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 151–200 of 277
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| Q | QNITY ELECTRONICS INC | 5K | $100K–$500K | SH |
| VBF | INVESCO BD FD | 27K | $100K–$500K | SH |
| ISTB | ISHARES TR | 8K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| SNY | SANOFI SA | 8K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 16K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| FDUS | FIDUS INVT CORP | 18K | $100K–$500K | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| UL | UNILEVER PLC | 5K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| MAIN | MAIN STR CAP CORP | 5K | $100K–$500K | SH |
| SAP | SAP SE | 1K | $100K–$500K | SH |
| GDV | GABELLI DIVID & INCOME TR | 10K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 450 | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 616 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 5K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| EUSA | ISHARES INC | 2K | $100K–$500K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 4K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 7K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 1K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 3K | $100K–$500K | SH |
| DOW | DOW INC | 9K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 936 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| IBDR | ISHARES TR | 8K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 21K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| SHY | ISHARES TR | 2K | $100K–$500K | SH |
| IBDS | ISHARES TR | 7K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |