Oak Harbor Wealth Partners, LLC Purchases in Q1 2025

Oak Harbor Wealth Partners, LLC

  • $343 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
3.81K
+ 13.61%
$111.1 - $140.22 $423K - $534K
31.8K $4.22M
IEFA
Ishares Tr

ETFs
4.01K
+ 3.62%
$69.57 - $78.65 $279K - $316K
115K $8.68M
DE
Deere & CO

Industrials
1.12K
+ 20.17%
$408.57 - $509.27 $457K - $569K
6.66K $3.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.73K
+ 2.25%
$95.85 - $99.25 $358K - $370K
170K $16.8M
MCD
Mcdonalds Corp

Consumer Cyclical
1.46K
+ 13.38%
$279.74 - $321.29 $409K - $470K
12.4K $3.87M
PAYX
Paychex Inc

Industrials
4.48K
New
$136.06 - $154.52 $610K - $692K
4.48K $691K
PG
Procter & Gamble CO

Consumer Defensive
3.31K
+ 11.37%
$158.56 - $176.26 $525K - $584K
32.5K $5.53M
GPC
Genuine Parts CO

Consumer Cyclical
5.33K
New
$115.91 - $129.02 $618K - $688K
5.33K $634K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
+ 4.54%
$27.01 - $28.54 $405K - $428K
345K $9.65M
ITW
Illinois Tool Works Inc

Industrials
2.51K
New
$244.9 - $274.48 $615K - $690K
2.51K $623K
COST
Costco Wholesale Corp

Consumer Defensive
341
+ 3.79%
$890.62 - $1076.86 $304K - $367K
9.35K $8.84M
SYK
Stryker Corp

Healthcare
1.36K
+ 32.86%
$355.18 - $399.9 $482K - $543K
5.49K $2.04M
AMGN
Amgen Inc

Healthcare
1.55K
+ 111.42%
$258.59 - $327.36 $401K - $508K
2.94K $916K
DFAI
Dimensional ETF Tr

ETFs
8.78K
+ 6.54%
$28.88 - $32.4 $254K - $285K
143K $4.47M
COF
Capital One Financial Corp

Financial Services
2.99K
New
$163.87 - $209.82 $489K - $627K
2.99K $535K
KO
Coca Cola CO

Consumer Defensive
580
+ 1.14%
$60.81 - $72.32 $35.3K - $41.9K
51.4K $3.68M
COP
Conocophillips

Energy
4.63K
+ 217.78%
$88.6 - $105.85 $410K - $490K
6.76K $709K
QS
Quantum Scape Corp

Consumer Cyclical
151K
+ 112.01%
$4.15 - $6.58 $628K - $996K
287K $1.19M
WM
Waste Management Inc

Industrials
2.12K
New
$200.54 - $233.78 $424K - $495K
2.12K $489K
KLAC
Kla Corp

Technology
719
New
$636.62 - $777.63 $458K - $559K
719 $488K
STX
Seagate Technology Holdings PLC

Technology
5.64K
New
$84.92 - $108.42 $479K - $611K
5.64K $478K
CSCO
Cisco Systems, Inc.

Technology
6.86K
+ 35.04%
$58.74 - $64.87 $403K - $445K
26.4K $1.63M
PEP
Pepsico Inc

Consumer Defensive
3.24K
+ 53.21%
$142.64 - $156.42 $462K - $506K
9.32K $1.4M
QCOM
Qualcomm Inc

Technology
3.03K
New
$151.94 - $175.86 $461K - $533K
3.03K $465K
OMC
Omnicom Group Inc.

Communication Services
5.57K
New
$79.43 - $88.34 $442K - $492K
5.57K $461K
LOW
Lowes Companies Inc

Consumer Cyclical
2.16K
+ 58.95%
$222.66 - $268.42 $482K - $581K
5.83K $1.36M
SNY
Sanofi

Healthcare
8.11K
New
$48.15 - $59.42 $390K - $482K
8.11K $449K
HPQ
Hp Inc

Technology
16.1K
New
$27.69 - $34.72 $446K - $560K
16.1K $446K
DTE
Dte Energy CO

Utilities
3.17K
New
$117.6 - $138.27 $372K - $438K
3.17K $437K
HAL
Halliburton CO

Energy
16.9K
New
$24.15 - $29.9 $409K - $506K
16.9K $429K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
565
+ 34.96%
$442.66 - $534.52 $250K - $302K
2.18K $1.16M
UL
Unilever PLC

Consumer Defensive
7.12K
New
$54.72 - $60.29 $390K - $429K
7.12K $424K
SCHW
Schwab Charles Corp

Financial Services
5.05K
+ 119.23%
$71.24 - $83.64 $360K - $423K
9.29K $727K
LMT
Lockheed Martin Corp

Industrials
988
+ 97.34%
$423.19 - $506.29 $418K - $500K
2K $894K
DUK
Duke Energy Corp

Utilities
1.47K
+ 9.42%
$105.87 - $121.97 $155K - $179K
17K $2.08M
BSX
Boston Scientific Corp

Healthcare
3.92K
New
$89.38 - $106.18 $350K - $416K
3.92K $395K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.11K
New
$275.89 - $345.24 $307K - $384K
1.11K $384K
ASH
Ashland Global Holdings Inc

Basic Materials
6.49K
New
$55.87 - $73.16 $362K - $475K
6.49K $384K
TRGP
Targa Resources Corp.

Energy
1.89K
New
$178.44 - $217.22 $336K - $409K
1.89K $377K
RY
Royal Bank Of Canada

Financial Services
3.82K
+ 51.06%
$108.81 - $123.4 $416K - $472K
11.3K $1.27M
PWR
Quanta Services, Inc.

Industrials
1.43K
New
$236.71 - $358.03 $338K - $512K
1.43K $363K
URI
United Rentals, Inc.

Industrials
578
New
$594.17 - $789.56 $343K - $456K
578 $362K
PANW
Palo Alto Networks Inc

Technology
2.02K
New
$167.82 - $208.28 $338K - $420K
2.02K $344K
TFC
Truist Financial Corp

Financial Services
10.3K
+ 27.52%
$39.48 - $48.15 $407K - $496K
47.7K $1.96M
AMAT
Applied Materials Inc

Technology
2.34K
New
$145.06 - $195.51 $340K - $458K
2.34K $339K
PVAL
Putnam ETF Tr Putnam Focused L
8.93K
New
$36.8 - $39.59 $329K - $353K
8.93K $339K
SAP
Sap Se

Technology
1.22K
New
$241.4 - $293.69 $294K - $357K
1.22K $326K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.56K
New
$203.38 - $274.79 $318K - $430K
1.56K $321K
NOW
Service Now, Inc.

Technology
381
New
$783.83 - $1170.39 $299K - $446K
381 $303K
Activity Summary
Buys All Purchases 98 New Holdings 31 Increased Positions 67 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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