Oxinas Partners Wealth Management LLC Incresed Positions in Q3 2024

Oxinas Partners Wealth Management LLC

  • $157 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.2K
+ 721.39%
$96.25 - $101.98 $3.77M - $3.99M
44.6K $4.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.9K
+ 210.49%
$77.02 - $85.06 $1.61M - $1.78M
30.9K $2.61M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.9K
+ 12.26%
$75.88 - $83.21 $978K - $1.07M
118K $9.82M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.6K
+ 51.14%
$33.74 - $37.96 $763K - $859K
66.9K $2.51M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
16.8K
+ 85.35%
$42.89 - $45.8 $721K - $770K
36.5K $1.65M
AMZN
Amazon Com Inc

Consumer Cyclical
4.52K
+ 18.63%
$161.02 - $200.0 $727K - $903K
28.7K $5.36M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
11.3K
+ 13.74%
$42.76 - $45.16 $481K - $508K
93.1K $4.16M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
10.1K
+ 53.43%
$46.17 - $51.13 $468K - $519K
29.1K $1.49M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.57K
+ 10.1%
$117.9 - $128.2 $303K - $330K
28K $3.59M
ECC
Eagle Point Credit CO Inc.

Financial Services
54.2K
+ 44.01%
$9.62 - $10.3 $522K - $559K
177K $1.75M
NVDA
Nvidia Corp

Technology
3.56K
+ 46.19%
$98.91 - $134.91 $352K - $480K
11.3K $1.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.09K
+ 13.43%
$54.98 - $59.51 $280K - $303K
43K $2.56M
CSB
Victory Portf Ii Shs Us Small

ETFs
5.58K
+ 53.6%
$52.46 - $59.54 $293K - $332K
16K $939K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
9.67K
+ 63.88%
$29.23 - $33.51 $283K - $324K
24.8K $819K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.01K
+ 27.15%
$66.31 - $74.08 $200K - $223K
14.1K $1.04M
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.48K
+ 63.52%
$48.46 - $54.37 $217K - $243K
11.5K $618K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.79K
+ 81.33%
$79.29 - $84.02 $221K - $234K
6.22K $520K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
311
+ 52.62%
$475.2 - $527.7 $148K - $164K
902 $475K
NEAR
Blackrock Short Maturity Bond

ETFs
3.03K
+ 35.99%
$50.09 - $51.31 $152K - $156K
11.5K $587K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
277
+ 51.3%
$405.19 - $478.57 $112K - $133K
817 $376K
VZ
Verizon Communications Inc

Communication Services
2.81K
+ 57.89%
$38.89 - $45.0 $109K - $126K
7.66K $344K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.07%
$488.01 - $604.18 $488 - $604
1.53K $895K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
436
+ 4.25%
$83.76 - $91.82 $36.5K - $40K
10.7K $977K
AVGO
Broadcom Inc.

Technology
7.75K
+ 904.2%
$136.27 - $1745.86 $1.06M - $13.5M
8.61K $1.48M
F
Ford Motor CO

Consumer Cyclical
12.5K
+ 104.82%
$9.71 - $14.55 $122K - $182K
24.5K $258K
JPM
Jpmorgan Chase & CO

Financial Services
444
+ 25.8%
$194.9 - $224.8 $86.5K - $99.8K
2.17K $456K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.38K
+ 8.96%
$44.55 - $48.12 $61.6K - $66.5K
16.8K $771K
AOR
Ishares Tr Core Growth Allocat

ETFs
320
+ 1.54%
$55.15 - $59.31 $17.6K - $19K
21.2K $1.25M
LQD
Ishares Iboxx $ Investment Gra

ETFs
195
+ 2.57%
$106.11 - $113.72 $20.7K - $22.2K
7.77K $877K
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 0.76%
$101.25 - $127.45 $1.72K - $2.17K
2.27K $274K
T
At&T Inc.

Communication Services
215
+ 1.8%
$18.21 - $22.28 $3.92K - $4.79K
12.2K $268K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.07%
$255.18 - $283.2 $255 - $283
1.34K $379K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.13%
$162.64 - $179.3 $325 - $359
1.53K $274K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.36%
$801.83 - $917.05 $802 - $917
279 $247K
IYW
Ishares Dj Us Tech ETF

ETFs
2
+ 0.06%
$133.16 - $158.73 $266 - $317
3.43K $519K
Wisdomtree Tr
50.4K
+ 108.56%
N/A
96.7K $0
MSFT
Microsoft Corp

Technology
169
+ 1.66%
$395.15 - $467.56 $66.8K - $79K
10.3K $4.45M
TECL
Direxion Daily Technology Bull

ETFs
607
+ 3.28%
$61.27 - $112.11 $37.2K - $68.1K
19.1K $1.67M
Activity Summary
Buys All Purchases 46 New Holdings 7 Increased Positions 39 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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