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

Instuitional Investor - Oak Harbor Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Oak Harbor Wealth Partners, Llc
Portfolio Value $349,723,528
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 54,870 $28,198,242 8.06%
2.
Ishares Trust
 IEF 169,627 $16,779,503 4.8%
3.
Vanguard Index Fds - MID CAP ETF
 52,565 $13,594,360 3.89%
4.
Apple Inc.
 AAPL 57,493 $12,770,920 3.65%
5.
Schwab Strategic Trust
 FNDF 345,130 $9,649,835 2.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)