Oak Harbor Wealth Partners, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $340 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $28.9M, Ishares Core U.S. Aggregate Bo with a value of $16.1M, Apple Inc. with a value of $14.8M, Vanguard Mid Cap ETF with a value of $13.4M, and Schwab Strategic Tr Us Dividen with a value of $9.02M.
Examining the 13F form we can see an decrease of $8.67M in the current position value, from $349M to 340M.
Below you can find more details about Oak Harbor Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $139 Million
Technology: $41.2 Million
Financial Services: $35.1 Million
Healthcare: $30.2 Million
Industrials: $25.1 Million
Consumer Defensive: $23.3 Million
Consumer Cyclical: $18.1 Million
Communication Services: $11.9 Million
Other: $16.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
