Oregon Pacific Wealth Management, LLC ETFs

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.69 Billion 3.69% of portfolio
67,358
Q1 2025 Added 22.99%
$0
$2.94 Billion 2.93% of portfolio
109,043
Q1 2025 Added 66.47%
$0
$2.51 Billion 2.51% of portfolio
64,924
Q1 2025 New
$0
$2.11 Billion 2.11% of portfolio
32,973
Q1 2025 Added 18.67%
$0
$1.77 Billion 1.77% of portfolio
42,992
Q1 2025 Added 4.03%
$0
$1.33 Billion 1.33% of portfolio
35,433
Q1 2025 Reduced 7.92%
$0
$1.26 Billion 1.26% of portfolio
2,239
Q1 2025 Reduced 45.63%
$0
$1.25 Billion 1.25% of portfolio
39,376
Q1 2025 Added 13.71%
$0
$1.01 Billion 1.01% of portfolio
24,703
Q1 2025 Added 18.05%
$0
$1.01 Billion 1.01% of portfolio
27,543
Q1 2025 Reduced 3.15%
$0
$826 Million 0.83% of portfolio
11,244
Q1 2025 Reduced 0.98%
$0
$824 Million 0.82% of portfolio
17,358
Q1 2025 Added 29.98%
$0
$821 Million 0.82% of portfolio
13,545
Q1 2025 Added 0.47%
$0
$818 Million 0.82% of portfolio
35,409
Q1 2025 Added 24.39%
$0
$774 Million 0.77% of portfolio
17,083
Q1 2025 Added 4.09%
$0
$771 Million 0.77% of portfolio
15,530
Q4 2024 New
$0
$750 Million 0.75% of portfolio
38,484
Q1 2025 Added 1.1%
$0
$749 Million 0.75% of portfolio
36,235
Q1 2025 Added 1.16%
$0
$711 Million 0.71% of portfolio
13,107
Q1 2025 Reduced 86.94%
$0
$700 Million 0.7% of portfolio
30,352
Q1 2025 Reduced 1.2%
$0
$656 Million 0.66% of portfolio
9,975
Q1 2025 Reduced 19.8%
$0
$596 Million 0.6% of portfolio
16,114
Q1 2025 Reduced 44.26%
$0
$589 Million 0.59% of portfolio
5,749
Q1 2025 Added 3.38%
$0
$530 Million 0.53% of portfolio
8,531
Q1 2025 Reduced 1.01%
$0
$494 Million 0.49% of portfolio
23,162
Q1 2025 Added 4.32%
$0
$488 Million 0.49% of portfolio
22,312
Q1 2025 Added 4.32%
$0
$458 Million 0.46% of portfolio
9,375
Q1 2025 Reduced 1.71%
$0
$443 Million 0.44% of portfolio
8,538
Q1 2025 Added 1.69%
$0
$431 Million 0.43% of portfolio
3,533
Q1 2025 Added 42.17%
$0
$416 Million 0.42% of portfolio
8,257
Q1 2025 Reduced 10.07%
$0
$406 Million 0.41% of portfolio
7,100
Q1 2025 Added 4.8%
$0
$399 Million 0.4% of portfolio
7,897
Q1 2025 Added 6.5%
$0
$397 Million 0.4% of portfolio
19,665
Q1 2025 Added 3.14%
$0
$387 Million 0.39% of portfolio
8,390
Q1 2025 New
$0
$378 Million 0.38% of portfolio
7,344
Q1 2025 Reduced 0.93%
$0
$367 Million 0.37% of portfolio
2,845
Q1 2025 Reduced 3.62%
$0
$352 Million 0.35% of portfolio
15,187
Q1 2025 Reduced 14.52%
$0
$331 Million 0.33% of portfolio
19,749
Q1 2025 Added 3.31%
$0
$305 Million 0.3% of portfolio
6,415
Q1 2025 New
$0
$257 Million 0.26% of portfolio
1,502
Q1 2025 Reduced 2.66%
$0
$255 Million 0.25% of portfolio
3,314
Q1 2025 Reduced 3.77%
$0
$240 Million 0.24% of portfolio
2,590
Q1 2025 New
$0
$238 Million 0.24% of portfolio
5,971
Q1 2025 New
$0
$230 Million 0.23% of portfolio
6,582
Q1 2025 Reduced 3.02%
$0
$227 Million 0.23% of portfolio
4,391
Q1 2025 Added 4.5%
$9.61B
$226 Million 0.23% of portfolio
3,659
Q1 2025 New
$0
$221 Million 0.22% of portfolio
4,540
Q1 2025 New
$0
$210 Million 0.21% of portfolio
5,884
Q1 2025 New
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