Fund HoldingsOAK HARBOR WEALTH PARTNERS, LLC

Total Portfolio Value
$281.26M
Total Bought
$12.06M
Total Sold
$15.04M
Net Transaction
-$2.98M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR94,187112,711+18,5249,22510,5993.77%+1,374
TWILIO INC(TWLO)(Call)012,000+12,0000702+702
MARATHON PETE CORP(MPC)14,19314,709+5161,6552,2260.79%+571
CATERPILLAR INC(CAT)17,76217,765+34,3704,8501.72%+480
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
43,75352,717+8,9642,4212,8241.00%+403
INVESCO QQQ TR13,13614,357+1,2214,8535,1441.83%+291
ISHARES TR
BROAD USD HIGH
37,34645,296+7,9501,3181,5720.56%+254
COSTCO WHSL CORP NEW(COST)9,0269,022-44,8595,0971.81%+238
JOHNSON CTLS INTL PLC
SHS
04,368+4,36802320.08%+232
CHUBB LIMITED
COM
7,7698,294+5251,4961,7270.61%+231
INTERNATIONAL PAPER CO(IP)05,783+5,78302050.07%+205
CME GROUP INC(CME)7,9728,395+4231,4771,6810.60%+204
HALLIBURTON CO(HAL)19,74620,501+7556518300.30%+179
COMCAST CORP NEW(CCZ)37,53839,124+1,5861,5601,7350.62%+175
SNOWFLAKE INC(SNOW)(Call)01,000+1,0000153+153
ISHARES TR016,721+16,72106350.23%+635
FEDEX CORP(FDX)8,5428,54202,1182,2630.80%+145
CISCO SYS INC(CSCO)43,30944,380+1,0712,2412,3860.85%+145
VANGUARD INDEX FDS49,18451,371+2,18720,02920,1747.17%+144
ISHARES INC
CORE MSCI EMKT
71,44176,920+5,4793,5213,6611.30%+139
ISHARES TR8,82310,743+1,9208529840.35%+132
EXXON MOBIL CORP12,40012,40001,3301,4580.52%+128
ISHARES TR
CORE MSCI EAFE
126,503134,625+8,1228,5388,6633.08%+125
WALMART INC(WMT)14,07514,607+5322,2122,3360.83%+124
EATON CORP PLC(ETN)9,5769,600+241,9262,0470.73%+122
PIONEER NAT RES CO03,055+3,05507010.25%+701
INVESCO BD FD037,505+37,50505430.19%+543
DEVON ENERGY CORP NEW(DVN)27,01629,561+2,5451,3061,4100.50%+104
ALPHABET INC(GOOG)28,86327,243-1,6203,4923,5921.28%+100
ISHARES TR
CORE 1 5 YR USD
07,863+7,86303650.13%+365
FIRST CTZNS BANCSHARES INC N(FCNCA)1,0001,00001,2831,3800.49%+97
META PLATFORMS INC(META)2,1782,383+2056257150.25%+90
ISHARES TR27,79131,475+3,6848609490.34%+89
CHEVRON CORP NEW(CVX)8,3768,338-381,3181,4060.50%+88
ALPHABET INC(GOOG)5,9026,034+1327067900.28%+83
TRANE TECHNOLOGIES PLC(TT)3,5113,719+2086727550.27%+83
BLACKSTONE INC(BX)05,579+5,57905980.21%+598
UNITEDHEALTH GROUP INC(UNH)1,7801,840+608569280.33%+72
TJX COS INC NEW(TJX)8,0578,491+4346837550.27%+72
INTERNATIONAL BUSINESS MACHS(IBM)16,21815,972-2462,1702,2410.80%+71
ALLSTATE CORP(ALL)5,7596,244+4856286960.25%+68
ISHARES TR71,84976,616+4,7677,1607,2272.57%+68
ELI LILLY & CO(LLY)1,6611,555-1067798350.30%+56
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
01,175+1,1750550.02%+55
STERIS PLC(STE)2,9453,267+3226637170.25%+54
SPDR SER TR
ST STR RATE ETF
41,52943,222+1,6931,2751,3280.47%+53
OLD DOMINION FREIGHT LINE IN(ODFL)01,351+1,35105530.20%+553
UNION PAC CORP(UNP)8,3958,689+2941,7181,7690.63%+52
AMGEN INC(AMGN)01,010+1,01002720.10%+272
ISHARES TR14,84415,989+1,1452,7802,8261.00%+46
ABBVIE INC(ABBV)04,288+4,28806390.23%+639
CONOCOPHILLIPS(COP)02,619+2,61903140.11%+314
ISHARES TR07,585+7,58501920.07%+192
DUPONT DE NEMOURS INC(DD)9,6589,661+36907210.26%+31
BROADCOM INC(AVGO)1,7131,820+1071,4861,5120.54%+26
SELECT SECTOR SPDR TR
ST STR ENERG ETF
01,241+1,24101120.04%+112
INTERCONTINENTAL EXCHANGE IN(ICE)5,6415,944+3036386540.23%+16
NXP SEMICONDUCTORS N V
COM
3,3683,528+1606897050.25%+16
GOLDMAN SACHS GROUP INC(GS)01,358+1,35804390.16%+439
CVS HEALTH CORP(CVS)25,42625,370-561,7581,7710.63%+14
BARINGS BDC INC(BBDC)010,328+10,3280920.03%+92
SELECT SECTOR SPDR TR
ST STR INDL ETF
0100+1000100.00%+10
WESTERN ASSET INVT GRADE DEF014,117+14,11702230.08%+223
ISHARES TR0309+3090250.01%+25
MAIN STR CAP CORP(MAIN)05,000+5,00002030.07%+203
MASTERCARD INCORPORATED(MA)0649+64902570.09%+257
VANGUARD INTL EQUITY INDEX F098+98090.00%+9
ISHARES TR07,867+7,86701920.07%+192
ISHARES TR011+11010.00%+1
SELECT SECTOR SPDR TR
ST STR REAL ETF
018+18010.00%+1
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0289+2890140.01%+14
SELECT SECTOR SPDR TR
ST STR FINL ETF
0230+230080.00%+8
ISHARES TR023+23020.00%+2
ISHARES TR070+700120.00%+12
ISHARES INC
MSCI JAPAN ETF
0100+100060.00%+6
SPDR SER TR
ST SHOR CORP ETF
01,484+1,4840440.02%+44
ISHARES TR0175+1750130.00%+13
EMERSON RADIO CORP010,000+10,000060.00%+6
ISHARES TR
GLOBAL REIT ETF
0143+143030.00%+3
SELECT SECTOR SPDR TR
ST STR DISCR ETF
050+50080.00%+8
VANGUARD INDEX FDS051+510100.00%+10
ISHARES TR0100+100090.00%+9
ISHARES TR0112+1120120.00%+12
VANGUARD INDEX FDS081+810170.01%+17
FIDUS INVT CORP024,302+24,30204670.17%+467
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
02,400+2,4000720.03%+72
ISHARES TR0189+1890230.01%+23
SPDR SER TR
ST STR SP400VAL
0233+2330150.01%+15
VANGUARD INDEX FDS081+810170.01%+17
VANGUARD INDEX FDS0200+2000290.01%+29
ISHARES TR0125+1250290.01%+29
VANGUARD INDEX FDS080+800170.01%+17
SELECT SECTOR SPDR TR
ST STR MATER ETF
0300+3000240.01%+24
SPDR SER TR
ST STR SP600SM C
0270+2700200.01%+20
VANGUARD INDEX FDS0362+3620500.02%+50
ISHARES TR
IBONDS 27 ETF
04,822+4,82201120.04%+112
ISHARES TR0444+4440470.02%+47
ISHARES TR0271+2710420.01%+42
VANGUARD INDEX FDS0195+1950530.02%+53
SCHWAB STRATEGIC TR88,10090,375+2,2756,3976,3952.27%-2
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