Oxinas-Partners-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "H",
  "SABR",
  "SMCI",
  "MU",
  null,
  "GOOGL",
  "T",
  "AVGO",
  "APP",
  "LOW",
  null,
  "RGTI",
  "ECC",
  "HD",
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "MMC",
  "UI",
  "MSFT",
  "IJR",
  null,
  "IJK",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "PLTR",
  "VZ",
  null,
  "IEFA",
  "SHOP",
  "SHEL",
  "SPDW",
  null,
  "SPYG",
  null,
  "BP",
  "SNPS",
  "TWLO",
  "UBER",
  "UAL",
  "SCHW",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "ACP",
  "TOST",
  null,
  null,
  "VYM",
  "F",
  "NCLH",
  null,
  "AMZN",
  "IVE",
  "LUV",
  null,
  null,
  "USB",
  "VUG",
  "VYMI",
  "VOO",
  "V",
  null,
  "WMT",
  "WES",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "DIA",
  null,
  "MTUM",
  "ESGU",
  "BAC",
  "BRK-B",
  "CCL",
  "COST",
  "DAL",
  "USMV",
  "MAR",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "TSLA",
  "NFLX",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 121
Total Value: 169341404
Accession Number: 0001951757-25-000318
Form Type: 13F-HR
CIK: oxinas-partners-wealth-management
Manager Name: Oxinas-Partners-Wealth-Management

Data Enrichment

64% identified

78 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

121 positions • $169.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AppLovin Corp

APP|03831W108

Shares:2.6K

Value:$684.9K

% of Portfolio:0.4% ($684.9K/$169.3M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.6K

Value:$682.4K

% of Portfolio:0.4% ($682.4K/$169.3M)

Western Midstream Partners, LP

WES|958669103

Shares:15.1K

Value:$619.4K

% of Portfolio:0.4% ($619.4K/$169.3M)

46641Q837

Shares:12.1K

Value:$612.3K

% of Portfolio:0.4% ($612.3K/$169.3M)

abrdn Income Credit Strategies Fund

ACP|003057106

Shares:102.4K

Value:$603.2K

% of Portfolio:0.4% ($603.2K/$169.3M)

Ubiquiti Inc.

UI|90353W103

Shares:1.9K

Value:$599.2K

% of Portfolio:0.4% ($599.2K/$169.3M)

46431W507

Shares:11.5K

Value:$585.8K

% of Portfolio:0.3% ($585.8K/$169.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$573.7K

% of Portfolio:0.3% ($573.7K/$169.3M)

14020G101

Shares:16.0K

Value:$548.0K

% of Portfolio:0.3% ($548.0K/$169.3M)

BP PLC

BP|055622104

Shares:16.0K

Value:$541.8K

% of Portfolio:0.3% ($541.8K/$169.3M)

SYNOPSYS INC

SNPS|871607107

Shares:1.2K

Value:$515.5K

% of Portfolio:0.3% ($515.5K/$169.3M)

464287606

IJK|464287606

Shares:6.1K

Value:$508.9K

% of Portfolio:0.3% ($508.9K/$169.3M)

464287507

IJH|464287507

Shares:8.7K

Value:$506.8K

% of Portfolio:0.3% ($506.8K/$169.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:931

Value:$495.8K

% of Portfolio:0.3% ($495.8K/$169.3M)

464287721

Shares:3.4K

Value:$482.1K

% of Portfolio:0.3% ($482.1K/$169.3M)

46432F396

MTUM|46432F396

Shares:2.3K

Value:$472.8K

% of Portfolio:0.3% ($472.8K/$169.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.9K

Value:$472.7K

% of Portfolio:0.3% ($472.7K/$169.3M)

46435G250

Shares:9.9K

Value:$465.6K

% of Portfolio:0.3% ($465.6K/$169.3M)

Philip Morris International Inc.

PM|718172109

Shares:2.7K

Value:$425.1K

% of Portfolio:0.3% ($425.1K/$169.3M)

92206C870

VCIT|92206C870

Shares:5.1K

Value:$418.0K

% of Portfolio:0.2% ($418.0K/$169.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AppLovin Corp(APPcusip03831W108)	2.6K	QoQ -22.58% (-754) YoY NEW(+2.6K)	All Managers (Combined)	$684.9K	0.4% ($684.9K/$169.3M)	QoQ -36.65% (-$396.3K) YoY NEW(+$684.9K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.6K	QoQ +14.35% (+204) YoY +88.73% (+764)	All Managers (Combined)	$682.4K	0.4% ($682.4K/$169.3M)	QoQ +12.88% (+$77.9K) YoY +99.24% (+$339.9K)
Western Midstream Partners, LP(WEScusip958669103)	15.1K	QoQ 0.00% (+0) YoY -21.47% (-4.1K)	All Managers (Combined)	$619.4K	0.4% ($619.4K/$169.3M)	QoQ +6.58% (+$38.3K) YoY -9.52% (-$65.2K)
(cusip46641Q837)✕	12.1K	QoQ -3.20% (-400) YoY -73.55% (-33.6K)	All Managers (Combined)	$612.3K	0.4% ($612.3K/$169.3M)	QoQ -2.69% (-$17.0K) YoY -73.46% (-$1.7M)
abrdn Income Credit Strategies Fund(ACPcusip003057106)	102.4K	QoQ 0.00% (-0) YoY -12.35% (-14.4K)	All Managers (Combined)	$603.2K	0.4% ($603.2K/$169.3M)	QoQ -1.34% (-$8.2K) YoY -23.86% (-$189.0K)
Ubiquiti Inc.(UIcusip90353W103)	1.9K	QoQ -8.30% (-175) YoY NEW(+1.9K)	All Managers (Combined)	$599.2K	0.4% ($599.2K/$169.3M)	QoQ -14.32% (-$100.2K) YoY NEW(+$599.2K)
(cusip46431W507)✕	11.5K	QoQ +2.82% (+316) YoY -23.69% (-3.6K)	All Managers (Combined)	$585.8K	0.3% ($585.8K/$169.3M)	QoQ +3.57% (+$20.2K) YoY -23.07% (-$175.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ 0.00% (+0) YoY -28.43% (-435)	All Managers (Combined)	$573.7K	0.3% ($573.7K/$169.3M)	QoQ +3.53% (+$19.6K) YoY -24.21% (-$183.3K)
(cusip14020G101)✕	16.0K	QoQ +4.37% (-671) YoY NEW(+16.0K)	All Managers (Combined)	$548.0K	0.3% ($548.0K/$169.3M)	QoQ -3.82% (-$21.8K) YoY NEW(+$548.0K)
BP PLC(BPcusip055622104)	16.0K	QoQ +3.31% (+515) YoY -15.05% (-2.8K)	All Managers (Combined)	$541.8K	0.3% ($541.8K/$169.3M)	QoQ +18.10% (+$83.0K) YoY -23.83% (-$169.5K)
SYNOPSYS INC(SNPScusip871607107)	1.2K	QoQ -2.27% (-28) YoY +122.59% (+662)	All Managers (Combined)	$515.5K	0.3% ($515.5K/$169.3M)	QoQ -13.65% (-$81.5K) YoY +67.03% (+$206.9K)
(IJKcusip464287606)	6.1K	QoQ -15.54% (-1.1K) YoY -27.76% (-2.3K)	All Managers (Combined)	$508.9K	0.3% ($508.9K/$169.3M)	QoQ -22.65% (-$149.0K) YoY -34.07% (-$263.0K)
(IJHcusip464287507)	8.7K	QoQ 0.00% (-0) YoY -17.28% (-1.8K)	All Managers (Combined)	$506.8K	0.3% ($506.8K/$169.3M)	QoQ -6.35% (-$34.4K) YoY -20.54% (-$131.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	931	QoQ +5.79% (+51) YoY +45.69% (+292)	All Managers (Combined)	$495.8K	0.3% ($495.8K/$169.3M)	QoQ +24.30% (+$96.9K) YoY +84.52% (+$227.1K)
(cusip464287721)✕	3.4K	QoQ +0.20% (-7) YoY +3.37% (+112)	All Managers (Combined)	$482.1K	0.3% ($482.1K/$169.3M)	QoQ -11.78% (-$64.4K) YoY +7.49% (+$33.6K)
(MTUMcusip46432F396)	2.3K	QoQ +2.13% (-49) YoY -19.64% (-572)	All Managers (Combined)	$472.8K	0.3% ($472.8K/$169.3M)	QoQ -0.21% (-$1.0K) YoY -13.31% (-$72.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.9K	QoQ +36.95% (+520) YoY +12.55% (+215)	All Managers (Combined)	$472.7K	0.3% ($472.7K/$169.3M)	QoQ +40.14% (+$135.4K) YoY +37.87% (+$129.9K)
(cusip46435G250)✕	9.9K	QoQ -10.30% (-1.1K) YoY -84.43% (-53.7K)	All Managers (Combined)	$465.6K	0.3% ($465.6K/$169.3M)	QoQ -10.15% (-$52.6K) YoY -84.31% (-$2.5M)
Philip Morris International Inc.(PMcusip718172109)	2.7K	QoQ +5.06% (+129) YoY NEW(+2.7K)	All Managers (Combined)	$425.1K	0.3% ($425.1K/$169.3M)	QoQ +38.58% (+$118.3K) YoY NEW(+$425.1K)
(VCITcusip92206C870)	5.1K	QoQ -7.64% (-423) YoY +100.39% (+2.6K)	All Managers (Combined)	$418.0K	0.2% ($418.0K/$169.3M)	QoQ -5.92% (-$26.3K) YoY +103.50% (+$212.6K)