Northern Oak Wealth Management Inc Incresed Positions in Q4 2024

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.5K
+ 105.98%
$91.29 - $91.8 $1.23M - $1.24M
26.3K $2.4M
C
Citigroup Inc

Financial Services
7.73K
+ 12.44%
$61.31 - $72.5 $474K - $560K
69.9K $4.92M
AMZN
Amazon Com Inc

Consumer Cyclical
367
+ 1.33%
$180.88 - $232.93 $66.4K - $85.5K
28K $6.14M
SPYG
Spdr Portfolio

ETFs
1.17K
+ 1.29%
$81.74 - $91.38 $95.8K - $107K
92.3K $8.11M
NVDA
Nvidia Corp

Technology
1.47K
+ 5.44%
$117.0 - $148.88 $172K - $219K
28.6K $3.84M
CNHI
Cnh Industrial N.V.

Industrials
48.6K
+ 10.58%
N/A
508K $5.29M
FTNT
Fortinet, Inc.

Technology
2.93K
+ 81.87%
$76.49 - $99.21 $224K - $291K
6.51K $614K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.8K
+ 6.53%
$45.17 - $47.23 $576K - $603K
208K $9.43M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.81K
+ 13.61%
$42.33 - $43.3 $204K - $208K
40.1K $1.71M
FLIN
Franklin Templeton ETF Tr

ETFs
5.12K
+ 95.19%
$37.75 - $41.62 $193K - $213K
10.5K $398K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
830
+ 5.49%
$28.38 - $39.27 $23.6K - $32.6K
16K $618K
MOS
Mosaic CO

Basic Materials
6.05K
+ 56.56%
$23.87 - $28.34 $144K - $171K
16.7K $411K
VOT
Vanguard Mid Cap Growth Index

ETFs
192
+ 3.98%
$241.48 - $274.89 $46.4K - $52.8K
5.02K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 2.71%
$873.59 - $994.69 $34.9K - $39.8K
1.52K $1.39M
META
Meta Platforms, Inc.

Communication Services
25
+ 0.83%
$554.08 - $632.68 $13.9K - $15.8K
3.04K $1.79M
PYPL
Pay Pal Holdings, Inc.

Financial Services
225
+ 4.06%
$77.25 - $91.3 $17.4K - $20.5K
5.77K $492K
PANW
Palo Alto Networks Inc

Technology
2.49K
+ 96.13%
$181.96 - $405.9 $453K - $1.01M
5.07K $923K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.6K
+ 203.09%
$22.4 - $68.28 $327K - $997K
21.8K $505K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
665
+ 3.03%
$49.79 - $51.14 $33.1K - $34K
22.6K $1.13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
174
+ 5.69%
$81.68 - $82.93 $14.2K - $14.4K
3.23K $265K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
371
+ 3.24%
$51.54 - $52.55 $19.1K - $19.5K
11.8K $610K
FBIZ
First Business Financial Services, Inc.

Financial Services
34
+ 0.52%
$42.04 - $51.47 $1.43K - $1.75K
6.58K $304K
SPIB
Spdr Portfolio Intermediate Te

ETFs
395
+ 3.97%
$32.65 - $33.68 $12.9K - $13.3K
10.4K $339K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
195
+ 1.72%
$113.92 - $127.38 $22.2K - $24.8K
11.5K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 1.6%
$442.29 - $483.08 $5.31K - $5.8K
760 $344K
VOE
Vanguard Mid Cap Value Index F

ETFs
254
+ 3.3%
$160.89 - $176.18 $40.9K - $44.7K
7.96K $1.29M
F
Ford Motor CO

Consumer Cyclical
10.3K
+ 3.77%
$9.69 - $11.4 $100K - $118K
285K $2.82M
HII
Huntington Ingalls Industries, Inc.

Industrials
73
+ 3.93%
$184.96 - $264.65 $13.5K - $19.3K
1.93K $365K
KLAC
Kla Corp

Technology
81
+ 5.49%
$614.46 - $829.55 $49.8K - $67.2K
1.56K $981K
SCHA
Schwab Strategic Tr Us Small C

ETFs
33.6K
+ 75.02%
$25.33 - $51.16 $851K - $1.72M
78.4K $2.03M
Activity Summary
Buys All Purchases 41 New Holdings 10 Increased Positions 31 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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