Instuitional Investor - Oregon Pacific Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oregon Pacific Wealth Management, Llc |
| Portfolio Value | $102,010,269 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Tidal Tr Ii | 259,520 | $6,031,245 | 5.91% | |
| 2. | MSFT | 13,330 | $5,618,595 | 5.5% | |
| 3. | Etf Ser Solutions | 100,339 | $5,510,999 | 5.4% | |
| 4. | Tidal Tr Ii | 228,901 | $5,470,734 | 5.36% | |
| 5. | Pacer Fds Tr | 54,766 | $3,093,184 | 3.03% |
