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
IEF
Ishares Barclays

ETFs
2.72K
+ 21.03%
$91.17 - $95.39 $248K - $259K
15.7K $1.49M
AXON
Axon Enterprise, Inc.

Industrials
562
New
$496.65 - $710.01 $279K - $399K
562 $295K
ISRG
Intuitive Surgical Inc

Healthcare
616
+ 73.95%
$476.63 - $610.45 $294K - $376K
1.45K $717K
ORCL
Oracle Corp

Technology
2.23K
+ 137.33%
$139.81 - $186.47 $312K - $416K
3.86K $539K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.08K
+ 42.06%
$71.17 - $73.66 $219K - $227K
10.4K $762K
SPY
Spdr S&P 500 ETF Trust

ETFs
531
+ 19.58%
$551.42 - $612.93 $293K - $325K
3.24K $1.81M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
847
New
$208.48 - $244.03 $177K - $207K
847 $206K
FIS
Fidelity National Information Services, Inc.

Technology
2.74K
New
$68.12 - $83.42 $187K - $228K
2.74K $204K
MA
Mastercard Inc

Financial Services
337
+ 61.16%
$504.67 - $576.31 $170K - $194K
888 $486K
VEA
Vanguard Ftse Developed Market

ETFs
2.4K
+ 9.91%
$47.4 - $52.99 $114K - $127K
26.6K $1.35M
NVDA
Nvidia Corp

Technology
3.18K
+ 45.59%
$106.98 - $149.43 $340K - $475K
10.2K $1.1M
VO
Vanguard Mid Cap ETF

ETFs
1.7K
+ 3.34%
$251.87 - $277.95 $428K - $473K
52.6K $13.6M
IBM
International Business Machines Corp

Technology
264
+ 8.21%
$217.4 - $264.74 $57.4K - $69.9K
3.48K $865K
IEMG
Ishares Inc

ETFs
2.73K
+ 4.77%
N/A
60K $3.22M
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.32%
$169.2 - $216.66 $2.2K - $2.82K
4.08K $855K
LLY
Eli Lilly & CO

Healthcare
7
+ 0.39%
$725.72 - $929.72 $5.08K - $6.51K
1.8K $1.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
236
+ 2.22%
$74.85 - $84.89 $17.7K - $20K
10.9K $889K
MMM
3 M CO

Industrials
303
+ 13.03%
$129.7 - $155.12 $39.3K - $47K
2.63K $385K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.34K
+ 24.14%
$47.59 - $48.35 $63.6K - $64.6K
6.88K $332K
RSP
Invesco S&P 500 Equal Weight E

ETFs
622
+ 2.9%
$169.43 - $182.84 $105K - $114K
22.1K $3.83M
EEM
Ishares Msci Emerging Markets

ETFs
187
+ 0.91%
$40.81 - $45.34 $7.63K - $8.48K
20.7K $904K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.39K
+ 26.14%
$23.9 - $24.18 $33.2K - $33.6K
6.71K $162K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
826
+ 14.59%
$25.05 - $25.16 $20.7K - $20.8K
6.49K $163K
TOWN
Towne Bank (Va)

Financial Services
473
+ 7.56%
$32.13 - $37.51 $15.2K - $17.7K
6.73K $230K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
233
+ 6.19%
$61.9 - $66.89 $14.4K - $15.6K
4K $253K
FLRN
Spdr Bloomberg Investment Grad

ETFs
267
+ 0.93%
$30.71 - $30.87 $8.2K - $8.24K
28.9K $892K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.23K
+ 2.68%
$30.73 - $32.26 $37.9K - $39.8K
47.3K $1.45M
XLY
Select Sector Spdr Consumer Di

ETFs
16
New
$192.6 - $233.2 $3.08K - $3.73K
16 $3K
VT
Vanguard Total World Stk Index

ETFs
12
+ 7.45%
$115.08 - $123.97 $1.38K - $1.49K
173 $20K
Blackrock Inc
612
+ 295.65%
N/A
819 $0
J P Morgan Exchange Traded F
20.5K
+ 48.35%
N/A
62.8K $0
Arista Networks Inc
4.05K
New
N/A
4.05K $0
JGRO
J P Morgan Exchange Traded Fd
4.36K
+ 103.69%
N/A
8.57K $0
Goldman Sachs ETF Tr
79
+ 0.46%
N/A
17.2K $0
DD
Du Pont De Nemours, Inc.

Basic Materials
37
+ 0.38%
$72.7 - $84.32 $2.69K - $3.12K
9.71K $724K
XLK
Technology Sector Spdr

ETFs
14
+ 1.47%
$206.38 - $242.18 $2.89K - $3.39K
964 $199K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.53K
+ 5.22%
$57.21 - $65.8 $87.8K - $101K
30.9K $1.8M
PFE
Pfizer Inc

Healthcare
1.05K
+ 1.6%
$25.01 - $27.13 $26.3K - $28.5K
66.8K $1.69M
GOOGL
Alphabet Inc.

Communication Services
805
+ 15.33%
$154.33 - $206.19 $124K - $166K
6.06K $936K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.05K
+ 5.92%
$58.81 - $68.2 $179K - $208K
54.6K $3.26M
BX
Blackstone Inc.

Financial Services
204
+ 3.86%
$136.53 - $186.74 $27.9K - $38.1K
5.48K $766K
QQQ
Invesco Qqq Trust, Series 1

ETFs
226
+ 1.83%
$468.34 - $539.52 $106K - $122K
12.6K $5.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
+ 3.12%
$102.49 - $119.96 $188K - $220K
60.4K $6.32M
IWM
Ishares Russell 2000 ETF

ETFs
17
+ 0.08%
$198.1 - $229.79 $3.37K - $3.91K
20.3K $4.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.24K
+ 2.31%
$507.05 - $563.67 $628K - $698K
54.9K $28.2M
AVGO
Broadcom Inc.

Technology
52
+ 0.46%
$167.43 - $244.7 $8.71K - $12.7K
11.3K $1.88M
GOOG
Alphabet Inc.

Communication Services
655
+ 2.49%
$156.06 - $207.71 $102K - $136K
27K $4.22M
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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