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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 $344,720,260
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 53,631 $28,897,647 8.38%
2.
Ishares Trust
 IEF 165,895 $16,075,283 4.66%
3.
Apple Inc.
 AAPL 59,195 $14,823,612 4.3%
4.
Vanguard Index Fds
 50,864 $13,434,714 3.89%
5.
Schwab Strategic Trust
 FNDF 330,142 $9,019,289 2.61%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)