Oak Family Advisors, LLC Portfolio Holdings
Oak Family Advisors, LLC
- $268 Million
- Q4 2024
Oak Family Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $268 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $13.9M, Astrazeneca PLC with a value of $13M, Qualcomm Inc with a value of $10.6M, Boeing CO with a value of $9.9M, and Walmart Inc. with a value of $8.41M.
Examining the 13F form we can see an decrease of $49.4M in the current position value, from $318M to 268M.
Below you can find more details about Oak Family Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
ETFs: $62.5 Million
Technology: $57.2 Million
Industrials: $43 Million
Healthcare: $24.8 Million
Financial Services: $24.4 Million
Energy: $14.9 Million
Communication Services: $14.5 Million
Consumer Defensive: $10.8 Million
Other: $13.5 Million