Pin Oak Investment Advisors Inc New Holdings in Q2 2025

Pin Oak Investment Advisors Inc

  • $118 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$725400.0 - $809350.0 $725K - $809K
1 $798K
GBIL
Goldman Sachs Access Treasury

ETFs
2.75K
New
$99.83 - $100.19 $275K - $276K
2.75K $275K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.96K
New
$21.85 - $22.76 $86.5K - $90.1K
3.96K $88K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.65K
New
$45.2 - $46.6 $74.6K - $76.9K
1.65K $76K
FNDX
Schwab Fundamental U S Large C

ETFs
2.92K
New
$20.84 - $24.54 $60.9K - $71.7K
2.92K $68K
AON
Aon PLC

Financial Services
162
New
$335.85 - $398.81 $54.4K - $64.6K
162 $64K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.51K
New
$24.54 - $25.07 $61.7K - $63K
2.51K $62K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.11K
New
$48.13 - $49.85 $53.5K - $55.4K
1.11K $55K
FNDA
Schwab Fundamental U S Small C

ETFs
1.6K
New
$23.85 - $28.69 $38.1K - $45.8K
1.6K $43K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.39K
New
$26.66 - $33.09 $37K - $46K
1.39K $42K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.07K
New
$24.38 - $30.18 $26.1K - $32.3K
1.07K $29K
VBR
Vanguard Small Cap Value ETF

ETFs
212
New
$162.76 - $195.77 $34.5K - $41.5K
212 $24K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.23K
New
$17.76 - $22.1 $21.8K - $27.2K
1.23K $24K
ASML
Asml Holding Nv

Technology
37
New
$595.37 - $815.24 $22K - $30.2K
37 $24K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1K
New
$11.71 - $19.37 $11.7K - $19.4K
1K $14K
SCHC
Schwab Strategic Tr Intl Small

ETFs
378
New
$32.41 - $42.59 $12.3K - $16.1K
378 $13K
CRSP
Crispr Therapeutics Ag

Healthcare
400
New
$31.27 - $48.64 $12.5K - $19.5K
400 $13K
RYAAY
Ryanair Holdings PLC

Industrials
275
New
$39.21 - $57.84 $10.8K - $15.9K
275 $11K
VKQ
Invesco Municipal Trust

Financial Services
1.19K
New
$9.02 - $9.76 $10.7K - $11.6K
1.19K $11K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
204
New
$46.22 - $57.51 $9.43K - $11.7K
204 $10K
CLX
Clorox CO

Consumer Defensive
50
New
$118.01 - $148.69 $5.9K - $7.43K
50 $7K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
150
New
$50.56 - $59.57 $7.58K - $8.94K
150 $7K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
312
New
$18.94 - $21.67 $5.91K - $6.76K
312 $6K
PDI
Pimco Dynamic Income Fund

Financial Services
304
New
$17.02 - $19.87 $5.17K - $6.04K
304 $6K
VNQI
Vanguard Global Ex U.S. Real

ETFs
103
New
$37.77 - $46.15 $3.89K - $4.75K
103 $4K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
200
New
$17.7 - $20.39 $3.54K - $4.08K
200 $4K
Vistashares Tr 15 Ber Sel Inc ETF
225
New
N/A
225 $4K
Amplify Bloomberg Us Tr 12 Pr In ETF
200
New
N/A
200 $4K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
153
New
$18.92 - $22.87 $2.89K - $3.5K
153 $3K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
144
New
N/A
144 $3K
DD
Du Pont De Nemours, Inc.

Basic Materials
32
New
$55.13 - $75.25 $1.76K - $2.41K
32 $2K
REZI
Resideo Technologies, Inc.

Industrials
100
New
$14.69 - $22.46 $1.47K - $2.25K
100 $1K
Tappalpha Spy Growt And Daly Inc ETF
50
New
N/A
50 $1K
Yieldmax Mstr Opt Incm Strategy ETF
50
New
N/A
50 $1K
SMR
Nuscale Power Corp

Industrials
0
New
$12.6 - $43.24 $0 - $0
0 $0
PAXS
Pimco Access Income Fund

Financial Services
50
New
$14.15 - $16.12 $708 - $806
50 $0
NMFC
New Mountain Finance Corp

Financial Services
0
New
$9.11 - $11.09 $0 - $0
0 $0
NTES
Net Ease, Inc.

Communication Services
0
New
$91.37 - $134.58 $0 - $0
0 $0
PNNT
Pennantpark Investment Corp

Financial Services
0
New
$5.91 - $7.08 $0 - $0
0 $0
PFN
Pimco Income Strategy Fund Ii

Financial Services
50
New
$6.87 - $7.56 $344 - $378
50 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
0
New
$12.23 - $15.46 $0 - $0
0 $0
SNPS
Synopsys Inc

Technology
0
New
$380.9 - $517.66 $0 - $0
0 $0
APA
Apa Corp

Energy
0
New
$14.03 - $21.24 $0 - $0
0 $0
Tortoise Energy Fd ETF
0
New
N/A
0 $0
VEU
Vanguard Ftse All World Ex Us

ETFs
0
New
$54.19 - $67.22 $0 - $0
0 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
86
New
$7.69 - $11.46 $661 - $986
86 $0
Victoryshares Free Cash Flow ETF
0
New
N/A
0 $0
WCC
Wesco International Inc

Industrials
0
New
$132.86 - $186.1 $0 - $0
0 $0
RGTI
Rigetti Computing, Inc.

Technology
0
New
$7.5 - $14.29 $0 - $0
0 $0
Activity Summary
Buys All Purchases 143 New Holdings 87 Increased Positions 56 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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