Oxinas Partners Wealth Management LLC Portfolio Holdings

Oxinas Partners Wealth Management LLC

  • $160 Million
  • Q1 2025

Oxinas Partners Wealth Management LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $160 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $11M, Apple Inc. with a value of $8.06M, Spdr Portfolio with a value of $7.97M, Spdr S&P 500 ETF Trust with a value of $7.1M, and Amazon Com Inc with a value of $5.65M.

Examining the 13F form we can see an decrease of $3.76M in the current position value, from $163M to 160M.

Below you can find more details about Oxinas Partners Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
ETFs: $107 Million
Technology: $18.5 Million
Consumer Cyclical: $14.3 Million
Communication Services: $7.33 Million
Industrials: $4.9 Million
Financial Services: $4.03 Million
Energy: $1.62 Million
Consumer Defensive: $1.48 Million
Other: $573,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$853,000 0.53% of portfolio
18,602
Q1 2025 Added 3.79%
$0
$838,000 0.52% of portfolio
8,565
Q1 2025 Reduced 1.89%
$0
$816,000 0.51% of portfolio
18,772
Q1 2025 New
$271B
$813,000 0.51% of portfolio
9,272
Q1 2025 Added 2.22%
$0
$737,000 0.46% of portfolio
8,461
Q1 2025 Reduced 14.95%
$0
$732,000 0.46% of portfolio
22,200
Q4 2024 New
$0
$682,000 0.43% of portfolio
1,625
Q1 2025 Added 14.36%
$117B
$684,000 0.43% of portfolio
2,585
Q1 2025 Reduced 22.58%
$166B
$690,000 0.43% of portfolio
9,472
Q1 2025 Added 3.51%
$14.6B
$619,000 0.39% of portfolio
15,122
Q2 2024 Reduced 21.48%
$23.9B
$599,000 0.38% of portfolio
1,932
Q1 2025 Reduced 8.31%
$0
$602,000 0.38% of portfolio
102,416
Q4 2024 Reduced 3.22%
$0
$612,000 0.38% of portfolio
12,094
Q1 2025 Reduced 3.2%
$0
$585,000 0.37% of portfolio
11,515
Q1 2025 Added 2.82%
$285B
$573,000 0.36% of portfolio
1,095
Q4 2024 Reduced 28.48%
$90.6B
$541,000 0.34% of portfolio
16,035
Q1 2025 Added 3.32%
$71.3B
$515,000 0.32% of portfolio
1,202
Q1 2025 Reduced 2.28%
$0
$508,000 0.32% of portfolio
6,110
Q1 2025 Reduced 15.55%
$0
$505,000 0.32% of portfolio
8,685
Q2 2024 Reduced 17.29%
$656B
$488,000 0.31% of portfolio
931
Q1 2025 Added 5.8%
$0
$482,000 0.3% of portfolio
3,433
Q1 2025 Added 0.2%
$776B
$472,000 0.3% of portfolio
1,927
Q1 2025 Added 36.96%
$0
$464,000 0.29% of portfolio
9,887
Q1 2025 Reduced 10.31%
$0
$469,000 0.29% of portfolio
2,339
Q1 2025 Added 2.14%
$853M
$439,000 0.28% of portfolio
143,750
Q1 2025 Reduced 45.13%
$283B
$425,000 0.27% of portfolio
2,678
Q1 2025 Added 5.06%
$0
$417,000 0.26% of portfolio
5,112
Q1 2025 Reduced 7.64%
$0
$420,000 0.26% of portfolio
13,474
Q1 2025 Added 0.78%
$0
$395,000 0.25% of portfolio
1,067
Q1 2025 Added 31.08%
$0
$389,000 0.24% of portfolio
3,215
Q1 2025 Added 0.12%
$542B
$362,000 0.23% of portfolio
389
Q1 2025 Reduced 4.89%
$19.7B
$359,000 0.22% of portfolio
10,700
Q1 2025 Reduced 6.55%
$0
$339,000 0.21% of portfolio
1,243
Q1 2025 Added 52.52%
$0
$318,000 0.2% of portfolio
3,061
Q4 2024 Reduced 0.65%
$199B
$314,000 0.2% of portfolio
11,110
Q1 2025 Added 17.37%
$160B
$319,000 0.2% of portfolio
4,084
Q1 2025 Added 0.05%
$0
$304,000 0.19% of portfolio
26,109
Q1 2025 New
$377B
$303,000 0.19% of portfolio
828
Q1 2025 Reduced 0.24%
$206B
$302,000 0.19% of portfolio
3,062
Q1 2025 Added 39.88%
$127B
$303,000 0.19% of portfolio
3,139
Q1 2025 Added 0.19%
$107B
$295,000 0.18% of portfolio
3,397
Q1 2025 Added 5.33%
$6.54B
$294,000 0.18% of portfolio
2,400
Q1 2024 Reduced 26.15%
$13.9B
$287,000 0.18% of portfolio
8,654
Q1 2025 Reduced 41.74%
$185B
$287,000 0.18% of portfolio
6,336
Q1 2025 New
$7.45B
$267,000 0.17% of portfolio
14,100
Q1 2025 Added 1.44%
$204B
$270,000 0.17% of portfolio
495
Q1 2025 Added 1.02%
$354B
$271,000 0.17% of portfolio
6,509
Q1 2025 Reduced 1.15%
$0
$259,000 0.16% of portfolio
3,401
Q4 2024 Added 0.15%
$0
$263,000 0.16% of portfolio
3,426
Q1 2025 Reduced 93.11%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $160 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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