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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 $268,448,401
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Caterpillar Inc
 CAT 15,753 $16,775,370 6.25%
2.
Apple Inc.
 AAPL 48,190 $13,944,258 5.19%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 16,066 $11,034,289 4.11%
4.
Alphabet Inc.
 GOOGL 26,222 $9,265,019 3.45%
5.
Costco Wholesale Corp W
 COST 8,996 $8,415,488 3.13%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.