Oak Family Advisors, LLC Portfolio Holdings
Oak Family Advisors, LLC
- $284 Million
- Q1 2025
Oak Family Advisors, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $284 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Astrazeneca PLC with a value of $13.4M, Taiwan Semiconductor Manufacturing CO LTD with a value of $11.8M, Qualcomm Inc with a value of $11.1M, Boeing CO with a value of $10.3M, and Ishares Msci Intl Quality Fact with a value of $9.13M.
Examining the 13F form we can see an increase of $15.9M in the current position value, from $268M to 284M.
Below you can find more details about Oak Family Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$284 Million
ETFs: $91.4 Million
Technology: $51.6 Million
Industrials: $34.9 Million
Healthcare: $32.3 Million
Financial Services: $24.8 Million
Communication Services: $13.2 Million
Energy: $13.1 Million
Consumer Defensive: $9.89 Million
Other: $12.8 Million