$139 Million is the total value of Oxinas Partners Wealth Management LLC's 108 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IXN | ISHARES TRglobal tech etf | $937,893 | +21.3% | 17,253 | 0.0% | 0.68% | +3.7% | |
| IJH | ISHARES TRcore s&p mcp etf | $570,148 | +3.4% | 2,279 | 0.0% | 0.41% | -11.8% | |
| H | HYATT HOTELS CORP | $558,950 | +23.6% | 5,000 | 0.0% | 0.40% | +5.5% | |
| WES | WESTERN MIDSTREAM PARTNERS L | $509,996 | -1.8% | 19,340 | 0.0% | 0.37% | -16.2% | |
| ABNB | AIRBNB INC | $413,506 | +45.5% | 3,324 | 0.0% | 0.30% | +24.2% | |
| IEFA | ISHARES TRcore msci eafe | $247,972 | +8.5% | 3,709 | 0.0% | 0.18% | -7.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-12
Signatures
The EDGAR filing(s) were signed by:
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.