Oak Harbor Wealth Partners
Latest statistics and disclosures from Oak Harbor Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, AGG, VO, SCHD, and represent 22.12% of Oak Harbor Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: WOLF (+$5.9M), DFAI, DFAS, AGG, DFAE, AVGO, PEG, NEE, ADI, VO.
- Started 9 new stock positions in ADI, PRFZ, DFAS, QCLN, BLK, DFAI, DFAE, PEG, XBI.
- Reduced shares in these 10 stocks: IEFA, IJR, IEMG, CSCO, HAL, ETN, VOO, , WMT, WFC.
- Sold out of its positions in ENB, FCG, HAL, HYG, LAZR, XLV, XLU, VB, WFC.
- Oak Harbor Wealth Partners was a net buyer of stock by $15M.
- Oak Harbor Wealth Partners has $351M in assets under management (AUM), dropping by 10.28%.
- Central Index Key (CIK): 0001912040
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Portfolio Holdings for Oak Harbor Wealth Partners
Oak Harbor Wealth Partners holds 216 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.9 | $28M | 52k | 527.65 |
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| Apple (AAPL) | 4.0 | $14M | 60k | 233.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.0 | $14M | +17% | 137k | 101.27 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 3.8 | $13M | +6% | 50k | 263.83 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.5 | $8.8M | +5% | 104k | 84.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $8.1M | -30% | 104k | 78.05 |
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| Motorola Solutions Com New (MSI) | 2.3 | $8.1M | -2% | 18k | 449.62 |
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| Costco Wholesale Corporation (COST) | 2.3 | $8.0M | 9.0k | 886.55 |
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| Caterpillar (CAT) | 2.0 | $6.9M | 18k | 391.11 |
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| Lincoln National Corporation (LNC) | 2.0 | $6.9M | 220k | 31.51 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $6.8M | -28% | 58k | 116.96 |
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| Microsoft Corporation (MSFT) | 1.9 | $6.7M | -2% | 16k | 430.31 |
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| Penumbra (PEN) | 1.9 | $6.5M | 34k | 194.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $6.1M | -3% | 13k | 488.07 |
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| Wolfspeed (WOLF) | 1.7 | $6.1M | +3056% | 625k | 9.70 |
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| Visa Com Cl A (V) | 1.6 | $5.6M | 21k | 274.94 |
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| Procter & Gamble Company (PG) | 1.5 | $5.1M | 30k | 173.20 |
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| Johnson & Johnson (JNJ) | 1.4 | $4.9M | +2% | 30k | 162.06 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $4.5M | 27k | 167.19 |
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| Amazon (AMZN) | 1.3 | $4.4M | 24k | 186.33 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.2 | $4.3M | NEW | 134k | 31.78 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $4.1M | +5% | 18k | 220.88 |
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| Home Depot (HD) | 1.1 | $3.9M | 9.7k | 405.18 |
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| Coca-Cola Company (KO) | 1.1 | $3.7M | 52k | 71.86 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $3.7M | +13% | 62k | 59.51 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $3.5M | -4% | 17k | 210.85 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $3.5M | 20k | 179.16 |
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| McDonald's Corporation (MCD) | 1.0 | $3.4M | 11k | 304.51 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.0 | $3.3M | NEW | 52k | 64.86 |
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| Norfolk Southern (NSC) | 0.9 | $3.3M | 13k | 248.50 |
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $3.3M | -33% | 58k | 57.42 |
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| Verizon Communications (VZ) | 0.9 | $3.2M | +2% | 72k | 44.91 |
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| Abbott Laboratories (ABT) | 0.9 | $3.2M | 28k | 114.01 |
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| Wal-Mart Stores (WMT) | 0.9 | $3.2M | -6% | 39k | 80.75 |
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| Merck & Co (MRK) | 0.8 | $3.0M | 26k | 113.56 |
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| salesforce (CRM) | 0.7 | $2.6M | +4% | 9.3k | 273.71 |
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| United Parcel Service CL B (UPS) | 0.7 | $2.5M | +5% | 19k | 136.34 |
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| Medtronic SHS (MDT) | 0.7 | $2.5M | +7% | 27k | 90.03 |
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| Eaton Corp SHS (ETN) | 0.7 | $2.3M | -12% | 7.1k | 331.43 |
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| Deere & Company (DE) | 0.7 | $2.3M | 5.5k | 417.33 |
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| FedEx Corporation (FDX) | 0.6 | $2.3M | 8.3k | 273.68 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.2M | +3% | 9.0k | 246.47 |
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| Pfizer (PFE) | 0.6 | $2.1M | +3% | 74k | 28.94 |
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| Chubb (CB) | 0.6 | $2.1M | -2% | 7.3k | 288.39 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $2.1M | 13k | 162.91 |
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| Cme (CME) | 0.6 | $2.0M | +7% | 9.2k | 220.66 |
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| Broadcom (AVGO) | 0.6 | $2.0M | +674% | 12k | 172.50 |
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| Air Products & Chemicals (APD) | 0.6 | $2.0M | +3% | 6.7k | 297.74 |
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| Rbc Cad (RY) | 0.5 | $1.9M | 15k | 124.73 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.5 | $1.9M | NEW | 68k | 27.41 |
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| Darden Restaurants (DRI) | 0.5 | $1.9M | +14% | 11k | 164.13 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $1.8M | +9% | 44k | 41.77 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.5 | $1.8M | 1.0k | 1840.95 |
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| Ishares Tr Broad Usd High (USHY) | 0.5 | $1.8M | +14% | 48k | 37.65 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $1.8M | 15k | 115.30 |
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| Best Buy (BBY) | 0.5 | $1.7M | -4% | 17k | 103.30 |
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| Truist Financial Corp equities (TFC) | 0.5 | $1.7M | 39k | 42.77 |
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| Southern Company (SO) | 0.5 | $1.7M | -6% | 18k | 90.18 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.6M | 1.8k | 885.94 |
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| Walt Disney Company (DIS) | 0.5 | $1.6M | 17k | 96.19 |
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| Dollar General (DG) | 0.5 | $1.6M | 19k | 84.57 |
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| Nextera Energy (NEE) | 0.4 | $1.6M | +350% | 19k | 84.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.6M | +2% | 25k | 62.32 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $1.5M | 13k | 117.29 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.5M | 13k | 117.22 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.5M | 2.6k | 573.80 |
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| Stryker Corporation (SYK) | 0.4 | $1.5M | 4.1k | 361.26 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $1.5M | +8% | 45k | 33.23 |
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| Public Service Enterprise (PEG) | 0.4 | $1.5M | NEW | 17k | 89.21 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.4M | -2% | 3.9k | 375.35 |
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| Johnson Ctls Intl SHS (JCI) | 0.4 | $1.4M | +3% | 18k | 77.61 |
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| Devon Energy Corporation (DVN) | 0.4 | $1.4M | +8% | 35k | 39.12 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.3M | +13% | 14k | 98.12 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.3M | -5% | 25k | 52.81 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.4 | $1.3M | +6% | 21k | 61.14 |
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| CVS Caremark Corporation (CVS) | 0.4 | $1.2M | 20k | 62.88 |
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| Cisco Systems (CSCO) | 0.3 | $1.2M | -50% | 23k | 53.22 |
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| Chevron Corporation (CVX) | 0.3 | $1.2M | -2% | 8.2k | 147.27 |
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| Analog Devices (ADI) | 0.3 | $1.2M | NEW | 5.1k | 230.18 |
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| Meta Platforms Cl A (META) | 0.3 | $1.1M | 1.9k | 572.50 |
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| Pepsi (PEP) | 0.3 | $1.1M | +3% | 6.5k | 170.05 |
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| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.3 | $1.1M | +8% | 23k | 48.03 |
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| UnitedHealth (UNH) | 0.3 | $1.1M | +7% | 1.9k | 584.80 |
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| Lowe's Companies (LOW) | 0.3 | $1.1M | +3% | 3.9k | 270.88 |
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| Trane Technologies SHS (TT) | 0.3 | $1.0M | -13% | 2.6k | 388.66 |
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| Dow (DOW) | 0.3 | $996k | +2% | 18k | 54.63 |
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| NVIDIA Corporation (NVDA) | 0.3 | $989k | -11% | 8.1k | 121.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $973k | 5.9k | 165.85 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $913k | -4% | 6.8k | 135.07 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.3 | $898k | -10% | 29k | 30.85 |
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| Allstate Corporation (ALL) | 0.3 | $881k | 4.6k | 189.66 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $863k | +3% | 19k | 45.86 |
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| Dupont De Nemours (DD) | 0.2 | $862k | 9.7k | 89.11 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $839k | 5.5k | 153.13 |
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| TJX Companies (TJX) | 0.2 | $816k | -4% | 6.9k | 117.54 |
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| Intercontinental Exchange (ICE) | 0.2 | $805k | -3% | 5.0k | 160.64 |
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| International Business Machines (IBM) | 0.2 | $805k | 3.6k | 221.07 |
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| Abbvie (ABBV) | 0.2 | $804k | +4% | 4.1k | 197.48 |
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| S&p Global (SPGI) | 0.2 | $790k | 1.5k | 516.77 |
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| Iqvia Holdings (IQV) | 0.2 | $790k | +9% | 3.3k | 236.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $784k | +5% | 9.4k | 83.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $784k | +5% | 1.7k | 460.26 |
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| Advanced Micro Devices (AMD) | 0.2 | $747k | -4% | 4.6k | 164.08 |
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| Steris Shs Usd (STE) | 0.2 | $744k | +6% | 3.1k | 242.57 |
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| Goldman Sachs (GS) | 0.2 | $736k | 1.5k | 495.11 |
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| Invesco Van Kampen Bond Fund (VBF) | 0.2 | $724k | +2% | 43k | 17.01 |
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| Kraft Heinz (KHC) | 0.2 | $719k | 21k | 35.11 |
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| L3harris Technologies (LHX) | 0.2 | $718k | -2% | 3.0k | 237.88 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $692k | -5% | 2.9k | 240.04 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $636k | 13k | 49.70 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $611k | +15% | 1.0k | 584.33 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $583k | +18% | 7.8k | 75.11 |
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| Diamondback Energy (FANG) | 0.2 | $570k | -8% | 3.3k | 172.39 |
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| Lauder Estee Cos Cl A (EL) | 0.2 | $547k | +62% | 5.5k | 99.70 |
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| Cintas Corporation (CTAS) | 0.1 | $525k | +300% | 2.5k | 205.88 |
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| Fiserv (FI) | 0.1 | $522k | -2% | 2.9k | 179.65 |
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| Bank of America Corporation (BAC) | 0.1 | $514k | +6% | 13k | 39.68 |
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| Edwards Lifesciences (EW) | 0.1 | $503k | 7.6k | 65.99 |
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| Dominion Resources (D) | 0.1 | $502k | -3% | 8.7k | 57.79 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $498k | -10% | 2.6k | 189.80 |
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| Corteva (CTVA) | 0.1 | $486k | 8.3k | 58.79 |
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| Amgen (AMGN) | 0.1 | $481k | +9% | 1.5k | 322.16 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $431k | +26% | 5.2k | 83.15 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $414k | -13% | 8.6k | 47.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $411k | -2% | 713.00 | 576.82 |
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| Fidus Invt (FDUS) | 0.1 | $411k | 21k | 19.60 |
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| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $409k | -14% | 2.1k | 191.31 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $409k | +3% | 833.00 | 491.27 |
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| Philip Morris International (PM) | 0.1 | $407k | 3.4k | 121.40 |
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| Snowflake Cl A (SNOW) | 0.1 | $389k | 3.4k | 114.86 |
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| Dex (DXCM) | 0.1 | $385k | +205% | 5.7k | 67.04 |
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| Western Asset Invest. Grade Defined Opp (IGI) | 0.1 | $378k | +24% | 21k | 18.00 |
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| Skyworks Solutions (SWKS) | 0.1 | $361k | 3.7k | 98.77 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $359k | 3.0k | 119.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $355k | 1.5k | 243.06 |
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| Bristol Myers Squibb (BMY) | 0.1 | $338k | +5% | 6.5k | 51.74 |
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| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.1 | $334k | 15k | 21.70 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $322k | 651.00 | 493.80 |
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| 3M Company (MMM) | 0.1 | $318k | 2.3k | 136.70 |
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| Hubspot (HUBS) | 0.1 | $317k | 597.00 | 531.60 |
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| At&t (T) | 0.1 | $301k | 14k | 22.00 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $291k | 1.0k | 284.00 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $287k | 3.3k | 88.14 |
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| Gilead Sciences (GILD) | 0.1 | $281k | 3.4k | 83.83 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $278k | 450.00 | 618.57 |
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| Oracle Corporation (ORCL) | 0.1 | $277k | 1.6k | 170.40 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $275k | 4.2k | 64.80 |
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| Old Republic International Corporation (ORI) | 0.1 | $273k | 7.7k | 35.42 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $272k | 1.3k | 211.83 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $270k | -16% | 5.5k | 48.68 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $265k | 1.9k | 142.28 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $254k | 10k | 24.45 |
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| Altria (MO) | 0.1 | $252k | 4.9k | 51.04 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $251k | 5.0k | 50.14 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $250k | 2.9k | 85.53 |
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| Intel Corporation (INTC) | 0.1 | $247k | -28% | 11k | 23.46 |
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| Target Corporation (TGT) | 0.1 | $240k | 1.5k | 155.86 |
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| International Paper Company (IP) | 0.1 | $232k | 4.7k | 48.85 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $221k | 2.3k | 95.74 |
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| ConocoPhillips (COP) | 0.1 | $216k | +10% | 2.1k | 105.28 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $215k | -4% | 1.5k | 142.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $215k | 950.00 | 225.76 |
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| Quantumscape Corp Com Cl A (QS) | 0.1 | $208k | -35% | 36k | 5.75 |
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| TowneBank (TOWN) | 0.1 | $207k | -25% | 6.3k | 33.06 |
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| BlackRock (BLK) | 0.1 | $205k | NEW | 216.00 | 949.51 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $205k | -7% | 24k | 8.65 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $185k | -5% | 2.1k | 87.80 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $169k | -7% | 6.7k | 25.21 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $142k | -12% | 5.7k | 25.10 |
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| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $140k | +2% | 29k | 4.87 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $139k | 5.4k | 25.53 |
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| Ellsworth Fund (ECF) | 0.0 | $132k | 15k | 8.99 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $130k | 5.3k | 24.37 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $118k | 484.00 | 243.47 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $115k | 1.5k | 76.59 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $114k | 863.00 | 132.19 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $97k | +14% | 1.0k | 93.58 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $88k | 1.9k | 45.32 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $87k | 1.4k | 62.69 |
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| Sofi Technologies (SOFI) | 0.0 | $87k | +10% | 11k | 7.86 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $77k | 640.00 | 119.60 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $74k | 1.3k | 57.22 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $69k | 1.2k | 58.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $63k | 165.00 | 383.93 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $63k | 362.00 | 174.57 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $60k | 394.00 | 151.62 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $57k | NEW | 1.4k | 41.55 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $54k | -35% | 644.00 | 83.00 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $53k | 271.00 | 197.17 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $52k | -34% | 1.3k | 39.27 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $46k | 555.00 | 83.09 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $45k | 1.5k | 30.28 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $43k | 445.00 | 95.75 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $39k | 125.00 | 314.39 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $36k | 200.00 | 181.99 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $29k | 300.00 | 96.38 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $28k | 189.00 | 145.60 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $23k | 270.00 | 86.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $23k | 81.00 | 283.16 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $21k | 80.00 | 267.38 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $19k | 233.00 | 79.46 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $18k | +9% | 148.00 | 119.70 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $16k | 112.00 | 139.49 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $15k | 210.00 | 70.61 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $14k | -48% | 100.00 | 135.44 |
|
| Spdr Ser Tr S&p1500momtilt (MMTM) | 0.0 | $13k | 50.00 | 251.82 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $11k | 100.00 | 107.66 |
|
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $9.9k | NEW | 100.00 | 98.80 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $7.2k | 100.00 | 71.54 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $5.9k | NEW | 165.00 | 35.91 |
|
| Emerson Radio Corp Com New (MSN) | 0.0 | $5.1k | 10k | 0.51 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $2.6k | -89% | 23.00 | 113.00 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.8k | -84% | 18.00 | 97.44 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $804.000600 | 18.00 | 44.67 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $745.000300 | 11.00 | 67.73 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $332.000100 | 3.00 | 110.67 |
|
Past Filings by Oak Harbor Wealth Partners
SEC 13F filings are viewable for Oak Harbor Wealth Partners going back to 2021
- Oak Harbor Wealth Partners 2024 Q3 filed Nov. 6, 2024
- Oak Harbor Wealth Partners 2024 Q2 filed July 18, 2024
- Oak Harbor Wealth Partners 2024 Q1 filed April 23, 2024
- Oak Harbor Wealth Partners 2023 Q4 filed Feb. 9, 2024
- Oak Harbor Wealth Partners 2023 Q3 filed Oct. 19, 2023
- Oak Harbor Wealth Partners 2023 Q2 filed July 27, 2023
- Oak Harbor Wealth Partners 2023 Q1 filed April 24, 2023
- Oak Harbor Wealth Partners 2022 Q4 filed Jan. 18, 2023
- Oak Harbor Wealth Partners 2022 Q3 filed Nov. 3, 2022
- Oak Harbor Wealth Partners 2022 Q2 filed July 25, 2022
- Oak Harbor Wealth Partners 2022 Q1 filed May 11, 2022
- Oak Harbor Wealth Partners 2021 Q4 filed Feb. 17, 2022