Hudson Oak Wealth Advisory LLC Portfolio Holdings by Sector
Hudson Oak Wealth Advisory LLC
- $113 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO IEFA VEA QUAL VTV VWO IJH AGG 41 stocks |
$98.8 Million
89.63% of portfolio
|
  41  
|
- |
  41  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DDOG CRM 2 stocks |
$7.15 Million
6.49% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.03 Million
0.93% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$903,637
0.82% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$647,571
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$560,999
0.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$409,706
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$275,257
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$246,176
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$210,610
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|