OAK HARBOR WEALTH PARTNERS, LLC
Q3 2022 13F Holdings
- Locationraleigh, NC
- Num holdings
213
- Value ($000)
$255,407
- Date Filed11/03/2022
- Form type13F-HR
- CIK0001912040
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WOLF WOLFSPEED INC | COM | 977852102 | $22.21M | 9 % | 214,868 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.97M | 7 % | 51,684 | ||
AAPL APPLE INC | COM | 037833100 | $9.81M | 4 % | 70,994 | ||
LNC LINCOLN NATL CORP IND | COM | 534187109 | $9.64M | 4 % | 219,584 | ||
PEN PENUMBRA INC | COM | 70975L107 | $7.09M | 3 % | 37,379 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $6.43M | 3 % | 29,315 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.23M | 2 % | 78,757 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $5.05M | 2 % | 95,872 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.03M | 2 % | 52,230 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.98M | 2 % | 18,617 |
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