Oak Wealth Advisors LLC Portfolio Holdings by Sector
Oak Wealth Advisors LLC
- $135 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
AVUS AVDE IVV DFAI AVEM AVUV DFAU DFUS 39 stocks |
$123 Million
96.63% of portfolio
|
24
|
7
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.16 Million
0.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$911,808
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$776,682
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$467,632
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$363,752
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$359,271
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$242,011
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|