Oxinas Partners Wealth Management LLC Portfolio Holdings

Oxinas Partners Wealth Management LLC

  • $160 Million
  • Q1 2025

Oxinas Partners Wealth Management LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $160 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $11M, Apple Inc. with a value of $8.06M, Spdr Portfolio with a value of $7.97M, Spdr S&P 500 ETF Trust with a value of $7.1M, and Amazon Com Inc with a value of $5.65M.

Examining the 13F form we can see an decrease of $3.76M in the current position value, from $163M to 160M.

Below you can find more details about Oxinas Partners Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
ETFs: $107 Million
Technology: $18.5 Million
Consumer Cyclical: $14.3 Million
Communication Services: $7.33 Million
Industrials: $4.9 Million
Financial Services: $4.03 Million
Energy: $1.62 Million
Consumer Defensive: $1.48 Million
Other: $573,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$8.06 Million 5.05% of portfolio
36,295
Q1 2025 Added 3.45%
$1.76T
$5.65 Million 3.54% of portfolio
29,712
Q1 2025 Added 10.52%
$2.73T
$4.35 Million 2.72% of portfolio
11,582
Q1 2025 Added 4.75%
$751B
$3.99 Million 2.5% of portfolio
15,380
Q1 2025 Added 19.6%
$21.9B
$3.37 Million 2.11% of portfolio
48,803
Q1 2025 Reduced 0.02%
$937B
$3.29 Million 2.06% of portfolio
21,052
Q1 2025 Added 5.06%
$71.6B
$1.86 Million 1.17% of portfolio
7,812
Q1 2025 Added 0.53%
$246B
$1.42 Million 0.89% of portfolio
13,082
Q1 2025 Added 19.49%
$905B
$1.4 Million 0.88% of portfolio
9,067
Q1 2025 Added 0.86%
$25.9B
$1.17 Million 0.73% of portfolio
26,783
Q1 2025 Added 0.38%
$1.12T
$1.14 Million 0.71% of portfolio
1,972
Q1 2025 Reduced 26.23%
$20B
$1.1 Million 0.69% of portfolio
56,412
Q1 2025 Added 0.95%
$68.7B
$964,000 0.6% of portfolio
5,763
Q1 2025 Added 51.82%
$0
$926,000 0.58% of portfolio
115,040
Q1 2025 Reduced 6.19%
$257B
$813,000 0.51% of portfolio
9,272
Q1 2025 Added 2.22%
$69.4B
$684,000 0.43% of portfolio
2,585
Q1 2025 Reduced 22.58%
$14.7B
$619,000 0.39% of portfolio
15,122
Q2 2024 Reduced 21.48%
$17.8B
$599,000 0.38% of portfolio
1,932
Q1 2025 Reduced 8.31%
$0
$602,000 0.38% of portfolio
102,416
Q4 2024 Reduced 3.22%
$400B
$573,000 0.36% of portfolio
1,095
Q4 2024 Reduced 28.48%
$88.5B
$541,000 0.34% of portfolio
16,035
Q1 2025 Added 3.32%
$63.2B
$515,000 0.32% of portfolio
1,202
Q1 2025 Reduced 2.28%
$685B
$488,000 0.31% of portfolio
931
Q1 2025 Added 5.8%
$691B
$472,000 0.3% of portfolio
1,927
Q1 2025 Added 36.96%
$669M
$439,000 0.28% of portfolio
143,750
Q1 2025 Reduced 45.13%
$254B
$425,000 0.27% of portfolio
2,678
Q1 2025 Added 5.06%
$463B
$362,000 0.23% of portfolio
389
Q1 2025 Reduced 4.89%
$14.7B
$359,000 0.22% of portfolio
10,700
Q1 2025 Reduced 6.55%
$192B
$314,000 0.2% of portfolio
11,110
Q1 2025 Added 17.37%
$139B
$319,000 0.2% of portfolio
4,084
Q1 2025 Added 0.05%
$363B
$303,000 0.19% of portfolio
828
Q1 2025 Reduced 0.24%
$157B
$302,000 0.19% of portfolio
3,062
Q1 2025 Added 39.88%
$102B
$303,000 0.19% of portfolio
3,139
Q1 2025 Added 0.19%
$76.3B
$295,000 0.18% of portfolio
3,397
Q1 2025 Added 5.33%
$5.37B
$294,000 0.18% of portfolio
2,400
Q1 2024 Reduced 26.15%
$11.1B
$287,000 0.18% of portfolio
8,654
Q1 2025 Reduced 41.74%
$181B
$287,000 0.18% of portfolio
6,336
Q1 2025 New
$7B
$267,000 0.17% of portfolio
14,100
Q1 2025 Added 1.44%
$178B
$270,000 0.17% of portfolio
495
Q1 2025 Added 1.02%
$307B
$271,000 0.17% of portfolio
6,509
Q1 2025 Reduced 1.15%
$185B
$247,000 0.15% of portfolio
2,930
Q1 2025 Reduced 10.67%
$542B
$247,000 0.15% of portfolio
706
Q1 2025 New
$451B
$243,000 0.15% of portfolio
2,048
Q1 2025 Added 0.24%
$38.1B
$233,000 0.15% of portfolio
23,330
Q1 2025 Added 124.33%
$433B
$239,000 0.15% of portfolio
253
Q1 2025 Added 3.27%
$14.5B
$236,000 0.15% of portfolio
2,420
Q1 2025 New
$109B
$223,000 0.14% of portfolio
915
Q1 2025 New
$232B
$220,000 0.14% of portfolio
3,026
Q1 2025 New
$136B
$201,000 0.13% of portfolio
866
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $160 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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