Northern Oak Wealth Management Inc has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $788 Million distributed in 210 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 $46M, Vanguard with a value of $45M, Ishares S&P 500 Value ETF with a value of $34.4M, Vanguard Sht Term Corp Bd ETF with a value of $29.9M, and Apple Inc. with a value of $27.6M.
Examining the 13F form we can see an decrease of $68.8M in the current position value, from $857M to 788M.
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
$788 Million
ETFs: $385 Million
Technology: $88.9 Million
Financial Services: $72.3 Million
Healthcare: $50.9 Million
Consumer Defensive: $43.6 Million
Energy: $34.5 Million
Communication Services: $33.7 Million
Industrials: $21.3 Million
Other: $57.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
