Oak Wealth Advisors LLC New Holdings in Q4 2024

Oak Wealth Advisors LLC

  • $130 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
197K
New
$94.36 - $102.06 $18.6M - $20.1M
197K $19.1B
IVV
Ishares Core S&P 500 ETF

ETFs
27.3K
New
$570.51 - $610.59 $15.6M - $16.7M
27.3K $16.1B
AVDE
American Centy ETF Tr Avantis

ETFs
261K
New
$60.9 - $66.69 $15.9M - $17.4M
261K $16B
DFAI
Dimensional ETF Tr

ETFs
378K
New
$29.0 - $31.6 $11M - $11.9M
378K $11B
AVUV
American Centy ETF Tr Avantis

ETFs
80.5K
New
$94.37 - $106.41 $7.59M - $8.56M
80.5K $7.77B
AVEM
American Centy ETF Tr Avantis

ETFs
112K
New
$58.59 - $66.14 $6.56M - $7.4M
112K $6.58B
DFAU
Dimensional ETF Tr

ETFs
148K
New
$39.27 - $42.38 $5.82M - $6.28M
148K $6B
DFUS
Dimensional ETF Tr U S Equity

ETFs
82.5K
New
$61.52 - $66.5 $5.08M - $5.49M
82.5K $5.26B
J P Morgan Exchange Traded F
81.3K
New
N/A
81.3K $5.04B
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.5K
New
$71.75 - $75.11 $3.69M - $3.87M
51.5K $3.7B
MUB
Ishares National Muni Bond ETF

ETFs
24.4K
New
$105.78 - $108.7 $2.58M - $2.65M
24.4K $2.59B
DFSV
Dimensional ETF Tr Dimensional

ETFs
68K
New
$30.18 - $33.87 $2.05M - $2.3M
68K $2.09B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
28.2K
New
$49.79 - $51.14 $1.41M - $1.44M
28.2K $1.41B
DFAE
Dimensional ETF Tr

ETFs
45.4K
New
$25.36 - $28.15 $1.15M - $1.28M
45.4K $1.15B
VTV
Vanguard Value ETF

ETFs
6.28K
New
$168.32 - $181.87 $1.06M - $1.14M
6.28K $1.06B
MSFT
Microsoft Corp

Technology
2.42K
New
$406.35 - $454.46 $985K - $1.1M
2.42K $1.02B
VB
Vanguard Small Cap ETF

ETFs
4.21K
New
$233.76 - $261.58 $985K - $1.1M
4.21K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.67K
New
$567.81 - $607.81 $949K - $1.02M
1.67K $980M
AAPL
Apple Inc.

Technology
3.86K
New
$221.69 - $259.02 $855K - $999K
3.86K $965M
MCD
Mcdonalds Corp

Consumer Cyclical
3.13K
New
$288.47 - $316.54 $904K - $992K
3.13K $909M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.24K
New
$370.24 - $418.94 $831K - $940K
2.24K $901M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.4K
New
$40.38 - $44.35 $863K - $948K
21.4K $875M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
16.7K
New
$47.65 - $48.6 $796K - $812K
16.7K $798M
SNOW
Snowflake Inc.

Technology
4.77K
New
$109.65 - $186.51 $523K - $889K
4.77K $736M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
14K
New
$49.74 - $50.43 $698K - $707K
14K $699M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.9K
New
$33.92 - $36.6 $640K - $690K
18.9K $653M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.6K
New
$57.29 - $63.1 $605K - $667K
10.6K $607M
AVSU
American Centy ETF Tr Avantis

ETFs
8.96K
New
$64.29 - $69.59 $576K - $623K
8.96K $592M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.59K
New
$94.43 - $105.47 $528K - $590K
5.59K $568M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.53K
New
$96.64 - $101.23 $534K - $559K
5.53K $535M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.04K
New
$481.22 - $538.17 $499K - $558K
1.04K $530M
DFAX
Dimensional ETF Tr
21K
New
$24.76 - $27.04 $519K - $567K
21K $521M
VEA
Vanguard Ftse Developed Market

ETFs
10.7K
New
$47.57 - $52.44 $509K - $561K
10.7K $511M
VTI
Vanguard Total Stock Market Et

ETFs
1.73K
New
$280.04 - $302.45 $486K - $524K
1.73K $503M
AVGE
American Centy ETF Tr Avantis
6.78K
New
N/A
6.78K $491M
DFIV
Dimensional ETF Tr

ETFs
12.2K
New
$34.86 - $37.97 $425K - $462K
12.2K $432M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
796
New
$521.84 - $558.82 $415K - $445K
796 $429M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.1K
New
$58.88 - $64.8 $418K - $460K
7.1K $419M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.64K
New
$77.02 - $78.58 $357K - $364K
4.64K $358M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
784
New
$442.29 - $483.08 $347K - $379K
784 $355M
ICF
Ishares Tr

ETFs
5.75K
New
$58.8 - $66.61 $338K - $383K
5.75K $347M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.79K
New
$91.29 - $91.8 $346K - $347K
3.79K $346M
AMZN
Amazon Com Inc

Consumer Cyclical
1.56K
New
$180.88 - $232.93 $282K - $363K
1.56K $342M
LLY
Eli Lilly & CO

Healthcare
435
New
$727.2 - $932.06 $316K - $405K
435 $336M
VNQ
Vanguard Specialized Funds Van

ETFs
3.77K
New
$87.85 - $98.6 $331K - $372K
3.77K $336M
VUG
Vanguard Growth ETF

ETFs
783
New
$378.79 - $428.11 $297K - $335K
783 $321M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.85K
New
$81.68 - $82.93 $314K - $319K
3.85K $316M
American Centy ETF Tr
5.58K
New
N/A
5.58K $306M
Vanguard Mun Bd Fds
2.97K
New
N/A
2.97K $295M
Activity Summary
Buys All Purchases 59 New Holdings 59 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Oak Wealth Advisors LLC Portfolio

Follow Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email