Northern Oak Wealth Management Inc Reduced Holdings in Q4 2024

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALLY
Ally Financial Inc.

Financial Services
-2.52K
- 1.16%
$34.12 - $39.98 $85.8K - $101K
215K $7.75M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-20.6K
- 71.03%
N/A
8.41K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-665
- 2.04%
$521.84 - $558.82 $347K - $372K
32K $17.2M
COF
Capital One Financial Corp

Financial Services
-1.07K
- 15.35%
$145.19 - $192.01 $155K - $205K
5.9K $1.05M
BSX
Boston Scientific Corp

Healthcare
-250
- 3.61%
$83.62 - $91.5 $20.9K - $22.9K
6.68K $596K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-7.35K
- 18.41%
$7.33 - $12.37 $53.8K - $90.9K
32.5K $345K
MS
Morgan Stanley

Financial Services
-693
- 14.39%
$104.42 - $134.99 $72.4K - $93.5K
4.12K $518K
NI
Nisource Inc.

Utilities
-907
- 3.83%
$33.74 - $38.25 $30.6K - $34.7K
22.8K $837K
EW
Edwards Lifesciences Corp

Healthcare
-540
- 5.86%
$64.54 - $75.92 $34.9K - $41K
8.68K $642K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4
- 0.03%
$278.19 - $315.36 $1.11K - $1.26K
11.7K $3.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.06%
$567.81 - $607.81 $1.7K - $1.82K
5.33K $3.13M
WMT
Walmart Inc.

Consumer Defensive
-5
- 0.08%
$79.1 - $95.7 $396 - $479
6.56K $592K
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.16K
- 13.83%
$129.13 - $198.21 $278K - $427K
13.4K $2.49M
KR
Kroger CO

Consumer Defensive
-7.85K
- 5.19%
$55.21 - $63.3 $433K - $497K
143K $8.77M
CRM
Salesforce, Inc.

Technology
-225
- 7.44%
$270.87 - $367.87 $60.9K - $82.8K
2.8K $936K
V
Visa Inc.

Financial Services
-281
- 5.08%
$273.87 - $320.91 $77K - $90.2K
5.26K $1.66M
WFC
Wells Fargo & Company

Financial Services
-2.32K
- 10.58%
$54.98 - $77.35 $127K - $179K
19.6K $1.38M
UAL
United Airlines Holdings, Inc.

Industrials
-843
- 15.16%
$55.62 - $102.44 $46.9K - $86.4K
4.72K $458K
IVW
Ishares S&P 500 Growth ETF

ETFs
-25.6K
- 5.34%
$94.43 - $105.47 $2.41M - $2.7M
453K $46M
AAPL
Apple Inc.

Technology
-7.39K
- 6.28%
$221.69 - $259.02 $1.64M - $1.91M
110K $27.6M
BMY
Bristol Myers Squibb CO

Healthcare
-10.5K
- 6.05%
$51.92 - $59.94 $546K - $630K
163K $9.24M
CSCO
Cisco Systems, Inc.

Technology
-6.92K
- 5.65%
$52.45 - $60.02 $363K - $415K
115K $6.83M
VIRT
Virtu Financial, Inc.

Financial Services
-38.1K
- 11.72%
$30.43 - $37.95 $1.16M - $1.44M
287K $10.2M
JPM
Jpmorgan Chase & CO

Financial Services
-1.61K
- 5.89%
$205.18 - $250.29 $331K - $403K
25.8K $6.17M
GOOGL
Alphabet Inc.

Communication Services
-1.81K
- 3.79%
$161.86 - $196.66 $293K - $356K
45.9K $8.7M
AVGO
Broadcom Inc.

Technology
-768
- 2.08%
$159.67 - $250.0 $123K - $192K
36.1K $8.36M
KMI
Kinder Morgan, Inc.

Energy
-13.8K
- 3.0%
$22.59 - $28.54 $312K - $395K
447K $12.2M
Activity Summary
Buys All Purchases 41 New Holdings 10 Increased Positions 31 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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