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SILVER OAK SECURITIES, INCORPORATED

403 N. PARKWAY SUITE 101, JACKSON, TN 38305 • 731-668-3825

Q3 2025 · Filed 2025-10-21
Market Value
$1.3B
+11.0%
Holdings
815
+92
New Purchases
130
Added To
377
Closed
76
Reduced
213
Top 10 Concentration
19.1%
Turnover
25.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.32% 1.71% +0.61% $31M
XHLF 0.56% 0.06% +0.50% $7M
NVDA 1.87% 1.49% +0.38% $25M
OEF 0.41% 0.12% +0.29% $5M
PTL 1.02% 0.78% +0.24% $14M
AVGO 0.87% 0.68% +0.19% $12M
PEZ 0.19% 0.00% +0.19% $3M
SCHG 0.49% 0.30% +0.19% $7M
MSFT 1.15% 0.96% +0.19% $15M
MGK 0.80% 0.61% +0.19% $11M
AOR 0.17% 0.00% +0.17% $2M
GOOGL 0.60% 0.43% +0.17% $8M
TIPX 0.16% 0.00% +0.16% $2M
USMC 0.16% 0.00% +0.16% $2M
CGDV 1.78% 1.62% +0.16% $24M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
USFR 0.55% 1.37% -0.83% $7M
TFLO 0.76% 1.10% -0.34% $10M
TPLC 0.28% 0.57% -0.29% $4M
SPGP 0.00% 0.29% -0.29% $0
IWY 0.05% 0.32% -0.27% $668K
VONG 0.32% 0.59% -0.27% $4M
PALC 0.00% 0.24% -0.24% $0
SPHQ 0.00% 0.24% -0.24% $0
ALTL 0.00% 0.22% -0.22% $0
FCTR 0.00% 0.21% -0.21% $0
XLV 0.05% 0.26% -0.21% $656K
PUI 0.00% 0.21% -0.21% $0
PAMC 0.00% 0.19% -0.19% $0
FTCS 3.10% 3.28% -0.18% $41M
XLG 0.09% 0.27% -0.18% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 75.9%
Technology 8.9%
Industrials 3.7%
Consumer Cyclical 2.3%
Communication Services 2.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $311M 23.5%
Large Cap 356 $495M 37.4%
Mid Cap 163 $239M 18.0%
Small Cap 165 $232M 17.5%
Micro Cap 59 $46M 3.5%

Portfolio Analytics

Avg Market Cap
$102.3B
Median Market Cap
$11.4B
Avg P/E
34.7
Median P/E
24.0
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
322
# ETFs / Funds
493

Top Holdings (815 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FTCS 3.10% 438,255 $41M $93.64 $2M +7,944 +1.9%
2 CDC 2.51% 498,581 $33M $66.74 $1M -684 -0.1%
3 AAPL 2.32% 120,674 $31M $254.63 $10M +21,054 +21.1%
4 FBND 2.01% 574,234 $27M $46.24 $1M +15,724 +2.8%
5 NVDA 1.87% 132,539 $25M $186.58 $7M +20,124 +17.9%
6 CGDV 1.78% 559,300 $24M $42.03 $4M +69,755 +14.2%
7 VTI 1.45% 58,320 $19M $328.17 $2M +1,261 +2.2%
8 SPYV 1.42% 339,183 $19M $55.33 $1M +2,455 +0.7%
9 FEX 1.37% 155,310 $18M $116.82 $3M +16,331 +11.8%
10 RDVY 1.31% 258,506 $17M $67.26 $3M +30,269 +13.3%
11 JAAA 1.18% 306,751 $16M $50.78 $173K +3,234 +1.1%
12 MSFT 1.15% 29,321 $15M $517.95 $4M +6,376 +27.8%
13 AMZN 1.12% 67,283 $15M $219.57 $2M +7,245 +12.1%
14 OUNZ 1.07% 379,788 $14M $37.19 $2M +2,639 +0.7%
15 QQQM 1.06% 56,693 $14M $247.12 $2M +2,921 +5.4%
16 PTL 1.02% 54,373 $14M $249.25 $4M +13,665 +33.6%
17 ACIO 1.01% 308,915 $13M $43.43 $2M +22,074 +7.7%
18 SPY 1.00% 19,807 $13M $666.19 $916K -68 -0.3%
19 SHY 0.98% 155,931 $13M $82.96 $250K +2,832 +1.9%
20 QQQ 0.94% 20,806 $12M $600.38 $2M +1,926 +10.2%
21 SPYG 0.89% 113,078 $12M $104.51 $727K -3,276 -2.8%
22 AVGO 0.87% 35,074 $12M $329.91 $3M +5,600 +19.0%
23 AVUV 0.87% 116,168 $12M $99.53 $1M +706 +0.6%
24 FVD 0.80% 230,041 $11M $46.24 $154K -4,483 -1.9%
25 MGK 0.80% 26,415 $11M $402.42 $3M +6,437 +32.2%
26 CFA 0.78% 113,730 $10M $90.98 -$339K -7,758 -6.4%
27 RDVI 0.78% 400,024 $10M $25.85 $2M +55,203 +16.0%
28 TFLO 0.76% 199,039 $10M $50.59 -$3M -59,076 -22.9%
29 CAT 0.74% 20,633 $10M $477.15 $1M -1,708 -7.7%
30 BIL 0.71% 102,349 $9M $91.75 -$114K -1,265 -1.2%
31 DRSK 0.71% 325,231 $9M $28.83 $460K +15,002 +4.8%
32 SCHD 0.65% 315,782 $9M $27.30 $451K +7,491 +2.4%
33 IDMO 0.65% 158,340 $9M $53.99 $1M +12,374 +8.5%
34 OMFL 0.64% 141,539 $9M $60.26 $475K +2,140 +1.5%
35 VEA 0.60% 132,769 $8M $59.92 $786K +7,007 +5.6%
36 GOOGL 0.60% 32,597 $8M $243.10 $3M +3,534 +12.2%
37 BRK-B 0.60% 15,754 $8M $502.74 $2M +2,972 +23.2%
38 XHLF 0.56% 148,038 $7M $50.42 $7M +133,748 +936.0%
39 REGL 0.56% 87,155 $7M $85.34 $533K +2,468 +2.9%
40 SPLG 0.55% 93,018 $7M $78.34 $768K +3,334 +3.7%
41 USFR 0.55% 143,552 $7M $50.27 -$9M -182,025 -55.9%
42 IVV 0.54% 10,582 $7M $669.28 $163K -562 -5.0%
43 IDUB 0.53% 298,588 $7M $23.55 $710K +14,600 +5.1%
44 VOO 0.53% 11,466 $7M $612.39 $2M +3,389 +42.0%
45 TSM 0.53% 25,130 $7M $279.29 $318K -4,453 -15.1%
46 GLD 0.53% 19,697 $7M $355.47 $1M +393 +2.0%
47 SCHG 0.49% 205,096 $7M $31.91 $3M +81,099 +65.4%
48 META 0.49% 8,823 $6M $734.34 $663K +943 +12.0%
49 LMBS 0.45% 120,612 $6M $49.79 $903K +17,025 +16.4%
50 SCHM 0.45% 201,590 $6M $29.64 $689K +13,137 +7.0%
51 WMT 0.43% 55,594 $6M $103.06 $2M +20,226 +57.2%
52 VXUS 0.42% 75,475 $6M $73.46 $183K -2,121 -2.7%
53 FIXD 0.42% 124,694 $6M $44.42 $145K +1,795 +1.5%
54 ADME 0.41% 107,246 $5M $51.06 $644K +6,998 +7.0%
55 OEF 0.41% 16,323 $5M $332.84 $4M +11,760 +257.7%
56 IOO 0.40% 44,043 $5M $120.01 $16K -4,836 -9.9%
57 HD 0.38% 12,446 $5M $405.18 $1M +2,075 +20.0%
58 OSCV 0.38% 130,286 $5M $38.23 $694K +11,583 +9.8%
59 XLK 0.37% 17,573 $5M $281.85 $897K +1,554 +9.7%
60 OPER 0.37% 49,293 $5M $100.04 -$170K -1,631 -3.2%
61 CGMS 0.36% 172,975 $5M $27.75 -$93K -4,166 -2.4%
62 RSP 0.36% 24,791 $5M $189.70 $772K +3,164 +14.6%
63 DUBS 0.36% 128,584 $5M $36.55 $460K +3,142 +2.5%
64 JEPQ 0.35% 80,390 $5M $57.52 $615K +6,696 +9.1%
65 IJR 0.35% 38,465 $5M $118.83 $309K -533 -1.4%
66 VUG 0.34% 9,267 $4M $479.63 $2M +3,271 +54.5%
67 PTRB 0.34% 105,181 $4M $42.20 $204K +3,938 +3.9%
68 WWJD 0.33% 125,629 $4M $35.26 $1M +31,943 +34.1%
69 JPM 0.33% 14,009 $4M $315.42 $2M +6,007 +75.1%
70 T 0.33% 153,877 $4M $28.24 $1M +53,467 +53.2%
71 VONG 0.32% 35,154 $4M $120.50 -$3M -29,061 -45.3%
72 TSLA 0.31% 9,375 $4M $444.74 $2M +1,186 +14.5%
73 XSVN 0.31% 85,165 $4M $48.19 $6K -418 -0.5%
74 PG 0.31% 26,462 $4M $153.65 $542K +4,344 +19.6%
75 IWF 0.30% 8,505 $4M $468.42 -$1M -3,545 -29.4%
76 PLTR 0.29% 20,887 $4M $182.42 $1M +2,489 +13.5%
77 TDIV 0.28% 38,233 $4M $98.59 $550K +2,525 +7.1%
78 IUSV 0.28% 37,127 $4M $99.95 $212K +154 +0.4%
79 TPLC 0.28% 79,219 $4M $46.30 -$3M -72,219 -47.7%
80 FNDE 0.28% 101,240 $4M $36.16 $416K +2,936 +3.0%
81 VPLS 0.28% 46,461 $4M $78.63 -$478K -6,641 -12.5%
82 XOM 0.27% 32,218 $4M $112.75 $164K +46 +0.1%
83 GOOG 0.27% 14,762 $4M $243.55 $1M +2,720 +22.6%
84 COST 0.26% 3,780 $3M $925.73 $992K +1,248 +49.3%
85 JUCY 0.26% 154,758 $3M $22.29 $96K +3,954 +2.6%
86 JIRE 0.26% 46,268 $3M $73.54 $380K +3,555 +8.3%
87 FYX 0.25% 30,959 $3M $108.98 $413K +520 +1.7%
88 SDVY 0.25% 87,799 $3M $38.02 $1M +31,072 +54.8%
89 RECS 0.25% 82,524 $3M $40.35 $366K +1,956 +2.4%
90 LLY 0.25% 4,349 $3M $762.96 $1M +1,476 +51.4%
91 AVUS 0.25% 30,113 $3M $108.70 -$216K -4,491 -13.0%
92 VWO 0.24% 58,724 $3M $54.18 $462K +3,734 +6.8%
93 FEOE 0.24% 68,153 $3M $46.12 $2M +43,600 +177.6%
94 SPMO 0.24% 25,918 $3M $121.06 -$591K -7,234 -21.8%
95 BSV 0.23% 39,246 $3M $78.91 $245K +3,007 +8.3%
96 ORCL 0.23% 11,001 $3M $281.24 $485K -931 -7.8%
97 V 0.23% 9,049 $3M $341.38 $792K +2,578 +39.8%
98 BIBL 0.23% 68,837 $3M $44.43 $967K +18,243 +36.1%
99 FDVV 0.23% 54,535 $3M $55.71 $251K +950 +1.8%
100 VBR 0.22% 13,784 $3M $208.71 $238K +252 +1.9%

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
TSLA $0 SOLD

New Positions

SymbolValue% Port
PEZ $3M 0.19%
AOR $2M 0.17%
TIPX $2M 0.16%
USMC $2M 0.16%
LDSF $2M 0.13%
CRON $2M 0.12%
NAT $1M 0.10%
CDX $1M 0.10%
PKW $1M 0.09%
SQ $1M 0.08%
FRO $973K 0.07%
FTHI $955K 0.07%
EBS $941K 0.07%
DVN $860K 0.07%
LGOV $859K 0.06%

Sold Out Positions

SymbolValue% Port
CARR —%
OTIS —%
MTB —%
POST —%
PEN —%
SLB —%
MOH —%
MPT —%
PRU —%
CLS —%
CNA —%
USFD —%
TTE —%
OKE —%
PTLC —%
View SEC EDGAR Filings for SILVER OAK SECURITIES, INCORPORATED →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms