As per corporate shareholdings filed for Jul-2025, people matching OAK HARBOR WEALTH PARTNERS, LLC publicly holds 140 stocks with a net worth of over US$ 221.7 M.
These are shares held by OAK HARBOR WEALTH PARTNERS, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.
Stock Name | Holders Name | Current Price US$ | Quantity Held | Holding Percent | Change from Previous Qtr | Holding Value US$ | History | |
---|---|---|---|---|---|---|---|---|
Invesco Bond Fund | Oak Harbor Wealth Partners, Llc | 15.72 | 29,166 | 0.26% | -0.08 | 458.5 K | ||
Lincoln National Corp. | Oak Harbor Wealth Partners, Llc | 42.15 | 219,694 | 0.12% | -0.01 | 9.3 M | ||
Penumbra Inc | Oak Harbor Wealth Partners, Llc | 272.73 | 32,807 | 0.08% | 0.00 | 8.9 M | ||
MFS Multimarket Income Trust | Oak Harbor Wealth Partners, Llc | 4.85 | 29,062 | 0.05% | 0.00 | 141.0 K | ||
Fidus Investment Corp | Oak Harbor Wealth Partners, Llc | 21.47 | 17,981 | 0.05% | 0.00 | 386.1 K | ||
QuantumScape Corp - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 9.95 | 286,614 | 0.05% | 0.00 | 2.9 M | ||
Eaton Vance Enhanced Equity Income Fund II | Oak Harbor Wealth Partners, Llc | 24.43 | 15,547 | 0.03% | 0.00 | 379.8 K | ||
Ashland Inc | Oak Harbor Wealth Partners, Llc | 52.77 | 10,340 | 0.02% | 0.01 | 545.6 K | ||
BlackRock Enhanced Equity Dividend Trust | Oak Harbor Wealth Partners, Llc | 9.05 | 21,139 | 0.01% | 0.00 | 191.3 K | ||
Gabelli Dividend & Income Trust | Oak Harbor Wealth Partners, Llc | 27.11 | 10,300 | 0.01% | 0.00 | 279.2 K | ||
Townebank Portsmouth VA | Oak Harbor Wealth Partners, Llc | 35.89 | 6,740 | 0.01% | 0.00 | 241.9 K | ||
Dollar General Corp. | Oak Harbor Wealth Partners, Llc | 104.40 | 18,716 | 0.01% | 0.00 | 2.0 M | ||
Motorola Solutions Inc | Oak Harbor Wealth Partners, Llc | 481.71 | 13,809 | 0.01% | 0.00 | 6.7 M | ||
Norfolk Southern Corp. | Oak Harbor Wealth Partners, Llc | 274.72 | 13,389 | 0.01% | 0.00 | 3.7 M | ||
Main Street Capital Corporation | Oak Harbor Wealth Partners, Llc | 66.98 | 5,000 | 0.01% | 0.00 | 334.9 K | ||
ShockWave Medical Inc | Oak Harbor Wealth Partners, Llc | 0.00 | 2,080 | 0.01% | 0.00 | - | ||
Genuine Parts Co. | Oak Harbor Wealth Partners, Llc | 141.28 | 7,698 | 0.01% | 0.00 | 1.1 M | ||
Kimco Realty Corporation | Oak Harbor Wealth Partners, Llc | 22.39 | 30,153 | 0.00% | NEW | 675.1 K | ||
Darden Restaurants, Inc. | Oak Harbor Wealth Partners, Llc | 212.61 | 4,829 | 0.00% | 0.00 | 1.0 M | ||
Truist Financial Corporation | Oak Harbor Wealth Partners, Llc | 45.20 | 53,326 | 0.00% | 0.00 | 2.4 M | ||
Caterpillar Inc. | Oak Harbor Wealth Partners, Llc | 431.52 | 17,713 | 0.00% | 0.00 | 7.6 M | ||
Omnicom Group, Inc. | Oak Harbor Wealth Partners, Llc | 77.20 | 7,322 | 0.00% | 0.00 | 565.3 K | ||
Fedex Corp | Oak Harbor Wealth Partners, Llc | 229.55 | 8,245 | 0.00% | 0.00 | 1.9 M | ||
Seagate Technology Holdings Plc | Oak Harbor Wealth Partners, Llc | 195.99 | 7,172 | 0.00% | 0.00 | 1.4 M | ||
Old Republic International Corp. | Oak Harbor Wealth Partners, Llc | 40.27 | 7,700 | 0.00% | 0.00 | 310.1 K | ||
Halliburton Co. | Oak Harbor Wealth Partners, Llc | 22.23 | 24,553 | 0.00% | 0.00 | 545.8 K | ||
Public Service Enterprise Group Inc. | Oak Harbor Wealth Partners, Llc | 82.69 | 13,908 | 0.00% | 0.00 | 1.2 M | ||
Deere & Co. | Oak Harbor Wealth Partners, Llc | 470.51 | 7,059 | 0.00% | 0.00 | 3.3 M | ||
Marathon Petroleum Corp | Oak Harbor Wealth Partners, Llc | 180.28 | 7,799 | 0.00% | 0.00 | 1.4 M | ||
DuPont de Nemours Inc | Oak Harbor Wealth Partners, Llc | 77.29 | 10,415 | 0.00% | 0.00 | 805.0 K | ||
Skyworks Solutions, Inc. | Oak Harbor Wealth Partners, Llc | 74.46 | 3,650 | 0.00% | 0.00 | 271.8 K | ||
Southern Company | Oak Harbor Wealth Partners, Llc | 92.27 | 26,822 | 0.00% | 0.00 | 2.5 M | ||
United Parcel Service, Inc. - Ordinary Shares - Class B | Oak Harbor Wealth Partners, Llc | 84.35 | 19,478 | 0.00% | 0.00 | 1.6 M | ||
Costco Wholesale Corp | Oak Harbor Wealth Partners, Llc | 967.90 | 9,465 | 0.00% | 0.00 | 9.2 M | ||
Duke Energy Corp. | Oak Harbor Wealth Partners, Llc | 121.95 | 16,136 | 0.00% | 0.00 | 2.0 M | ||
Abbott Laboratories | Oak Harbor Wealth Partners, Llc | 133.73 | 33,279 | 0.00% | 0.00 | 4.5 M | ||
Dow Inc | Oak Harbor Wealth Partners, Llc | 25.04 | 13,483 | 0.00% | 0.00 | 337.6 K | ||
McDonald`s Corp | Oak Harbor Wealth Partners, Llc | 305.40 | 12,955 | 0.00% | 0.00 | 4.0 M | ||
Corning, Inc. | Oak Harbor Wealth Partners, Llc | 77.04 | 15,445 | 0.00% | NEW | 1.2 M | ||
Medtronic Plc | Oak Harbor Wealth Partners, Llc | 94.03 | 20,851 | 0.00% | 0.00 | 2.0 M | ||
Best Buy Co. Inc. | Oak Harbor Wealth Partners, Llc | 75.87 | 3,341 | 0.00% | 0.00 | 253.5 K | ||
Paychex Inc. | Oak Harbor Wealth Partners, Llc | 135.11 | 5,647 | 0.00% | 0.00 | 763.0 K | ||
Verizon Communications Inc | Oak Harbor Wealth Partners, Llc | 43.97 | 64,112 | 0.00% | 0.00 | 2.8 M | ||
Stryker Corp. | Oak Harbor Wealth Partners, Llc | 383.34 | 5,611 | 0.00% | 0.00 | 2.2 M | ||
Procter & Gamble Co. | Oak Harbor Wealth Partners, Llc | 157.90 | 34,104 | 0.00% | 0.00 | 5.4 M | ||
CME Group Inc - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 262.30 | 4,773 | 0.00% | 0.00 | 1.3 M | ||
Lowe`s Cos., Inc. | Oak Harbor Wealth Partners, Llc | 271.83 | 7,142 | 0.00% | 0.00 | 1.9 M | ||
Air Products & Chemicals Inc. | Oak Harbor Wealth Partners, Llc | 292.82 | 2,740 | 0.00% | 0.00 | 802.3 K | ||
Targa Resources Corp | Oak Harbor Wealth Partners, Llc | 166.38 | 2,647 | 0.00% | 0.00 | 440.4 K | ||
Corteva Inc | Oak Harbor Wealth Partners, Llc | 74.29 | 8,273 | 0.00% | 0.00 | 614.6 K | ||
Eaton Corporation plc | Oak Harbor Wealth Partners, Llc | 365.90 | 4,708 | 0.00% | 0.00 | 1.7 M | ||
Coca-Cola Co | Oak Harbor Wealth Partners, Llc | 67.01 | 51,435 | 0.00% | 0.00 | 3.4 M | ||
HubSpot Inc | Oak Harbor Wealth Partners, Llc | 491.48 | 616 | 0.00% | 0.00 | 302.8 K | ||
Pfizer Inc. | Oak Harbor Wealth Partners, Llc | 23.87 | 66,114 | 0.00% | 0.00 | 1.6 M | ||
Dominion Energy Inc | Oak Harbor Wealth Partners, Llc | 60.05 | 9,624 | 0.00% | 0.00 | 577.9 K | ||
Johnson & Johnson | Oak Harbor Wealth Partners, Llc | 178.06 | 26,722 | 0.00% | 0.00 | 4.8 M | ||
Quanta Services, Inc. | Oak Harbor Wealth Partners, Llc | 382.53 | 1,601 | 0.00% | 0.00 | 612.4 K | ||
United Rentals, Inc. | Oak Harbor Wealth Partners, Llc | 938.00 | 680 | 0.00% | 0.00 | 637.8 K | ||
Chubb Limited | Oak Harbor Wealth Partners, Llc | 278.11 | 4,173 | 0.00% | 0.00 | 1.2 M | ||
Illinois Tool Works, Inc. | Oak Harbor Wealth Partners, Llc | 263.36 | 3,069 | 0.00% | 0.00 | 808.3 K | ||
Lockheed Martin Corp. | Oak Harbor Wealth Partners, Llc | 471.31 | 2,252 | 0.00% | 0.00 | 1.1 M | ||
Salesforce Inc | Oak Harbor Wealth Partners, Llc | 242.76 | 8,907 | 0.00% | 0.00 | 2.2 M | ||
Johnson Controls International plc - Registered Shares | Oak Harbor Wealth Partners, Llc | 107.53 | 6,033 | 0.00% | 0.00 | 648.7 K | ||
International Paper Co. | Oak Harbor Wealth Partners, Llc | 45.99 | 4,748 | 0.00% | 0.00 | 218.4 K | ||
Visa Inc - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 339.43 | 16,909 | 0.00% | 0.00 | 5.7 M | ||
Royal Bank Of Canada | Oak Harbor Wealth Partners, Llc | 144.14 | 12,160 | 0.00% | 0.00 | 1.8 M | ||
SoFi Technologies Inc | Oak Harbor Wealth Partners, Llc | 26.55 | 10,000 | 0.00% | 0.00 | 265.5 K | ||
Axon Enterprise Inc | Oak Harbor Wealth Partners, Llc | 756.13 | 628 | 0.00% | 0.00 | 474.9 K | ||
Allstate Corp (The) | Oak Harbor Wealth Partners, Llc | 200.39 | 2,088 | 0.00% | 0.00 | 418.4 K | ||
KLA Corp. | Oak Harbor Wealth Partners, Llc | 964.02 | 1,046 | 0.00% | 0.00 | 1.0 M | ||
Blackstone Inc | Oak Harbor Wealth Partners, Llc | 181.35 | 6,098 | 0.00% | 0.00 | 1.1 M | ||
PepsiCo Inc | Oak Harbor Wealth Partners, Llc | 143.53 | 10,359 | 0.00% | 0.00 | 1.5 M | ||
Raymond James Financial, Inc. | Oak Harbor Wealth Partners, Llc | 170.27 | 1,430 | 0.00% | NEW | 243.5 K | ||
AMGEN Inc. | Oak Harbor Wealth Partners, Llc | 276.39 | 3,690 | 0.00% | 0.00 | 1.0 M | ||
Cisco Systems, Inc. | Oak Harbor Wealth Partners, Llc | 66.53 | 27,288 | 0.00% | 0.00 | 1.8 M | ||
Royal Caribbean Group | Oak Harbor Wealth Partners, Llc | 336.42 | 1,872 | 0.00% | 0.00 | 629.8 K | ||
Home Depot, Inc. | Oak Harbor Wealth Partners, Llc | 422.69 | 6,680 | 0.00% | 0.00 | 2.8 M | ||
Conoco Phillips | Oak Harbor Wealth Partners, Llc | 92.43 | 8,205 | 0.00% | 0.00 | 758.4 K | ||
Trane Technologies plc - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 400.77 | 1,453 | 0.00% | 0.00 | 582.3 K | ||
Union Pacific Corp. | Oak Harbor Wealth Partners, Llc | 214.91 | 3,766 | 0.00% | 0.00 | 809.4 K | ||
Blackrock Inc. | Oak Harbor Wealth Partners, Llc | 1123.41 | 971 | 0.00% | 0.00 | 1.1 M | ||
Capital One Financial Corp. | Oak Harbor Wealth Partners, Llc | 223.76 | 3,824 | 0.00% | 0.00 | 855.7 K | ||
Merck & Co Inc | Oak Harbor Wealth Partners, Llc | 82.81 | 14,747 | 0.00% | 0.00 | 1.2 M | ||
Waste Management, Inc. | Oak Harbor Wealth Partners, Llc | 218.16 | 2,366 | 0.00% | 0.00 | 516.2 K | ||
Cintas Corporation | Oak Harbor Wealth Partners, Llc | 202.37 | 2,248 | 0.00% | 0.00 | 454.9 K | ||
Charles Schwab Corp. | Oak Harbor Wealth Partners, Llc | 93.54 | 10,046 | 0.00% | 0.00 | 939.7 K | ||
Kimberly-Clark Corp. | Oak Harbor Wealth Partners, Llc | 127.99 | 1,713 | 0.00% | 0.00 | 219.2 K | ||
Arthur J. Gallagher & Co. | Oak Harbor Wealth Partners, Llc | 297.28 | 1,287 | 0.00% | 0.00 | 382.6 K | ||
Goldman Sachs Group, Inc. | Oak Harbor Wealth Partners, Llc | 780.06 | 1,487 | 0.00% | 0.00 | 1.2 M | ||
3M Co. | Oak Harbor Wealth Partners, Llc | 157.87 | 2,628 | 0.00% | 0.00 | 414.9 K | ||
JPMorgan Chase & Co. | Oak Harbor Wealth Partners, Llc | 306.91 | 13,130 | 0.00% | 0.00 | 4.0 M | ||
NXP Semiconductors NV | Oak Harbor Wealth Partners, Llc | 218.82 | 1,194 | 0.00% | 0.00 | 261.3 K | ||
Intuitive Surgical Inc | Oak Harbor Wealth Partners, Llc | 449.68 | 1,652 | 0.00% | 0.00 | 742.9 K | ||
S&P Global Inc | Oak Harbor Wealth Partners, Llc | 544.23 | 1,411 | 0.00% | 0.00 | 767.9 K | ||
Arista Networks Inc | Oak Harbor Wealth Partners, Llc | 139.39 | 5,696 | 0.00% | 0.00 | 794.0 K | ||
Fastenal Co. | Oak Harbor Wealth Partners, Llc | 47.45 | 4,934 | 0.00% | NEW | 234.1 K | ||
Analog Devices Inc. | Oak Harbor Wealth Partners, Llc | 245.21 | 2,048 | 0.00% | 0.00 | 502.2 K | ||
International Business Machines Corp. | Oak Harbor Wealth Partners, Llc | 253.44 | 3,689 | 0.00% | 0.00 | 934.9 K | ||
Qualcomm, Inc. | Oak Harbor Wealth Partners, Llc | 161.83 | 4,361 | 0.00% | 0.00 | 705.7 K | ||
Constellation Energy Corporation | Oak Harbor Wealth Partners, Llc | 323.48 | 1,233 | 0.00% | NEW | 398.9 K | ||
Apple Inc | Oak Harbor Wealth Partners, Llc | 234.07 | 56,995 | 0.00% | 0.00 | 13.3 M | ||
TJX Companies, Inc. | Oak Harbor Wealth Partners, Llc | 139.48 | 4,069 | 0.00% | 0.00 | 567.5 K | ||
Palo Alto Networks Inc | Oak Harbor Wealth Partners, Llc | 196.29 | 2,399 | 0.00% | 0.00 | 470.9 K | ||
Intercontinental Exchange Inc | Oak Harbor Wealth Partners, Llc | 173.97 | 1,998 | 0.00% | 0.00 | 347.6 K | ||
Applied Materials Inc. | Oak Harbor Wealth Partners, Llc | 167.80 | 2,653 | 0.00% | 0.00 | 445.2 K | ||
Sanofi - ADR | Oak Harbor Wealth Partners, Llc | 47.03 | 8,099 | 0.00% | 0.00 | 380.9 K | ||
Boston Scientific Corp. | Oak Harbor Wealth Partners, Llc | 102.71 | 4,781 | 0.00% | 0.00 | 491.1 K | ||
Snowflake Inc - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 221.15 | 1,075 | 0.00% | 0.00 | 237.7 K | ||
Canadian Pacific Railway Ltd | Oak Harbor Wealth Partners, Llc | 75.08 | 2,891 | 0.00% | 0.00 | 217.1 K | ||
Bristol-Myers Squibb Co. | Oak Harbor Wealth Partners, Llc | 46.20 | 6,202 | 0.00% | 0.00 | 286.5 K | ||
Chevron Corp. | Oak Harbor Wealth Partners, Llc | 157.11 | 6,022 | 0.00% | 0.00 | 946.1 K | ||
Altria Group Inc. | Oak Harbor Wealth Partners, Llc | 66.65 | 4,975 | 0.00% | 0.00 | 331.6 K | ||
Walmart Inc | Oak Harbor Wealth Partners, Llc | 103.49 | 23,642 | 0.00% | 0.00 | 2.4 M | ||
Unilever plc - ADR | Oak Harbor Wealth Partners, Llc | 62.89 | 7,113 | 0.00% | 0.00 | 447.3 K | ||
Exxon Mobil Corp. | Oak Harbor Wealth Partners, Llc | 112.16 | 12,010 | 0.00% | 0.00 | 1.3 M | ||
Gilead Sciences, Inc. | Oak Harbor Wealth Partners, Llc | 114.55 | 3,356 | 0.00% | 0.00 | 384.4 K | ||
Lilly(Eli) & Co | Oak Harbor Wealth Partners, Llc | 755.39 | 2,372 | 0.00% | 0.00 | 1.8 M | ||
Broadcom Inc | Oak Harbor Wealth Partners, Llc | 359.87 | 11,770 | 0.00% | 0.00 | 4.2 M | ||
Fiserv, Inc. | Oak Harbor Wealth Partners, Llc | 134.32 | 1,379 | 0.00% | 0.00 | 185.2 K | ||
Abbvie Inc | Oak Harbor Wealth Partners, Llc | 218.34 | 4,083 | 0.00% | 0.00 | 891.5 K | ||
Amazon.com Inc. | Oak Harbor Wealth Partners, Llc | 228.15 | 23,051 | 0.00% | 0.00 | 5.3 M | ||
Alphabet Inc - Ordinary Shares - Class C | Oak Harbor Wealth Partners, Llc | 241.38 | 27,161 | 0.00% | 0.00 | 6.6 M | ||
ServiceNow Inc | Oak Harbor Wealth Partners, Llc | 928.96 | 449 | 0.00% | 0.00 | 417.1 K | ||
Comcast Corp - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 33.06 | 7,539 | 0.00% | 0.00 | 249.2 K | ||
AT&T, Inc. | Oak Harbor Wealth Partners, Llc | 29.57 | 13,717 | 0.00% | 0.00 | 405.6 K | ||
Microsoft Corporation | Oak Harbor Wealth Partners, Llc | 509.90 | 13,513 | 0.00% | 0.00 | 6.9 M | ||
Citigroup Inc | Oak Harbor Wealth Partners, Llc | 99.44 | 3,064 | 0.00% | 0.00 | 304.7 K | ||
Oracle Corp. | Oak Harbor Wealth Partners, Llc | 292.18 | 4,694 | 0.00% | 0.00 | 1.4 M | ||
Bank Of America Corp. | Oak Harbor Wealth Partners, Llc | 50.58 | 11,691 | 0.00% | 0.00 | 591.3 K | ||
General Electric Co. | Oak Harbor Wealth Partners, Llc | 281.69 | 1,623 | 0.00% | NEW | 457.2 K | ||
Philip Morris International Inc | Oak Harbor Wealth Partners, Llc | 166.11 | 2,406 | 0.00% | 0.00 | 399.7 K | ||
Mastercard Incorporated - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 580.41 | 977 | 0.00% | 0.00 | 567.1 K | ||
Texas Instruments Inc. | Oak Harbor Wealth Partners, Llc | 182.60 | 972 | 0.00% | NEW | 177.5 K | ||
Berkshire Hathaway Inc. - Ordinary Shares - Class B | Oak Harbor Wealth Partners, Llc | 493.74 | 2,181 | 0.00% | 0.00 | 1.1 M | ||
Sap SE - ADR | Oak Harbor Wealth Partners, Llc | 257.16 | 1,217 | 0.00% | 0.00 | 313.0 K | ||
Wells Fargo & Co. | Oak Harbor Wealth Partners, Llc | 81.46 | 3,087 | 0.00% | 0.00 | 251.5 K | ||
Netflix Inc. | Oak Harbor Wealth Partners, Llc | 1188.44 | 364 | 0.00% | NEW | 432.6 K | ||
Meta Platforms Inc - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 755.59 | 1,967 | 0.00% | 0.00 | 1.5 M | ||
NVIDIA Corp | Oak Harbor Wealth Partners, Llc | 177.82 | 11,904 | 0.00% | 0.00 | 2.1 M | ||
Alphabet Inc - Ordinary Shares - Class A | Oak Harbor Wealth Partners, Llc | 240.80 | 4,024 | 0.00% | 0.00 | 969.0 K |