Northern Oak Wealth Management Inc Incresed Positions in Q3 2025

Northern Oak Wealth Management Inc

  • $813 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
32.4K
+ 119.21%
$91.44 - $91.77 $2.96M - $2.97M
59.6K $5.47M
APA
Apa Corp

Energy
47.7K
+ 16.96%
$18.06 - $24.69 $862K - $1.18M
329K $7.99M
CVX
Chevron Corp

Energy
14.3K
+ 80.2%
$145.57 - $161.83 $2.08M - $2.31M
32.1K $4.98M
VEA
Vanguard Ftse Developed Market

ETFs
29.5K
+ 14.48%
$56.02 - $60.3 $1.65M - $1.78M
233K $14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
648
+ 1.8%
$567.77 - $614.76 $368K - $398K
36.6K $22.4M
ES
Eversource Energy

Utilities
20.6K
+ 55.74%
$62.86 - $71.14 $1.29M - $1.46M
57.5K $4.09M
HSY
Hershey CO

Consumer Defensive
5.8K
+ 25.22%
$161.95 - $193.45 $939K - $1.12M
28.8K $5.38M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.5K
+ 3.79%
$52.12 - $55.33 $597K - $634K
314K $17.4M
F
Ford Motor CO

Consumer Cyclical
81.4K
+ 20.61%
$10.82 - $12.09 $881K - $984K
476K $5.7M
SPYG
Spdr Portfolio

ETFs
623
+ 0.51%
$94.33 - $105.31 $58.8K - $65.6K
124K $12.9M
TXN
Texas Instruments Inc

Technology
5.54K
+ 26.37%
N/A
26.5K $5.17M
TROW
Price T Rowe Group Inc

Financial Services
8.01K
+ 27.28%
$98.67 - $111.52 $790K - $893K
37.4K $3.84M
CVS
Cvs Health Corp

Healthcare
2.69K
+ 2.23%
$58.75 - $76.5 $158K - $206K
123K $9.31M
NVDA
Nvidia Corp

Technology
603
+ 2.0%
$153.3 - $186.58 $92.4K - $113K
30.7K $5.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.5K
+ 9.79%
$49.43 - $54.52 $470K - $518K
107K $5.77M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.7K
+ 6.57%
$45.72 - $47.27 $762K - $788K
270K $12.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.26K
+ 2.43%
$78.96 - $80.04 $731K - $741K
391K $31.2M
PSA
Public Storage

Real Estate
2.9K
+ 27.05%
$271.94 - $298.09 $789K - $865K
13.6K $3.94M
FNF
Fidelity National Financial, Inc.

Financial Services
3.71K
+ 3.48%
$51.22 - $61.07 $190K - $226K
110K $6.66M
MRK
Merck & Co., Inc.

Healthcare
2.26K
+ 2.93%
$77.6 - $87.37 $176K - $198K
79.5K $6.67M
PFE
Pfizer Inc

Healthcare
7.33K
+ 2.46%
$23.29 - $25.88 $171K - $190K
305K $7.77M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.21K
+ 0.71%
$81.75 - $84.54 $181K - $187K
312K $26.2M
TFC
Truist Financial Corp

Financial Services
50
+ 0.03%
$42.83 - $47.07 $2.14K - $2.35K
188K $8.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.49K
+ 7.0%
$136.48 - $142.97 $340K - $356K
38K $5.33M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.9K
+ 8.36%
$25.29 - $28.33 $200K - $224K
102K $2.86M
ASML
Asml Holding Nv

Technology
348
+ 48.81%
$689.63 - $968.09 $240K - $337K
1.06K $1.03M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.13K
+ 16.89%
$42.75 - $43.37 $390K - $396K
63.1K $2.73M
OEF
Ishares S&P 100 ETF

ETFs
1.42K
+ 54.27%
N/A
4.03K $1.07M
TGT
Target Corp

Consumer Defensive
7.38K
+ 22.04%
$86.56 - $107.43 $639K - $793K
40.9K $3.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
497
+ 14.7%
$224.68 - $282.71 $112K - $141K
3.88K $1.08M
KLAC
Kla Corp

Technology
9
+ 0.59%
$843.9 - $1078.6 $7.6K - $9.71K
1.54K $1.66M
BBY
Best Buy CO Inc

Consumer Cyclical
205
+ 0.66%
$64.12 - $78.46 $13.1K - $16.1K
31.1K $2.35M
QCOM
Qualcomm Inc

Technology
25
+ 0.07%
$145.84 - $173.55 $3.65K - $4.34K
33.5K $5.56M
INTC
Intel Corp

Technology
602
+ 3.56%
$19.31 - $35.5 $11.6K - $21.4K
17.5K $586K
CNHI
Cnh Industrial N.V.

Industrials
17.5K
+ 2.86%
N/A
630K $6.57M
CAG
Conagra Brands Inc.

Consumer Defensive
25.8K
+ 19.08%
$18.04 - $21.14 $466K - $546K
161K $2.95M
FLIN
Franklin Templeton ETF Tr

ETFs
6.03K
+ 27.59%
$37.28 - $39.98 $225K - $241K
27.9K $1.04M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.24%
$404.94 - $499.99 $1.62K - $2K
1.66K $803K
VGIT
Vanguard Intermediate Term Tre

ETFs
848
+ 0.23%
$58.97 - $60.36 $50K - $51.2K
375K $22.5M
HII
Huntington Ingalls Industries, Inc.

Industrials
39
+ 1.56%
$246.31 - $287.91 $9.61K - $11.2K
2.54K $729K
AMZN
Amazon Com Inc

Consumer Cyclical
420
+ 1.47%
$211.65 - $238.24 $88.9K - $100K
29K $6.36M
NI
Nisource Inc.

Utilities
330
+ 1.4%
$39.0 - $43.33 $12.9K - $14.3K
23.9K $1.03M
VOT
Vanguard Mid Cap Growth Index

ETFs
144
+ 3.25%
$282.75 - $294.19 $40.7K - $42.4K
4.57K $1.34M
AEP
American Electric Power CO Inc

Utilities
125
+ 1.61%
$103.26 - $115.0 $12.9K - $14.4K
7.91K $889K
COP
Conocophillips

Energy
428
+ 5.42%
$91.0 - $98.99 $38.9K - $42.4K
8.33K $787K
WFC
Wells Fargo & Company

Financial Services
136
+ 0.75%
$77.05 - $85.16 $10.5K - $11.6K
18.2K $1.52M
TAP
Molson Coors Beverage CO

Consumer Defensive
2.47K
+ 20.84%
$44.09 - $52.81 $109K - $130K
14.3K $646K
TSN
Tyson Foods, Inc.

Consumer Defensive
3.05K
+ 5.46%
$52.3 - $57.69 $160K - $176K
59K $3.21M
KHC
Kraft Heinz CO

Consumer Defensive
2.29K
+ 8.07%
$25.63 - $28.94 $58.6K - $66.1K
30.6K $797K
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc 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 Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email