Oregon Pacific Wealth Management, LLC Purchases in Q2 2025

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
11.6K
+ 7.03%
N/A
176K $5.68B
Ea Series Trust
7.43K
+ 7.95%
N/A
101K $2.73B
IVE
Ishares S&P 500 Value ETF

ETFs
2.03K
New
$168.34 - $195.42 $341K - $396K
2.03K $396M
IVV
Ishares Core S&P 500 ETF

ETFs
279
+ 12.46%
$498.8 - $620.9 $139K - $173K
2.52K $1.56B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.49K
+ 99.0%
$152.42 - $182.82 $227K - $272K
2.99K $546M
SPYG
Spdr Portfolio

ETFs
3.02K
New
$71.83 - $95.32 $217K - $288K
3.02K $288M
EFV
Msci Eafe Value ETF

ETFs
4.53K
New
$52.4 - $64.65 $238K - $293K
4.53K $288M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.91K
+ 86.04%
$43.53 - $54.46 $170K - $213K
8.45K $460M
ADI
Analog Devices Inc

Technology
968
New
$164.6 - $238.02 $159K - $230K
968 $230M
MBB
Ishares Tr

ETFs
2.29K
New
$91.41 - $94.22 $209K - $215K
2.29K $215M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.23K
New
$50.08 - $63.14 $162K - $204K
3.23K $204M
IYW
Ishares Dj Us Tech ETF

ETFs
1.17K
New
$122.57 - $173.27 $143K - $202K
1.17K $202M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.52K
New
$65.84 - $80.81 $166K - $203K
2.52K $202M
AMAT
Applied Materials Inc

Technology
359
+ 19.12%
$126.95 - $183.52 $45.6K - $65.9K
2.24K $410M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.96K
+ 23.34%
$45.12 - $46.23 $88.3K - $90.5K
10.3K $478M
KO
Coca Cola CO

Consumer Defensive
1.21K
+ 12.27%
$68.37 - $73.9 $82.7K - $89.3K
11.1K $783M
ABC
Amerisourcebergen Corp

Healthcare
150
+ 12.48%
N/A
1.35K $405M
IQV
Iqvia Holdings Inc.

Healthcare
652
+ 26.54%
$137.0 - $174.37 $89.3K - $114K
3.11K $490M
IVW
Ishares S&P 500 Growth ETF

ETFs
48
+ 1.85%
$82.96 - $110.1 $3.98K - $5.28K
2.64K $290M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.41K
+ 9.28%
$22.68 - $23.28 $32K - $32.8K
16.6K $386M
WFC
Wells Fargo & Company

Financial Services
45
+ 1.28%
$60.98 - $80.12 $2.74K - $3.61K
3.55K $284M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
589
+ 8.02%
$47.42 - $51.67 $27.9K - $30.4K
7.93K $403M
Blackrock ETF Trust Ii
255
+ 5.42%
N/A
4.96K $262M
GLDM
World Gold Trust

ETFs
11
+ 0.3%
$58.96 - $67.97 $649 - $748
3.67K $240M
CRM
Salesforce, Inc.

Technology
30
+ 2.44%
$236.26 - $291.15 $7.09K - $8.73K
1.26K $343M
QCOM
Qualcomm Inc

Technology
8
+ 0.37%
$124.66 - $159.48 $997 - $1.28K
2.15K $343M
ADBE
Adobe Inc.

Technology
14
+ 1.89%
$340.0 - $420.68 $4.76K - $5.89K
756 $292M
KMX
Carmax Inc

Consumer Cyclical
1.11K
+ 17.5%
$62.27 - $82.77 $69.2K - $92K
7.47K $502M
Ea Series Trust
6
+ 0.14%
N/A
4.23K $437M
SBUX
Starbucks Corp

Consumer Cyclical
258
+ 7.86%
$79.69 - $99.41 $20.6K - $25.6K
3.54K $324M
CARY
Angel Oak Fds Tr Income Etf(De
63
+ 0.3%
N/A
21.1K $438M
FISV
Fiserv Inc

Technology
263
+ 23.21%
N/A
1.4K $241M
BP
Bp PLC

Energy
502
+ 7.5%
$26.11 - $33.81 $13.1K - $17K
7.19K $215M
BDX
Becton Dickinson & CO

Healthcare
248
+ 22.82%
$165.15 - $226.42 $41K - $56.2K
1.34K $230M
COP
Conocophillips

Energy
123
+ 5.84%
$82.66 - $106.1 $10.2K - $13.1K
2.23K $200M
UNH
Unitedhealth Group Inc

Healthcare
211
+ 25.95%
$274.35 - $599.47 $57.9K - $126K
1.02K $319M
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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