Oak Harbor Wealth Partners, LLC Portfolio Holdings
Oak Harbor Wealth Partners, LLC
- $349 Million
- Q3 2024
Oak Harbor Wealth Partners, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $349 Million distributed in 217 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 $27.6M, Apple Inc. with a value of $14.1M, Ishares Core U.S. Aggregate Bo with a value of $13.9M, Vanguard Mid Cap ETF with a value of $13.2M, and Schwab Strategic Tr Us Dividen with a value of $8.83M.
Examining the 13F form we can see an increase of $32.2M in the current position value, from $317M to 349M.
Below you can find more details about Oak Harbor Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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