OF

OTA Financial Group L.P.

13F
OTA Financial Group L.P.
Last update 2023-08-17 7 Stocks (3 new)
Value $143.00 Mil Turnover 80 %
Countries:
Top Holdings: OXY.WS(45.22%)BKNG(32.06%)BRK.B(14.29%)GOOGL(3.55%)LBRDK(0.59%)
Summary Stock Picks Current Portfolio
OTA Financial Group L.P. Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OXY.WS
Occidental Petroleum Corp
1,734,876
64,750.0
+207.12%
45.220
+30.50%
-
-
-
0
Oil & Gas
BKNG
Booking Holdings Inc
17,000
45,910.0
New Holding
32.060
+32.06%
0.050
+25.82%
+16.68%
187,937.7
Travel & Leisure
BRK.B
Berkshire Hathaway Inc
60,000
20,460.0
New Holding
14.290
+14.29%
0.000
-8.19%
+5.48%
1,031,150.2
Insurance
SCLX CALL
Scilex Holding Co
1,034,600
5,760.0
0%
4.020
0%
0.690
+121.55%
-40.77%
48.6
Drug Manufacturers
GOOGL
Alphabet Inc
42,543
5,090.0
New Holding
3.550
+3.55%
0.000
+26.47%
+1.32%
2,327,632.6
Interactive Media
LBRDK
Liberty Broadband Corp
10,534
840.0
-67.20%
0.590
-1.55%
0.010
+25.75%
+29.13%
12,966.7
Telecommunication Services
BIOR CALL
Biora Therapeutics Inc
98,500
380.0
0%
0.270
0%
0.710
0%
0%
1.0
Biotechnology
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
0
0
Sold Out
0.000
-21.02%
0.000
+1.06%
+2.33%
41,773.5
 
IGSB
iShares 1-3 Year Credit Bond ETF
0
0
Sold Out
0.000
-0.54%
0.000
+2.30%
+4.16%
21,658.7
 
SCHZ
Schwab US Aggregate Bond ETF
0
0
Sold Out
0.000
-1.40%
0.000
+2.23%
+3.88%
8,634.8
 

OTA Financial Group L.P.'s Historical Top Holdings Breakdowns

OTA Financial Group L.P. Total Holding History ($B)

To

OTA Financial Group L.P.'s Asset Allocation

To

OTA Financial Group L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

OTA Financial Group L.P.'s Hypothetical Growth since 2023-06-30

OTA Financial Group L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

OTA Financial Group L.P.'s Holdings Heat Map

Size field:

OTA Financial Group L.P.'s Holdings Bubble Chart

OTA Financial Group L.P. News

  • 1

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