Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
AVGO Broadcom Ltd. (Avago | 0.55% |
TECL Direxion Daily Techn | 0.53% |
AGG iShares Core U.S. Ag | 0.43% |
SPY SPDR S&P 500 ETF TRU | 0.42% |
QQQ Invesco QQQ Trust, S | 0.36% |
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