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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 $297,893,007
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 50,996 $22,275,467 7.47%
2.
Apple Inc.
 AAPL 60,779 $11,701,829 3.92%
3.
Ishares Trust
 IEF 110,912 $11,008,207 3.69%
4.
Ishares Tr
 139,069 $9,783,492 3.28%
5.
Penumbra Inc
 PEN 34,357 $8,642,160 2.9%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)