Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Oxinas Partners Wealth Management

Latest statistics and disclosures from Oxinas Partners Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, SPY, SPYG, QGRW, AAPL, and represent 27.46% of Oxinas Partners Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XSMO, VXX, STRL, SCHD, IQDG, CRDO, AGGY, AGG, CAT, CGDV.
Started 9 new stock positions in XSMO, CGDV, CAT, SCHX, IQDG, CRDO, VXX, LOW, STRL.
Reduced shares in these 10 stocks: TECL (-$6.6M), JEPI, MSFT, AVGO, MINT, NOBL, CSB, JEPQ, META, AOR.
Sold out of its positions in DIS, GNOM, PFFD, SPGP, AOR, MMC, MU, XLV, SNOW, CSB. V.
Oxinas Partners Wealth Management was a net seller of stock by $-26M.
Oxinas Partners Wealth Management has $187M in assets under management (AUM), dropping by -4.14%.
Central Index Key (CIK): 0001759320

Tip: Access up to 7 years of quarterly data

Positions held by Oxinas Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Oxinas Partners Wealth Management

Oxinas Partners Wealth Management holds 122 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.7	$12M		140k	88.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.0	$11M	-2%	17k	666.20	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	5.5	$10M		98k	104.51	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	5.3	$9.8M		172k	57.36	View chart
Apple (AAPL)	4.0	$7.5M	-11%	29k	254.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$6.8M	-10%	11k	600.39	View chart
Tesla Motors (TSLA)	3.2	$6.0M	-4%	14k	444.72	View chart
Amazon (AMZN)	3.2	$6.0M	-14%	27k	219.57	View chart
Alphabet Cap Stk Cl C (GOOG)	2.7	$5.0M	-4%	21k	243.56	View chart
Hldgs (UAL)	2.5	$4.7M		49k	96.50	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	2.4	$4.5M	+6%	102k	44.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.3	$4.2M		30k	140.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$4.1M		95k	42.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$4.0M	+8%	147k	27.30	View chart
Microsoft Corporation (MSFT)	2.0	$3.8M	-31%	7.4k	517.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$3.3M		104k	31.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$3.1M	+8%	31k	100.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$2.4M	-6%	3.6k	669.22	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	1.3	$2.4M		26k	90.50	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.2	$2.3M	+5%	44k	52.30	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	1.2	$2.2M		22k	99.38	View chart
NVIDIA Corporation (NVDA)	1.1	$2.1M	-21%	11k	186.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$2.1M	-5%	8.5k	243.09	View chart
Marriott Intl Cl A (MAR)	1.1	$2.0M		7.8k	260.43	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	1.1	$2.0M	+4%	45k	44.55	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$2.0M	-3%	7.1k	281.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$1.7M		34k	51.09	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.9	$1.7M	-44%	17k	100.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$1.7M		8.0k	206.52	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.9	$1.6M		56k	28.91	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$1.6M	+3%	18k	84.68	View chart
Delta Air Lines Inc Del Com New (DAL)	0.8	$1.5M		27k	56.75	View chart
Broadcom (AVGO)	0.8	$1.5M	-53%	4.4k	329.90	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$1.4M	-48%	14k	103.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$1.4M	-2%	12k	120.72	View chart
Super Micro Computer Com New (SMCI)	0.7	$1.4M		29k	47.94	View chart
Meta Platforms Cl A (META)	0.7	$1.4M	-46%	1.9k	734.43	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.7	$1.4M		36k	37.94	View chart
Ishares Tr Global Tech Etf (IXN)	0.7	$1.3M	-6%	13k	103.21	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.7	$1.3M		10k	128.03	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.6	$1.1M	NEW	15k	73.57	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$1.0M	+3%	3.5k	293.79	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.5	$976k	-8%	17k	58.72	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$969k	+15%	22k	44.20	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$953k		2.1k	463.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$947k	-7%	10k	95.14	View chart
Wal-Mart Stores (WMT)	0.5	$934k		9.1k	103.06	View chart
Uber Technologies (UBER)	0.5	$923k		9.4k	97.97	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.5	$921k	+3%	20k	46.55	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.5	$896k		22k	40.35	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.5	$870k		24k	36.55	View chart
Eagle Pt Cr (ECC)	0.5	$868k	+14%	131k	6.61	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$853k		8.5k	100.75	View chart
Applovin Corp Com Cl A (APP)	0.4	$811k	-47%	1.1k	718.54	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	0.4	$771k	NEW	23k	33.16	View chart
Celestica (CLS)	0.4	$719k		2.9k	246.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$710k	-72%	12k	57.10	View chart
Netflix (NFLX)	0.4	$706k		589.00	1198.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.4	$705k	-6%	20k	35.45	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.4	$696k	-11%	6.8k	101.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$673k		3.4k	195.85	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$592k		6.4k	91.75	View chart
JPMorgan Chase & Co. (JPM)	0.3	$587k		1.9k	315.40	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.3	$584k		15k	39.29	View chart
Aberdeen Income Cred Strat (ACP)	0.3	$582k		100k	5.80	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$556k	-6%	2.2k	256.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$546k	-9%	11k	50.73	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$513k	-71%	8.9k	57.52	View chart
Ubiquiti (UI)	0.3	$512k	-31%	775.00	660.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$503k		1.1k	479.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$497k	-16%	989.00	502.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$496k	-11%	7.6k	65.26	View chart
BP Sponsored Adr (BP)	0.3	$493k	-4%	14k	34.46	View chart
Synopsys (SNPS)	0.2	$463k	-21%	939.00	493.39	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$457k		3.1k	148.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$447k	+4%	5.3k	84.11	View chart
Philip Morris International (PM)	0.2	$430k	-3%	2.6k	162.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$430k	-8%	2.2k	194.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$420k	-41%	9.6k	43.92	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$413k	-6%	8.1k	51.28	View chart
Coinbase Global Com Cl A (COIN)	0.2	$408k	+10%	1.2k	337.49	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$401k	-9%	8.4k	47.84	View chart
Goldman Sachs (GS)	0.2	$398k		499.00	796.66	View chart
Charles Schwab Corporation (SCHW)	0.2	$390k		4.1k	95.47	View chart
UnitedHealth (UNH)	0.2	$375k		1.1k	345.45	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.2	$364k		15k	25.07	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.2	$347k		14k	24.63	View chart
Sterling Construction Company (STRL)	0.2	$347k	NEW	1.0k	339.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$341k	-4%	3.1k	111.46	View chart
Bank of America Corporation (BAC)	0.2	$336k		6.5k	51.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$335k	-18%	2.3k	145.57	View chart
Southwest Airlines (LUV)	0.2	$335k		11k	31.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$334k	-5%	2.8k	118.83	View chart
Sabre (SABR)	0.2	$325k	-27%	178k	1.83	View chart
Hyatt Hotels Corp Com Cl A (H)	0.2	$312k		2.2k	141.93	View chart
Home Depot (HD)	0.2	$309k	-3%	761.00	405.34	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$305k	-2%	6.5k	46.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$299k	-3%	488.00	611.83	View chart
Strategy Cl A New (MSTR)	0.2	$293k	+71%	909.00	322.21	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.2	$283k	NEW	7.1k	39.88	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$274k	NEW	1.9k	145.61	View chart
At&t (T)	0.1	$273k		9.7k	28.24	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$270k	-68%	3.0k	89.33	View chart
Verizon Communications (VZ)	0.1	$256k	-3%	5.8k	43.95	View chart
Palantir Technologies Cl A (PLTR)	0.1	$252k	-54%	1.4k	182.42	View chart
Ford Motor Company (F)	0.1	$248k	-11%	21k	11.96	View chart
Caterpillar (CAT)	0.1	$247k	NEW	517.00	477.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$246k	-39%	751.00	328.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$241k	-17%	2.8k	87.30	View chart
Toast Cl A (TOST)	0.1	$239k	-23%	6.6k	36.51	View chart
Amplify Etf Tr High Income (YYY)	0.1	$238k		20k	11.81	View chart
Costco Wholesale Corporation (COST)	0.1	$237k	-9%	256.00	924.52	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$236k		2.6k	89.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$234k	NEW	5.6k	42.03	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$231k		12k	19.80	View chart
Us Bancorp Del Com New (USB)	0.1	$225k	-8%	4.7k	48.33	View chart
Exxon Mobil Corporation (XOM)	0.1	$223k		2.0k	112.74	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$220k	-96%	1.8k	124.37	View chart
Lowe's Companies (LOW)	0.1	$218k	NEW	868.00	251.22	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$218k	-15%	3.3k	67.04	View chart
Shell Spon Ads (SHEL)	0.1	$217k		3.0k	71.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$210k	NEW	8.0k	26.34	View chart

Past Filings by Oxinas Partners Wealth Management

SEC 13F filings are viewable for Oxinas Partners Wealth Management going back to 2020

Oxinas Partners Wealth Management 2025 Q3 filed Nov. 6, 2025
Oxinas Partners Wealth Management 2025 Q2 filed July 15, 2025
Oxinas Partners Wealth Management 2025 Q1 filed April 11, 2025
Oxinas Partners Wealth Management 2024 Q4 filed Jan. 17, 2025
Oxinas Partners Wealth Management 2024 Q3 filed Oct. 15, 2024
Oxinas Partners Wealth Management 2024 Q2 filed Aug. 2, 2024
Oxinas Partners Wealth Management 2024 Q1 filed April 18, 2024
Oxinas Partners Wealth Management 2023 Q4 filed Jan. 22, 2024
Oxinas Partners Wealth Management 2023 Q3 filed Oct. 25, 2023
Oxinas Partners Wealth Management 2023 Q2 filed July 14, 2023
Oxinas Partners Wealth Management 2023 Q1 filed April 12, 2023
Oxinas Partners Wealth Management 2022 Q4 filed Jan. 18, 2023
Oxinas Partners Wealth Management 2022 Q3 filed Oct. 17, 2022
Oxinas Partners Wealth Management 2022 Q2 filed July 15, 2022
Oxinas Partners Wealth Management 2022 Q2 restated filed July 15, 2022
Oxinas Partners Wealth Management 2022 Q1 filed April 20, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z