OAK HARBOR WEALTH PARTNERS, LLC
RIA/Wealth
OAK HARBOR WEALTH PARTNERS, LLC is a RIA/Wealth based in Raleigh, NC led by Paul Boddie Elam, reporting $623.1M in AUM as of Q3 2025 with 43% ETF concentration.
CCOPaul Boddie Elam
- Portfolio Value
- $404.8M
- Positions
- 255
- Top Holding
- VOO at 8.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in OAK HARBOR WEALTH PARTNERS, LLC's portfolio (34.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.1M | 8.66% | +$929.0K Bought | — 57.3K shares | |
ETF ETF | $17.8M | 4.39% | +$817.6K Bought | — 177.3K shares | |
ETF ETF | $16.4M | 4.05% | +$1.0M Bought | — 55.8K shares | |
Consumer Electronics Technology | $14.6M | 3.60% | +$70.8K Bought | 0.00% 57.3K shares | |
ETF ETF | $10.5M | 2.60% | +$348.4K Bought | — 120.6K shares | |
ETF ETF | $9.7M | 2.40% | +$158.1K Bought | — 356.5K shares | |
Discount Stores Consumer Defensive | $8.9M | 2.19% | +$113.9K Bought | 0.00% 9.6K shares | |
Insurance - Life Financial Services | $8.9M | 2.19% | -$766.3 Sold | 0.12% 219.7K shares | |
Agricultural - Machinery Industrials | $8.5M | 2.09% | — | 0.00% 17.7K shares | |
Medical - Devices Healthcare | $8.3M | 2.05% | — | 0.08% 32.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in OAK HARBOR WEALTH PARTNERS, LLC's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for OAK HARBOR WEALTH PARTNERS, LLC
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