OAK HARBOR WEALTH PARTNERS, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationraleigh, NC
- CIK0001912040
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
246 | $349.72 M | VOO, AGG, VO, AAPL | 13F-HR | May 12, 2025 | 000139834425009206 | ||
224 | $344.72 M | VOO, AGG, AAPL, VO | 13F-HR | Feb 7, 2025 | 000139834425002145 | ||
217 | $350.82 M | VOO, AAPL, AGG, VO | 13F-HR | Nov 6, 2024 | 000139834424020050 | ||
217 | $318.12 M | VOO, AAPL, VO, AGG | 13F-HR | Jul 18, 2024 | 000139834424012830 | ||
229 | $321.20 M | VOO, VO, AGG, IEFA | 13F-HR | Apr 23, 2024 | 000139834424007554 | ||
228 | $297.89 M | VOO, AAPL, AGG, IEFA | 13F-HR | Feb 9, 2024 | 000139834424002453 | ||
225 | $282.28 M | VOO, AAPL, IJH, AGG | 13F-HR | Oct 19, 2023 | 000139834423019453 | ||
233 | $292.58 M | VOO, AAPL, PEN, IJH | 13F-HR | Jul 27, 2023 | 000139834423013636 | ||
223 | $274.97 M | VOO, AAPL, IJH, PEN | 13F-HR | Apr 24, 2023 | 000139834423007663 | ||
219 | $262.42 M | VOO, WOLF, AAPL, PEN | 13F-HR | Jan 18, 2023 | 000139834423000694 | ||
213 | $255.41 M | WOLF, VOO, AAPL, LNC | 13F-HR | Nov 3, 2022 | 000139834422021364 | ||
212 | $251.06 M | VOO, WOLF, LNC, AAPL | 13F-HR | Jul 25, 2022 | 000139834422013989 | ||
233 | $304.67 M | WOLF, VOO, LNC, AAPL | 13F-HR | May 11, 2022 | 000139834422009286 | ||
234 | $290.98 M | WOLF, VOO, LNC, AAPL | 13F-HR | Feb 17, 2022 | 000139834422003579 |