Oak Harbor Wealth Partners, LLC New Holdings in Q1 2025

Oak Harbor Wealth Partners, LLC

  • $343 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
4.48K
New
$136.06 - $154.52 $610K - $692K
4.48K $691K
GPC
Genuine Parts CO

Consumer Cyclical
5.33K
New
$115.91 - $129.02 $618K - $688K
5.33K $634K
ITW
Illinois Tool Works Inc

Industrials
2.51K
New
$244.9 - $274.48 $615K - $690K
2.51K $623K
COF
Capital One Financial Corp

Financial Services
2.99K
New
$163.87 - $209.82 $489K - $627K
2.99K $535K
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
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
SNY
Sanofi

Healthcare
8.11K
New
$48.15 - $59.42 $390K - $482K
8.11K $449K
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
UL
Unilever PLC

Consumer Defensive
7.12K
New
$54.72 - $60.29 $390K - $429K
7.12K $424K
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
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
PVAL
Putnam ETF Tr Putnam Focused L
8.93K
New
$36.8 - $39.59 $329K - $353K
8.93K $339K
AMAT
Applied Materials Inc

Technology
2.34K
New
$145.06 - $195.51 $340K - $458K
2.34K $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
AXON
Axon Enterprise, Inc.

Industrials
562
New
$496.65 - $710.01 $279K - $399K
562 $295K
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
XLY
Select Sector Spdr Consumer Di

ETFs
16
New
$192.6 - $233.2 $3.08K - $3.73K
16 $3K
Arista Networks Inc
4.05K
New
N/A
4.05K $0
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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