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Ea Series Trust shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (ROE) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Oregon Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 183k 34.57
2025-06-30 $5.7M 176k 32.21
2025-03-31 $4.8M 165k 29.27

More positions owned by Oregon Pacific Wealth Management

Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Astoria Us Equal (ROE)
Ea Series Trust Astoria Dynamic (AGGA)
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)
Spdr Series Trust Portfli Intrmdit (SPTI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Investment Managers Ser Tr I Astoria Real (PPI)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Tidal Trust I Unlimited Hfgm (HFGM)

View all positions for Oregon Pacific Wealth Management

Top funds holding Ea Series Trust

Wells Fargo & Company
Hobbs Group Advisors
Beacon Capital Management
Envestnet Asset Management
Astor Investment Management
Vermillion & White Wealth Management Group
Belpointe Asset Management
Oregon Pacific Wealth Management
Greenwich Wealth Management
Atria Investments
Legacy Capital Group California
BlackDiamond Wealth Management
Puff Wealth Management
AE Wealth Management
Latitude Advisors

View all funds holding Ea Series Trust