Oak Harbor Wealth Partners, LLC Incresed Positions 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
PG
Procter & Gamble CO

Consumer Defensive
3.31K
+ 11.37%
$158.56 - $176.26 $525K - $584K
32.5K $5.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
+ 4.54%
$27.01 - $28.54 $405K - $428K
345K $9.65M
SO
Southern CO

Utilities
4.66K
+ 25.41%
$80.96 - $92.96 $377K - $433K
23K $2.11M
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
DFAI
Dimensional ETF Tr

ETFs
8.78K
+ 6.54%
$28.88 - $32.4 $254K - $285K
143K $4.47M
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
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
LOW
Lowes Companies Inc

Consumer Cyclical
2.16K
+ 58.95%
$222.66 - $268.42 $482K - $581K
5.83K $1.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
565
+ 34.96%
$442.66 - $534.52 $250K - $302K
2.18K $1.16M
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
RY
Royal Bank Of Canada

Financial Services
3.82K
+ 51.06%
$108.81 - $123.4 $416K - $472K
11.3K $1.27M
TFC
Truist Financial Corp

Financial Services
10.3K
+ 27.52%
$39.48 - $48.15 $407K - $496K
47.7K $1.96M
IEF
Ishares Barclays

ETFs
2.72K
+ 21.03%
$91.17 - $95.39 $248K - $259K
15.7K $1.49M
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
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
DFAE
Dimensional ETF Tr

ETFs
5.2K
+ 7.57%
$24.64 - $26.86 $128K - $140K
73.9K $1.91M
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
VT
Vanguard Total World Stk Index

ETFs
12
+ 7.45%
$115.08 - $123.97 $1.38K - $1.49K
173 $20K
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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