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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 $427,044,637
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 55,556 $33,197,488 7.77%
2.
Ishares Trust
 IEF 182,171 $18,084,115 4.23%
3.
Vanguard Index Fds - MID CAP ETF
 59,394 $17,056,769 3.99%
4.
Apple Inc.
 AAPL 57,171 $14,509,534 3.4%
5.
Caterpillar Inc
 CAT 16,063 $11,379,993 2.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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