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Home > Institutional Investor > Oxinas Partners Wealth Management Llc > Profile

Instuitional Investor - Oxinas Partners Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Oxinas Partners Wealth Management Llc
Portfolio Value $140,970,008
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 108,520 $7,626,772 5.41%
2.
Spdr Series Trust
 111,775 $7,272,106 5.15%
3.
Apple Inc.
 AAPL 37,582 $7,235,756 5.13%
4.
Spdr S & P 500 Etf Trust
 SPY 13,135 $6,243,055 4.42%
5.
Direxion Shs Etf Tr
 56,338 $4,768,428 3.38%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)