Oregon Pacific Wealth Management, LLC
Q1 2025 13F Holdings
- Locationmedford, OR
- Num holdings
124
- Value ($000)
$100,085
- Date Filed04/28/2025
- Form type13F-HR
- CIK0002043757
- 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 |
|---|---|---|---|---|---|---|---|
TIDAL TR II | RET STCKD GL STK | 88636J204 | $6.74M | 7 % | 287,766 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.08M | 5 % | 13,523 | ||
ROE EA SERIES TRUST | ASTORIA US EQUAL | 02072L433 | $4.82M | 5 % | 164,813 | ||
TIDAL TR II | RETURN STCKD US | 88636J816 | $3.97M | 4 % | 179,675 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $3.69M | 4 % | 67,358 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $3.66M | 4 % | 138,839 | ||
FYLD CAMBRIA ETF TR | CAMBRIA FGN SHR | 132061300 | $2.94M | 3 % | 109,043 | ||
ACIO ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | $2.51M | 3 % | 64,924 | ||
EA SERIES TRUST | ASTORIA US QUALI | 02072L185 | $2.18M | 2 % | 93,568 | ||
FTLS FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | $2.11M | 2 % | 32,973 |
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