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OXINAS PARTNERS WEALTH MANAGEMENT LLC

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JEFFERSONVILLE IN Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Oxinas Partners Wealth Management is based out of Jeffersonville. Oxinas Partners Wealth Management is a large advisory firm with 715 clients and discretionary assets under management (AUM) of $227,087,084 (Form ADV from 2023-08-24). Their last reported 13F filing for Q4 2023 included $140,970,008 in managed 13F securities and a top 10 holdings concentration of 37.33%. Oxinas Partners Wealth Management's largest holding is WisdomTree U.S. Quality Dividend Growth Fund-N/A with shares held of 108,520. Whalewisdom has at least 14 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
AMZN Amazon.com Inc. 1.93%
FLOT iShares Floating Rat 0.77%
MSFT Microsoft Corp. 0.48%
HYDB iShares High Yield B 0.29%
IGSB iShares 1-5 Year Inv 0.28%

2023-12-31

13F Holdings Summary

Name $ Change
DGRW WisdomTree U.S. Qual 5.41%
SPYG SPDR(R) Portfolio S& 5.16%
AAPL Apple Inc 5.13%
SPY SPDR S&P 500 ETF TRU 4.43%
QQQE Direxion NASDAQ-100 3.38%

2023-12-31

13F Activity

Market Value $141m, Prior: $134m
New Purchases 7 stocks
Added To 35 stocks
Sold out of 8 stocks
Reduced holdings in 70 stocks
Top 10 Holdings % 37.33%
Turnover %[1] 12.93%
Turnover Alt %[2] 3.74%
Time Held Top 20 7.35 quarters
Time Held Top 10 5.3 quarters
Time Held All 7.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance