Oxinas Partners Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.67M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.86M |
| 3 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$1.79M |
| 4 |
Direxion Daily Technology Bull 3x ETF
TECL
|
+$1.68M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.69M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.96M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.87M |
| 4 |
Apple
AAPL
|
+$641K |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$509K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.2% |
| 2 | Consumer Discretionary | 8.36% |
| 3 | Communication Services | 5.34% |
| 4 | Industrials | 2.84% |
| 5 | Financials | 1.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
| – | – |
-6,110
| Closed | -$509K |
|
127
Lowe's Companies
LOW
$125B
| – | – |
-866
| Closed | -$202K |
|
128
Rigetti Computing
RGTI
$5.99B
| – | – |
-15,273
| Closed | -$121K |
|
129
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$223M
| – | – |
-26,109
| Closed | -$303K |
|
|
130
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
| – | – |
-40,483
| Closed | -$3.69M |
|
131
Twilio
TWLO
$36.6B
| – | – |
-2,420
| Closed | -$237K |
|
Similar funds
Oxinas Partners Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Oxinas Partners Wealth Management held 131 positions worth $195M, up 15% from $169M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Oxinas Partners Wealth Management deployed $5.91M of net new capital in Q2 2025, opening 10 new positions and adding to 45 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap Growth ETF: 3,428 shares worth $975K.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was iShares Floating Rate Bond ETF, an estimated $1.96M trimmed.
- Oxinas Partners Wealth Management's largest Q2 2025 buy was Vanguard Morningstar Mid-Cap Growth ETF: 3,428 shares worth $975K.
- Oxinas Partners Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $2.67M increase.
- Oxinas Partners Wealth Management's biggest Q2 2025 reduction was iShares Floating Rate Bond ETF, cutting an estimated $1.96M.
- Oxinas Partners Wealth Management fully exited iShares 20+ Year Treasury Bond ETF in Q2 2025, selling an estimated $3.69M.
- Oxinas Partners Wealth Management's ten largest holdings make up 39% of its $195M portfolio in Q2 2025.
- Oxinas Partners Wealth Management opened 10 new positions and closed 7 in Q2 2025.
- Oxinas Partners Wealth Management's portfolio value rose 15% quarter-over-quarter to $195M.
Based on Oxinas Partners Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.