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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 $170,586,069
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 124,863 $10,105,138 5.92%
2.
Spdr Series Trust
 100,277 $8,814,308 5.16%
3.
Apple Inc.
 AAPL 35,083 $8,785,403 5.15%
4.
Spdr S & P 500 Etf Trust
 SPY 13,954 $8,178,160 4.79%
5.
Amazon Com Inc
 AMZN 26,883 $5,897,861 3.45%
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)