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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, AAPL, SPYG, QGRW, SPY, and represent 24.62% of Oxinas Partners Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TLT, FLOT, QGRW, BIL, MINT, DGRW, EPI, TSLA, SCHD, SPDW.
Started 12 new stock positions in RGTI, VOO, V, VZ, SPDN, MMC, LOW, TWLO, TLT, SHEL. EPI, MINT.
Reduced shares in these 10 stocks: CWB, AGG, LQD, SPY, , AGGY, META, SNOW, NOBL, SABR.
Sold out of its positions in COIN, GBTC, LQD, PSQH, SNOW, USFD, DGS, Arcadium Lithium.
Oxinas Partners Wealth Management was a net buyer of stock by $11M.
Oxinas Partners Wealth Management has $169M in assets under management (AUM), dropping by -0.73%.
Central Index Key (CIK): 0001759320

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Portfolio Holdings for Oxinas Partners Wealth Management

Oxinas Partners Wealth Management holds 121 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.6	$11M	+11%	139k	79.86	View chart
Apple (AAPL)	4.8	$8.1M	+3%	36k	222.13	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.7	$8.0M		100k	80.37	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	4.4	$7.4M	+57%	170k	43.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.2	$7.1M	-9%	13k	559.38	View chart
Amazon (AMZN)	3.3	$5.7M	+10%	30k	190.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$4.9M	-2%	11k	468.92	View chart
Microsoft Corporation (MSFT)	2.6	$4.3M	+4%	12k	375.40	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	2.4	$4.1M	-9%	94k	43.43	View chart
Tesla Motors (TSLA)	2.4	$4.0M	+19%	15k	259.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.3	$3.8M	+4%	30k	128.96	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.2	$3.7M	+716%	73k	51.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.2	$3.7M	NEW	41k	91.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$3.6M	+20%	129k	27.96	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.0	$3.4M	+18%	93k	36.41	View chart
Hldgs (UAL)	2.0	$3.4M		49k	69.05	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$3.3M	+5%	21k	156.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$2.7M		107k	25.04	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.5	$2.5M	+565%	27k	91.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$2.4M		4.4k	561.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$2.4M		43k	57.14	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.4	$2.3M	-13%	23k	102.18	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	1.2	$2.1M		23k	92.35	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.2	$2.0M	+25%	40k	49.52	View chart
Marriott Intl Cl A (MAR)	1.1	$1.9M		7.8k	238.19	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	1.1	$1.9M		42k	43.82	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	1.0	$1.7M	+27%	30k	58.56	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$1.6M		7.9k	206.48	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.0	$1.6M	+2%	31k	51.78	View chart
NVIDIA Corporation (NVDA)	0.8	$1.4M	+19%	13k	108.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.4M		9.1k	154.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.4M	+31%	15k	92.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$1.4M	+5%	7.2k	190.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.3M	-69%	13k	98.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$1.3M	+16%	18k	73.69	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.8	$1.3M	+25%	23k	57.41	View chart
Delta Air Lines Inc Del Com New (DAL)	0.7	$1.2M		27k	43.60	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$1.2M	NEW	11k	100.62	View chart
Meta Platforms Cl A (META)	0.7	$1.1M	-26%	2.0k	576.39	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.7	$1.1M	-6%	18k	60.89	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.7	$1.1M		56k	19.53	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.6	$1.1M	+22%	36k	30.87	View chart
Ishares Tr Global Tech Etf (IXN)	0.6	$1.1M		15k	75.74	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.6	$1.1M	+17%	9.7k	110.18	View chart
Super Micro Computer Com New (SMCI)	0.6	$1.0M	+14%	31k	34.24	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.6	$1.0M		18k	57.57	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$1.0M		10k	99.88	View chart
Broadcom (AVGO)	0.6	$965k	+51%	5.8k	167.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$944k	-4%	10k	93.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$934k		6.4k	146.00	View chart
Eagle Pt Cr (ECC)	0.6	$932k	-6%	115k	8.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$923k		9.9k	93.45	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$849k		8.6k	99.16	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.5	$839k	+3%	19k	45.10	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$821k	NEW	19k	43.71	View chart
Wal-Mart Stores (WMT)	0.5	$814k	+2%	9.3k	87.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.5	$791k	-13%	22k	35.71	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.4	$738k	-14%	8.5k	87.19	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$737k		22k	33.21	View chart
Uber Technologies (UBER)	0.4	$690k	+3%	9.5k	72.86	View chart
Applovin Corp Com Cl A (APP)	0.4	$685k	-22%	2.6k	264.97	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$682k	+14%	1.6k	419.91	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.4	$619k		15k	40.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$612k	-3%	12k	50.63	View chart
Aberdeen Income Cred Strat (ACP)	0.4	$603k		102k	5.89	View chart
Ubiquiti (UI)	0.4	$599k	-8%	1.9k	310.14	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$586k	+2%	12k	50.87	View chart
UnitedHealth (UNH)	0.3	$574k		1.1k	523.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$548k	+4%	16k	34.25	View chart
BP Sponsored Adr (BP)	0.3	$542k	+3%	16k	33.79	View chart
Synopsys (SNPS)	0.3	$516k	-2%	1.2k	428.85	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$509k	-15%	6.1k	83.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$507k		8.7k	58.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$496k	+5%	931.00	532.58	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$482k		3.4k	140.45	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$473k	+2%	2.3k	202.13	View chart
JPMorgan Chase & Co. (JPM)	0.3	$473k	+36%	1.9k	245.33	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$466k	-10%	9.9k	47.09	View chart
Philip Morris International (PM)	0.3	$425k	+5%	2.7k	158.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$418k	-7%	5.1k	81.76	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$418k		14k	31.02	View chart
Sabre (SABR)	0.2	$404k	-45%	144k	2.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$396k	+31%	1.1k	370.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$392k		3.2k	121.89	View chart
Netflix (NFLX)	0.2	$363k	-4%	389.00	932.53	View chart
Southwest Airlines (LUV)	0.2	$359k	-6%	11k	33.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$342k	+52%	1.2k	274.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$320k		3.1k	104.57	View chart
Charles Schwab Corporation (SCHW)	0.2	$320k		4.1k	78.28	View chart
At&t (T)	0.2	$314k	+17%	11k	28.28	View chart
Home Depot (HD)	0.2	$304k		828.00	366.53	View chart
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)	0.2	$303k	NEW	26k	11.59	View chart
Walt Disney Company (DIS)	0.2	$302k	+39%	3.1k	98.69	View chart
Shopify Cl A (SHOP)	0.2	$300k		3.1k	95.48	View chart
Micron Technology (MU)	0.2	$295k	+5%	3.4k	86.89	View chart
Hyatt Hotels Corp Com Cl A (H)	0.2	$294k		2.4k	122.50	View chart
Verizon Communications (VZ)	0.2	$287k	NEW	6.3k	45.36	View chart
Toast Cl A (TOST)	0.2	$287k	-41%	8.7k	33.17	View chart
Bank of America Corporation (BAC)	0.2	$272k		6.5k	41.73	View chart
Goldman Sachs (GS)	0.2	$271k		495.00	546.73	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.2	$267k		14k	18.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$264k	-8%	1.5k	170.88	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$263k	-93%	3.4k	76.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$257k		3.4k	75.65	View chart
Visa Com Cl A (V)	0.1	$247k	NEW	706.00	350.49	View chart
Palantir Technologies Cl A (PLTR)	0.1	$247k	-10%	2.9k	84.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$244k		2.0k	118.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$240k	NEW	468.00	513.38	View chart
Costco Wholesale Corporation (COST)	0.1	$239k	+3%	253.00	944.11	View chart
Twilio Cl A (TWLO)	0.1	$237k	NEW	2.4k	97.91	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$236k	+7%	4.5k	52.37	View chart
Ford Motor Company (F)	0.1	$234k	+124%	23k	10.03	View chart
Amplify Etf Tr High Income (YYY)	0.1	$233k	+38%	20k	11.41	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$225k	-18%	12k	19.04	View chart
Marsh & McLennan Companies (MMC)	0.1	$223k	NEW	915.00	244.03	View chart
Shell Spon Ads (SHEL)	0.1	$222k	NEW	3.0k	73.28	View chart
Us Bancorp Del Com New (USB)	0.1	$215k		5.1k	42.22	View chart
Lowe's Companies (LOW)	0.1	$202k	NEW	866.00	233.13	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.1	$182k	-16%	15k	12.14	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$121k	NEW	15k	7.92	View chart
Global X Fds Genomic Biotech (GNOM)	0.1	$115k	+35%	15k	7.95	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 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
Oxinas Partners Wealth Management 2021 Q4 filed Jan. 19, 2022
Oxinas Partners Wealth Management 2021 Q3 filed Nov. 1, 2021

View all past filings

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