OAK HARBOR WEALTH PARTNERS, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$416.5B

Holdings

277

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (277 positions)

#StockSharesValue% PortfolioType
101
PAYXPAYCHEX INC
8,288$929.0M0.22%
102
ITWILLINOIS TOOL WKS INC
3,762$926.0M0.22%
103
ABBVABBVIE INC
4,057$926.0M0.22%
104
SPGIS&P GLOBAL INC
1,688$882.0M0.21%
105
OMCOMNICOM GROUP INC
9,886$798.0M0.19%
106
EEMISHARES TR
14,465$791.0M0.19%
107
DRIDARDEN RESTAURANTS INC
4,269$785.0M0.19%
108
AMATAPPLIED MATLS INC
2,994$769.0M0.18%
109
FLRNSPDR SERIES TRUST
24,616$756.0M0.18%
110
ANETARISTA NETWORKS INC
5,600$733.0M0.18%
111
VWOVANGUARD INTL EQUITY INDEX F
12,884$692.0M0.17%
112
PWRQUANTA SVCS INC
1,631$688.0M0.17%
113
JPSEJ P MORGAN EXCHANGE TRADED F
13,734$687.0M0.16%
114
VBVANGUARD INDEX FDS
2,582$666.0M0.16%
115
QSUTIDAL TRUST II
100,000$656.0M0.16%
116
TRGPTARGA RES CORP
3,551$655.0M0.16%
117
BNDXVANGUARD CHARLOTTE FDS
13,536$654.0M0.16%
118
JCIJOHNSON CTLS INTL PLC
5,417$648.0M0.16%
119
BACBANK AMERICA CORP
11,691$643.0M0.15%
120
BSXBOSTON SCIENTIFIC CORP
6,686$637.0M0.15%
121
ADIANALOG DEVICES INC
2,340$634.0M0.15%
122
UNPUNION PAC CORP
2,683$620.0M0.15%
123
WMWASTE MGMT INC DEL
2,805$616.0M0.15%
124
TJXTJX COS INC NEW
3,969$609.0M0.15%
125
NKENIKE INC
9,192$585.0M0.14%
126
VTIVANGUARD INDEX FDS
1,688$565.0M0.14%
127
PANWPALO ALTO NETWORKS INC
3,060$563.0M0.14%
128
MAMASTERCARD INCORPORATED
983$561.0M0.13%
129
URIUNITED RENTALS INC
691$559.0M0.13%
130
CTVACORTEVA INC
8,273$554.0M0.13%
131
TTTRANE TECHNOLOGIES PLC
1,423$553.0M0.13%
132
GEGE AEROSPACE
1,778$547.0M0.13%
133
GQ9SPDR GOLD TR
1,350$535.0M0.13%
134
VUGVANGUARD INDEX FDS
1,092$532.0M0.13%
135
UBERUBER TECHNOLOGIES INC
6,333$517.0M0.12%
136
DASHDOORDASH INC
2,240$507.0M0.12%
137
CEGCONSTELLATION ENERGY CORP
1,431$505.0M0.12%
138
QTECFIRST TR EXCHANGE-TRADED FD
2,140$492.0M0.12%
139
IVVISHARES TR
717$491.0M0.12%
140
ISRGINTUITIVE SURGICAL INC
865$489.0M0.12%
141
DDOMINION ENERGY INC
8,337$488.0M0.12%
142
AXONAXON ENTERPRISE INC
856$486.0M0.12%
143
NFLXNETFLIX INC
5,092$477.0M0.11%
144
JPSTJ P MORGAN EXCHANGE TRADED F
9,409$476.0M0.11%
145
AJGGALLAGHER ARTHUR J & CO
1,812$468.0M0.11%
146
NOWSERVICENOW INC
2,994$458.0M0.11%
147
DDDUPONT DE NEMOURS INC
11,108$446.0M0.11%
148
ACWIISHARES TR
3,000$424.0M0.10%
149
CITCINTAS CORP
2,248$422.0M0.10%
150
GILDGILEAD SCIENCES INC
3,404$417.0M0.10%
151
QQNITY ELECTRONICS INC
5,112$417.0M0.10%
152
VBFINVESCO BD FD
26,514$408.0M0.10%
153
ISTBISHARES TR
8,312$405.0M0.10%
154
4I1PHILIP MORRIS INTL INC
2,472$396.0M0.10%
155
SNYSANOFI SA
8,123$393.0M0.09%
156
ALSALLSTATE CORP
1,847$384.0M0.09%
157
IWRISHARES TR
3,907$376.0M0.09%
158
MMM3M CO
2,318$371.0M0.09%
159
EOSEATON VANCE ENHANCED EQUITY
15,547$363.0M0.09%
160
VXUSVANGUARD STAR FDS
4,757$358.0M0.09%
161
FDUSFIDUS INVT CORP
17,981$347.0M0.08%
162
FDNFIRST TR EXCHANGE-TRADED FD
1,282$345.0M0.08%
163
JAVAJ P MORGAN EXCHANGE TRADED F
4,816$345.0M0.08%
164
TAT&T INC
13,717$340.0M0.08%
165
APDAIR PRODS & CHEMS INC
1,346$332.0M0.08%
166
IWOISHARES TR
1,026$331.0M0.08%
167
ULUNILEVER PLC
5,006$327.0M0.08%
168
IWDISHARES TR
1,559$327.0M0.08%
169
TRVCCITIGROUP INC
2,764$322.0M0.08%
170
MAINMAIN STR CAP CORP
5,000$301.0M0.07%
171
SAPSAP SE
1,206$292.0M0.07%
172
XGDVXGABELLI DIVID & INCOME TR
10,300$286.0M0.07%
173
WFCWELLS FARGO CO NEW
2,966$276.0M0.07%
174
ICEINTERCONTINENTAL EXCHANGE IN
1,670$270.0M0.06%
175
SHOPSHOPIFY INC
1,653$266.0M0.06%
176
XLESELECT SECTOR SPDR TR
5,940$265.0M0.06%
177
XLKSELECT SECTOR SPDR TR
1,819$261.0M0.06%
178
TMOTHERMO FISHER SCIENTIFIC INC
450$260.0M0.06%
179
HUBSHUBSPOT INC
616$247.0M0.06%
180
BMYBRISTOL-MYERS SQUIBB CO
4,550$245.0M0.06%
181
MOALTRIA GROUP INC
4,168$240.0M0.06%
182
EUSAISHARES INC
2,306$238.0M0.06%
183
AWMSKYWORKS SOLUTIONS INC
3,650$231.0M0.06%
184
INTCINTEL CORP
6,262$231.0M0.06%
185
XLVSELECT SECTOR SPDR TR
1,470$227.0M0.05%
186
TOWNTOWNEBANK PORTSMOUTH VA
6,740$224.0M0.05%
187
RJFRAYMOND JAMES FINL INC
1,366$219.0M0.05%
188
PSXPHILLIPS 66
1,677$216.0M0.05%
189
CPCANADIAN PACIFIC KANSAS CITY
2,891$212.0M0.05%
190
DOWDOW INC
8,841$206.0M0.05%
191
SNOWSNOWFLAKE INC
936$205.0M0.05%
192
TXNTEXAS INSTRS INC
1,179$204.0M0.05%
193
IBDRISHARES TR
8,338$202.0M0.05%
194
SCHXSCHWAB STRATEGIC TR
7,441$200.0M0.05%
195
BDJBLACKROCK ENHANCED EQUITY DI
21,139$200.0M0.05%
196
SHYISHARES TR
2,299$190.0M0.05%
197
XLYSELECT SECTOR SPDR TR
1,466$175.0M0.04%
198
IBDSISHARES TR
7,242$175.0M0.04%
199
SDYSPDR SERIES TRUST
1,214$168.0M0.04%
200
VCITVANGUARD SCOTTSDALE FDS
1,625$136.0M0.03%
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