Oxinas Partners Wealth Management LLC Reduced Holdings in Q4 2024

Oxinas Partners Wealth Management LLC

  • $163 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.1K
- 16.23%
$99.2 - $108.47 $506K - $553K
26.3K $2.62M
ECC
Eagle Point Credit CO Inc.

Financial Services
-54.9K
- 30.91%
$8.7 - $9.98 $477K - $547K
123K $1.09M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-7.08K
- 41.59%
$89.01 - $96.24 $631K - $682K
9.95K $893K
AVGO
Broadcom Inc.

Technology
-4.81K
- 55.89%
$159.67 - $250.0 $768K - $1.2M
3.8K $880K
XLV
Select Sector Spdr Fund Health

ETFs
-3.06K
- 32.39%
$136.28 - $154.74 $416K - $473K
6.38K $877K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-8.84K
- 44.51%
$46.68 - $47.95 $413K - $424K
11K $518K
UNH
Unitedhealth Group Inc

Healthcare
-436
- 28.48%
$485.52 - $625.25 $212K - $273K
1.1K $553K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.24K
- 36.87%
$50.73 - $51.08 $266K - $268K
8.97K $456K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.3K
- 25.6%
$50.37 - $50.6 $216K - $217K
12.5K $629K
AOR
Ishares Tr Core Growth Allocat

ETFs
-3.07K
- 14.49%
$57.32 - $59.66 $176K - $183K
18.1K $1.04M
IYH
Ishares Tr

ETFs
-1.04K
- 5.07%
$57.53 - $65.24 $60.1K - $68.1K
19.5K $1.14M
F
Ford Motor CO

Consumer Cyclical
-14.1K
- 57.55%
$9.69 - $11.4 $137K - $161K
10.4K $102K
VTI
Vanguard Total Stock Market Et

ETFs
-526
- 39.22%
$280.04 - $302.45 $147K - $159K
815 $236K
UBER
Uber Technologies, Inc

Technology
-13
- 0.14%
$59.93 - $86.34 $779 - $1.12K
9.15K $551K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-681
- 1.58%
$57.53 - $60.83 $39.2K - $41.4K
42.3K $2.44M
JPM
Jpmorgan Chase & CO

Financial Services
-758
- 35.01%
$205.18 - $250.29 $156K - $190K
1.41K $337K
VUG
Vanguard Growth ETF

ETFs
-353
- 30.25%
$378.79 - $428.11 $134K - $151K
814 $334K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.07K
- 9.66%
$103.6 - $112.52 $111K - $120K
10K $1.05M
DHS
Wisdomtree Tr U.S

ETFs
-1K
- 10.28%
$92.66 - $100.58 $92.7K - $101K
8.73K $815K
XLE
Energy Sector Spdr

ETFs
-831
- 7.86%
$83.32 - $97.27 $69.2K - $80.8K
9.74K $834K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-3.41K
- 3.22%
$5.83 - $6.64 $19.9K - $22.6K
102K $611K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-3.39K
- 18.91%
$19.47 - $20.95 $65.9K - $71K
14.5K $283K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-383
- 4.93%
$106.56 - $113.11 $40.8K - $43.3K
7.39K $789K
VCIT
Vanguard Intermediate Term Cor

ETFs
-681
- 10.96%
$80.13 - $83.77 $54.6K - $57K
5.54K $444K
DIS
Walt Disney CO

Communication Services
-1.09K
- 33.2%
$92.39 - $117.6 $101K - $128K
2.19K $243K
IDV
Ishares Tr

ETFs
-1.12K
- 7.7%
$27.03 - $29.92 $30.1K - $33.4K
13.4K $366K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-385
- 14.39%
$201.32 - $217.44 $77.5K - $83.7K
2.29K $473K
BP
Bp PLC

Energy
-1.06K
- 6.37%
$28.16 - $33.14 $29.7K - $35K
15.5K $458K
T
At&T Inc.

Communication Services
-2.72K
- 22.3%
$21.22 - $23.88 $57.6K - $64.9K
9.47K $215K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-888
- 17.5%
$51.54 - $52.55 $45.8K - $46.7K
4.19K $216K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-99
- 0.93%
$88.59 - $94.57 $8.77K - $9.36K
10.6K $941K
COST
Costco Wholesale Corp

Consumer Defensive
-34
- 12.19%
$873.59 - $994.69 $29.7K - $33.8K
245 $224K
NEAR
Blackrock Short Maturity Bond

ETFs
-266
- 2.32%
$50.28 - $51.08 $13.4K - $13.6K
11.2K $565K
XOM
Exxon Mobil Corp

Energy
-3
- 0.15%
$105.51 - $125.37 $317 - $376
2.04K $219K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-112
- 1.52%
$90.66 - $99.46 $10.2K - $11.1K
7.24K $657K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-137
- 4.09%
$124.61 - $133.96 $17.1K - $18.4K
3.21K $413K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-416
- 1.81%
$87.41 - $97.21 $36.4K - $40.4K
22.6K $2.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20
- 0.65%
$113.92 - $127.38 $2.28K - $2.55K
3.06K $352K
USB
Us Bancorp \De\

Financial Services
-300
- 5.45%
$43.98 - $53.66 $13.2K - $16.1K
5.2K $248K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-10.5K
- 29.15%
N/A
25.5K $0
Arcadium Lithium PLC
-1.2K
- 7.69%
N/A
14.4K $0
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-691
- 2.22%
$53.94 - $58.15 $37.3K - $40.2K
30.5K $1.72M
BAC
Bank Of America Corp

Financial Services
-409
- 5.85%
$39.22 - $47.77 $16K - $19.5K
6.59K $289K
XLK
Technology Sector Spdr

ETFs
-144
- 1.82%
$220.26 - $241.44 $31.7K - $34.8K
7.77K $1.81M
IXN
Ishares Global Information Tec

ETFs
-16
- 0.11%
$80.67 - $87.84 $1.29K - $1.41K
14.5K $1.23M
SCHW
Schwab Charles Corp

Financial Services
-114
- 2.72%
$63.31 - $82.85 $7.22K - $9.44K
4.08K $302K
NFLX
Netflix Inc

Communication Services
-51
- 11.09%
$687.65 - $936.56 $35.1K - $47.8K
409 $364K
IVW
Ishares S&P 500 Growth ETF

ETFs
-251
- 2.15%
$94.43 - $105.47 $23.7K - $26.5K
11.4K $1.16M
MAR
Marriott International Inc

Consumer Cyclical
-590
- 7.06%
$246.06 - $292.59 $145K - $173K
7.77K $2.17M
Activity Summary
Buys All Purchases 51 New Holdings 16 Increased Positions 35 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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