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Series Portfolios Tr shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $936k 37k 25.65

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Morgan Stanley
SRS Capital Advisors
Colony
Estate Planners Group
Guardian Financial Partners
Gradient Investments
Sound Income Strategies
Stifel Financial
Tower Research Capital
Mariner Wealth Advisors
Atria Investments
Copia Wealth Management
Sowell Financial Services
Kestra Advisory Services

View all funds holding Series Portfolios Tr