Oak Wealth Advisors LLC Portfolio Holdings by Sector

Oak Wealth Advisors LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUS IVV AVDE DFAI AVUV AVEM DFAU DFUS 42 stocks	$117 Million 95.18% of portfolio	42	-	42	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.02 Million 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$965,332 0.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$908,515 0.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SNOW 1 stocks	$735,918 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$502,594 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$355,372 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$341,590 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$335,820 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$287,925 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$244,408 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$237,313 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts

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

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