Oregon Pacific Wealth Management, LLC Incresed Positions in Q1 2025

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
Touchstone ETF Trust
14.1K
+ 23.83%
N/A
73.4K $1.89B
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
GDE
Wisdomtree Tr Efficient Gold P

ETFs
3.78K
+ 18.05%
$37.13 - $42.37 $140K - $160K
24.7K $1.01B
PM
Philip Morris International Inc.

Consumer Defensive
351
+ 7.71%
$117.15 - $158.79 $41.1K - $55.7K
4.9K $778M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4K
+ 29.98%
$45.92 - $47.58 $184K - $191K
17.4K $824M
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
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 9.09%
$4295.4 - $5141.88 $73K - $87.4K
204 $940M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
419
+ 1.1%
$19.42 - $19.54 $8.14K - $8.19K
38.5K $750M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
414
+ 1.16%
$20.64 - $20.73 $8.54K - $8.58K
36.2K $749M
APD
Air Products & Chemicals, Inc.

Basic Materials
8
+ 0.69%
$283.24 - $338.07 $2.27K - $2.7K
1.16K $343M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
672
+ 4.09%
$44.7 - $49.05 $30K - $33K
17.1K $774M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
598
+ 3.14%
$20.2 - $20.86 $12.1K - $12.5K
19.7K $397M
BDX
Becton Dickinson & CO

Healthcare
12
+ 1.12%
$222.79 - $249.08 $2.67K - $2.99K
1.09K $249M
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.78%
$142.64 - $156.42 $2K - $2.19K
1.82K $273M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
681
+ 2.43%
$12.24 - $13.31 $8.34K - $9.06K
28.7K $352M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
189
+ 4.5%
$51.45 - $58.51 $9.72K - $11.1K
4.39K $227M
USXF
Ishares Esg Advanced Msci Usa

Technology
607
+ 4.5%
$46.38 - $52.65 $28.2K - $32K
14.1K $658M
ADSK
Autodesk, Inc.

Technology
38
+ 3.95%
N/A
999 $262M
DSI
Ishares Msci Kld 400 Social Et

ETFs
188
+ 3.38%
$101.98 - $115.66 $19.2K - $21.7K
5.75K $589M
DEO
Diageo PLC

Consumer Defensive
330
+ 12.22%
$104.79 - $126.12 $34.6K - $41.6K
3.03K $318M
DIS
Walt Disney CO

Communication Services
203
+ 5.37%
$96.87 - $114.0 $19.7K - $23.1K
3.98K $393M
ADBE
Adobe Inc.

Technology
22
+ 3.06%
$377.84 - $464.11 $8.31K - $10.2K
742 $285M
IQV
Iqvia Holdings Inc.

Healthcare
64
+ 2.67%
$176.3 - $209.96 $11.3K - $13.4K
2.46K $433M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
63
+ 0.47%
$59.79 - $67.15 $3.77K - $4.23K
13.5K $821M
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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