CIK 1912040
OAK HARBOR WEALTH PARTNERS, LLC
Institutional 13F holdings & portfolio
Holdings
277
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 277
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDT | MEDTRONIC PLC | 21K | $1M+ | SH |
| LOW | LOWES COS INC | 8K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 19K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 16K | $1M+ | SH |
| QS | QUANTUMSCAPE CORP | 180K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 20K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| IEF | ISHARES TR | 19K | $1M+ | SH |
| CRM | SALESFORCE INC | 7K | $1M+ | SH |
| IWP | ISHARES TR | 13K | $1M+ | SH |
| PEP | PEPSICO INC | 12K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 11K | $1M+ | SH |
| USHY | ISHARES TR | 44K | $1M+ | SH |
| PFE | PFIZER INC | 65K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 33K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 5K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 12K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| KLAC | KLA CORP | 1K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| PFF | ISHARES TR | 46K | $1M+ | SH |
| MRK | MERCK & CO INC | 13K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| GLW | CORNING INC | 15K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 8K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| TOUS | T ROWE PRICE ETF INC | 35K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 14K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 27K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 4K | $1M+ | SH |
| CME | CME GROUP INC | 4K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 11K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 13K | $1M+ | SH |
| EFA | ISHARES TR | 11K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 8K | $1M+ | SH |
| KIM | KIMCO RLTY CORP | 50K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $1M+ | SH |
| DVY | ISHARES TR | 7K | $1M+ | SH |
| BX | BLACKSTONE INC | 7K | $1M+ | SH |
| ASH | ASHLAND INC | 17K | $500K+ | SH |
| QCOM | QUALCOMM INC | 6K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| CB | CHUBB LIMITED | 3K | $500K+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |