Oregon Pacific Wealth Management, LLC
Q4 2024 13F Holdings
- Locationmedford, OR
- Num holdings
119
- Value ($000)
$102,010
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TIDAL TR II | RET STCKD GL STK | 88636J204 | $6.03M | 6 % | 259,520 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.62M | 6 % | 13,330 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $5.51M | 5 % | 100,339 | ||
TIDAL TR II | RETURN STCKD US | 88636J816 | $5.47M | 5 % | 228,901 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $3.09M | 3 % | 54,766 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $3.02M | 3 % | 116,392 | ||
TIDAL TR II | RETURN STACKED B | 88636J352 | $2.56M | 3 % | 141,851 | ||
TIDAL TR II | RTN STACKED BD | 88636J105 | $2.44M | 2 % | 145,962 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $2.42M | 2 % | 4,118 | ||
ROMO STRATEGY SHS | NEWFOUND RESLV | 86280R886 | $2.32M | 2 % | 73,475 |
Rows Per Page
10
- 10
- 50
- 100