Oregon Pacific Wealth Management, LLC Incresed Positions in Q3 2025

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
121K
+ 119.84%
N/A
222K $6.56B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.3K
+ 312.7%
$72.65 - $78.68 $1.98M - $2.15M
36K $2.82B
Ea Series Trust
6.05K
+ 3.43%
N/A
182K $6.31B
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.14K
+ 38.27%
$182.33 - $194.5 $209K - $223K
4.13K $804M
GLDM
World Gold Trust

ETFs
2.48K
+ 67.44%
$64.73 - $76.45 $160K - $189K
6.15K $470M
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
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.63K
+ 25.39%
$45.6 - $46.92 $120K - $123K
13K $606M
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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
228
+ 0.77%
$22.89 - $23.7 $5.22K - $5.4K
30K $707M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
499
+ 2.63%
$19.5 - $19.83 $9.73K - $9.9K
19.5K $384M
JEPI
J P Morgan Exchange Traded Fd

ETFs
165
+ 2.4%
$55.61 - $57.37 $9.18K - $9.47K
7.04K $402M
ADBE
Adobe Inc.

Technology
98
+ 12.96%
$333.65 - $392.1 $32.7K - $38.4K
854 $301M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
104
+ 1.36%
$48.72 - $50.73 $5.07K - $5.28K
7.75K $382M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
47
+ 0.76%
$47.11 - $48.77 $2.21K - $2.29K
6.24K $302M
DEO
Diageo PLC

Consumer Defensive
212
+ 7.27%
$93.64 - $115.33 $19.9K - $24.4K
3.13K $299M
EUSB
Ishares Tr Esg Advanced Total

Technology
28
+ 0.48%
$42.97 - $44.2 $1.2K - $1.24K
5.81K $255M
Hartford Fds Exchange Traded
25
+ 0.35%
N/A
7.09K $276M
USFR
Wisdomtree Floating Rate Treas

ETFs
15
+ 0.2%
$50.23 - $50.48 $753 - $757
7.48K $376M
CHKP
Check Point Software Technologies LTD

Technology
96
+ 6.0%
$180.73 - $231.23 $17.4K - $22.2K
1.7K $351M
UL
Unilever PLC

Consumer Defensive
40
+ 1.15%
$58.43 - $65.01 $2.34K - $2.6K
3.53K $209M
SBUX
Starbucks Corp

Consumer Cyclical
212
+ 5.99%
$81.9 - $96.86 $17.4K - $20.5K
3.75K $318M
KO
Coca Cola CO

Consumer Defensive
627
+ 5.67%
$65.67 - $71.67 $41.2K - $44.9K
11.7K $775M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
973
+ 3.49%
$11.41 - $12.19 $11.1K - $11.9K
28.8K $330M
V
Visa Inc.

Financial Services
49
+ 2.64%
$332.09 - $358.86 $16.3K - $17.6K
1.9K $649M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
90
+ 1.1%
$46.51 - $50.07 $4.19K - $4.51K
8.28K $389M
CRM
Salesforce, Inc.

Technology
139
+ 11.06%
$231.66 - $273.65 $32.2K - $38K
1.4K $331M
ELV
Elevance Health, Inc.

Healthcare
194
+ 15.35%
$274.66 - $395.76 $53.3K - $76.8K
1.46K $471M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
103
+ 0.54%
$14.94 - $16.82 $1.54K - $1.73K
19.2K $288M
DIS
Walt Disney CO

Communication Services
47
+ 1.25%
$112.25 - $124.0 $5.28K - $5.83K
3.81K $437M
PM
Philip Morris International Inc.

Consumer Defensive
111
+ 2.38%
$157.77 - $183.27 $17.5K - $20.3K
4.78K $775M
KMX
Carmax Inc

Consumer Cyclical
574
+ 7.69%
$44.86 - $71.57 $25.7K - $41.1K
8.04K $361M
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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