Fund HoldingsOAK HARBOR WEALTH PARTNERS, LLC

Total Portfolio Value
$370.13M
Total Bought
$35.20M
Total Sold
$20.80M
Net Transaction
+$14.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD INDEX FDS055,755+55,755031,6718.56%+31,671
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
22,10231,765+9,6633,8295,7731.56%+1,944
MICROSOFT CORP(MSFT)013,513+13,51306,7221.82%+6,722
BROADCOM INC(AVGO)011,770+11,77003,2440.88%+3,244
INVESCO QQQ TR013,084+13,08407,2181.95%+7,218
ISHARES TR
CORE MSCI EAFE
114,773116,623+1,8508,6839,7362.63%+1,053
VANGUARD INDEX FDS52,56552,318-24713,59414,6403.96%+1,046
CATERPILLAR INC(CAT)017,713+17,71306,8761.86%+6,876
GOLDMAN SACHS ETF TR
SMAL CAP EQU ETF
020,077+20,07701,0130.27%+1,013
CORNING INC(GLW)015,445+15,44508120.22%+812
NVIDIA CORPORATION(NVDA)10,15911,904+1,7451,1011,8810.51%+780
VANGUARD TAX-MANAGED FDS26,60636,831+10,2251,3522,1000.57%+747
QUANTUMSCAPE CORP(QS)286,614286,61401,1921,9260.52%+734
AMAZON COM INC(AMZN)023,051+23,05105,0571.37%+5,057
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
143,096148,671+5,5754,4695,1401.39%+671
KIMCO RLTY CORP(KIM)030,153+30,15306340.17%+634
ALPHABET INC(GOOG)027,161+27,16104,8181.30%+4,818
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5,6377,172+1,5354791,0350.28%+556
ISHARES TR021,323+21,32304,6011.24%+4,601
COSTCO WHSL CORP NEW(COST)9,3479,465+1188,8409,3702.53%+530
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
62,83568,279+5,4443,7504,2731.15%+523
DOLLAR GEN CORP NEW(DG)18,71618,71601,6462,1410.58%+495
NETFLIX INC(NFLX)0364+36404870.13%+487
ORACLE CORP(ORCL)3,8594,694+8355401,0260.28%+487
DEERE & CO(DE)6,6617,059+3983,1263,5890.97%+463
KLA CORP(KLAC)7191,046+3274899370.25%+448
META PLATFORMS INC(META)01,967+1,96701,4520.39%+1,452
GE AEROSPACE(GE)01,623+1,62304180.11%+418
VANGUARD BD INDEX FDS10,38615,890+5,5047631,1700.32%+407
VANGUARD INDEX FDS01,702+1,70204030.11%+403
CONSTELLATION ENERGY CORP(CEG)01,233+1,23303980.11%+398
ISHARES INC
CORE MSCI EMKT
59,98060,364+3843,2373,6240.98%+387
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
057,164+57,16403,6420.98%+3,642
ELI LILLY & CO(LLY)1,8032,372+5691,4891,8490.50%+360
SOUTHERN CO(SO)22,98726,822+3,8352,1142,4630.67%+349
EATON CORP PLC(ETN)04,708+4,70801,6810.45%+1,681
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
019,370+19,37008810.24%+881
TRUIST FINL CORP(TFC)47,73353,326+5,5931,9642,2920.62%+328
ROYAL BK CDA(RY)11,30512,160+8551,2741,6000.43%+325
VANGUARD INDEX FDS02,165+2,16503830.10%+383
ABBOTT LABS31,81033,279+1,4694,2204,5261.22%+307
GENUINE PARTS CO(GPC)5,3297,698+2,3696359340.25%+299
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
73,88876,157+2,2691,9132,2050.60%+292
CAPITAL ONE FINL CORP(COF)2,9873,824+8375368140.22%+278
ISHARES TR012,910+12,91001,7900.48%+1,790
ARISTA NETWORKS INC(ANET)4,0495,696+1,6473145830.16%+269
ROYAL CARIBBEAN GROUP
COM
1,5641,872+3083215860.16%+265
CISCO SYS INC(CSCO)26,43527,288+8531,6311,8930.51%+262
NORFOLK SOUTHN CORP(NSC)13,38913,38903,1713,4270.93%+256
ISHARES TR060,074+60,07406,5651.77%+6,565
BLACKROCK INC(BLK)819971+1527751,0190.28%+243
QUANTA SVCS INC1,4291,601+1723636050.16%+242
GOLDMAN SACHS GROUP INC(GS)01,487+1,48701,0520.28%+1,052
QUALCOMM INC(QCOM)3,0314,361+1,3304666950.19%+229
LOWES COS INC(LOW)5,8327,142+1,3101,3601,5850.43%+224
AXON ENTERPRISE INC(AXON)562628+662965200.14%+224
INTERNATIONAL BUSINESS MACHS(IBM)3,4793,689+2108651,0870.29%+222
RAYMOND JAMES FINL INC(RJF)01,430+1,43002190.06%+219
FASTENAL CO(FAST)04,934+4,93402070.06%+207
TEXAS INSTRS INC(TXN)0972+97202020.05%+202
ISHARES TR032,173+32,17301,9950.54%+1,995
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
017,227+17,22701,0200.28%+1,020
SCHWAB CHARLES CORP(SCHW)9,29110,046+7557279170.25%+189
TRANE TECHNOLOGIES PLC(TT)01,453+1,45306360.17%+636
INTUITIVE SURGICAL INC1,4491,652+2037188980.24%+180
STRYKER CORPORATION(SYK)5,4875,611+1242,0432,2200.60%+177
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
8,5679,367+8006328060.22%+174
SERVICENOW INC(NOW)381449+683034620.12%+158
VANGUARD INDEX FDS0494+49402170.06%+217
UNITED RENTALS INC(URI)578680+1023625120.14%+150
LOCKHEED MARTIN CORP(LMT)2,0032,252+2498951,0430.28%+148
PALO ALTO NETWORKS INC(PANW)2,0162,399+3833444910.13%+147
APPLIED MATLS INC2,3412,653+3123404860.13%+146
BLACKSTONE INC(BX)06,098+6,09809120.25%+912
ILLINOIS TOOL WKS INC(ITW)2,5133,069+5566237590.21%+136
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0637+63701380.04%+138
ASHLAND INC(ASH)6,48810,340+3,8523855200.14%+135
JPMORGAN CHASE & CO.(JPM)013,130+13,13003,8071.03%+3,807
PAYCHEX INC(PAYX)4,4805,647+1,1676918210.22%+130
SPDR S&P 500 ETF TR(SPY)3,2433,134-1091,8141,9360.52%+122
BOSTON SCIENTIFIC CORP(BSX)3,9214,781+8603965140.14%+118
VANGUARD INDEX FDS0458+45801390.04%+139
AMGEN INC(AMGN)2,9433,690+7479171,0300.28%+113
ISHARES TR20,70221,081+3799051,0170.27%+112
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,411+1,41101900.05%+190
PHILIP MORRIS INTL INC(PM)2,1072,406+2993344380.12%+104
CORTEVA INC(CTVA)8,2738,27305216170.17%+96
ISHARES TR07,176+7,17609530.26%+953
VANGUARD INTL EQUITY INDEX F09,374+9,37404640.13%+464
ISHARES TR
CORE 1 5 YR USD
6,8768,619+1,7433324190.11%+87
FIRST TR EXCHANGE-TRADED FD02,140+2,14004550.12%+455
TARGA RES CORP(TRGP)1,8852,647+7623784610.12%+83
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
05,106+5,10603340.09%+334
GOLDMAN SACHS ETF TR26,06725,345-7229291,0050.27%+76
VISA INC(V)16,92616,909-175,9326,0041.62%+72
HALLIBURTON CO(HAL)16,92124,553+7,6324295000.14%+71
ISHARES TR0217+2170660.02%+66
SOFI TECHNOLOGIES INC(SOFI)010,000+10,00001820.05%+182
BANK AMERICA CORP011,691+11,69105530.15%+553
OMNICOM GROUP INC(OMC)5,5707,322+1,7524625270.14%+65
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