Oak Harbor Wealth Partners, LLC Incresed Positions in Q3 2025

Oak Harbor Wealth Partners, LLC

  • $395 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
392
+ 18.11%
$175.51 - $186.57 $68.8K - $73.1K
2.56K $476K
PWR
Quanta Services, Inc.

Industrials
84
+ 5.25%
$372.29 - $421.68 $31.3K - $35.4K
1.69K $698K
BSX
Boston Scientific Corp

Healthcare
1.34K
+ 28.03%
$97.03 - $108.14 $130K - $145K
6.12K $597K
SCHW
Schwab Charles Corp

Financial Services
436
+ 4.34%
$91.03 - $98.69 $39.7K - $43K
10.5K $1M
JPSE
J P Morgan Diversified Return

ETFs
6
+ 0.03%
$45.04 - $50.93 $270 - $306
19.4K $965K
AJG
Arthur J. Gallagher & Co.

Financial Services
297
+ 23.08%
$284.17 - $319.49 $84.4K - $94.9K
1.58K $490K
CEG
Constellation Energy Corp

Utilities
212
+ 17.19%
$298.82 - $354.89 $63.3K - $75.2K
1.45K $475K
NFLX
Netflix Inc

Communication Services
108
+ 29.67%
$1147.87 - $1297.18 $124K - $140K
472 $565K
VUG
Vanguard Growth ETF

ETFs
118
+ 23.89%
$433.97 - $484.08 $51.2K - $57.1K
612 $293K
VB
Vanguard Small Cap ETF

ETFs
187
+ 10.99%
$237.58 - $259.17 $44.4K - $48.5K
1.89K $480K
ADI
Analog Devices Inc

Technology
229
+ 11.18%
$220.68 - $255.63 $50.5K - $58.5K
2.28K $559K
NOW
Service Now, Inc.

Technology
128
+ 28.51%
$850.86 - $1044.69 $109K - $134K
577 $531K
XOM
Exxon Mobil Corp

Energy
51
+ 0.42%
$105.83 - $117.22 $5.4K - $5.98K
12.1K $1.36M
AXON
Axon Enterprise, Inc.

Industrials
187
+ 29.78%
$698.02 - $870.97 $131K - $163K
815 $584K
VZ
Verizon Communications Inc

Communication Services
483
+ 0.75%
$40.84 - $45.06 $19.7K - $21.8K
64.6K $2.84M
XLK
Technology Sector Spdr

ETFs
136
+ 17.15%
$250.97 - $282.66 $34.1K - $38.4K
929 $261K
ABT
Abbott Laboratories

Healthcare
899
+ 2.7%
$120.51 - $136.62 $108K - $123K
34.2K $4.58M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
100
+ 1.07%
$49.43 - $54.52 $4.94K - $5.45K
9.47K $513K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.54K
+ 6.08%
N/A
26.9K $847K
WM
Waste Management Inc

Industrials
282
+ 11.92%
$213.88 - $237.1 $60.3K - $66.9K
2.65K $584K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.7%
$620.67 - $670.08 $3.1K - $3.35K
717 $479K
AMZN
Amazon Com Inc

Consumer Cyclical
117
+ 0.51%
$211.65 - $238.24 $24.8K - $27.9K
23.2K $5.09M
XLE
Energy Sector Spdr

ETFs
178
+ 6.44%
$84.25 - $91.99 $15K - $16.4K
2.94K $262K
TXN
Texas Instruments Inc

Technology
140
+ 14.4%
N/A
1.11K $216K
MA
Mastercard Inc

Financial Services
24
+ 2.46%
$550.18 - $598.96 $13.2K - $14.4K
1K $569K
XLY
Select Sector Spdr Consumer Di

ETFs
20
+ 3.14%
$216.09 - $242.18 $4.32K - $4.84K
657 $157K
VBF
Invesco Bond Fund

Financial Services
512
+ 1.76%
$15.26 - $15.88 $7.81K - $8.13K
29.7K $468K
IWR
Ishares Russell Mid Cap ETF

ETFs
16
+ 0.44%
$92.26 - $97.51 $1.48K - $1.56K
3.64K $351K
SCHX
Schwab Strategic Tr Us Large C

ETFs
348
+ 1933.33%
$24.46 - $26.5 $8.51K - $9.22K
366 $9K
VT
Vanguard Total World Stk Index

ETFs
11
+ 5.91%
$128.41 - $138.03 $1.41K - $1.52K
197 $27K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
199
+ 1990.0%
$21.69 - $23.34 $4.32K - $4.64K
209 $4K
EMB
Ishares Tr

ETFs
3
+ 0.34%
$91.52 - $95.59 $275 - $287
892 $84K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
43
+ 2150.0%
$30.13 - $33.37 $1.3K - $1.43K
45 $1K
CSCO
Cisco Systems, Inc.

Technology
403
+ 1.48%
$66.2 - $71.79 $26.7K - $28.9K
27.7K $1.89M
SCHA
Schwab Strategic Tr Us Small C

ETFs
57
+ 1900.0%
$25.29 - $28.33 $1.44K - $1.61K
60 $1K
Blackrock Inc
153
+ 15.76%
N/A
1.12K $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
41
+ 2050.0%
$20.76 - $21.78 $851 - $893
43 $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
20
+ 2000.0%
$42.28 - $45.71 $846 - $914
21 $0
Goldman Sachs ETF Tr
636
+ 3.17%
N/A
20.7K $0
J P Morgan Exchange Traded F
3.31K
+ 4.84%
N/A
71.6K $0
PG
Procter & Gamble CO

Consumer Defensive
1.25K
+ 3.67%
$150.47 - $161.22 $188K - $202K
35.4K $5.43M
SPGI
S&P Global Inc.

Financial Services
111
+ 7.87%
$484.94 - $564.15 $53.8K - $62.6K
1.52K $740K
PEG
Public Service Enterprise Group Inc

Utilities
28
+ 0.2%
$79.99 - $90.14 $2.24K - $2.52K
13.9K $1.16M
SYK
Stryker Corp

Healthcare
199
+ 3.55%
$368.57 - $403.53 $73.3K - $80.3K
5.81K $2.15M
DE
Deere & CO

Industrials
357
+ 5.06%
$457.26 - $524.37 $163K - $187K
7.42K $3.39M
COST
Costco Wholesale Corp

Consumer Defensive
123
+ 1.3%
$915.95 - $994.57 $113K - $122K
9.59K $8.87M
Activity Summary
Buys All Purchases 109 New Holdings 12 Increased Positions 97 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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