Northern Oak Wealth Management Inc Incresed Positions in Q2 2025

Northern Oak Wealth Management Inc

  • $787 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
21.1K
+ 1102.88%
$151.29 - $173.13 $3.19M - $3.65M
23K $3.81M
SPYG
Spdr Portfolio

ETFs
6.82K
+ 5.86%
$71.83 - $95.32 $490K - $650K
123K $11.7M
DG
Dollar General Corp

Consumer Defensive
277
+ 0.42%
$86.02 - $114.95 $23.8K - $31.8K
66.8K $7.64M
NVDA
Nvidia Corp

Technology
849
+ 2.9%
$94.31 - $157.99 $80.1K - $134K
30.1K $4.75M
VEA
Vanguard Ftse Developed Market

ETFs
70
+ 0.03%
$45.65 - $57.01 $3.2K - $3.99K
204K $11.6M
AMZN
Amazon Com Inc

Consumer Cyclical
272
+ 0.96%
$167.32 - $223.3 $45.5K - $60.7K
28.6K $6.27M
EL
Estee Lauder Companies Inc

Consumer Defensive
3.49K
+ 8.61%
$50.06 - $80.8 $175K - $282K
44K $3.55M
F
Ford Motor CO

Consumer Cyclical
29.5K
+ 8.06%
$8.69 - $10.85 $256K - $320K
395K $4.29M
TGT
Target Corp

Consumer Defensive
7.55K
+ 29.1%
$88.76 - $105.77 $670K - $798K
33.5K $3.3M
META
Meta Platforms, Inc.

Communication Services
61
+ 1.86%
$484.66 - $738.09 $29.6K - $45K
3.34K $2.47M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7
+ 0.02%
$72.96 - $90.39 $511 - $633
39.1K $3.5M
TROW
Price T Rowe Group Inc

Financial Services
1.66K
+ 6.0%
$80.27 - $98.06 $133K - $163K
29.4K $2.83M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
358
+ 11.84%
$141.37 - $228.57 $50.6K - $81.8K
3.38K $765K
PFE
Pfizer Inc

Healthcare
23.4K
+ 8.51%
$21.59 - $24.84 $504K - $580K
298K $7.22M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.73K
+ 9.58%
$40.82 - $43.14 $193K - $204K
54K $2.33M
TXN
Texas Instruments Inc

Technology
1.19K
+ 5.99%
N/A
21K $4.09M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.39K
+ 9.62%
$91.43 - $91.74 $218K - $219K
27.2K $2.49M
CCL
Carnival Corp

Consumer Cyclical
372
+ 1.58%
$16.43 - $28.12 $6.11K - $10.5K
24K $673K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.39K
+ 1.76%
$45.2 - $46.6 $198K - $205K
254K $11.7M
BAC
Bank Of America Corp

Financial Services
3.5K
+ 56.74%
$34.39 - $47.46 $120K - $166K
9.67K $457K
SCHA
Schwab Strategic Tr Us Small C

ETFs
46
+ 0.05%
$20.42 - $25.3 $939 - $1.16K
94.5K $2.39M
WFC
Wells Fargo & Company

Financial Services
231
+ 1.3%
$60.98 - $80.12 $14.1K - $18.5K
18K $1.44M
VEEV
Veeva Systems Inc

Healthcare
56
+ 2.11%
$209.39 - $289.94 $11.7K - $16.2K
2.71K $781K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.48K
+ 14.98%
$48.13 - $49.85 $167K - $173K
26.7K $1.31M
FTNT
Fortinet, Inc.

Technology
353
+ 2.95%
$84.71 - $108.69 $29.9K - $38.4K
12.3K $1.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.27K
+ 22.19%
$57.41 - $74.81 $72.7K - $94.8K
6.98K $518K
ASML
Asml Holding Nv

Technology
46
+ 6.9%
$595.37 - $815.24 $27.4K - $37.5K
713 $571K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.68K
+ 35.51%
$32.62 - $33.58 $120K - $124K
14.1K $472K
PINS
Pinterest, Inc.

Communication Services
226
+ 0.93%
$24.21 - $35.95 $5.47K - $8.12K
24.6K $880K
FLIN
Franklin Templeton ETF Tr

ETFs
1.35K
+ 6.61%
$35.01 - $39.98 $47.4K - $54.1K
21.8K $870K
ITOT
Ishares Core S&P Total U.S. St

ETFs
276
+ 5.32%
$108.12 - $135.04 $29.8K - $37.3K
5.47K $738K
EW
Edwards Lifesciences Corp

Healthcare
545
+ 5.39%
$67.07 - $78.22 $36.6K - $42.6K
10.7K $833K
HII
Huntington Ingalls Industries, Inc.

Industrials
18
+ 0.73%
$183.31 - $241.46 $3.3K - $4.35K
2.5K $602K
SUB
Ishares Short Term National Mu

ETFs
553
+ 17.52%
$104.77 - $106.34 $57.9K - $58.8K
3.71K $394K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29
+ 0.26%
$90.56 - $109.49 $2.63K - $3.18K
11.2K $1.23M
OEF
Ishares S&P 100 ETF

ETFs
205
+ 8.52%
N/A
2.61K $694K
DHR
Danaher Corp

Healthcare
316
+ 18.97%
$174.64 - $205.16 $55.2K - $64.8K
1.98K $391K
CNHI
Cnh Industrial N.V.

Industrials
4.04K
+ 0.66%
N/A
613K $6.38M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
205
+ 6.65%
$83.8 - $101.39 $17.2K - $20.8K
3.29K $333K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$166.82 - $194.23 $167 - $194
4.79K $929K
V
Visa Inc.

Financial Services
9
+ 0.16%
$308.27 - $373.31 $2.77K - $3.36K
5.48K $1.95M
NI
Nisource Inc.

Utilities
555
+ 2.41%
$37.11 - $40.64 $20.6K - $22.6K
23.6K $950K
FBIZ
First Business Financial Services, Inc.

Financial Services
39
+ 0.59%
$44.4 - $50.92 $1.73K - $1.99K
6.66K $337K
WBD
Warner Bros. Discovery, Inc.

Communication Services
76
+ 0.24%
$7.69 - $11.46 $584 - $871
32.1K $367K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
252
+ 7.84%
$82.21 - $83.12 $20.7K - $20.9K
3.47K $287K
CRM
Salesforce, Inc.

Technology
7
+ 0.22%
$236.26 - $291.15 $1.65K - $2.04K
3.12K $851K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19
+ 0.1%
$23.32 - $24.45 $443 - $465
18.6K $455K
KHC
Kraft Heinz CO

Consumer Defensive
4.4K
+ 18.41%
$25.61 - $30.81 $113K - $136K
28.3K $731K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
287
+ 1.71%
$25.21 - $34.03 $7.24K - $9.77K
17K $510K
Activity Summary
Buys All Purchases 67 New Holdings 3 Increased Positions 64 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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