Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Oxinas Partners Wealth Management LLC
  City: JEFFERSONVILLE
  State: IN
  Zip: 47130
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $154,120,000
  Total Value Change : $13,155,000
  Securities Held Change : 12
   
All Securities Held : 128
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 53
  Unchanged Positions : 2
  Decreased Positions : 59

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QGRW)1 Year Chart         QGRW Wisdomtree Us Quality Growt... 41 New $0.00 $950,000 23,112 0.62% 950,000 23,112 0.257    N/A
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 58 New $0.00 $611,000 11,268 0.4% 611,000 11,268 0.013    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 59 New $822.37 $588,000 582 0.38% 588,000 582 0.001    Networking & Communic...
   (MTGP)1 Year Chart         MTGP Wisdomtree Mortgage Plus Bo... 61 New $0.00 $560,000 12,898 0.36% 560,000 12,898 0.143    N/A
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 63 New $77.00 $544,000 7,001 0.35% 544,000 7,001 0    Closed - End Fund - E...
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 65 New $224.37 $526,000 2,328 0.34% 526,000 2,328 0.019    Closed - End Fund - E...
   (ITB)1 Year Chart         ITB iShares Dow Jones U.S. Home... 67 New $0.00 $520,000 4,488 0.34% 520,000 4,488 0.011    Closed - End Fund - E...
   (TGT)1 Year Chart         TGT Target Corp 113 New $158.96 $225,000 1,269 0.15% 225,000 1,269 0    Discount, Variety Stores
   (IMTM)1 Year Chart         IMTM Ishares Edge Msci Intl Mome... 115 New $25.80 $219,000 5,589 0.14% 219,000 5,589 0.003    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 120 New $40.49 $203,000 4,828 0.13% 203,000 4,828 0    Telecom Services - Do...
   (SHEL)1 Year Chart         SHEL Shell plc 121 New $74.06 $202,000 3,013 0.13% 202,000 3,013 0    Integrated Oil & Gas
   (RXRX)1 Year Chart         RXRX Recursion Pharmaceuticals, ... 126 New $10.05 $122,000 12,250 0.08% 122,000 12,250 0.006    N/A
   (ALTM)1 Year Chart         ALTM Arcadium Lithium Plc 127 New $4.88 $109,000 25,262 0.07% 109,000 25,262 0.002    N/A
   (MPW)1 Year Chart         MPW Medical Properties Trust Inc 128 New $5.85 $56,000 12,000 0.04% 56,000 12,000 0.002    REIT - Healthcare Fac...

      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results