Oregon Pacific Wealth Management, LLC Purchases in Q4 2024

Oregon Pacific Wealth Management, LLC

  • $102 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
4.55K
New
$118.38 - $133.06 $539K - $605K
4.55K $548M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
10.7K
New
N/A
10.7K $537M
ELV
Elevance Health, Inc.

Healthcare
1.44K
New
$365.96 - $514.62 $527K - $742K
1.44K $532M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.62K
New
$58.88 - $64.8 $507K - $558K
8.62K $508M
XOM
Exxon Mobil Corp

Energy
4.63K
New
$105.51 - $125.37 $489K - $581K
4.63K $498M
GOOG
Alphabet Inc.

Communication Services
2.56K
New
$163.08 - $198.16 $417K - $506K
2.56K $487M
KMX
Carmax Inc

Consumer Cyclical
5.84K
New
$71.11 - $87.2 $415K - $509K
5.84K $477M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
21.4K
New
$22.04 - $22.59 $471K - $483K
21.4K $476M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
22.2K
New
$21.42 - $22.58 $476K - $501K
22.2K $476M
IQV
Iqvia Holdings Inc.

Healthcare
2.39K
New
$190.97 - $236.63 $457K - $566K
2.39K $470M
OMFL
Invesco Exchange Traded Self I

ETFs
8.63K
New
$52.49 - $56.58 $453K - $488K
8.63K $468M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.18K
New
$50.23 - $50.46 $461K - $463K
9.18K $462M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
6.58K
New
$64.62 - $71.43 $425K - $470K
6.58K $425M
UNH
Unitedhealth Group Inc

Healthcare
839
New
$485.52 - $625.25 $407K - $525K
839 $424M
DIS
Walt Disney CO

Communication Services
3.78K
New
$92.39 - $117.6 $349K - $445K
3.78K $421M
CARY
Angel Oak Fds Tr Income Etf(De
20.1K
New
N/A
20.1K $415M
UL
Unilever PLC

Consumer Defensive
7.2K
New
$56.7 - $64.64 $408K - $465K
7.2K $408M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.4K
New
$46.48 - $51.32 $390K - $431K
8.4K $404M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
17.8K
New
$22.63 - $47.53 $402K - $844K
17.8K $403M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
7.41K
New
$52.0 - $55.66 $385K - $413K
7.41K $396M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
19.1K
New
$20.56 - $21.33 $392K - $407K
19.1K $392M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.78K
New
$57.53 - $60.83 $390K - $412K
6.78K $390M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.95K
New
$126.68 - $134.74 $374K - $398K
2.95K $377M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.29K
New
$59.25 - $72.99 $373K - $459K
6.29K $376M
CRM
Salesforce, Inc.

Technology
1.12K
New
$270.87 - $367.87 $304K - $412K
1.12K $375M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.42K
New
$50.06 - $55.0 $371K - $408K
7.42K $372M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
28K
New
$12.55 - $13.1 $352K - $367K
28K $359M
CHKP
Check Point Software Technologies LTD

Technology
1.85K
New
$170.18 - $209.01 $314K - $386K
1.85K $344M
DEO
Diageo PLC

Consumer Defensive
2.7K
New
$118.0 - $139.88 $319K - $378K
2.7K $343M
SBUX
Starbucks Corp

Consumer Cyclical
3.72K
New
$87.44 - $102.5 $325K - $381K
3.72K $339M
QCOM
Qualcomm Inc

Technology
2.2K
New
$150.4 - $178.04 $331K - $392K
2.2K $338M
HWM
Howmet Aerospace Inc.

Industrials
3.09K
New
$99.72 - $120.09 $308K - $371K
3.09K $338M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.16K
New
$285.5 - $335.62 $330K - $388K
1.16K $335M
PG
Procter & Gamble CO

Consumer Defensive
1.95K
New
$161.05 - $179.7 $314K - $350K
1.95K $327M
ARCC
Ares Capital Corp

Financial Services
14.7K
New
$20.74 - $22.27 $304K - $327K
14.7K $321M
ADBE
Adobe Inc.

Technology
720
New
$437.39 - $552.96 $315K - $398K
720 $320M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.49K
New
$124.61 - $133.96 $310K - $333K
2.49K $320M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
19.1K
New
$15.9 - $17.05 $304K - $326K
19.1K $318M
CMCSA
Comcast Corp

Communication Services
8.07K
New
$37.39 - $45.14 $302K - $364K
8.07K $303M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
14.5K
New
$20.68 - $23.73 $299K - $343K
14.5K $302M
JPM
Jpmorgan Chase & CO

Financial Services
1.26K
New
$205.18 - $250.29 $258K - $315K
1.26K $302M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.69K
New
$51.58 - $52.91 $293K - $301K
5.69K $294M
MBB
Ishares Tr

ETFs
3.16K
New
$91.26 - $95.82 $289K - $303K
3.16K $290M
FSK
Fs Kkr Capital Corp

Financial Services
13.2K
New
$19.71 - $22.22 $261K - $294K
13.2K $287M
ADSK
Autodesk, Inc.

Technology
961
New
N/A
961 $284M
ABC
Amerisourcebergen Corp

Healthcare
1.25K
New
N/A
1.25K $281M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.54K
New
$176.42 - $186.91 $272K - $288K
1.54K $275M
PEP
Pepsico Inc

Consumer Defensive
1.81K
New
$151.29 - $176.1 $273K - $318K
1.81K $275M
Hartford Fds Exchange Traded
7.04K
New
N/A
7.04K $274M
Activity Summary
Buys All Purchases 119 New Holdings 119 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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