Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Northern Oak Wealth Management Inc > 13F Holdings

Instuitional Investor - Northern Oak Wealth Management Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 361,933 $43,692,553 5.36%
2.
Vanguard Scottsdale Funds
 710,683 $41,823,707 5.13%
3.
Vanguard Scottsdale Funds
 390,860 $31,241,440 3.83%
4.
Ishares Trust
 IEF 148,596 $30,686,530 3.77%
5.
Microsoft Corp
 MSFT 50,896 $26,361,633 3.24%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.