Oxinas Partners Wealth Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Oxinas Partners Wealth Management LLC

CIK Number: 0001759320

194.82M
Market Value
118
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 11, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 DGRW WisdomTree U.S....
88.91
+0.99% 138.9K +11.24% 11.09M 68.27 6.55% Share
2 AAPL Apple Inc.
230.03
+1.43% 36.3K +3.45% 8.06M 154.98 4.76% Share
3 SPYG SPDR Portfolio ...
102.90
+0.48% 99.53K -0.74% 8M 68.01 4.72% Share
4 QGRW Wisdomtree U.S....
56.26
+0.63% 169.62K +57.17% 7.45M 44.59 4.40% Share
5 SPY SPDR S&P 500 ET...
657.61
+0.83% 12.69K -9.09% 7.1M 416.59 4.19% Share
6 AMZN Amazon.com, Inc...
229.95
-0.16% 29.71K +10.52% 5.65M 153.49 3.34% Share
7 QQQ Invesco QQQ Tru...
584.09
+0.58% 10.5K -2.13% 4.92M 354.22 2.91% Share
8 MSFT Microsoft Corpo...
501.01
+0.13% 11.58K +4.75% 4.35M 264.21 2.57% Share
9 AGGY WisdomTree Yiel...
44.54
+0.25% 93.89K -9.26% 4.08M 43.1 2.41% Share
10 TSLA Tesla, Inc.
368.81
+6.04% 15.38K +19.60% 3.99M 260.85 2.35% Share
11 VYM Vanguard High D...
142.04
+0.90% 29.83K +4.13% 3.85M 109.4 2.27% Share
12 FLOT iShares Floatin...
50.92
+0.01% 73.27K +716.57% 3.74M 50.96 2.21% Share
13 TLT iShares 20+ Yea...
90.31
+0.64% 40.48K +100.00% 3.69M 91.03 2.18% Share
14 SCHD Schwab U.S. Div...
27.73
+0.82% 129.32K +20.04% 3.62M 27.29 2.14% Share
15 SPDW SPDR Portfolio ...
42.72
+1.05% 93.15K +18.92% 3.39M 35.25 2.00% Share
16 UAL United Airlines...
109.36
+1.72% 48.8K -0.02% 3.37M 48.1 1.99% Share
17 GOOG Alphabet Inc.
240.78
+0.51% 21.05K +5.06% 3.29M 128.51 1.94% Share
18 SCHG Schwab U.S. Lar...
31.32
+0.66% 107.22K +1.00% 2.68M 16.7 1.59% Share
19 BIL SPDR Bloomberg ...
91.57
+0.01% 26.85K +565.48% 2.46M 91.7 1.45% Share
20 IVV iShares Core S&...
660.91
+0.83% 4.36K -0.64% 2.45M 380 1.45% Share
21 JEPI JPMorgan Equity...
57.24
+0.60% 42.83K +1.18% 2.45M 55.59 1.45% Share
22 NOBL ProShares S&P 5...
105.03
+1.66% 22.83K -13.33% 2.33M 89.03 1.38% Share
23 RPV Invesco S&P 500...
99.39
+2.13% 22.56K -0.22% 2.08M 61.46 1.23% Share
24 DON WisdomTree U.S....
53.25
+1.54% 40K +25.95% 1.98M 47.94 1.17% Share
25 MAR Marriott Intern...
267.90
+2.09% 7.81K +0.53% 1.86M 134.02 1.10% Share
26 MTGP WisdomTree Mort...
44.88
+0.17% 42.22K -0.1% 1.85M 43.9 1.09% Share
27 TECL Direxion Daily ...
110.72
+0.81% 29.6K +27.01% 1.73M 69.02 1.02% Share
28 XLK Technology Sele...
270.91
+0.28% 7.88K +1.39% 1.63M 136.12 0.96% Share
29 JEPQ JPMorgan Nasdaq...
56.41
+0.37% 31.14K +2.21% 1.61M 54.61 0.95% Share
30 NVDA NVIDIA Corporat...
177.06
-0.15% 13.08K +19.49% 1.42M 73.42 0.84% Share
31 GOOGL Alphabet Inc.
240.37
+0.50% 9.07K +0.86% 1.4M 115.1 0.83% Share
32 IVW iShares S&P 500...
118.83
+0.49% 15.06K +31.86% 1.4M 80.98 0.83% Share
33 IVE iShares S&P 500...
204.39
+1.24% 7.16K +5.48% 1.37M 196.77 0.81% Share
34 AGG iShares Core U....
100.63
+0.19% 13.43K -69.9% 1.33M 100.77 0.78% Share
35 VYMI Vanguard Intern...
85.66
+0.85% 17.81K +16.53% 1.31M 67.62 0.77% Share
36 CSB VictoryShares U...
60.16
+1.42% 22.75K +26.00% 1.31M 56.58 0.77% Share
37 DAL Delta Air Lines...
60.42
-1.58% 26.78K +0.38% 1.17M 35.05 0.69% Share
38 MINT PIMCO Enhanced ...
100.45
+0.03% 11.44K +100.00% 1.15M 100.62 0.68% Share
39 META Meta Platforms,...
750.90
-0.14% 1.97K -26.23% 1.14M 470.7 0.67% Share
40 IYH iShares U.S. He...
58.95
+1.74% 18.28K -6.45% 1.11M 54.07 0.66% Share
41 CCL Carnival Corpor...
32.47
+3.52% 56.41K +0.95% 1.1M 21.1 0.65% Share
42 XSOE WisdomTree Emer...
37.33
+1.36% 35.57K +22.84% 1.1M 30.65 0.65% Share
43 IXN iShares Global ...
98.77
+0.29% 14.49K -0.17% 1.1M 50.13 0.65% Share
44 DXJ WisdomTree Japa...
129.31
+0.78% 9.69K +17.86% 1.07M 107.05 0.63% Share
45 SMCI Super Micro Com...
43.95
+0.09% 30.5K +14.64% 1.04M 30.96 0.62% Share
46 AOR iShares Core 60...
64.00
+0.66% 18.07K -0.14% 1.04M 52.48 0.61% Share
47 SPGP Invesco S&P 500...
113.95
+1.35% 10.05K +0.55% 1M 91.14 0.59% Share
48 AVGO Broadcom Inc.
359.63
-2.69% 5.76K +51.82% 964.85K 135.97 0.57% Share
49 USMV iShares MSCI US...
94.90
+1.24% 10.07K -4.96% 943.59K 72.23 0.56% Share
50 XLV Health Care Sel...
139.68
+1.71% 6.4K +0.30% 934.28K 126.87 0.55% Share
51 ECC Eagle Point Cre...
7.05
+0.07% 115.04K -6.19% 931.83K 10.44 0.55% Share
52 XLE Energy Select S...
89.10
-0.01% 9.87K +1.34% 922.51K 75.4 0.54% Share
53 DHS WisdomTree U.S....
101.60
+1.21% 8.56K -1.89% 849.3K 82.27 0.50% Share
54 EPI WisdomTree Indi...
45.02
+0.12% 18.77K +100.00% 820.52K 43.71 0.48% Share
55 WMT Walmart Inc.
102.63
+2.21% 9.27K +2.22% 814K 49.2 0.48% Share
56 QQQE Direxion NASDAQ...
99.07
+1.35% 8.46K -14.95% 737.73K 76.93 0.44% Share
57 RECS Columbia Resear...
39.56
+1.00% 22.2K 0.00% 737.26K 34.62 0.44% Share
58 UBER Uber Technologi...
94.66
+0.48% 9.47K +3.51% 690.13K 32.16 0.41% Share
59 APP AppLovin Corpor...
571.31
+0.74% 2.58K -22.58% 684.95K 323.83 0.40% Share
60 DIA SPDR Dow Jones ...
461.95
+1.32% 1.63K +14.36% 682.36K 382.5 0.40% Share
61 WES Western Midstre...
38.35
+0.18% 15.12K 0.00% 619.4K 13.82 0.37% Share
62 JPST JPMorgan Ultra-...
50.66
+0.01% 12.09K -3.2% 612.32K 50.09 0.36% Share
63 UI Ubiquiti Inc.
613.24
+1.25% 1.93K -8.31% 599.19K 331.93 0.35% Share
64 NEAR iShares Short M...
51.26
+0.03% 11.52K +2.82% 585.75K 50.34 0.35% Share
65 UNH UnitedHealth Gr...
353.64
+1.98% 1.09K 0.00% 573.7K 380.09 0.34% Share
66 CGGR Capital Group G...
43.66
+0.84% 16K +4.38% 548.04K 37.05 0.32% Share
67 BP BP p.l.c.
34.47
-0.85% 16.04K +3.32% 541.81K 20.95 0.32% Share
68 SNPS Synopsys, Inc.
438.10
+12.98% 1.2K -2.28% 515.48K 532.97 0.30% Share
69 IJK iShares S&P Mid...
97.52
+1.80% 6.11K -15.55% 508.87K 75.8 0.30% Share
70 IJH iShares Core S&...
66.52
+1.68% 8.69K 0.00% 506.77K 46.67 0.30% Share
71 BRK-B Berkshire Hatha...
496.91
+1.39% 931 +5.80% 495.83K 440.51 0.29% Share
72 IYW iShares U.S. Te...
187.93
+0.29% 3.43K +0.20% 482.15K 87.46 0.28% Share
73 MTUM iShares MSCI US...
253.94
-0.17% 2.34K +2.14% 472.78K 162.43 0.28% Share
74 JPM JPMorgan Chase ...
305.50
+1.65% 1.93K +36.96% 472.74K 182.54 0.28% Share
75 HYDB iShares High Yi...
47.79
+0.34% 9.89K -10.31% 465.58K 48.72 0.27% Share
76 PM Philip Morris I...
167.91
+1.57% 2.68K +5.06% 425.08K 106.17 0.25% Share
77 VCIT Vanguard Interm...
84.49
+0.30% 5.11K -7.64% 417.96K 81.17 0.25% Share
78 IDV iShares Interna...
37.02
+0.97% 13.47K +0.78% 417.95K 27.56 0.25% Share
79 SABR Sabre Corporati...
1.88
+9.30% 143.75K -45.13% 403.94K 3.43 0.24% Share
80 VUG Vanguard Growth...
469.69
+0.53% 1.07K +31.08% 395.51K 295.17 0.23% Share
81 ESGU iShares ESG Awa...
143.75
+0.88% 3.21K +0.12% 391.89K 86.81 0.23% Share
82 NFLX Netflix, Inc.
1203.50
-3.54% 389 -4.89% 362.75K 463.82 0.21% Share
83 LUV Southwest Airli...
31.73
+1.98% 10.7K -6.55% 359.31K 46.73 0.21% Share
84 VTI Vanguard Total ...
324.77
+0.92% 1.24K +52.52% 341.59K 247.12 0.20% Share
85 IJR iShares Core S&...
120.07
+2.08% 3.06K 0.00% 320.09K 98.81 0.19% Share
86 SCHW The Charles Sch...
93.94
+1.84% 4.08K +0.05% 319.71K 52.41 0.19% Share
87 T AT&T Inc.
29.48
+0.98% 11.11K +17.37% 314.2K 22.24 0.19% Share
88 HD The Home Depot,...
423.33
+2.44% 828 -0.24% 303.49K 310.84 0.18% Share
89 SPDN Direxion Daily ...
9.82
-0.76% 26.11K +100.00% 302.6K 11.59 0.18% Share
90 DIS The Walt Disney...
117.06
+1.10% 3.06K +39.88% 302.19K 146.22 0.18% Share
91 SHOP Shopify Inc.
145.03
+1.99% 3.14K +0.19% 299.71K 48.52 0.18% Share
92 MU Micron Technolo...
150.57
+7.55% 3.4K +5.33% 295.15K 84.3 0.17% Share
93 H Hyatt Hotels Co...
145.89
+2.70% 2.4K 0.00% 294K 77.1 0.17% Share
94 VZ Verizon Communi...
44.15
+1.51% 6.34K +100.00% 287.4K 45.36 0.17% Share
95 TOST Toast, Inc.
40.77
+2.18% 8.65K -41.74% 287.05K 36.45 0.17% Share
96 BAC Bank of America...
50.73
+1.19% 6.51K -1.15% 271.62K 28.69 0.16% Share
97 GS The Goldman Sac...
784.43
+1.93% 495 +1.02% 270.63K 325.01 0.16% Share
98 NCLH Norwegian Cruis...
26.93
+5.92% 14.1K +1.44% 267.34K 25.67 0.16% Share
99 QUAL iShares MSCI US...
191.55
+1.04% 1.54K -8.97% 263.5K 125.02 0.16% Share
100 CWB SPDR Bloomberg ...
88.40
+0.89% 3.43K -93.11% 262.5K 77.89 0.15% Share
101 IEFA iShares Core MS...
87.33
+1.05% 3.4K 0.00% 257.29K 69.48 0.15% Share
102 V Visa Inc.
343.48
+1.59% 706 +100.00% 247.45K 350.46 0.15% Share
103 PLTR Palantir Techno...
164.36
-1.43% 2.93K -10.67% 247.29K 75.63 0.15% Share
104 XOM Exxon Mobil Cor...
112.14
-0.32% 2.05K +0.24% 243.63K 75.47 0.14% Share
105 VOO Vanguard S&P 50...
604.58
+0.82% 468 +100.00% 240.26K 513.91 0.14% Share
106 COST Costco Wholesal...
964.32
+0.84% 253 +3.27% 238.86K 848.97 0.14% Share
107 TWLO Twilio Inc.
102.57
-1.61% 2.42K +100.00% 236.94K 97.91 0.14% Share
108 IGSB iShares 1-5 Yea...
53.05
+0.08% 4.5K +7.53% 235.71K 51.09 0.14% Share
109 F Ford Motor Comp...
11.76
+2.98% 23.33K +124.33% 234K 10.82 0.14% Share
110 YYY Amplify High In...
11.87
+0.13% 20.39K +38.08% 232.66K 11.49 0.14% Share
111 PFFD Global X U.S. P...
19.72
+0.58% 11.8K -18.72% 224.71K 24.88 0.13% Share
112 MMC Marsh & McLenna...
203.41
+2.33% 915 +100.00% 223.29K 244.03 0.13% Share
113 SHEL Shell plc
72.05
-0.83% 3.03K +100.00% 221.75K 73.28 0.13% Share
114 USB U.S. Bancorp
49.33
+0.25% 5.1K -1.92% 215.32K 41.91 0.13% Share
115 LOW Lowe's Companie...
272.34
+2.17% 866 +100.00% 201.89K 233.23 0.12% Share
116 BITQ Bitwise Crypto ...
22.15
+1.10% 15K -16.34% 182.1K 25.04 0.11% Share
117 RGTI Rigetti Computi...
16.69
+3.09% 15.27K +100.00% 120.96K 7.92 0.07% Share
118 GNOM Global X Genomi...
37.08
+1.62% 14.46K +35.87% 114.97K 9.25 0.07% Share