Oakhurst Advisors
Latest statistics and disclosures from Oakhurst Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BSCO, NEE, and represent 100.00% of Oakhurst Advisors's stock portfolio.
- Added to shares of these 2 stocks: SPY, BSCO.
- Oakhurst Advisors was a net buyer of stock by $181k.
- Oakhurst Advisors has $21M in assets under management (AUM), dropping by 1.61%.
- Central Index Key (CIK): 0001681681
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Portfolio Holdings for Oakhurst Advisors
Oakhurst Advisors holds 3 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 45.2 | $9.6M | 25k | 382.43 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 39.1 | $8.3M | 406k | 20.49 |
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| Nextera Energy Put Option (NEE) | 15.7 | $3.3M | 40k | 83.60 |
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Past Filings by Oakhurst Advisors
SEC 13F filings are viewable for Oakhurst Advisors going back to 2021
- Oakhurst Advisors 2022 Q4 filed Feb. 15, 2023
- Oakhurst Advisors 2022 Q3 filed Nov. 14, 2022
- Oakhurst Advisors 2022 Q2 filed Aug. 15, 2022
- Oakhurst Advisors 2022 Q1 filed May 17, 2022
- Oakhurst Advisors 2021 Q4 filed Feb. 15, 2022
- Oakhurst Advisors 2021 Q3 filed Nov. 12, 2021
- Oakhurst Advisors 2021 Q2 filed Aug. 13, 2021