Oregon Pacific Wealth Management, LLC New Holdings in Q4 2024

Oregon Pacific Wealth Management, LLC

  • $102 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Tidal Tr Ii
260K
New
N/A
260K $6.03B
MSFT
Microsoft Corp

Technology
13.3K
New
$406.35 - $454.46 $5.42M - $6.06M
13.3K $5.62B
DSTL
ETF Ser Solution Distillate Us

ETFs
100K
New
$54.74 - $58.88 $5.49M - $5.91M
100K $5.51B
Tidal Tr Ii
229K
New
N/A
229K $5.47B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
54.8K
New
$56.06 - $61.35 $3.07M - $3.36M
54.8K $3.09B
Pimco ETF Tr
116K
New
N/A
116K $3.02B
Tidal Tr Ii
142K
New
N/A
142K $2.56B
Tidal Tr Ii
146K
New
N/A
146K $2.44B
IVV
Ishares Core S&P 500 ETF

ETFs
4.12K
New
$570.51 - $610.59 $2.35M - $2.51M
4.12K $2.42B
ROMO
Strategy Shs Newfound/Resolve

ETFs
73.5K
New
$31.04 - $32.88 $2.28M - $2.42M
73.5K $2.32B
FTLS
First Tr Long/Short Equity ETF

ETFs
27.8K
New
$63.1 - $67.29 $1.75M - $1.87M
27.8K $1.83B
SRLN
Ssga Active Trust

ETFs
41.3K
New
$41.48 - $42.08 $1.71M - $1.74M
41.3K $1.72B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
38.5K
New
$43.84 - $48.76 $1.69M - $1.88M
38.5K $1.69B
FYLD
Cambria Foreign Shareholder Yi

ETFs
65.5K
New
$24.86 - $27.99 $1.63M - $1.83M
65.5K $1.65B
ORCL
Oracle Corp

Technology
9.48K
New
$165.41 - $192.43 $1.57M - $1.82M
9.48K $1.58B
Touchstone ETF Trust
59.3K
New
N/A
59.3K $1.51B
AAPL
Apple Inc.

Technology
4.91K
New
$221.69 - $259.02 $1.09M - $1.27M
4.91K $1.23B
MCD
Mcdonalds Corp

Consumer Cyclical
4.24K
New
$288.47 - $316.54 $1.22M - $1.34M
4.24K $1.23B
AMZN
Amazon Com Inc

Consumer Cyclical
5.25K
New
$180.88 - $232.93 $949K - $1.22M
5.25K $1.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.52K
New
$442.29 - $483.08 $1.11M - $1.21M
2.52K $1.14B
GD
General Dynamics Corp

Industrials
4.27K
New
$260.28 - $314.03 $1.11M - $1.34M
4.27K $1.13B
META
Meta Platforms, Inc.

Communication Services
1.88K
New
$554.08 - $632.68 $1.04M - $1.19M
1.88K $1.1B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
34.6K
New
$31.31 - $35.01 $1.08M - $1.21M
34.6K $1.08B
HFND
Tidal ETF Tr Unlimited Hedge I
49.2K
New
N/A
49.2K $1.07B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
28.4K
New
$34.04 - $35.66 $968K - $1.01M
28.4K $978M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
28.9K
New
$33.43 - $36.52 $966K - $1.06M
28.9K $975M
VTI
Vanguard Total Stock Market Et

ETFs
3.29K
New
$280.04 - $302.45 $922K - $996K
3.29K $955M
JNJ
Johnson & Johnson

Healthcare
6.56K
New
$143.34 - $165.86 $940K - $1.09M
6.56K $949M
BKNG
Booking Holdings Inc.

Consumer Cyclical
187
New
$4100.99 - $5300.34 $767K - $991K
187 $929M
GOOGL
Alphabet Inc.

Communication Services
4.74K
New
$161.86 - $196.66 $767K - $932K
4.74K $897M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
13.5K
New
$62.07 - $66.61 $837K - $898K
13.5K $864M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.4K
New
$66.77 - $71.52 $830K - $890K
12.4K $857M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.4K
New
$71.75 - $75.11 $815K - $853K
11.4K $817M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.5K
New
$49.79 - $51.14 $773K - $794K
15.5K $779M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
20.9K
New
$36.06 - $40.96 $755K - $857K
20.9K $776M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
16.4K
New
$45.85 - $49.28 $752K - $809K
16.4K $766M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
35.8K
New
$20.6 - $20.71 $738K - $742K
35.8K $740M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
38.1K
New
$19.38 - $19.58 $738K - $745K
38.1K $740M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
36K
New
$19.42 - $19.76 $698K - $711K
36K $701M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
30.7K
New
$22.65 - $23.8 $696K - $731K
30.7K $698M
SCHW
Schwab Charles Corp

Financial Services
9.3K
New
$63.31 - $82.85 $588K - $770K
9.3K $688M
USXF
Ishares Esg Advanced Msci Usa

Technology
13.5K
New
$48.45 - $52.57 $653K - $709K
13.5K $671M
MA
Mastercard Inc

Financial Services
1.27K
New
$491.3 - $536.15 $625K - $683K
1.27K $670M
RIGS
Riverfront Strategic Income Fd

ETFs
28.5K
New
$22.67 - $23.54 $645K - $670K
28.5K $658M
V
Visa Inc.

Financial Services
1.97K
New
$273.87 - $320.91 $540K - $633K
1.97K $623M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13.4K
New
$46.33 - $48.6 $619K - $649K
13.4K $620M
KO
Coca Cola CO

Consumer Defensive
9.87K
New
$61.74 - $71.71 $609K - $708K
9.87K $614M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5.56K
New
$107.41 - $115.71 $597K - $643K
5.56K $613M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.91K
New
$172.07 - $207.36 $500K - $602K
2.91K $574M
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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