Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 8 | Q3 2023 | 7.1% |
WOLFSPEED INC | 8 | Q3 2023 | 8.7% |
APPLE INC | 8 | Q3 2023 | 4.6% |
LINCOLN NATL CORP IND | 8 | Q3 2023 | 5.2% |
ISHARES TR | 8 | Q3 2023 | 3.8% |
ISHARES TR | 8 | Q3 2023 | 3.1% |
ISHARES TR | 8 | Q3 2023 | 3.8% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 2.4% |
ISHARES TR | 8 | Q3 2023 | 2.6% |
MOTOROLA SOLUTIONS INC | 8 | Q3 2023 | 2.1% |
View OAK HARBOR WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-18 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-25 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-17 |
View OAK HARBOR WEALTH PARTNERS, 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.