Oak Harbor Wealth Partners, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $343 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $28.2M, Ishares Core U.S. Aggregate Bo with a value of $16.8M, Vanguard Mid Cap ETF with a value of $13.6M, Apple Inc. with a value of $12.8M, and Schwab Strategic Tr Us Dividen with a value of $9.65M.
Examining the 13F form we can see an increase of $2.69M in the current position value, from $340M to 343M.
Below you can find more details about Oak Harbor Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$343 Million
ETFs: $140 Million
Technology: $38.3 Million
Financial Services: $36.3 Million
Healthcare: $33.1 Million
Industrials: $25.2 Million
Consumer Defensive: $24.9 Million
Consumer Cyclical: $17.2 Million
Communication Services: $11 Million
Other: $16.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
