Blue Oak Capital, LLC Sells in Q1 2025

Blue Oak Capital, LLC

  • $181 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSU
Dimensional ETF Tr Dimen Us Su
-31.1K
- 12.78%
N/A
212K $7.6B
AAPL
Apple Inc.

Technology
-4.86K
- 50.0%
$209.68 - $247.1 $1.02M - $1.2M
4.86K $1.08B
CDNS
Cadence Design Systems Inc

Technology
-2.96K
Closed
$233.96 - $324.52 $693K - $961K
0 $0
SUB
Ishares Short Term National Mu

ETFs
-7.94K
Closed
$105.3 - $106.24 $836K - $843K
0 $0
BBUS
J P Morgan Exchg Traded Fd

ETFs
-1.54K
- 1.26%
$99.5 - $110.97 $154K - $171K
121K $12.2B
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-8.02K
Closed
$88.44 - $101.55 $709K - $815K
0 $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.19K
- 62.11%
$168.16 - $186.21 $705K - $780K
2.56K $437M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-15.2K
- 6.34%
$32.57 - $35.82 $496K - $546K
225K $7.46B
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.25K
Closed
$92.45 - $106.69 $577K - $666K
0 $0
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-12.2K
Closed
$48.06 - $53.73 $588K - $657K
0 $0
Dimensional ETF Trust
-20.9K
- 7.18%
N/A
270K $8.26B
EFG
Msci Eafe Growth ETF

ETFs
-4.82K
Closed
$96.1 - $106.37 $463K - $513K
0 $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.24K
- 64.92%
$302.31 - $337.54 $374K - $418K
669 $205M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.95K
- 40.1%
$64.88 - $72.1 $321K - $357K
7.4K $487M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-5.41K
- 12.06%
$61.9 - $66.89 $335K - $362K
39.4K $2.51B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-12.1K
Closed
$25.12 - $26.05 $303K - $314K
0 $0
EFV
Msci Eafe Value ETF

ETFs
-5.7K
Closed
$51.88 - $60.73 $296K - $346K
0 $0
KOPN
Kopin Corp

Technology
-215K
Closed
$0.93 - $2.03 $199K - $435K
0 $0
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-4.18K
Closed
$67.08 - $76.14 $280K - $318K
0 $0
DFAU
Dimensional ETF Tr

ETFs
-6.62K
- 56.1%
$37.84 - $42.29 $251K - $280K
5.18K $199M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.76K
Closed
$56.17 - $59.71 $267K - $284K
0 $0
IYW
Ishares Dj Us Tech ETF

ETFs
-1.7K
Closed
$140.44 - $166.79 $239K - $283K
0 $0
OEF
Ishares S&P 100 ETF

ETFs
-874
Closed
N/A
0 $0
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.08K
Closed
$196.12 - $229.48 $212K - $248K
0 $0
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-6.67K
- 14.4%
$56.44 - $64.13 $376K - $427K
39.6K $2.44B
IWM
Ishares Russell 2000 ETF

ETFs
-910
Closed
$198.1 - $229.79 $180K - $209K
0 $0
VUG
Vanguard Growth ETF

ETFs
-370
- 29.72%
$369.1 - $427.61 $137K - $158K
875 $324M
JPHY
Jp Morgan High Yield Research

ETFs
-2.76K
- 3.65%
N/A
72.7K $3.35B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.47K
- 40.11%
$54.25 - $57.64 $134K - $142K
3.69K $203M
IEMG
Ishares Inc

ETFs
-2.23K
- 17.84%
N/A
10.3K $554M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-3.11K
- 8.26%
$36.46 - $39.9 $113K - $124K
34.6K $1.32B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.2K
- 12.69%
$55.41 - $60.74 $66.3K - $72.6K
8.23K $465M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 16.84%
$890.62 - $1076.86 $44.5K - $53.8K
247 $234M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-26
- 3.04%
$333.37 - $384.99 $8.67K - $10K
828 $277M
VIG
Vanguard Dividend Appreciation

ETFs
-148
- 4.31%
N/A
3.28K $637M
JPUS
Jpmorgan Diversified Return Us

ETFs
-278
- 9.67%
$111.89 - $119.08 $31.1K - $33.1K
2.6K $299M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.9K
- 10.34%
$58.04 - $65.84 $110K - $125K
16.5K $1.05B
Pimco ETF Tr
-1.03K
- 10.33%
N/A
8.94K $239M
IEFA
Ishares Tr

ETFs
-820
- 10.45%
$69.57 - $78.65 $57K - $64.5K
7.03K $532M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.9K
- 3.28%
$97.25 - $104.79 $282K - $304K
85.6K $8.88B
Activity Summary
Buys All Purchases 41 New Holdings 15 Increased Positions 26 Sells All Sells 41 Reductions 25 Sold out 16 Options Calls 0 Puts 0
Track This Portfolio

Track Blue Oak Capital, LLC Portfolio

Follow Blue Oak Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Oak Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email