Oxinas Partners Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$163M
Signature - Title
Matthew Wagner - Chief Compliance Officer
Location
Jeffersonville, IN
Summary
This page shows a list of all the recent 13F filings made by Oxinas Partners Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oxinas Partners Wealth Management LLC reported 115 stock holdings with total value $163M as of Q3 2024. Top holdings included DGRW, SPYG, AAPL, SPY, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 115 $163M +$26.3M -$18.3M +$8.09M DGRW, SPYG, AAPL, SPY, AMZN 13F-HR 10/15/2024, 05:19 PM
Q2 2024 124 $150M +$10.7M -$19.5M -$8.8M SPYG, DGRW, AAPL, SPY, QQQ 13F-HR 8/1/2024, 07:17 PM
Q1 2024 128 $154M +$20.3M -$12.5M +$7.73M DGRW, SPYG, SPY, AAPL, AGG 13F-HR 4/18/2024, 12:37 PM
Q4 2023 116 $141M +$5.27M -$11.9M -$6.68M DGRW, SPYG, AAPL, SPY, QQQE 13F-HR 1/22/2024, 09:05 AM
Q3 2023 117 $134M +$3.29M -$15.3M -$12M DGRW, SPYG, AAPL, AMZN, SPY 13F-HR 10/25/2023, 09:24 AM
Q2 2023 124 $152M +$19.3M -$16.8M +$2.53M AAPL, AMZN, SPYG, DGRW, SPY 13F-HR 7/14/2023, 09:27 AM
Q1 2023 108 $139M +$22M -$11.5M +$10.5M SPYG, AMZN, DGRW, SPY, QQQE 13F-HR 4/12/2023, 10:31 AM
Q4 2022 99 $118M +$8.09M -$11.6M -$3.54M SPYG, DGRW, AMZN, QQQE, MSFT 13F-HR 1/17/2023, 08:13 PM
Q3 2022 87 $121M +$15.7M -$15.4M +$289K SPYG, AMZN, DGRW, TSLA, QQQE 13F-HR 10/14/2022, 06:15 PM
Q2 2022 96 $132M +$29.3M -$22.9M +$6.41M SPYG, AMZN, RSPR, DGRW, HYDB Restatement 7/15/2022, 11:19 AM
Q1 2022 114 $160M +$47M -$55.2M -$8.17M SPYG, RSPR, AMZN, DGRW, HYDB 13F-HR 4/19/2022, 05:32 PM
Q4 2021 150 $175M +$35.9M -$36.1M -$109K PFFD, IIGV, RSPR, QQQ, IVV 13F-HR 1/18/2022, 07:12 PM
Q3 2021 150 $172M +$40.9M -$38.1M +$2.77M PFFD, IIGV, QQQ, IVV, RSPR 13F-HR 11/1/2021, 09:19 AM
Q2 2021 153 $175M +$35.6M -$25.4M +$10.2M ARKK, QQQ, VNLA, IVV, VOE 13F-HR 7/26/2021, 03:59 PM
Q1 2021 140 $157M +$57.8M -$40.3M +$17.5M IVV, CSB, QQQ, ARKK, AMZN 13F-HR 5/4/2021, 07:09 AM
Q4 2020 117 $135M $0 $0 AMZN, IVV, CORP, QQQ, PGX 13F-HR 1/19/2021, 08:32 AM