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Oxinas Partners Wealth Management LLC Buys SPDR Portfolio S&P 500 Growth ETF, WisdomTree U.S. Dividend Growth Fund, iShares TIPS Bond ETF, Sells iShares Russell 2000 ETF, Compass EMP US Small Cap High Dividend 100 Volatil, Vanguard Small Cap Growth ETF

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Jan 19, 2022
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Investment company Oxinas Partners Wealth Management LLC (Current Portfolio) buys SPDR Portfolio S&P 500 Growth ETF, WisdomTree U.S. Dividend Growth Fund, iShares TIPS Bond ETF, Schwab U.S. Broad Market ETF, iShares 20+ Year Treasury Bond ETF, sells iShares Russell 2000 ETF, Compass EMP US Small Cap High Dividend 100 Volatil, Vanguard Small Cap Growth ETF, Avis Budget Group Inc, VanEck High Yield Muni ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Oxinas Partners Wealth Management LLC. As of 2021Q4, Oxinas Partners Wealth Management LLC owns 150 stocks with a total value of $175 million. These are the details of the buys and sells.

For the details of Oxinas Partners Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/oxinas+partners+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Oxinas Partners Wealth Management LLC
  1. Global X U.S. Preferred ETF (PFFD) - 378,254 shares, 5.56% of the total portfolio. Shares added by 1.57%
  2. Invesco Investment Grade Value ETF (IIGV) - 328,932 shares, 5.06% of the total portfolio. Shares reduced by 0.64%
  3. Invesco S&P 500 Equal Weight Real Estate ETF (EWRE) - 181,605 shares, 4.38% of the total portfolio. Shares added by 18.30%
  4. PowerShares QQQ Trust Ser 1 (QQQ) - 18,757 shares, 4.26% of the total portfolio. Shares added by 5.18%
  5. iShares Core S&P 500 ETF (IVV) - 13,062 shares, 3.56% of the total portfolio. Shares reduced by 8.39%
New Purchase: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Oxinas Partners Wealth Management LLC initiated holding in SPDR Portfolio S&P 500 Growth ETF. The purchase prices were between $63.28 and $73.48, with an estimated average price of $69.79. The stock is now traded at around $67.150000. The impact to a portfolio due to this purchase was 2.38%. The holding were 57,601 shares as of 2021-12-31.

New Purchase: iShares TIPS Bond ETF (TIP)

Oxinas Partners Wealth Management LLC initiated holding in iShares TIPS Bond ETF. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.310000. The impact to a portfolio due to this purchase was 1.18%. The holding were 16,019 shares as of 2021-12-31.

New Purchase: Schwab U.S. Broad Market ETF (SCHB)

Oxinas Partners Wealth Management LLC initiated holding in Schwab U.S. Broad Market ETF. The purchase prices were between $103.33 and $113.69, with an estimated average price of $110.15. The stock is now traded at around $107.890000. The impact to a portfolio due to this purchase was 0.96%. The holding were 14,947 shares as of 2021-12-31.

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Oxinas Partners Wealth Management LLC initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $141.01 and $154.18, with an estimated average price of $147.11. The stock is now traded at around $140.100000. The impact to a portfolio due to this purchase was 0.75%. The holding were 8,853 shares as of 2021-12-31.

New Purchase: ProShares Ultra Bloomberg Natural Gas (BOIL)

Oxinas Partners Wealth Management LLC initiated holding in ProShares Ultra Bloomberg Natural Gas. The purchase prices were between $24.17 and $95.21, with an estimated average price of $51.88. The stock is now traded at around $33.000000. The impact to a portfolio due to this purchase was 0.66%. The holding were 44,590 shares as of 2021-12-31.

New Purchase: NVIDIA Corp (NVDA)

Oxinas Partners Wealth Management LLC initiated holding in NVIDIA Corp. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $259.030000. The impact to a portfolio due to this purchase was 0.64%. The holding were 3,797 shares as of 2021-12-31.

Added: WisdomTree U.S. Dividend Growth Fund (DGRW)

Oxinas Partners Wealth Management LLC added to a holding in WisdomTree U.S. Dividend Growth Fund by 907.22%. The purchase prices were between $58.66 and $66.05, with an estimated average price of $62.62. The stock is now traded at around $64.270000. The impact to a portfolio due to this purchase was 2.28%. The holding were 67,373 shares as of 2021-12-31.

Added: Alphabet Inc (GOOG)

Oxinas Partners Wealth Management LLC added to a holding in Alphabet Inc by 181.99%. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2725.810000. The impact to a portfolio due to this purchase was 0.63%. The holding were 595 shares as of 2021-12-31.

Added: iShares S&P 500 Growth ETF (IVW)

Oxinas Partners Wealth Management LLC added to a holding in iShares S&P 500 Growth ETF by 60.42%. The purchase prices were between $73.1 and $84.81, with an estimated average price of $80.59. The stock is now traded at around $77.600000. The impact to a portfolio due to this purchase was 0.5%. The holding were 28,116 shares as of 2021-12-31.

Added: Southwest Airlines Co (LUV)

Oxinas Partners Wealth Management LLC added to a holding in Southwest Airlines Co by 39.03%. The purchase prices were between $39.36 and $55.06, with an estimated average price of $46.75. The stock is now traded at around $45.430000. The impact to a portfolio due to this purchase was 0.44%. The holding were 64,595 shares as of 2021-12-31.

Added: BTC iShares Floating Rate Bond ETF (FLOT)

Oxinas Partners Wealth Management LLC added to a holding in BTC iShares Floating Rate Bond ETF by 265.09%. The purchase prices were between $50.61 and $50.77, with an estimated average price of $50.71. The stock is now traded at around $50.710000. The impact to a portfolio due to this purchase was 0.41%. The holding were 19,408 shares as of 2021-12-31.

Added: Penn National Gaming Inc (PENN)

Oxinas Partners Wealth Management LLC added to a holding in Penn National Gaming Inc by 62.33%. The purchase prices were between $44.65 and $81.34, with an estimated average price of $60.09. The stock is now traded at around $42.550000. The impact to a portfolio due to this purchase was 0.37%. The holding were 32,478 shares as of 2021-12-31.

Sold Out: iShares Russell 2000 ETF (IWM)

Oxinas Partners Wealth Management LLC sold out a holding in iShares Russell 2000 ETF. The sale prices were between $212.12 and $241.83, with an estimated average price of $225.48.

Sold Out: Compass EMP US Small Cap High Dividend 100 Volatil (CSB)

Oxinas Partners Wealth Management LLC sold out a holding in Compass EMP US Small Cap High Dividend 100 Volatil. The sale prices were between $57.43 and $62.38, with an estimated average price of $59.83.

Sold Out: Vanguard Small Cap Growth ETF (VBK)

Oxinas Partners Wealth Management LLC sold out a holding in Vanguard Small Cap Growth ETF. The sale prices were between $268.86 and $305.38, with an estimated average price of $286.47.

Sold Out: Avis Budget Group Inc (CAR)

Oxinas Partners Wealth Management LLC sold out a holding in Avis Budget Group Inc. The sale prices were between $120.94 and $357.17, with an estimated average price of $224.62.

Sold Out: VanEck High Yield Muni ETF (HYD)

Oxinas Partners Wealth Management LLC sold out a holding in VanEck High Yield Muni ETF. The sale prices were between $61.24 and $62.45, with an estimated average price of $61.91.

Sold Out: Moderna Inc (MRNA)

Oxinas Partners Wealth Management LLC sold out a holding in Moderna Inc. The sale prices were between $225.82 and $368.51, with an estimated average price of $290.69.



Here is the complete portfolio of Oxinas Partners Wealth Management LLC. Also check out:

1. Oxinas Partners Wealth Management LLC's Undervalued Stocks
2. Oxinas Partners Wealth Management LLC's Top Growth Companies, and
3. Oxinas Partners Wealth Management LLC's High Yield stocks
4. Stocks that Oxinas Partners Wealth Management LLC keeps buying

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