Oakwell Private Wealth Management, LLC Incresed Positions in Q1 2025

Oakwell Private Wealth Management, LLC

  • $362 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
35.3K
+ 4.18%
$47.4 - $52.99 $1.67M - $1.87M
881K $44.8M
AVDV
American Centy ETF Tr Avantis

ETFs
8.04K
+ 5.49%
$63.74 - $71.96 $512K - $578K
154K $10.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.4K
+ 7.35%
$79.17 - $82.04 $827K - $857K
153K $12.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
22.4K
+ 7.56%
$24.05 - $24.86 $538K - $556K
318K $7.92M
AMZN
Amazon Com Inc

Consumer Cyclical
3.38K
+ 100.57%
$190.26 - $242.06 $643K - $818K
6.74K $1.28M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.47K
+ 5.82%
$77.7 - $78.94 $425K - $432K
99.5K $7.85M
AAPL
Apple Inc.

Technology
2.61K
+ 31.88%
$209.68 - $247.1 $547K - $645K
10.8K $2.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
184
+ 6.45%
$442.66 - $534.52 $81.4K - $98.4K
3.04K $1.62M
V
Visa Inc.

Financial Services
443
+ 11.41%
$306.92 - $362.71 $136K - $161K
4.33K $1.52M
MSFT
Microsoft Corp

Technology
1.37K
+ 23.71%
$375.39 - $447.2 $513K - $611K
7.13K $2.68M
LLY
Eli Lilly & CO

Healthcare
158
+ 33.83%
$725.72 - $929.72 $115K - $147K
625 $516K
CVX
Chevron Corp

Energy
212
+ 7.41%
$146.71 - $167.97 $31.1K - $35.6K
3.07K $514K
AVGO
Broadcom Inc.

Technology
1.2K
+ 69.03%
$167.43 - $244.7 $200K - $293K
2.93K $490K
WMT
Walmart Inc.

Consumer Defensive
960
+ 16.18%
$84.5 - $105.05 $81.1K - $101K
6.9K $605K
PLTR
Palantir Technologies Inc.

Technology
253
+ 8.43%
$64.98 - $124.62 $16.4K - $31.5K
3.25K $274K
UNH
Unitedhealth Group Inc

Healthcare
69
+ 12.87%
$461.52 - $548.18 $31.8K - $37.8K
605 $316K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
148
+ 8.75%
$507.05 - $563.67 $75K - $83.4K
1.84K $945K
ARCC
Ares Capital Corp

Financial Services
1K
+ 9.01%
$21.28 - $23.81 $21.3K - $23.8K
12.1K $268K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
559
+ 4.84%
$57.21 - $65.8 $32K - $36.8K
12.1K $706K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
667
+ 0.73%
$25.12 - $26.05 $16.8K - $17.4K
92.7K $2.34M
GOOGL
Alphabet Inc.

Communication Services
257
+ 3.55%
$154.33 - $206.19 $39.7K - $53K
7.49K $1.16M
NVDA
Nvidia Corp

Technology
3.62K
+ 9.43%
$106.98 - $149.43 $387K - $541K
42K $4.56M
AVUV
American Centy ETF Tr Avantis

ETFs
9.92K
+ 5.59%
$84.95 - $100.62 $843K - $998K
187K $16.3M
VTI
Vanguard Total Stock Market Et

ETFs
19.8K
+ 4.7%
$271.18 - $303.12 $5.38M - $6.01M
442K $121M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.25K
+ 5.36%
$102.49 - $119.96 $948K - $1.11M
182K $19M
Activity Summary
Buys All Purchases 41 New Holdings 15 Increased Positions 26 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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