Oak Family Advisors, LLC Incresed Positions in Q2 2025

Oak Family Advisors, LLC

  • $296 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
41.4K
+ 1065.01%
$103.59 - $128.6 $4.29M - $5.33M
45.3K $5.83M
SHV
Ishares Tr

ETFs
43.4K
+ 176.42%
$110.06 - $110.46 $4.78M - $4.8M
68.1K $7.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
215
+ 0.3%
$141.37 - $228.57 $30.4K - $49.1K
71.3K $16.2M
JPM
Jpmorgan Chase & CO

Financial Services
10.1K
+ 51.73%
$210.28 - $289.91 $2.12M - $2.92M
29.6K $8.58M
NVO
Novo Nordisk A S

Healthcare
55K
+ 63.72%
$58.08 - $81.05 $3.2M - $4.46M
141K $9.76M
NEM
Newmont Corp

Basic Materials
33.1K
+ 96.98%
$44.18 - $59.46 $1.46M - $1.97M
67.3K $3.92M
NVDA
Nvidia Corp

Technology
12.5K
+ 312.17%
$94.31 - $157.99 $1.18M - $1.97M
16.5K $2.61M
GOOGL
Alphabet Inc.

Communication Services
5.09K
+ 11.73%
$144.7 - $178.6 $736K - $908K
48.4K $8.53M
DOCU
Docusign, Inc.

Technology
24.3K
+ 34.3%
$70.35 - $93.84 $1.71M - $2.28M
95.1K $7.41M
AMZN
Amazon Com Inc

Consumer Cyclical
1.39K
+ 5.95%
$167.32 - $223.3 $232K - $309K
24.7K $5.41M
GBIL
Goldman Sachs Access Treasury

ETFs
8.71K
+ 433.28%
$99.83 - $100.19 $869K - $873K
10.7K $1.07M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.23K
+ 25.02%
$49.48 - $61.22 $457K - $565K
46.1K $2.81M
AES
Aes Corp

Utilities
93.4K
+ 38.16%
$9.63 - $12.55 $900K - $1.17M
338K $3.56M
VGSH
Vanguard

ETFs
7.1K
+ 19.76%
$58.32 - $58.95 $414K - $418K
43K $2.53M
GNTX
Gentex Corp

Consumer Cyclical
25.7K
+ 22.59%
$20.83 - $23.52 $536K - $605K
140K $3.07M
GOOG
Alphabet Inc.

Communication Services
69
+ 0.39%
$146.58 - $180.01 $10.1K - $12.4K
17.7K $3.14M
IDCC
Inter Digital, Inc.

Communication Services
832
+ 7.84%
$183.37 - $234.7 $153K - $195K
11.4K $2.57M
VTI
Vanguard Total Stock Market Et

ETFs
652
+ 79.42%
$243.75 - $303.93 $159K - $198K
1.47K $447K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
557
+ 0.72%
$17.76 - $22.1 $9.89K - $12.3K
78.2K $1.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
220
+ 4.31%
$72.96 - $90.39 $16.1K - $19.9K
5.33K $476K
CSCO
Cisco Systems, Inc.

Technology
90
+ 1.42%
$53.19 - $69.38 $4.79K - $6.24K
6.43K $446K
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 4.14%
$416.06 - $551.64 $4.99K - $6.62K
302 $166K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20
+ 0.31%
$39.89 - $49.46 $798 - $989
6.58K $325K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
19.7K
+ 24.45%
$90.21 - $112.66 $1.78M - $2.22M
100K $9.15M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1K
+ 6.97%
$23.2 - $23.63 $23.2K - $23.6K
15.3K $361K
GLD
Spdr Gold Trust

ETFs
20
+ 2.22%
$273.71 - $316.29 $5.47K - $6.33K
921 $280K
Global X Defense Tech ETF
89.3K
+ 140.34%
N/A
153K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
6
+ 0.04%
N/A
14.4K $585K
MPLX
Mplx LP

Energy
7
+ 0.13%
$46.68 - $53.89 $327 - $377
5.42K $279K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
66
+ 0.17%
$45.07 - $52.57 $2.97K - $3.47K
38K $1.85M
EOG
Eog Resources Inc

Energy
141
+ 0.46%
$104.61 - $129.97 $14.8K - $18.3K
30.9K $3.69M
Activity Summary
Buys All Purchases 45 New Holdings 13 Increased Positions 32 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 1 Puts 7
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