Oregon Pacific Wealth Management, LLC Incresed Positions in Q4 2025

Oregon Pacific Wealth Management, LLC

  • $96.8 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
98.1K
+ 90.63%
$28.79 - $29.13 $2.82M - $2.86M
206K $5.95B
Ea Series Trust
59.8K
+ 26.91%
N/A
282K $8.44B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.9K
+ 49.69%
$76.84 - $80.86 $1.38M - $1.45M
53.9K $4.33B
Ea Series Trust
38.8K
+ 20.52%
N/A
228K $5.77B
IEMG
Ishares Inc

ETFs
5.8K
+ 13.89%
N/A
47.5K $3.2B
IVV
Ishares Core S&P 500 ETF

ETFs
558
+ 33.76%
$656.2 - $690.71 $366K - $385K
2.21K $1.51B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.95K
+ 53.73%
$57.9 - $61.26 $345K - $365K
17K $1.04B
IVE
Ishares S&P 500 Value ETF

ETFs
1.59K
+ 64.01%
$202.52 - $212.07 $322K - $338K
4.08K $865M
SPYG
Spdr Portfolio

ETFs
2.61K
+ 62.89%
$102.4 - $109.39 $267K - $285K
6.76K $721M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
4.62K
+ 61.22%
$41.14 - $42.95 $190K - $198K
12.2K $530M
Blackrock ETF Trust Ii
2.67K
+ 47.14%
N/A
8.35K $440M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.59K
+ 19.95%
$46.57 - $47.16 $121K - $122K
15.6K $724M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.59K
+ 13.7%
$52.21 - $52.72 $83K - $83.8K
13.2K $691M
AMZN
Amazon Com Inc

Consumer Cyclical
80
+ 1.51%
$213.04 - $254.0 $17K - $20.3K
5.38K $1.24B
CRM
Salesforce, Inc.

Technology
147
+ 10.53%
$235.69 - $263.41 $34.6K - $38.7K
1.54K $409M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
442
+ 12.88%
$142.82 - $150.36 $63.1K - $66.5K
3.88K $577M
KMX
Carmax Inc

Consumer Cyclical
2.71K
+ 33.67%
$30.88 - $46.81 $83.6K - $127K
10.8K $415M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.46K
+ 4.87%
$23.38 - $23.82 $34.1K - $34.8K
31.4K $735M
BNDX
Vanguard Total International B

ETFs
617
+ 9.34%
$49.3 - $49.91 $30.4K - $30.8K
7.22K $349M
EFV
Msci Eafe Value ETF

ETFs
52
+ 1.13%
$66.73 - $70.99 $3.47K - $3.69K
4.64K $332M
HFND
Tidal ETF Tr Unlimited Hedge I
1.51K
+ 11.24%
N/A
15K $338M
ADBE
Adobe Inc.

Technology
35
+ 4.1%
$325.07 - $359.91 $11.4K - $12.6K
889 $311M
COP
Conocophillips

Energy
104
+ 4.5%
$85.66 - $95.46 $8.91K - $9.93K
2.41K $226M
SBUX
Starbucks Corp

Consumer Cyclical
102
+ 2.72%
$78.46 - $87.26 $8K - $8.9K
3.86K $325M
MDT
Medtronic PLC

Healthcare
24
+ 1.07%
$90.06 - $98.43 $2.16K - $2.36K
2.28K $219M
CMCSA
Comcast Corp

Communication Services
489
+ 6.95%
$26.98 - $31.09 $13.2K - $15.2K
7.52K $225M
CHKP
Check Point Software Technologies LTD

Technology
181
+ 10.68%
$188.36 - $204.97 $34.1K - $37.1K
1.88K $348M
MAS
Masco Corp

Industrials
40
+ 1.24%
$59.36 - $71.0 $2.37K - $2.84K
3.26K $207M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 0.44%
$237.56 - $271.47 $950 - $1.09K
911 $225M
DEO
Diageo PLC

Consumer Defensive
25
+ 0.8%
$87.26 - $98.67 $2.18K - $2.47K
3.15K $272M
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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