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Home > Institutional Investor > Oak Harbor Wealth Partners, Llc > Profile

Instuitional Investor - Oak Harbor Wealth Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Oak Harbor Wealth Partners, Llc
Portfolio Value	$404,804,416

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		57,272	$35,072,227	8.66%
2.	Ishares Trust	IEF	177,306	$17,774,927	4.39%
3.	Vanguard Index Fds - MID CAP ETF		55,774	$16,383,055	4.05%
4.	Apple Inc.	AAPL	57,273	$14,583,424	3.6%
5.	Ishares Trust	VLUE	120,613	$10,530,721	2.6%