OAK HARBOR WEALTH PARTNERS, LLC
Q4 2024 13F Holdings
- Locationraleigh, NC
- Num holdings
224
- Value ($000)
$344,720
- Date Filed02/07/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $28.90M | 8 % | 53,631 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.08M | 5 % | 165,895 | ||
AAPL APPLE INC | COM | 037833100 | $14.82M | 4 % | 59,195 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.43M | 4 % | 50,864 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.02M | 3 % | 330,142 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $8.25M | 2 % | 9,006 | ||
PEN PENUMBRA INC | COM | 70975L107 | $7.98M | 2 % | 33,607 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $7.78M | 2 % | 110,760 | ||
MSI MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | $7.28M | 2 % | 15,749 | ||
LNC LINCOLN NATL CORP IND | COM | 534187109 | $6.96M | 2 % | 219,584 |
Rows Per Page
10
- 10
- 50
- 100