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Oakhurst Advisors,LLC

13F
Oakhurst Advisors,LLC
Last update 2023-02-20 5 Stocks (1 new)
Value $21.00 Mil Turnover 0 %
Countries:
Top Holdings: BSCO(39.06%)SPY(0.36%)
Portfolio Report
Oakhurst Advisors,LLC Top Holdings of 2022-12-31 View Full List
Ticker
SPY CALL
BSCO
NEE PUT
SPY PUT
SPY
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY CALL
S&P 500 ETF TRUST ETF
24,800
9484.260
0%
44.520
0%
0.000
+12.73%
+25.85%
618697.219
 
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
406,209
8321.230
+0.34%
39.060
+0.13%
0.210
+0.24%
+1.24%
2538.000
 
NEE PUT
NextEra Energy Inc
40,000
3344.000
0%
15.700
0%
0.000
-0.09%
+29.54%
158281.457
Utilities - Regulated
SPY PUT
S&P 500 ETF TRUST ETF
200
76.490
0%
0.360
0%
0.000
+12.73%
+25.85%
618697.219
 
SPY
S&P 500 ETF TRUST ETF
200
76.490
New Holding
0.360
+0.36%
0.000
+12.73%
+25.85%
618697.219
 

Oakhurst Advisors,LLC's Historical Top Holdings Breakdowns

Oakhurst Advisors,LLC's Top Stock Picks View Full List
Ticker
SPY
BSCO
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
S&P 500 ETF TRUST ETF2022-12-31New Buy
+0.36%
354.93 ($382.87) 405.82
$598.19
56.24%
New holding
200
200
BSCO
Invesco BulletShares 2024 Corporate Bond ETF2022-12-31Add
+0.13%
20.12 ($20.31) 20.48
$21.15
4.14%
Add 0.34%
406,209
1,380

Oakhurst Advisors,LLC Total Holding History ($B)

To

Oakhurst Advisors,LLC's Asset Allocation

To

Oakhurst Advisors,LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Oakhurst Advisors,LLC's Hypothetical Growth since 2022-12-31

Oakhurst Advisors,LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Oakhurst Advisors,LLC's Holdings Heat Map

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Oakhurst Advisors,LLC's Holdings Bubble Chart

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