Oregon Pacific Wealth Management, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 130 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tidal Tr Ii with a value of $6.74B, Microsoft Corp with a value of $5.08B, Ea Series Trust with a value of $4.82B, Tidal Tr Ii with a value of $3.97B, and Pacer Fds Tr Us Cash Cows 100 with a value of $3.69B.
Examining the 13F form we can see an decrease of $1.93B in the current position value, from $102B to 100B.
Oregon Pacific Wealth Management, LLC is based out at Medford, OR
Below you can find more details about Oregon Pacific Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$100 Billion
ETFs: $38.8 Billion
Technology: $10 Billion
Financial Services: $6.03 Billion
Consumer Cyclical: $4.3 Billion
Healthcare: $3.54 Billion
Consumer Defensive: $3.13 Billion
Communication Services: $2.88 Billion
Industrials: $1.54 Billion
Other: $1.54 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
