OAK HARBOR WEALTH PARTNERS, LLC
Q1 2025 13F Holdings
- Locationraleigh, NC
- Num holdings
246
- Value ($000)
$349,724
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001912040
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $28.20M | 8 % | 54,870 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.78M | 5 % | 169,627 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.59M | 4 % | 52,565 | ||
AAPL APPLE INC | COM | 037833100 | $12.77M | 4 % | 57,493 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.65M | 3 % | 345,130 | ||
PEN PENUMBRA INC | COM | 70975L107 | $8.99M | 3 % | 33,607 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $8.84M | 3 % | 9,347 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.68M | 3 % | 114,773 | ||
LNC LINCOLN NATL CORP IND | COM | 534187109 | $7.89M | 2 % | 219,584 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.32M | 2 % | 60,438 |
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