Northern Oak Wealth Management Inc has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $828 Million distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $46.3M, Vanguard with a value of $42.7M, Ishares S&P 500 Value ETF with a value of $37.1M, Vanguard Intermediate Term Cor with a value of $29.7M, and Vanguard Sht Term Corp Bd ETF with a value of $28.9M.
Examining the 13F form we can see an decrease of $11M in the current position value, from $839M to 828M.
Northern Oak Wealth Management Inc is based out at Milwaukee, WI
Below you can find more details about Northern Oak Wealth Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$828 Million
ETFs: $403 Million
Technology: $95.5 Million
Healthcare: $66.5 Million
Financial Services: $62.5 Million
Consumer Defensive: $40 Million
Energy: $37.8 Million
Communication Services: $34.7 Million
Industrials: $21.3 Million
Other: $67.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
