Oak Point Wealth Management
Latest statistics and disclosures from Oak Point Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, IVV, Powershares Exchange, SDY, IDV, and represent 18.24% of Oak Point Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LVHD, URTH, HBI, XLF, SPTM, ORI, SABR, AFG, CINF, CVS.
- Started 53 new stock positions in Enbridge Energy Partners, CINF, GBX, VV, XRT, SHOP, EWJ, ILF, SABR, TEVA.
- Reduced shares in these 10 stocks: AGG, VFC, BNDX, SHM, CSCO, , , XLU, , Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf.
- Sold out of its positions in CME, Ca, CMCSA, DRI, DKS, Dr Pepper Snapple, EIX, FAST, GPS, GD.
- Oak Point Wealth Management was a net seller of stock by $-1.4M.
- Oak Point Wealth Management has $98M in assets under management (AUM), dropping by -3.41%.
- Central Index Key (CIK): 0001709443
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Portfolio Holdings for Oak Point Wealth Management
Oak Point Wealth Management holds 204 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 1500 Index Fund (ITOT) | 5.4 | $5.3M | +18% | 90k | 59.13 |
|
| iShares S&P 500 Index (IVV) | 3.4 | $3.4M | +36% | 13k | 259.60 |
|
| Powershares Exchange | 3.4 | $3.3M | -2% | 76k | 44.02 |
|
| SPDR S&P Dividend (SDY) | 3.2 | $3.2M | -2% | 36k | 89.50 |
|
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 2.8 | $2.7M | +22% | 83k | 32.59 |
|
| Vanguard High Dividend Yield ETF (VYM) | 2.6 | $2.6M | +9% | 32k | 80.74 |
|
| Fs Investment Corporation | 2.5 | $2.4M | 333k | 7.20 |
|
|
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 2.4 | $2.4M | -39% | 50k | 47.81 |
|
| Ishares Inc msci world idx (URTH) | 2.4 | $2.4M | +113% | 28k | 85.01 |
|
| Legg Mason Etf Equity Tr low divi etf (LVHD) | 2.4 | $2.3M | +169% | 81k | 28.98 |
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.2 | $2.1M | -3% | 20k | 108.63 |
|
| WisdomTree LargeCap Dividend Fund (DLN) | 2.1 | $2.1M | -5% | 24k | 86.68 |
|
| WisdomTree Emerging Markets Eq (DEM) | 2.0 | $1.9M | +19% | 41k | 46.99 |
|
| Ishares Tr core tl usd bd (IUSB) | 1.8 | $1.8M | +38% | 36k | 49.80 |
|
| Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf | 1.8 | $1.8M | -36% | 75k | 23.46 |
|
| Powershares Etf Tr Ii s&p600 lovl pt | 1.7 | $1.7M | 38k | 44.35 |
|
|
| Vanguard Mid-Cap ETF (VO) | 1.7 | $1.6M | +2% | 11k | 151.03 |
|
| Goldman Sachs Etf Tr (GSLC) | 1.6 | $1.6M | +62% | 30k | 52.27 |
|
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 1.6 | $1.6M | -35% | 33k | 47.92 |
|
| Ishares Tr usa min vo (USMV) | 1.5 | $1.5M | +18% | 29k | 51.09 |
|
| Vanguard Value ETF (VTV) | 1.5 | $1.4M | 14k | 101.06 |
|
|
| Ishares Tr fltg rate nt (FLOT) | 1.4 | $1.4M | -7% | 27k | 50.89 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.3 | $1.3M | -23% | 15k | 83.47 |
|
| WisdomTree MidCap Dividend Fund (DON) | 1.3 | $1.3M | -24% | 38k | 33.45 |
|
| CVS Caremark Corporation (CVS) | 1.3 | $1.3M | +641% | 21k | 61.33 |
|
| Hanesbrands (HBI) | 1.3 | $1.2M | NEW | 68k | 18.14 |
|
| Materials SPDR (XLB) | 1.3 | $1.2M | -8% | 22k | 55.80 |
|
| Financial Select Sector SPDR (XLF) | 1.2 | $1.2M | +22606% | 46k | 26.93 |
|
| Spdr Series Trust dj ttl mkt etf (SPTM) | 1.2 | $1.2M | NEW | 38k | 32.14 |
|
| Interpublic Group of Companies (IPG) | 1.2 | $1.2M | +156% | 53k | 22.63 |
|
| Old Republic International Corporation (ORI) | 1.2 | $1.2M | NEW | 56k | 21.00 |
|
| American Financial (AFG) | 1.2 | $1.1M | NEW | 10k | 110.63 |
|
| Sabre (SABR) | 1.2 | $1.1M | NEW | 55k | 20.80 |
|
| Doubleline Total Etf etf (TOTL) | 1.2 | $1.1M | -3% | 24k | 47.92 |
|
| Cincinnati Financial Corporation (CINF) | 1.1 | $1.1M | NEW | 15k | 72.27 |
|
| Fnf (FNF) | 1.1 | $1.1M | NEW | 28k | 39.11 |
|
| Health Care SPDR (XLV) | 1.1 | $1.1M | +52724% | 13k | 79.66 |
|
| Carnival Corporation (CCL) | 1.1 | $1.1M | NEW | 16k | 64.31 |
|
| Abbvie (ABBV) | 1.1 | $1.0M | +3356% | 11k | 91.22 |
|
| Energy Select Sector SPDR (XLE) | 1.0 | $1.0M | NEW | 15k | 65.67 |
|
| Vanguard Growth ETF (VUG) | 0.9 | $870k | -4% | 6.3k | 138.62 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.8 | $747k | +36% | 3.7k | 202.27 |
|
| iShares Russell 3000 Value Index (IUSV) | 0.8 | $736k | +35% | 14k | 51.99 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $682k | +112% | 9.4k | 72.83 |
|
| Vanguard Small-Cap ETF (VB) | 0.7 | $646k | -4% | 4.5k | 144.16 |
|
| Vanguard Mid-Cap Value ETF (VOE) | 0.7 | $645k | -13% | 6.0k | 107.18 |
|
| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.7 | $646k | +15% | 23k | 28.09 |
|
| Netflix (NFLX) | 0.6 | $625k | +776% | 2.2k | 284.22 |
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.6 | $623k | -10% | 12k | 51.57 |
|
| Ford Motor Company (F) | 0.6 | $607k | +185% | 56k | 10.82 |
|
| Amazon (AMZN) | 0.6 | $578k | +288% | 416.00 | 1389.42 |
|
| Wp Carey (WPC) | 0.6 | $569k | -5% | 9.3k | 61.08 |
|
| Pfizer (PFE) | 0.6 | $563k | +250% | 16k | 35.14 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.6 | $563k | NEW | 5.3k | 106.95 |
|
| Gabelli Equity Trust (GAB) | 0.6 | $535k | NEW | 89k | 6.04 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $493k | NEW | 8.0k | 61.46 |
|
| Vanguard Small-Cap Value ETF (VBR) | 0.5 | $492k | 3.9k | 127.00 |
|
|
| Wisdomtree Tr itl hdg div gt (IHDG) | 0.5 | $484k | +41% | 16k | 30.44 |
|
| Western Digital (WDC) | 0.5 | $456k | NEW | 5.1k | 90.17 |
|
| Eastman Chemical Company (EMN) | 0.5 | $451k | +18158% | 4.4k | 102.92 |
|
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.5 | $447k | -6% | 4.3k | 102.97 |
|
| iShares Russell 3000 Growth Index (IUSG) | 0.5 | $444k | -4% | 8.3k | 53.43 |
|
| Vanguard Mega Cap 300 Index (MGC) | 0.4 | $435k | -3% | 4.9k | 88.43 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $408k | -27% | 5.9k | 68.68 |
|
| Omni (OMC) | 0.4 | $399k | +92% | 5.6k | 71.20 |
|
| Coca-Cola Company (KO) | 0.4 | $389k | +7993% | 9.1k | 42.91 |
|
| Oracle Corporation (ORCL) | 0.4 | $391k | +4977% | 8.7k | 45.04 |
|
| Amgen (AMGN) | 0.4 | $381k | NEW | 2.3k | 165.65 |
|
| SPDR KBW Bank (KBE) | 0.4 | $374k | 8.0k | 47.04 |
|
|
| iShares Dow Jones US Health Care (IHF) | 0.4 | $369k | NEW | 2.4k | 155.89 |
|
| Vanguard Consumer Staples ETF (VDC) | 0.4 | $375k | +680% | 2.8k | 133.40 |
|
| TJX Companies (TJX) | 0.4 | $365k | -20% | 4.5k | 80.52 |
|
| iShares Russell 2000 Index (IWM) | 0.4 | $366k | +38% | 2.5k | 149.08 |
|
| Vanguard Industrials ETF (VIS) | 0.4 | $354k | +3% | 2.6k | 136.26 |
|
| Ishares Tr unit | 0.4 | $348k | +32% | 9.4k | 36.98 |
|
| Ishares Inc em mkt min vol (EEMV) | 0.3 | $347k | +31% | 5.7k | 61.38 |
|
| Global X Fds | 0.3 | $340k | +33% | 28k | 12.15 |
|
| Starbucks Corporation (SBUX) | 0.3 | $331k | +2851% | 5.9k | 56.08 |
|
| iShares MSCI Hong Kong Index Fund (EWH) | 0.3 | $329k | NEW | 13k | 24.94 |
|
| iShares MSCI Belgium Investable Mkt (EWK) | 0.3 | $332k | NEW | 16k | 21.01 |
|
| Ishares Msci Japan (EWJ) | 0.3 | $329k | NEW | 5.5k | 59.63 |
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| iShares Dow Jones Select Dividend (DVY) | 0.3 | $321k | 3.4k | 93.72 |
|
|
| iShares Russell Microcap Index (IWC) | 0.3 | $322k | 3.4k | 94.48 |
|
|
| iShares MSCI Sweden Index (EWD) | 0.3 | $326k | NEW | 9.9k | 33.05 |
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| Ishares Trust Msci China msci china idx (MCHI) | 0.3 | $327k | NEW | 4.9k | 67.01 |
|
| Home Depot (HD) | 0.3 | $310k | +1170% | 1.8k | 171.84 |
|
| Walt Disney Company (DIS) | 0.3 | $315k | -24% | 3.2k | 98.93 |
|
| Foot Locker (FL) | 0.3 | $309k | NEW | 7.0k | 44.24 |
|
| International Business Machines (IBM) | 0.3 | $312k | -39% | 2.1k | 150.22 |
|
| SPDR S&P Retail (XRT) | 0.3 | $284k | NEW | 6.6k | 43.20 |
|
| iShares S&P Latin America 40 Index (ILF) | 0.3 | $287k | NEW | 7.7k | 37.14 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $278k | -71% | 837.00 | 332.14 |
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $277k | NEW | 3.4k | 81.45 |
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.3 | $251k | -2% | 2.0k | 126.90 |
|
| Tyson Foods (TSN) | 0.2 | $247k | NEW | 3.6k | 68.67 |
|
| Xpo Logistics Inc equity (XPO) | 0.2 | $236k | 2.4k | 98.33 |
|
|
| Stryker Corporation (SYK) | 0.2 | $204k | +37% | 1.3k | 156.68 |
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| Rockwell Automation (ROK) | 0.2 | $208k | 1.2k | 169.38 |
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| Rockwell Collins | 0.2 | $181k | 1.3k | 134.57 |
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| Apple (AAPL) | 0.2 | $165k | +3% | 996.00 | 165.66 |
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| Vanguard Emerging Markets ETF (VWO) | 0.1 | $143k | +18% | 3.1k | 46.14 |
|
| Altria (MO) | 0.1 | $91k | -11% | 1.5k | 60.67 |
|
| Enterprise Products Partners (EPD) | 0.1 | $84k | +38% | 3.5k | 24.35 |
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| Verizon Communications (VZ) | 0.1 | $81k | -80% | 1.7k | 46.96 |
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| At&t (T) | 0.1 | $67k | -70% | 1.9k | 35.08 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $56k | NEW | 216.00 | 259.26 |
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| Cisco Systems (CSCO) | 0.1 | $53k | -96% | 1.3k | 41.09 |
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| Intel Corporation (INTC) | 0.1 | $48k | 952.00 | 50.42 |
|
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| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $47k | +171% | 619.00 | 75.93 |
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| Berkshire Hathaway (BRK.B) | 0.0 | $41k | NEW | 213.00 | 192.49 |
|
| General Electric Company | 0.0 | $42k | -74% | 3.2k | 13.02 |
|
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $35k | -86% | 443.00 | 79.01 |
|
| Eaton (ETN) | 0.0 | $39k | 497.00 | 78.47 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $40k | 487.00 | 82.14 |
|
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| Abbott Laboratories (ABT) | 0.0 | $33k | +54% | 571.00 | 57.79 |
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| Boeing Company (BA) | 0.0 | $27k | +320% | 84.00 | 321.43 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $30k | NEW | 225.00 | 133.33 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $29k | -90% | 290.00 | 100.00 |
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| Vanguard Health Care ETF (VHT) | 0.0 | $26k | -83% | 174.00 | 149.43 |
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| Vanguard Admiral Fds Inc cmn (IVOG) | 0.0 | $28k | -91% | 216.00 | 129.63 |
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| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $28k | -84% | 205.00 | 136.59 |
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| Vanguard Admiral Fds Inc equity (IVOV) | 0.0 | $25k | 221.00 | 113.12 |
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| Flexshares Tr qlt div def idx (QDEF) | 0.0 | $27k | 650.00 | 41.54 |
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| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $28k | 979.00 | 28.60 |
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| Dowdupont | 0.0 | $34k | 545.00 | 62.39 |
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| CMS Energy Corporation (CMS) | 0.0 | $24k | 523.00 | 45.89 |
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| Lincoln National Corporation (LNC) | 0.0 | $22k | NEW | 306.00 | 71.90 |
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| CSX Corporation (CSX) | 0.0 | $24k | NEW | 436.00 | 55.05 |
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| Johnson & Johnson (JNJ) | 0.0 | $18k | -95% | 145.00 | 124.14 |
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| Norfolk Southern (NSC) | 0.0 | $16k | NEW | 121.00 | 132.23 |
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| ConocoPhillips (COP) | 0.0 | $20k | NEW | 356.00 | 56.18 |
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| Procter & Gamble Company (PG) | 0.0 | $20k | +70% | 261.00 | 76.63 |
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| PowerShares QQQ Trust, Series 1 | 0.0 | $19k | NEW | 120.00 | 158.33 |
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| iShares Lehman Aggregate Bond (AGG) | 0.0 | $20k | -99% | 191.00 | 104.71 |
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| KKR & Co | 0.0 | $24k | 1.2k | 20.00 |
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| Anthem (ELV) | 0.0 | $18k | -97% | 81.00 | 222.22 |
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| Microsoft Corporation (MSFT) | 0.0 | $9.0k | 102.00 | 88.24 |
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| Corning Incorporated (GLW) | 0.0 | $7.0k | 250.00 | 28.00 |
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| Bank of America Corporation (BAC) | 0.0 | $5.0k | -98% | 184.00 | 27.17 |
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| Caterpillar (CAT) | 0.0 | $6.0k | -60% | 40.00 | 150.00 |
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| Ecolab (ECL) | 0.0 | $14k | 106.00 | 132.08 |
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| McDonald's Corporation (MCD) | 0.0 | $11k | 69.00 | 159.42 |
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| Automatic Data Processing (ADP) | 0.0 | $11k | 100.00 | 110.00 |
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| Emerson Electric (EMR) | 0.0 | $8.0k | 123.00 | 65.04 |
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| Raytheon Company | 0.0 | $12k | NEW | 56.00 | 214.29 |
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| Allstate Corporation (ALL) | 0.0 | $9.0k | 93.00 | 96.77 |
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| GlaxoSmithKline | 0.0 | $11k | 273.00 | 40.29 |
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| Sanofi-Aventis SA (SNY) | 0.0 | $5.0k | NEW | 132.00 | 37.88 |
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| United Technologies Corporation | 0.0 | $9.0k | NEW | 75.00 | 120.00 |
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| Gilead Sciences (GILD) | 0.0 | $5.0k | 65.00 | 76.92 |
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| Southern Company (SO) | 0.0 | $6.0k | 125.00 | 48.00 |
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| Prudential Financial (PRU) | 0.0 | $9.0k | -18% | 88.00 | 102.27 |
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| Roper Industries (ROP) | 0.0 | $14k | 50.00 | 280.00 |
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| Mueller Water Products (MWA) | 0.0 | $12k | 1.1k | 10.61 |
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| DTE Energy Company (DTE) | 0.0 | $5.0k | 46.00 | 108.70 |
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| MetLife (MET) | 0.0 | $12k | +302% | 278.00 | 43.17 |
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| Realty Income (O) | 0.0 | $5.0k | NEW | 99.00 | 50.51 |
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| Greenbrier Companies (GBX) | 0.0 | $12k | NEW | 235.00 | 51.06 |
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| Vanguard Large-Cap ETF (VV) | 0.0 | $11k | NEW | 91.00 | 120.88 |
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| Utilities SPDR (XLU) | 0.0 | $7.0k | -99% | 137.00 | 51.09 |
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| Calamos Conv. Opptys. & Income Fund (CHI) | 0.0 | $10k | 897.00 | 11.15 |
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| EXACT Sciences Corporation (EXAS) | 0.0 | $8.0k | 200.00 | 40.00 |
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| General Motors Company (GM) | 0.0 | $7.0k | 198.00 | 35.35 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $7.0k | 200.00 | 35.00 |
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| Kinder Morgan (KMI) | 0.0 | $12k | +20% | 826.00 | 14.53 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $12k | -91% | 211.00 | 56.87 |
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| Fortis (FTS) | 0.0 | $14k | 413.00 | 33.90 |
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| Duke Energy (DUK) | 0.0 | $5.0k | -62% | 60.00 | 83.33 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $6.0k | 102.00 | 58.82 |
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| Allianzgi Conv & Income Fd I | 0.0 | $6.0k | 951.00 | 6.31 |
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| Veeva Sys Inc cl a (VEEV) | 0.0 | $14k | 200.00 | 70.00 |
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| Perrigo Company (PRGO) | 0.0 | $9.0k | 116.00 | 77.59 |
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| Eagle Pharmaceuticals (EGRX) | 0.0 | $5.0k | 100.00 | 50.00 |
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| Jd (JD) | 0.0 | $5.0k | NEW | 129.00 | 38.76 |
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| Medtronic (MDT) | 0.0 | $12k | 150.00 | 80.00 |
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| Shopify Inc cl a (SHOP) | 0.0 | $6.0k | NEW | 45.00 | 133.33 |
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| Natural Resource Partners miscellaneous-ltd partnerships (NRP) | 0.0 | $7.0k | NEW | 246.00 | 28.46 |
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| Energy Transfer Partners | 0.0 | $6.0k | NEW | 371.00 | 16.17 |
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| NRG Energy (NRG) | 0.0 | $3.0k | 100.00 | 30.00 |
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| Monsanto Company | 0.0 | $4.0k | 38.00 | 105.26 |
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| Teva Pharmaceutical Industries (TEVA) | 0.0 | $4.0k | NEW | 240.00 | 16.67 |
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| Cardinal Health (CAH) | 0.0 | $999.960000 | -42% | 12.00 | 83.33 |
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| V.F. Corporation (VFC) | 0.0 | $1.0k | -99% | 10.00 | 100.00 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.0k | NEW | 7.00 | 142.86 |
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| National-Oilwell Var | 0.0 | $2.0k | 45.00 | 44.44 |
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| Synopsys (SNPS) | 0.0 | $2.0k | NEW | 20.00 | 100.00 |
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| Olin Corporation (OLN) | 0.0 | $4.0k | 123.00 | 32.52 |
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| Honeywell International (HON) | 0.0 | $3.0k | 20.00 | 150.00 |
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| American Electric Power Company (AEP) | 0.0 | $4.0k | 53.00 | 75.47 |
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| Baidu (BIDU) | 0.0 | $2.0k | NEW | 7.00 | 285.71 |
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| CARBO Ceramics | 0.0 | $4.0k | 500.00 | 8.00 |
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| Enbridge Energy Partners | 0.0 | $1.0k | NEW | 146.00 | 6.85 |
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| UGI Corporation (UGI) | 0.0 | $4.0k | 100.00 | 40.00 |
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| Novagold Resources Inc Cad (NG) | 0.0 | $998.970000 | 213.00 | 4.69 |
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| LTC Properties (LTC) | 0.0 | $4.0k | NEW | 110.00 | 36.36 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $3.0k | -94% | 38.00 | 78.95 |
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| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $999.940000 | 17.00 | 58.82 |
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| Facebook Inc cl a (META) | 0.0 | $3.0k | -20% | 20.00 | 150.00 |
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| Energous | 0.0 | $1.0k | NEW | 70.00 | 14.29 |
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| Alibaba Group Holding (BABA) | 0.0 | $4.0k | NEW | 20.00 | 200.00 |
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| Kraft Heinz (KHC) | 0.0 | $3.0k | 58.00 | 51.72 |
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| Secureworks Corp Cl A (SCWX) | 0.0 | $2.0k | NEW | 217.00 | 9.22 |
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| Colony Northstar | 0.0 | $2.0k | 313.00 | 6.39 |
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| Brighthouse Finl (BHF) | 0.0 | $1.0k | NEW | 24.00 | 41.67 |
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Past Filings by Oak Point Wealth Management
SEC 13F filings are viewable for Oak Point Wealth Management going back to 2017
- Oak Point Wealth Management 2018 Q1 filed April 30, 2018
- Oak Point Wealth Management 2017 Q4 filed Jan. 9, 2018