OA
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Oakhurst Advisors,LLC13F | |
Oakhurst Advisors,LLC | |
Last update 2023-02-20 | 5 Stocks (1 new) |
Value $21.00 Mil | Turnover 0 % |
Portfolio Report |
Oakhurst Advisors,LLC Top Holdings of 2022-12-31
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 2022-12-31 | New Buy | +0.36% | 354.93 ($382.87) 405.82 | $598.19 | 56.24% | New holding | 200 | 200 | |
BSCO | Invesco BulletShares 2024 Corporate Bond ETF | 2022-12-31 | Add | +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)
Oakhurst Advisors,LLC's Asset Allocation
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 % |
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Oakhurst Advisors,LLC's Holdings Heat Map
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Oakhurst Advisors,LLC's Holdings Bubble Chart
Oakhurst Advisors,LLC News
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