares
$5.8M · 21K shares
$5.8M · 112K shares
$5.6M · 12K shares
$5.5M · 109K shares
$5.4M · 28K shares
$5.3M · 141K shares
$5.2M · 92K shares
$5.2M · 137K shares
$5.1M · 105K shares
$5.0M · 113K shares
$5.0M · 85K shares
$5.0M · 5K shares
$4.9M · 176K shares
$4.8M · 57K shares
$4.8M · 131K shares
$4.8M · 114K shares
$4.7M · 38K shares
$4.7M · 23K shares
$4.6M · 38K shares
$4.5M · 14K shares
$4.4M · 30K shares
$4.4M · 14K shares
$4.3M · 55K shares
$4.3M · 12K shares
$4.0M · 22K shares
$4.0M · 33K shares
$4.0M · 23K shares
$3.9M · 85K shares
$3.9M · 39K shares
$3.8M · 79K shares
$3.8M · 104K shares
$3.7M · 25K shares
$3.6M · 93K shares
$3.6M · 48K shares
$3.5M · 160K shares
$3.5M · 31K shares
$3.5M · 65K shares
$3.5M · 35K shares
$3.4M · 128K shares
$3.4M · 60K shares
$3.4M · 28K shares
$3.4M · 137K shares
$3.3M · 4K shares
$3.3M · 78K shares
$3.3M · 80K shares
$3.3M · 17K shares
$3.2M · 7K shares
$3.2M · 70K shares
$3.2M · 28K shares
$3.2M · 9K shares
$3.1M · 9K shares
$3.1M · 84K shares
$3.1M · 49K shares
$3.1M · 13K shares
$3.0M · 51K shares
$3.0M · 39K shares
$3.0M · 32K shares
$3.0M · 11K shares
$3.0M · 10K shares
$3.0M · 51K shares
$2.9M · 14K shares
$2.9M · 29K shares
$2.9M · 16K shares
$2.8M · 106K shares
$2.8M · 94K shares
$2.8M · 67K shares
$2.8M · 40K shares
$2.7M · 41K shares
$2.7M · 49K shares
$2.7M · 42K shares
$2.7M · 13K shares
$2.6M · 17K shares
$2.6M · 79K shares
$2.6M · 21K shares
$2.6M · 15K shares
$2.5M · 27K shares
$2.4M · 2K shares
$2.4M · 10K shares
$2.4M · 12K shares
$2.4M · 17K shares
$2.3M · 92K shares
$2.3M · 30K shares
$2.3M · 3K shares
$2.3M · 85K shares
$2.3M · 46K shares
$2.2M · 13K shares
$2.2M · 21K shares
$2.2M · 22K shares
$2.2M · 2K shares
$2.2M · 10K shares
$2.1M · 16K shares
$2.1M · 10K shares
$2.1M · 43K shares
$2.0M · 27K shares
$2.0M · 23K shares
$2.0M · 76K shares
$2.0M · 46K shares
$2.0M · 24K shares
$2.0M · 55K shares
$2.0M · 21K shares
$2.0M · 11K shares
$1.9M · 16K shares
$1.9M · 86K shares
$1.9M · 24K shares
$1.9M · 15K shares
$1.9M · 76K shares
$1.9M · 40K shares
$1.9M · 21K shares
$1.8M · 27K shares
$1.8M · 16K shares
$1.8M · 56K shares
$1.8M · 12K shares
$1.8M · 38K shares
$1.8M · 54K shares
$1.8M · 36K shares
$1.8M · 23K shares
$1.8M · 15K shares
$1.8M · 43K shares
$1.8M · 69K shares
$1.8M · 31K shares
$1.7M · 26K shares
$1.7M · 6K shares
$1.7M · 10K shares
$1.7M · 34K shares
$1.7M · 3K shares
$1.7M · 6K shares
$1.7M · 18K shares
$1.7M · 50K shares
$1.7M · 7K shares
$1.7M · 116K shares
$1.7M · 36K shares
$1.7M · 19K shares
$1.6M · 2K shares
$1.6M · 85K shares
$1.6M · 9K shares
$1.6M · 620K shares
$1.6M · 47K shares
$1.6M · 27K shares
$1.6M · 36K shares
$1.6M · 69K shares
$1.6M · 8K shares
$1.6M · 4K shares
$1.6M · 17K shares
$1.5M · 32K shares
$1.5M · 14K shares
$1.5M · 435K shares
$1.5M · 10K shares
$1.4M · 33K shares
$1.4M · 59K shares
$1.4M · 36K shares
$1.4M · 68K shares
$1.4M · 5K shares
$1.4M · 6K shares
$1.4M · 78K shares
$1.4M · 44K shares
$1.4M · 12K shares
$1.4M · 20K shares
$1.4M · 23K shares
$1.4M · 43K shares
$1.4M · 9K shares
$1.4M · 12K shares
$1.4M · 2K shares
$1.4M · 3K shares
$1.3M · 22K shares
$1.3M · 6K shares
$1.3M · 10K shares
$1.3M · 16K shares
$1.3M · 26K shares
$1.3M · 28K shares
$1.3M · 16K shares
$1.3M · 87K shares
$1.3M · 107K shares
$1.3M · 16K shares
$1.3M · 35K shares
$1.3M · 16K shares
$1.3M · 2K shares
$1.3M · 57K shares
$1.3M · 18K shares
$1.3M · 54K shares
$1.3M · 26K shares
$1.3M · 9K shares
$1.3M · 15K shares
$1.3M · 16K shares
$1.3M · 6K shares
$1.2M · 69K shares
$1.2M · 24K shares
$1.2M · 10K shares
$1.2M · 4K shares
$1.2M · 8K shares
$1.2M · 11K shares
$1.2M · 24K shares
$1.2M · 5K shares
$1.2M · 16K shares
$1.2M · 24K shares
$1.2M · 11K shares
$1.2M · 13K shares
$1.2M · 43K shares
$1.2M · 215 shares
$1.1M · 16K shares
$1.1M · 7K shares
$1.1M · 11K shares
$1.1M · 1K shares
$1.1M · 14K shares
$1.1M · 28K shares
$1.1M · 26K shares
$1.1M · 6K shares
$1.1M · 11K shares
$1.1M · 13K shares
$1.1M · 5K shares
$1.1M · 7K shares
$1.1M · 22K shares
$1.1M · 15K shares
$1.1M · 1K shares
$1.1M · 7K shares
$1.1M · 7K shares
$1.1M · 23K shares
$1.1M · 25K shares
$1.1M · 12K shares
$1.0M · 54K shares
$1.0M · 8K shares
$1.0M · 15K shares
$1.0M · 12K shares
$1.0M · 44K shares
$1.0M · 19K shares
$1.0M · 43K shares
$1.0M · 64K shares
$1.0M · 11K shares
$1.0M · 27K shares
$993K · 4K shares
$988K · 34K shares
$988K · 12K shares
$987K · 15K shares
$985K · 34K shares
$980K · 20K shares
$978K · 25K shares
$976K · 19K shares
$975K · 2K shares
$974K · 740 shares
$964K · 21K shares
$963K · 72K shares
$961K · 35K shares
$957K · 17K shares
$953K · 26K shares
$950K · 37K shares
$946K · 6K shares
$944K · 13K shares
$937K · 9K shares
$928K · 27K shares
$927K · 43K shares
$927K · 19K shares
$916K · 9K shares
$916K · 4K shares
$912K · 2K shares
$910K · 3K shares
$905K · 10K shares
$898K · 34K shares
$897K · 9K shares
$891K · 17K shares
$890K · 3K shares
$886K · 23K shares
$885K · 21K shares
$884K · 7K shares
$883K · 3K shares
$880K · 12K shares
$879K · 40K shares
$878K · 1K shares
$875K · 31K shares
$858K · 3K shares
$857K · 18K shares
$855K · 16K shares
$853K · 4K shares
$850K · 58K shares
$849K · 31K shares
$847K · 19K shares
$821K · 10K shares
$817K · 3K shares
$811K · 39K shares
$806K · 37K shares
$801K · 7K shares
$799K · 2K shares
$795K · 8K shares
$789K · 5K shares
$784K · 14K shares
$782K · 5K shares
$777K · 51K shares
$771K · 3K shares
$762K · 5K shares
$761K · 3K shares
$761K · 12K shares
$761K · 10K shares
$761K · 12K shares
$759K · 1K shares
$759K · 9K shares
$755K · 1 shares
$751K · 13K shares
$746K · 3K shares
$746K · 5K shares
$742K · 11K shares
$732K · 11K shares
$729K · 16K shares
$729K · 6K shares
$726K · 3K shares
$723K · 55K shares
$720K · 3K shares
$720K · 413 shares
$720K · 1K shares
$719K · 25K shares
$718K · 29K shares
$717K · 4K shares
$706K · 22K shares
$702K · 6K shares
$700K · 11K shares
$700K · 7K shares
$698K · 3K shares
$697K · 6K shares
$695K · 7K shares
$693K · 18K shares
$692K · 16K shares
$689K · 15K shares
$684K · 3K shares
$679K · 23K shares
$677K · 13K shares
$675K · 25K shares
$674K · 2K shares
$673K · 25K shares
$668K · 12K shares
$664K · 329 shares
$662K · 4K shares
$658K · 39K shares
$657K · 4K shares
$657K · 3K shares
$654K · 14K shares
$654K · 14K shares
$654K · 17K shares
$650K · 5K shares
$645K · 5K shares
$642K · 19K shares
$639K · 2K shares
$637K · 10K shares
$634K · 5K shares
$631K · 2K shares
$631K · 15K shares
$630K · 16K shares
$629K · 14K shares
$622K · 4K shares
$620K · 4K shares
$620K · 3K shares
$620K · 15K shares
$618K · 25K shares
$618K · 9K shares
$609K · 2K shares
$606K · 2K shares
$604K · 22K shares
$603K · 3K shares
$603K · 103K shares
$597K · 5K shares
$596K · 551 shares
$595K · 25K shares
$593K · 17K shares
$593K · 17K shares
$593K · 16K shares
$591K · 10K shares
$587K · 14K shares
$580K · 702 shares
$578K · 2K shares
$576K · 14K shares
$575K · 15K shares
$575K · 2K shares
$569K · 4K shares
$565K · 1K shares
$561K · 2K shares
$559K · 9K shares
$556K · 11K shares
$555K · 7K shares
$554K · 6K shares
$552K · 11K shares
$551K · 12K shares
$549K · 12K shares
$549K · 3K shares
$546K · 5K shares
$545K · 2K shares
$544K · 17K shares
$544K · 24K shares
$539K · 2K shares
$539K · 1K shares
$535K · 5K shares
$530K · 7K shares
$528K · 11K shares
$527K · 7K shares
$527K · 9K shares
$527K · 10K shares
$527K · 4K shares
$518K · 4K shares
$517K · 4K shares
$513K · 5K shares
$508K · 16K shares
$508K · 1K shares
$507K · 9K shares
$507K · 5K shares
$505K · 3K shares
$505K · 25K shares
$504K · 8K shares
$503K · 7K shares
$500K · 4K shares
$500K · 20K shares
$497K · 5K shares
$497K · 6K shares
$495K · 22K shares
$492K · 4K shares
$492K · 4K shares
$491K · 1K shares
$488K · 4K shares
$485K · 16K shares
$484K · 5K shares
$483K · 19K shares
$481K · 3K shares
$478K · 11K shares
$477K · 25K shares
$477K · 22K shares
$474K · 11K shares
$472K · 912 shares
$471K · 16K shares
$469K · 817 shares
$469K · 10K shares
$466K · 6K shares
$464K · 11K shares
$463K · 4K shares
$462K · 3K shares
$461K · 11K shares
$460K · 675 shares
$459K · 5K shares
$458K · 18K shares
$455K · 14K shares
$450K · 3K shares
$449K · 9K shares
$449K · 4K shares
$448K · 2K shares
$448K · 3K shares
$448K · 8K shares
$448K · 5K shares
$447K · 4K shares
$444K · 11K shares
$442K · 2K shares
$441K · 9K shares
$440K · 34K shares
$437K · 972 shares
$436K · 8K shares
$434K · 9K shares
$434K · 7K shares
$431K · 3K shares
$426K · 6K shares
$426K · 2K shares
$422K · 3K shares
$422K · 3K shares
$421K · 11K shares
$421K · 31K shares
$421K · 24K shares
$420K · 2K shares
$417K · 2K shares
$416K · 12K shares
$414K · 3K shares
$413K · 1K shares
$412K · 2K shares
$411K · 10K shares
$411K · 4K shares
$409K · 8K shares
$409K · 11K shares
$408K · 3K shares
$407K · 120 shares
$405K · 4K shares
$404K · 48K shares
$404K · 15K shares
$403K · 8K shares
$402K · 14K shares
$401K · 8K shares
$401K · 4K shares
$399K · 2K shares
$395K · 14K shares
$393K · 13K shares
$389K · 11K shares
$388K · 4K shares
$387K · 9K shares
$385K · 8K shares
$385K · 5K shares
$384K · 5K shares
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$381K · 1K shares
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$378K · 9K shares
$377K · 1K shares
$377K · 4K shares
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$375K · 8K shares
$374K · 10K shares
$373K · 6K shares
$373K · 1K shares
$372K · 2K shares
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$371K · 3K shares
$370K · 2K shares
$370K · 9K shares
$369K · 3K shares
$368K · 8K shares
$365K · 10K shares
$362K · 3K shares
$362K · 3K shares
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$359K · 20K shares
$358K · 6K shares
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$357K · 14K shares
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$350K · 7K shares
$350K · 2K shares
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$347K · 2K shares
$347K · 7K shares
$344K · 2K shares
$343K · 801 shares
$343K · 2K shares
$338K · 10K shares
$336K · 4K shares
$336K · 14K shares
$335K · 13K shares
$334K · 7K shares
$333K · 6K shares
$333K · 4K shares
$333K · 2K shares
$333K · 17K shares
$331K · 4K shares
$330K · 11K shares
$330K · 3K shares
$330K · 35K shares
$329K · 29K shares
$327K · 14K shares
$326K · 6K shares
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$326K · 4K shares
$326K · 3K shares
$325K · 10K shares
$325K · 3K shares
$323K · 762 shares
$323K · 3K shares
$322K · 559 shares
$322K · 349 shares
$322K · 13K shares
$321K · 4K shares
$320K · 2K shares
$319K · 39K shares
$317K · 6K shares
$316K · 992 shares
$316K · 2K shares
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$307K · 443 shares
$306K · 525 shares
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$306K · 7K shares
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$303K · 7K shares
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$298K · 18K shares
$298K · 1K shares
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$273K · 28K shares
$273K · 3K shares
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$263K · 19K shares
$262K · 4K shares
$261K · 1K shares
$261K · 553 shares
$260K · 9K shares
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$257K · 39K shares
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$254K · 591 shares
$252K · 5K shares
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$244K · 780 shares
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$232K · 3K shares
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$231K · 539 shares
$230K · 7K shares
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$229K · 921 shares
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$211K · 334 shares
$210K · 9K shares
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$207K · 889 shares
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$151K · 4K shares
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$144K · 10K shares
$144K · 874 shares
$141K · 19K shares
$135K · 12K shares
$130K · 701 shares
$118K · 3K shares
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$105K · 17K shares
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$56K · 110 shares
$52K · 294 shares
$51K · 10K shares
$49K · 2K shares
$39K · 734 shares
$30K · 650 shares
$29K · 734 shares
$24K · 207 shares
$23K · 284 shares
$15K · 451 shares
$14K · 339 shares
$10K · 105 shares
$7K · 10K shares
$4K · 131 shares
$2K · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 490 | $1.0B | 70.1% |
| Technology | 68 | $165.1M | 11.2% |
| Unknown | 59 | $77.8M | 5.3% |
| Industrials | 44 | $46.0M | 3.1% |
| Consumer Cyclical | 24 | $37.4M | 2.5% |
| Communication Services | 13 | $29.9M | 2.0% |
| Healthcare | 31 | $25.3M | 1.7% |
| Consumer Defensive | 16 | $22.0M | 1.5% |
| Energy | 19 | $14.5M | 1.0% |
| Utilities | 14 | $10.9M | 0.7% |
| Basic Materials | 17 | $6.8M | 0.5% |
| Real Estate | 13 | $6.1M | 0.4% |