Oregon Pacific Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    medford, OR
  • CIK
    0002043757
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

124

$100.09M
TIDAL TR II, MSFT, ROE, TIDAL TR II
13F-HR
Apr 28, 2025
000166773125000537

119

$102.01M
TIDAL TR II, MSFT, DSTL, TIDAL TR II
13F-HR
Jan 24, 2025
000166773125000124