LAUREL OAK WEALTH MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LO LAUREL OAK WEALTH MANAGEMENT, LLC | Institutional Filer | ▲ 0.32% | $595.5M | 360 |
Current Portfolio Holdings
Showing all 360 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 168K | $42.5M | 7.14% |
| 2 | NVDA | NVIDIA Corporation | Technology | 144K | $25.2M | 4.23% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | — | 145K | $20.0M | 3.36% |
| 4 | VUG | VANGUARD INDEX FDS | — | 38K | $16.8M | 2.82% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 80K | $16.6M | 2.79% |
| 6 | GOOGL | Alphabet Inc. | Technology | 57K | $16.4M | 2.76% |
| 7 | MSFT | Microsoft Corporation | Technology | 34K | $12.5M | 2.09% |
| 8 | HEGD | LISTED FDS TR | — | 488K | $12.1M | 2.03% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 39K | $11.5M | 1.93% |
| 10 | SPYV | SPDR SERIES TRUST | — | 201K | $11.3M | 1.91% |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | — | 48K | $10.3M | 1.74% |
| 12 | DIVO | AMPLIFY ETF TR | — | 228K | $10.2M | 1.72% |
| 13 | VYM | VANGUARD WHITEHALL FDS | — | 65K | $9.6M | 1.62% |
| 14 | IEF | ISHARES TR | — | 95K | $9.1M | 1.52% |
| 15 | VGT | VANGUARD WORLD FD | — | 13K | $9.0M | 1.51% |
Showing 1 to 15 of 360 holdings