Oak Family Advisors, LLC Incresed Positions in Q3 2025

Oak Family Advisors, LLC

  • $370 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
14.6K
+ 1581.98%
$300.96 - $355.47 $4.38M - $5.18M
15.5K $5.51M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
110K
+ 288.7%
$46.51 - $50.07 $5.1M - $5.49M
148K $6.92M
XLC
Select Sector Spdr Tr Communic

ETFs
21.3K
+ 169.73%
$105.99 - $119.41 $2.26M - $2.54M
33.8K $4.01M
SLV
I Shares Silver Trust

ETFs
28.4K
+ 461.74%
$32.73 - $42.5 $929K - $1.21M
34.5K $1.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.7K
+ 233.1%
$91.44 - $91.77 $1.17M - $1.17M
18.2K $1.67M
AAPL
Apple Inc.

Technology
169
+ 0.97%
$202.38 - $256.87 $34.2K - $43.4K
17.6K $4.49M
XLF
Financial Sector Spdr

ETFs
15.2K
+ 32.02%
$51.37 - $54.25 $779K - $823K
62.5K $3.37M
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 0.45%
$282.78 - $316.06 $37.6K - $42K
29.7K $9.38M
IAU
Ishares Gold Trust

ETFs
3.8K
+ 11.61%
$61.62 - $72.77 $234K - $277K
36.6K $2.66M
UBER
Uber Technologies, Inc

Technology
3.19K
+ 5.22%
$86.91 - $99.57 $277K - $318K
64.3K $6.3M
EOG
Eog Resources Inc

Energy
5.56K
+ 18.0%
$112.12 - $126.1 $623K - $700K
36.4K $4.08M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.75K
+ 3.8%
$60.01 - $65.01 $105K - $114K
47.9K $3.11M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.82K
+ 2.52%
$41.43 - $44.2 $117K - $125K
115K $5.07M
VGSH
Vanguard

ETFs
3.86K
+ 8.98%
$58.43 - $58.88 $226K - $227K
46.9K $2.76M
VRRM
Verra Mobility Corp

Industrials
15K
+ 7.19%
$23.49 - $25.65 $352K - $385K
223K $5.52M
ALCO
Alico, Inc.

Consumer Defensive
4.57K
+ 9.75%
$32.06 - $34.87 $146K - $159K
51.4K $1.74M
XLY
Select Sector Spdr Consumer Di

ETFs
301
+ 5.34%
$216.09 - $242.18 $65K - $72.9K
5.93K $1.42M
AMZN
Amazon Com Inc

Consumer Cyclical
710
+ 2.88%
$211.65 - $238.24 $150K - $169K
25.4K $5.57M
EPD
Enterprise Products Partners L.P.

Energy
747
+ 0.39%
$30.74 - $32.14 $23K - $24K
192K $6M
VTI
Vanguard Total Stock Market Et

ETFs
97
+ 6.59%
$303.93 - $329.86 $29.5K - $32K
1.57K $515K
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 16.41%
$66.2 - $71.79 $69.8K - $75.7K
7.49K $512K
VT
Vanguard Total World Stk Index

ETFs
301
+ 11.91%
$128.41 - $138.03 $38.7K - $41.5K
2.83K $389K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 6.02%
$567.77 - $614.76 $22.7K - $24.6K
705 $431K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
60
+ 0.91%
$49.43 - $54.52 $2.97K - $3.27K
6.64K $359K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.01%
$66.38 - $71.68 $66.4 - $71.7
7.32K $522K
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 8.61%
$546.99 - $602.2 $14.2K - $15.7K
328 $196K
Roundhill Glp 1 & Weight Loss ETF
28.7K
+ 55.34%
N/A
80.7K $0
Atlanta Braves Hldgs Inc Com Ser C
2.25K
+ 2.27%
N/A
101K $0
MPLX
Mplx LP

Energy
7
+ 0.13%
$49.42 - $52.71 $346 - $369
5.43K $271K
PTEN
Patterson Uti Energy Inc

Energy
180
+ 1.44%
$5.18 - $6.6 $932 - $1.19K
12.7K $65K
DOCU
Docusign, Inc.

Technology
3.94K
+ 4.14%
$67.14 - $85.01 $264K - $335K
99.1K $7.14M
NVO
Novo Nordisk A S

Healthcare
11.7K
+ 8.28%
$45.38 - $71.7 $531K - $839K
153K $8.49M
Activity Summary
Buys All Purchases 46 New Holdings 13 Increased Positions 33 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 10
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