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 101–150 of 277
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PAYX | PAYCHEX INC | 8K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 4K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 10K | $500K+ | SH |
| EEM | ISHARES TR | 14K | $500K+ | SH |
| DRI | DARDEN RESTAURANTS INC | 4K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| FLRN | SPDR SERIES TRUST | 25K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 6K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 13K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| QSU | TIDAL TRUST II | 100K | $500K+ | SH |
| TRGP | TARGA RES CORP | 4K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 14K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 5K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 12K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 7K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| TJX | TJX COS INC NEW | 4K | $500K+ | SH |
| NKE | NIKE INC | 9K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 983 | $500K+ | SH |
| URI | UNITED RENTALS INC | 691 | $500K+ | SH |
| CTVA | CORTEVA INC | 8K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 6K | $500K+ | SH |
| DASH | DOORDASH INC | 2K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $500K+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| IVV | ISHARES TR | 717 | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 865 | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 8K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 856 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 11K | $100K–$500K | SH |
| ACWI | ISHARES TR | 3K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |