Instuitional Investor - Oregon Pacific Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oregon Pacific Wealth Management, Llc |
| Portfolio Value | $100,085,180 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Tidal Tr Ii | 287,766 | $6,742,357 | 6.74% | |
| 2. | MSFT | 13,523 | $5,076,396 | 5.07% | |
| 3. | Ea Series Trust | 164,813 | $4,824,077 | 4.82% | |
| 4. | Tidal Tr Ii | 179,675 | $3,969,021 | 3.97% | |
| 5. | Pacer Fds Tr | 67,358 | $3,688,524 | 3.69% |
