Oak Harbor Wealth Partners, LLC Q3 2024 13F Top Portfolio …

Jul 18, 2024 · Oak Harbor Wealth Partners, LLC reported 217 holdings with total value $351 M as of Q3 2024. Top holdings included VOO, AAPL, AGG, VO, and SCHD. OAK HARBOR …

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$351
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Oak Harbor Wealth Partners, LLC Q3 2024 13F Top Portfolio …

1 week from now

Jul 18, 2024 · Oak Harbor Wealth Partners, LLC reported 217 holdings with total value $351 M as of Q3 2024. Top holdings included VOO, AAPL, AGG, VO, and SCHD. OAK HARBOR …

13f.info

$351
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OAK HARBOR WEALTH PARTNERS, LLC - 13F

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Oak Harbor Wealth Partners, LLC reported 217 holdings with total value $351 M as of Q3 2024. Top holdings included VOO, AAPL, AGG, VO, and SCHD. ... 13F-HR 2/9/2024: …

13f.info

$358271923
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OAK HARBOR WEALTH PARTNERS, LLC Top 13F Holdings

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OAK Harbor Wealth Partners is a large advisory firm with 420 clients and discretionary assets under management (AUM) of $358,271,923 (Form ADV from 2024-03-12). Their last reported …

whalewisdom.com

2%
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Oak Harbor Wealth Partners 13F Annual Report (2024) | Wallmine

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As of 11th July 2024, Oak Harbor Wealth Partners’s top holding is 101,302 shares of Vanguard Index Fds currently worth over $38.1 billion and making up 12.2% of the portfolio value. In …

wallmine.com

$321200886.95
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OAK HARBOR WEALTH PARTNERS, LLC | Form 13F - Radient

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SEC Form 13F for OAK HARBOR WEALTH PARTNERS, LLC, CIK: 1912040 as on 31 Mar 2024. Quarterly holdings report, AUM: $321,200,886.95

radientanalytics.com

3%
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Oak Harbor Wealth Partners LLC Acquires 14,451 Shares Of

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1 day ago · November 15, 2024. Oak Harbor Wealth Partners LLC raised its holdings in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 350.3% in the 3rd quarter, according to the …

marketbeat.com

$1.47
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Oak Harbor Wealth Partners LLC Takes $1.47 Million ... - MarketBeat

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1 day ago · Oak Harbor Wealth Partners LLC purchased a new stake in Public Service Enterprise Group Incorporated (NYSE:PEG - Free Report) in the third quarter, according to its most …

marketbeat.com

6%
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List Of Top New Jersey Private Equity Firms - Crunchbase

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Aug 30, 2018 · Location New Jersey, United States, North America. CB Rank (Hub) 62,152. Number of Founders 63. Average Founded Date Sep 9, 2004. Percentage Acquired 6%. …

crunchbase.com

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Oak Harbor Wealth Partners LLC Reduces Holdings In Cisco

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1 day ago · November 15, 2024. Oak Harbor Wealth Partners LLC lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 50.4% in the third quarter, according to the …

marketbeat.com

$318
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Oak Harbor Wealth Partners, LLC Q2 2024 13F Top Portfolio …

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Oak Harbor Wealth Partners, LLC reported 217 holdings with total value $318 M as of Q2 2024. Top holdings included VOO, AAPL, VO, AGG, and IEFA. OAK HARBOR WEALTH …

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