Oakhurst Advisors,LLC - Q3 2022 holdings

$21 Million is the total value of Oakhurst Advisors,LLC's 5 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .

 Value Shares↓ Weighting
NEE NewNEXTERA ENERGY INCput$3,136,00040,000
+100.0%
14.96%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P 500 ETF TR7Q4 202245.7%
INVESCO EXCH TRD SLF IDX FD7Q4 202239.4%
SPDR S&P 500 ETF TR6Q4 202250.1%
SPDR S&P 500 ETF TR6Q4 202211.2%
INVESCO EXCH TRD SLF IDX FD5Q2 202211.3%
INVESCO EXCH TRD SLF IDX FD3Q4 20213.9%
NEXTERA ENERGY INC2Q4 202215.7%
INVESCO EXCH TRD SLF IDX FD2Q3 20210.3%

View Oakhurst Advisors,LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-02-15
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-17
13F-HR2022-02-15
13F-HR2021-11-12
13F-HR2021-08-13
APP WD2016-11-04
40-APP2016-08-09

View Oakhurst Advisors,LLC's complete filings history.

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