Oak Harbor Wealth Partners, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $317 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 $26.4M, Apple Inc. with a value of $12.8M, Ishares Core U.S. Aggregate Bo with a value of $11.4M, Vanguard Mid Cap ETF with a value of $11.4M, and Ishares Tr with a value of $10.9M.
Examining the 13F form we can see an decrease of $4.15M in the current position value, from $321M to 317M.
Below you can find more details about Oak Harbor Wealth Partners, LLC portfolio as well as his latest detailed transactions.