Oakhurst Advisors,Llc Portfolio Holdings

Oakhurst Advisors,Llc

  • $21.3 Million
  • Q4 2022

Oakhurst Advisors,Llc has filed its 13F form on February 14, 2023 for Q4 2022 where it was disclosed a total value porftolio of $21.3 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Self Idxd Fd Tr Bul with a value of $8.32M and Spdr S&P 500 ETF Trust with a value of $76K.

Examining the 13F form we can see an increase of $335K in the current position value, from $21M to 21.3M.

Oakhurst Advisors,Llc is based out at Los Angeles, CA

Below you can find more details about Oakhurst Advisors,Llc portfolio as well as his latest detailed transactions.

Portfolio value $21.3 Million
ETFs: $18 Million
Utilities: $3.34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.32 Million 39.07% of portfolio
406,209
Q4 2022 Added 0.34%
$0
$76,000 0.36% of portfolio
200
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $21.3 Million
  • Prior Value $21 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 14, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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