Fund HoldingsPIN OAK INVESTMENT ADVISORS INC

Total Portfolio Value
$131.2K
Total Bought
$25.6K
Total Sold
$7.1K
Net Transaction
+$18.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Apple Inc(AAPL)047,874+47,8740107.87%+10
Mach Natural Resource LP(MNR)0211,244+211,244032.55%+3
Salesforce(CRM)012,207+12,207032.51%+3
McDonald's(MCD)08,374+8,374031.96%+3
Microsoft(MSFT)4,1979,919+5,722242.82%+2
Palantir Technologies In Class A(PLTR)019,456+19,456021.37%+2
Texas Instruments(TXN)0377+377010.86%+1
Royal Caribbean Cruises
COM
03,806+3,806010.60%+1
Manhattan Associates Inc(MANH)0175+175010.62%+1
iShares Core S&P Mid Cap0809+809010.62%+1
Enterprise Prods Part LP(EPD)148,295147,225-1,070453.86%+1
Energy Transfer Partn LP(ET)240,669242,848+2,179453.44%+1
Exxon Mobil Corp36,03136,443+412453.60%0
SPDR Gold Shares ETF(GLD)06,341+6,341021.44%+2
Berkshire Hathaway Class B4,5704,926+356231.91%0
Mosaic(MOS)012,640+12,640000.26%0
Antero Resources Cor(AR)032,156+32,156010.96%+1
Verizon Communicatn(VZ)03,285+3,285000.33%0
BlackRock Inc New(BLK)0315+315000.23%0
UnitedHealth Group(UNH)01,002+1,002010.39%+1
Tesla Motors(TSLA)01,057+1,057000.22%0
Plains GP HLDGS(PAGP)083,779+83,779021.34%+2
Johnson & Johnson(JNJ)07,639+7,639011.02%+1
Chevron Corp(CVX)12,86712,739-128221.61%0
Agnico Eagle Mines F(AEM)06,032+6,032010.49%+1
MSP Recovery Inc Class A029,181+29,181000.16%0
Howard Hughes Holdings Inc(HHH)53,13552,735-400443.29%0
JPMorgan Chase & Co(JPM)03,066+3,066010.60%+1
WalMart Inc(WMT)016,637+16,637011.13%+1
3M(MMM)01,498+1,498000.17%0
Microstrategy Inc Class A(MSTR)0568+568000.17%0
Strive 500 ETF
STRIVE 500 ETF
019,834+19,834010.62%+1
Home Depot Inc(HD)01,397+1,397000.35%0
Caterpillar(CAT)232569+337000.17%0
Shell PLC F Unsponsored ADR(SHEL)012,258+12,258010.68%+1
Wells Fargo & Co(WFC)08,829+8,829010.48%+1
Travelers(TRV)01,338+1,338000.27%0
Cisco Systems Inc(CSCO)8,1158,725+610010.40%0
Oge Energy Corp(OGE)0237+237000.08%0
Rio Tinto PLC F Sponsored ADR(RIO)01,614+1,614000.09%0
Occidental Petrol Co(OXY)010,759+10,759010.40%+1
Boeing Co(BA)1,8002,119+319000.28%0
Plains All American P LP(PAA)011,300+11,300000.22%0
J P Morgan Nasdaq EQT PRM Inc ETF IV
NASDAQ EQT PREM
01,076+1,076000.09%0
Waste Management Inc(WM)040+40000.06%0
Conocophillips(COP)05,211+5,211010.40%+1
Freeprt Mcmorn CL B(FCX)02,217+2,217000.05%0
A T & T Inc(T)011,497+11,497000.24%0
Eog Resources Inc(EOG)023,184+23,184032.24%+3
Liberty Live Group06,783+6,783000.32%0
Quanta Services Inc040+40000.05%0
Invsc QQQ Trust SRS 1 ETF01,313+1,313010.53%+1
Procter & Gamble(PG)1,0031,297+294000.17%0
MSP Recovery Inc 27 WTF Warrants Exp 05/20/27057,269,071+57,269,071000.14%0
Walt Disney Co(DIS)02,210+2,210000.19%0
Bank Of America Corp25,63526,396+761110.81%0
Schwab US Large Cap ETF06,000+6,000000.14%0
Liberty Media Corp02,826+2,826000.14%0
Abbott Laboratories03,158+3,158000.31%0
Merck & Co. Inc.(MRK)03,665+3,665000.35%0
Intel Corp(INTC)015,461+15,461000.28%0
iShares Gold ETF(IAU)04,636+4,636000.21%0
Philip Morris Intl(PM)01,175+1,175000.14%0
Starbucks Corp(SBUX)0481+481000.06%0
BP PLC F Sponsored ADR(BP)06,667+6,667000.16%0
Costar Group Inc(CSGP)0418+418000.03%0
Eli Lilly & Co(LLY)0175+175000.11%0
Novagold Res Inc F036,595+36,595000.09%0
Zoetis Inc Class A(ZTS)0461+461000.07%0
Visa Inc Class A(V)0831+831000.19%0
Air PDTS & Chemicals0222+222000.07%0
Kinder Morgan Inc(KMI)05,343+5,343000.11%0
IBM Corp(IBM)0676+676000.11%0
Deere & Co(DE)4504500000.16%0
JPMorgan Equity Premium Income ETF
EQUITY PREMIUM
0288+288000.02%0
Permian Resources Corp Class A(PR)01,465+1,465000.02%0
Goldman Sachs S P 500 Core Prum ETF
S&P 500 PREMIUM
025+25000.01%0
Honeywell Intl Inc(HON)01,001+1,001000.17%0
Sony Group Corp F Sponsored ADR(SONY)03,120+3,120000.06%0
Mastercard Inc Class A(MA)0351+351000.14%0
Targa Resources Corp(TRGP)0299+299000.04%0
GE Vernova Inc(GEV)0514+514000.11%0
Amerisourcebergen Corp0240+240000.05%0
Entergy Corp(ETR)334668+334000.04%0
Guggenheim Strategic Opp(GOF)03,016+3,016000.04%0
Simplify Volatility Premium ETF
VOLATILITY PREM
0765+765000.01%0
Sprott Physical Gold Etv(PHYS)0485+485000.01%0
Amazon.Com Inc Forward Split(AMZN)5,2434,893-350110.75%0
iShares 0 To 3 MNTH Treasury BND ETF0305+305000.01%0
Kayne Anderson Energy In(KYN)021,965+21,965000.20%0
Altria Group Inc(MO)2,3832,267-116000.10%0
Ameriprise Finl(AMP)0788+788000.29%0
Capital One FC(COF)0396+396000.05%0
Intercontinental Exchange Inc(ICE)0685+685000.09%0
Mondelez Intl Class A(MDLZ)069+69000.01%0
Paycom Software Inc(PAYC)0182+182000.03%0
Garmin LTD F(GRMN)0190+190000.03%0
Exelon Corp(EXC)1,6921,6920000.06%0
Insmed Inc(INSM)01,454+1,454000.09%0
Kimberly Clark Corp(KMB)035+35000.01%0
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