Oregon Pacific Wealth Management, LLC Purchases in Q1 2025

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
165K
New
N/A
165K $4.82B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
64.9K
New
$38.36 - $41.43 $2.49M - $2.69M
64.9K $2.51B
Ea Series Trust
93.6K
New
N/A
93.6K $2.18B
Bondbloxx ETF Trust
26.2K
New
N/A
26.2K $1.33B
FYLD
Cambria Foreign Shareholder Yi

ETFs
43.5K
+ 66.47%
$24.97 - $27.67 $1.09M - $1.2M
109K $2.94B
Tidal Tr Ii
28.2K
+ 10.88%
N/A
288K $6.74B
Pimco ETF Tr
22.4K
+ 19.29%
N/A
139K $3.66B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.6K
+ 22.99%
$53.6 - $58.97 $675K - $743K
67.4K $3.69B
Ea Series Trust
4.23K
New
N/A
4.23K $432M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.39K
New
$44.72 - $46.25 $375K - $388K
8.39K $387M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6.42K
New
$46.18 - $47.84 $296K - $307K
6.42K $305M
FTLS
First Tr Long/Short Equity ETF

ETFs
5.19K
+ 18.67%
$63.42 - $68.17 $329K - $354K
33K $2.11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 4.49%
$442.66 - $534.52 $50K - $60.4K
2.63K $1.4B
Blackrock ETF Trust Ii
4.71K
New
N/A
4.71K $246M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.59K
New
$92.45 - $106.69 $239K - $276K
2.59K $240M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
5.97K
New
$37.06 - $41.11 $221K - $245K
5.97K $238M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
3.78K
+ 18.05%
$37.13 - $42.37 $140K - $160K
24.7K $1.01B
MCK
Mckesson Corp

Healthcare
351
New
$566.21 - $672.99 $199K - $236K
351 $236M
PM
Philip Morris International Inc.

Consumer Defensive
351
+ 7.71%
$117.15 - $158.79 $41.1K - $55.7K
4.9K $778M
GLDM
World Gold Trust

ETFs
3.66K
New
$52.19 - $61.89 $191K - $226K
3.66K $226M
BP
Bp PLC

Energy
6.69K
New
$29.93 - $35.31 $200K - $236K
6.69K $226M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.54K
New
$48.06 - $53.73 $218K - $244K
4.54K $221M
COP
Conocophillips

Energy
2.11K
New
$88.6 - $105.85 $187K - $223K
2.11K $221M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
5.88K
New
$34.14 - $37.91 $201K - $223K
5.88K $210M
ECL
Ecolab Inc.

Basic Materials
819
New
$229.72 - $269.82 $188K - $221K
819 $208M
NVS
Novartis Ag

Healthcare
1.84K
New
$97.14 - $115.57 $179K - $213K
1.84K $205M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4K
+ 29.98%
$45.92 - $47.58 $184K - $191K
17.4K $824M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
4.75K
+ 13.71%
$30.59 - $33.02 $145K - $157K
39.4K $1.25B
RIGS
Riverfront Strategic Income Fd

ETFs
6.94K
+ 24.39%
$22.48 - $23.24 $156K - $161K
35.4K $818M
MCD
Mcdonalds Corp

Consumer Cyclical
62
+ 1.46%
$279.74 - $321.29 $17.3K - $19.9K
4.3K $1.34B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.05K
+ 42.17%
$120.24 - $134.3 $126K - $141K
3.53K $431M
PG
Procter & Gamble CO

Consumer Defensive
370
+ 18.97%
$158.56 - $176.26 $58.7K - $65.2K
2.32K $395M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.47K
+ 6.85%
$19.43 - $19.62 $47.9K - $48.4K
38.4K $753M
AMAT
Applied Materials Inc

Technology
497
+ 35.99%
$145.06 - $195.51 $72.1K - $97.2K
1.88K $273M
BK
Bank Of New York Mellon Corp

Financial Services
292
+ 10.24%
$75.42 - $88.95 $22K - $26K
3.14K $264M
SRLN
Ssga Active Trust

ETFs
1.66K
+ 4.03%
$41.02 - $41.99 $68.3K - $69.9K
43K $1.77B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
142
+ 1.69%
$48.65 - $53.06 $6.91K - $7.53K
8.54K $443M
JPM
Jpmorgan Chase & CO

Financial Services
121
+ 9.61%
$225.19 - $279.95 $27.2K - $33.9K
1.38K $339M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
519
+ 3.59%
$20.29 - $22.36 $10.5K - $11.6K
15K $331M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
482
+ 6.5%
$49.22 - $51.73 $23.7K - $24.9K
7.9K $399M
CARY
Angel Oak Fds Tr Income Etf(De
855
+ 4.25%
N/A
21K $436M
WFC
Wells Fargo & Company

Financial Services
214
+ 6.5%
$66.78 - $81.42 $14.3K - $17.4K
3.5K $252M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
959
+ 4.32%
$21.3 - $22.61 $20.4K - $21.7K
23.2K $494M
KMX
Carmax Inc

Consumer Cyclical
521
+ 8.93%
$69.25 - $89.19 $36.1K - $46.5K
6.36K $495M
JEPI
J P Morgan Exchange Traded Fd

ETFs
325
+ 4.8%
$56.17 - $59.71 $18.3K - $19.4K
7.1K $406M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
633
+ 3.31%
$16.18 - $17.82 $10.2K - $11.3K
19.7K $331M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
924
+ 4.32%
$21.89 - $22.65 $20.2K - $20.9K
22.3K $488M
ARCC
Ares Capital Corp

Financial Services
389
+ 2.65%
$21.28 - $23.81 $8.28K - $9.26K
15.1K $334M
Hartford Fds Exchange Traded
293
+ 4.16%
N/A
7.33K $285M
Activity Summary
Buys All Purchases 72 New Holdings 18 Increased Positions 54 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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