CIK 2111403
LAUREL OAK WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
361
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 361
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ENB | ENBRIDGE INC | 9K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $100K–$500K | SH |
| EMB | ISHARES TR | 4K | $100K–$500K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 398 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| CIEN | CIENA CORP | 2K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| IJK | ISHARES TR | 4K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 12K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 4K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 691 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| IJJ | ISHARES TR | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| SJNK | SPDR SERIES TRUST | 15K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 8K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | 15K | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 15K | $100K–$500K | SH |
| SNY | SANOFI SA | 8K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 4K | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 26K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 6K | $100K–$500K | SH |
| IHI | ISHARES TR | 6K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 2K | $100K–$500K | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 30K | $100K–$500K | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 16K | $100K–$500K | SH |
| USB | US BANCORP DEL | 7K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 522 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 967 | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 4K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 583 | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |