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iShares S&P NA Tec. Semi. Idx shares owned by Oak Barrel Wealth Advisory

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Oak Barrel Wealth Advisory from 13F filings

Historical chart of Oak Barrel Wealth Advisory investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $660k 2.2k 301.13

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding iShares S&P NA Tec. Semi. Idx

Goldman Sachs Group
Bank of America Corporation
Jane Street
Morgan Stanley
Susquehanna International
Bnp Paribas Arbitrage, Snc
Finepoint Capital
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
LPL Financial
Bank of Nova Scotia
Wells Fargo & Company
Citadel Advisors
Citigroup
CloudAlpha Capital Management Limited/Hong Kong

View all funds holding iShares S&P NA Tec. Semi. Idx