Great Oak Capital Partners, LLC Portfolio Holdings by Sector
Great Oak Capital Partners, LLC
- $266 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAT DUHP DFEM DFCF DFAR DFSD DIHP DISV 20 stocks |
$210 Million
97.33% of portfolio
|
  13  
|
  6  
|
  3  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
ES 1 stocks |
$1.12 Million
0.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.06 Million
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$925,105
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$919,612
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$858,744
0.4% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$556,411
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$322,457
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|