Northern Oak Wealth Management Inc has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $857 Million distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $46.8M, Ishares S&P 500 Growth ETF with a value of $45.8M, Ishares S&P 500 Value ETF with a value of $37.9M, Vanguard Sht Term Corp Bd ETF with a value of $31.1M, and Vanguard Intermediate Term Cor with a value of $27.8M.
Examining the 13F form we can see an increase of $28.3M in the current position value, from $828M to 857M.
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.
