$157 Million is the total value of Oxinas Partners Wealth Management LLC's 140 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DG | DOLLAR GEN CORP NEW | $541,000 | -3.6% | 2,669 | 0.0% | 0.34% | -17.3% | |
| IYW | ISHARES TRu.s. tech etf | $464,000 | +3.1% | 5,288 | 0.0% | 0.30% | -11.7% | |
| DE | DEERE & CO | $311,000 | +39.5% | 830 | 0.0% | 0.20% | +19.3% | |
| AJAXU | AJAX Iunit 99/99/9999 | $289,000 | -14.2% | 27,150 | 0.0% | 0.18% | -26.4% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $276,000 | +1.5% | 1,075 | 0.0% | 0.18% | -12.9% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $241,000 | -4.7% | 750 | 0.0% | 0.15% | -18.6% | |
| FMAC | FIRSTMARK HORIZON ACQUISITIO | $121,000 | -5.5% | 12,076 | 0.0% | 0.08% | -18.9% | |
| CBAHU | CBRE ACQUISITION HLDGS INCunit 99/99/9999 | $114,000 | -5.0% | 11,440 | 0.0% | 0.07% | -18.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 12 | Q3 2023 | 6.5% |
| WISDOMTREE TR | 12 | Q3 2023 | 5.3% |
| APPLE INC | 12 | Q3 2023 | 5.4% |
| INVESCO QQQ TR | 12 | Q3 2023 | 4.3% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 4.9% |
| ISHARES TR | 12 | Q3 2023 | 3.9% |
| DIREXION SHS ETF TR | 12 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 12 | Q3 2023 | 3.8% |
| UNITED AIRLS HLDGS INC | 12 | Q3 2023 | 2.8% |
| TESLA INC | 12 | Q3 2023 | 4.2% |
View Oxinas Partners Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-17 |
| 13F-HR/A | 2022-07-15 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-20 |
View Oxinas Partners Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.