Oxinas Partners Wealth Management LLC

RIA/Wealth

Oxinas Partners Wealth Management LLC is a RIA/Wealth based in Jeffersonville, IN led by Gary G Bouch, reporting $344.6M in AUM as of Q3 2025 with 65% ETF concentration.

PartnerGary G Bouch

Portfolio Value: $186.8M
Positions: 122
Top Holding: DGRW at 6.67%
Last Reported: Q3 2025

Address607 North Shore Drive, Suite 101, Jeffersonville, IN, 47130, United States

Top Holdings

Largest long holdings in Oxinas Partners Wealth Management LLC's portfolio (42.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$12.4M	6.67%	+$76.6K Bought	— 139.9K shares	Q4 2020 Held for 4y 11m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$11.3M	6.03%	-$297.8K Sold	— 16.9K shares	Q4 2020 Held for 4y 11m
3 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$10.3M	5.50%	-$110.2K Sold	— 98.2K shares	Q4 2021 Held for 3y 11m
4 QGRW WisdomTree U.S. Quality Growth Fund QGRW	ETF ETF	$9.8M	5.27%	+$191.9K Bought	— 171.5K shares	Q1 2024 Held for 1y 8m
5 Apple AAPL	Consumer Electronics Technology	$7.5M	4.00%	-$968.9K Sold	0.00% 29.3K shares	Q4 2020 Held for 4y 11m
6 Invesco QQQ Trust QQQ	ETF ETF	$6.8M	3.64%	-$811.1K Sold	— 11.3K shares	Q4 2020 Held for 4y 11m
7 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$6.0M	3.22%	-$258.8K Sold	0.00% 13.5K shares	Q4 2020 Held for 4y 11m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$6.0M	3.20%	-$983.2K Sold	0.00% 27.2K shares	Q4 2020 Held for 4y 11m
9 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$5.0M	2.67%	-$222.9K Sold	0.00% 20.5K shares	Q4 2020 Held for 4y 11m
10 United Airlines Holdings UAL	Airlines, Airports & Air Services Industrials	$4.7M	2.52%	—	0.02% 48.8K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Oxinas Partners Wealth Management LLC's latest filing

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Market Value

$186.8M

Prior: $194.8M

Q/Q Change

-4.14%

-$8.1M

Net Flows % of MV

-14.72%

Turnover Ratio

8.25%

New Purchases

5 stocks

$2.2M

Added To

24 stocks

+$1.9M

Sold Out Of

11 stocks

$5.9M

Reduced Holdings

75 stocks

-$25.7M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P SmallCap Momentum XSMO	New	0 → 14.7K +$1.1M
2 Sterling Infrastructure, Inc. STRL	New	0 → 1.0K +$347.2K
3 WisdomTree International Quality Dividend Growth IQDG	New	0 → 7.1K +$282.5K
4 Credo Technology Group Holding Ltd CRDO	New	0 → 1.9K +$273.9K
5 CGDV Capital Group Dividend Value CGDV	New	0 → 5.6K +$234.1K

Decreased Positions

Position	Shares Δ	Change
1 VictoryShares US Small Cap High Div Volatility Weighted ETF CSB	Sold	24.1K → 0 −$1.3M
2 iShares Core Growth Allocation AOR	Sold	18.1K → 0 −$1.1M
3 Invesco S&P 500 GARP ETF SPGP	Sold	9.7K → 0 −$1.0M
4 XLV Health Care Select Sector SPDR Fund XLV	Sold	4.5K → 0 −$604.5K
5 Micron Technology MU	Sold	3.4K → 0 −$418.7K