Oregon Pacific Wealth Management, LLC Purchases in Q3 2025

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
153K
New
$39.8 - $42.86 $6.1M - $6.57M
153K $6.56B
Ea Series Trust
189K
New
N/A
189K $4.8B
Ea Series Trust
121K
+ 119.84%
N/A
222K $6.56B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
108K
New
$28.38 - $29.05 $3.07M - $3.14M
108K $3.13B
Doubleline ETF Trust
60.2K
New
N/A
60.2K $2.99B
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
152K
New
$16.28 - $18.33 $2.48M - $2.79M
152K $2.79B
IEMG
Ishares Inc

ETFs
41.7K
New
N/A
41.7K $2.75B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.3K
+ 312.7%
$72.65 - $78.68 $1.98M - $2.15M
36K $2.82B
SPTL
Spdr Portfolio Long Term Treas

ETFs
59.5K
New
$25.67 - $27.21 $1.53M - $1.62M
59.5K $1.6B
Tidal Trust I
50.4K
New
N/A
50.4K $1.59B
Collaborative Investmnt Ser
37.2K
New
N/A
37.2K $945M
SPIB
Spdr Portfolio Intermediate Te

ETFs
26.7K
New
$33.26 - $34.01 $887K - $907K
26.7K $904M
Ea Series Trust
6.05K
+ 3.43%
N/A
182K $6.31B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.6K
New
$50.9 - $52.37 $590K - $607K
11.6K $606M
MSFT
Microsoft Corp

Technology
639
+ 4.81%
$491.09 - $535.64 $314K - $342K
13.9K $7.22B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.46K
+ 54.45%
$48.5 - $50.19 $410K - $424K
24K $1.2B
HD
Home Depot, Inc.

Consumer Cyclical
845
New
$357.4 - $423.42 $302K - $358K
845 $342M
HFND
Tidal ETF Tr Unlimited Hedge I
13.5K
New
N/A
13.5K $318M
MUB
Ishares National Muni Bond ETF

ETFs
2.63K
New
$103.24 - $106.68 $271K - $280K
2.63K $280M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.14K
+ 38.27%
$182.33 - $194.5 $209K - $223K
4.13K $804M
MOH
Molina Healthcare, Inc.

Healthcare
1.33K
New
$152.31 - $306.29 $203K - $408K
1.33K $255M
CW
Curtiss Wright Corp

Industrials
437
New
$472.43 - $542.94 $206K - $237K
437 $237M
HMOP
Hartford Fds Exchange Traded T

ETFs
6K
New
$37.94 - $39.14 $228K - $235K
6K $234M
GLDM
World Gold Trust

ETFs
2.48K
+ 67.44%
$64.73 - $76.45 $160K - $189K
6.15K $470M
MAS
Masco Corp

Industrials
3.22K
New
$64.44 - $76.07 $207K - $245K
3.22K $227M
EXEL
Exelixis, Inc.

Healthcare
5.47K
New
$36.22 - $46.25 $198K - $253K
5.47K $226M
HQY
Healthequity, Inc.

Healthcare
2.33K
New
$87.42 - $103.12 $204K - $240K
2.33K $221M
BAC
Bank Of America Corp

Financial Services
4.2K
New
$44.92 - $52.42 $189K - $220K
4.2K $217M
MDT
Medtronic PLC

Healthcare
2.25K
New
$87.67 - $95.74 $198K - $216K
2.25K $215M
GILD
Gilead Sciences, Inc.

Healthcare
1.91K
New
$108.22 - $120.47 $207K - $230K
1.91K $212M
LCTD
Blackrock ETF World Ex Us Carb
3.83K
New
N/A
3.83K $204M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.64K
+ 31.2%
$54.35 - $59.32 $143K - $156K
11.1K $656M
SPYG
Spdr Portfolio

ETFs
1.12K
+ 37.14%
$94.33 - $105.31 $106K - $118K
4.15K $433M
PML
Pimco Municipal Income Fund Ii

Financial Services
16.6K
New
$7.11 - $7.91 $118K - $131K
16.6K $131M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.63K
+ 25.39%
$45.6 - $46.92 $120K - $123K
13K $606M
ABC
Amerisourcebergen Corp

Healthcare
343
+ 25.37%
N/A
1.7K $530M
IVE
Ishares S&P 500 Value ETF

ETFs
459
+ 22.63%
$194.44 - $206.51 $89.2K - $94.8K
2.49K $514M
UNH
Unitedhealth Group Inc

Healthcare
59
+ 5.76%
$237.77 - $353.61 $14K - $20.9K
1.08K $374M
Blackrock ETF Trust Ii
713
+ 14.37%
N/A
5.67K $302M
BDX
Becton Dickinson & CO

Healthcare
73
+ 5.47%
$172.41 - $199.66 $12.6K - $14.6K
1.41K $264M
AMZN
Amazon Com Inc

Consumer Cyclical
138
+ 2.67%
$211.65 - $238.24 $29.2K - $32.9K
5.3K $1.16B
XOM
Exxon Mobil Corp

Energy
47
+ 1.03%
$105.83 - $117.22 $4.97K - $5.51K
4.61K $520M
MA
Mastercard Inc

Financial Services
33
+ 3.08%
$550.18 - $598.96 $18.2K - $19.8K
1.1K $628M
EFV
Msci Eafe Value ETF

ETFs
58
+ 1.28%
$62.79 - $68.42 $3.64K - $3.97K
4.59K $311M
QCOM
Qualcomm Inc

Technology
47
+ 2.18%
$145.84 - $173.55 $6.85K - $8.16K
2.2K $366M
WFC
Wells Fargo & Company

Financial Services
108
+ 3.04%
$77.05 - $85.16 $8.32K - $9.2K
3.66K $307M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
91
+ 2.13%
$53.81 - $57.52 $4.9K - $5.23K
4.36K $251M
COP
Conocophillips

Energy
81
+ 3.63%
$91.0 - $98.99 $7.37K - $8.02K
2.31K $219M
ADSK
Autodesk, Inc.

Technology
27
+ 2.86%
N/A
970 $308M
Activity Summary
Buys All Purchases 73 New Holdings 26 Increased Positions 47 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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