$152 Million is the total value of Oxinas Partners Wealth Management LLC's 124 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CS | Exit | CREDIT SUISSE GROUPsponsored adr | $0 | – | -25,000 | -100.0% | -0.02% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -1,789 | -100.0% | -0.14% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -1,500 | -100.0% | -0.15% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -5,193 | -100.0% | -0.16% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -29,610 | -100.0% | -0.22% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,105 | -100.0% | -0.33% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -9,330 | -100.0% | -0.44% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -3,772 | -100.0% | -0.57% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -17,822 | -100.0% | -0.87% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -12,440 | -100.0% | -0.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-14
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.