OP

Oxinas Partners Wealth Management LLC

13F
Oxinas Partners Wealth Management LLC
Last update 2024-10-16 115 Stocks (7 new)
Value $163.00 Mil Turnover 15 %
Countries:
Top Holdings: DGRW(6.01%)SPYG(5.19%)AAPL(5.14%)SPY(4.62%)AMZN(3.28%)
Portfolio Report
Summary Stock Picks Current Portfolio
Oxinas Partners Wealth Managem... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW 		WisdomTree U.S. Dividend Growth Fund
117,993
9818.180
+12.26%
6.010
+0.66%
0.070
+10.80%
+20.48%
14990.824
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
102,125
8470.270
-3.59%
5.190
-0.20%
0.030
+15.88%
+32.22%
31857.995
 
AAPL 		Apple Inc
35,996
8387.020
-0.53%
5.140
-0.03%
0.000
+7.59%
+16.11%
3366293.782
Hardware
SPY 		S&P 500 ETF TRUST ETF
13,147
7543.330
-3.28%
4.620
-0.16%
0.000
+13.19%
+24.35%
611302.102
 
AMZN 		Amazon.com Inc
28,749
5356.800
+18.63%
3.280
+0.52%
0.000
+27.89%
+36.30%
2177658.780
Retail - Cyclical
TLT 		iShares 20+ Year Treasury Bond ETF
50,764
4979.980
New Holding
3.050
+3.05%
0.010
-6.62%
-8.78%
58970.769
 
AGG 		iShares Core U.S. Aggregate Bond ETF
44,585
4515.170
+721.39%
2.770
+2.43%
0.000
-2.07%
-1.67%
117650.203
 
QQQ 		INVESCO QQQ Trust
9,236
4507.710
-9.07%
2.760
-0.29%
0.000
+15.03%
+23.46%
305572.552
 
MSFT 		Microsoft Corp
10,344
4450.890
+1.66%
2.730
+0.04%
0.000
+5.34%
+12.35%
3123988.204
Software
QGRW 		WisdomTree U.S. Quality Growth Fund
96,740
4413.760
+108.56%
2.700
+1.41%
0.850
+17.20%
+30.56%
548.046
 

Oxinas Partners Wealth Management LLC's Historical Top Holdings Breakdowns

Oxinas Partners Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30New Buy
+3.05%
●
89.91 ($96.43) 101.33
$90.20
-6.46%
New holding
50,764
50,764
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+2.43%
●
96.25 ($99.77) 101.98
$97.59
-2.19%
Add 721.39%
44,585
39,157
QGRW 		WisdomTree U.S. Quality Growth Fund2024-09-30Add
+1.41%
●
40.25 ($44.2) 47.1
$47.76
8.05%
Add 108.56%
96,740
50,356
QQQE 		Direxion Nasdaq-100 Equal Weighted Index Shares2024-09-30Reduce
-1.21%
●
82.41 ($88.17) 92.06
$92.80
5.25%
Reduce -54.65%
17,032
-20,527
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+1.08%
●
77.02 ($81.73) 85.06
$29.04
-64.47%
Add 210.49%
30,881
20,935
HYDB 		iShares High Yield Systematic Bond ETF2024-09-30Reduce
-0.85%
●
46.14 ($47.16) 48.06
$47.40
0.51%
Reduce -57.97%
19,864
-27,402
IVW 		iShares S&P 500 Growth ETF2024-09-30Reduce
-0.82%
●
84.77 ($92.32) 97.13
$99.29
7.55%
Reduce -53.33%
11,671
-13,334
IVE 		iShares S&P 500 Value ETF2024-09-30New Buy
+0.81%
●
181.06 ($189.95) 197.17
$201.19
5.92%
New holding
6,730
6,730
EWRE 		EWRE2024-09-30Reduce
-0.68%
●
32.43 ($34.82) 37.08
$30.55
-12.26%
Reduce -46.34%
35,933
-31,032
DGRW 		WisdomTree U.S. Dividend Growth Fund2024-09-30Add
+0.66%
●
75.88 ($80.1) 83.21
$84.67
5.71%
Add 12.26%
117,993
12,886

Oxinas Partners Wealth Management LLC Total Holding History ($B)

To

Oxinas Partners Wealth Management LLC's Asset Allocation

To

Oxinas Partners Wealth Management LLC Past Portfolios

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

Top Ranked Articles

  • 1

Oxinas Partners Wealth Management LLC's Hypothetical Growth since 2024-09-30

Oxinas Partners Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Oxinas Partners Wealth Management LLC's Holdings Heat Map

Size field:

Oxinas Partners Wealth Management LLC's Holdings Bubble Chart

Oxinas Partners Wealth Management LLC News

  • 1

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