Oregon Pacific Wealth Management, LLC New Holdings in Q3 2025

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
153K
New
$39.8 - $42.86 $6.1M - $6.57M
153K $6.56B
Ea Series Trust
189K
New
N/A
189K $4.8B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
108K
New
$28.38 - $29.05 $3.07M - $3.14M
108K $3.13B
Doubleline ETF Trust
60.2K
New
N/A
60.2K $2.99B
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
152K
New
$16.28 - $18.33 $2.48M - $2.79M
152K $2.79B
IEMG
Ishares Inc

ETFs
41.7K
New
N/A
41.7K $2.75B
SPTL
Spdr Portfolio Long Term Treas

ETFs
59.5K
New
$25.67 - $27.21 $1.53M - $1.62M
59.5K $1.6B
Tidal Trust I
50.4K
New
N/A
50.4K $1.59B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11K
New
$92.18 - $95.14 $1.02M - $1.05M
11K $1.05B
Collaborative Investmnt Ser
37.2K
New
N/A
37.2K $945M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.6K
New
$50.9 - $52.37 $590K - $607K
11.6K $606M
HD
Home Depot, Inc.

Consumer Cyclical
845
New
$357.4 - $423.42 $302K - $358K
845 $342M
HFND
Tidal ETF Tr Unlimited Hedge I
13.5K
New
N/A
13.5K $318M
MUB
Ishares National Muni Bond ETF

ETFs
2.63K
New
$103.24 - $106.68 $271K - $280K
2.63K $280M
MOH
Molina Healthcare, Inc.

Healthcare
1.33K
New
$152.31 - $306.29 $203K - $408K
1.33K $255M
CW
Curtiss Wright Corp

Industrials
437
New
$472.43 - $542.94 $206K - $237K
437 $237M
HMOP
Hartford Fds Exchange Traded T

ETFs
6K
New
$37.94 - $39.14 $228K - $235K
6K $234M
MAS
Masco Corp

Industrials
3.22K
New
$64.44 - $76.07 $207K - $245K
3.22K $227M
EXEL
Exelixis, Inc.

Healthcare
5.47K
New
$36.22 - $46.25 $198K - $253K
5.47K $226M
HQY
Healthequity, Inc.

Healthcare
2.33K
New
$87.42 - $103.12 $204K - $240K
2.33K $221M
BAC
Bank Of America Corp

Financial Services
4.2K
New
$44.92 - $52.42 $189K - $220K
4.2K $217M
MDT
Medtronic PLC

Healthcare
2.25K
New
$87.67 - $95.74 $198K - $216K
2.25K $215M
GILD
Gilead Sciences, Inc.

Healthcare
1.91K
New
$108.22 - $120.47 $207K - $230K
1.91K $212M
LCTD
Blackrock ETF World Ex Us Carb
3.83K
New
N/A
3.83K $204M
PML
Pimco Municipal Income Fund Ii

Financial Services
16.6K
New
$7.11 - $7.91 $118K - $131K
16.6K $131M
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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