Oxinas Partners Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$1.04M |
| 2 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
+$920K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$300K |
| 4 |
Sterling Infrastructure
STRL
|
+$290K |
| 5 |
WisdomTree International Quality Dividend Growth Fund
IQDG
|
+$278K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Direxion Daily Technology Bull 3x ETF
TECL
|
+$5.59M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.82M |
| 3 |
Microsoft
MSFT
|
+$1.72M |
| 4 |
Broadcom
AVGO
|
+$1.58M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$1.35M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.09% |
| 2 | Consumer Discretionary | 9.15% |
| 3 | Communication Services | 5.61% |
| 4 | Industrials | 3.83% |
| 5 | Financials | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Global X Genomics & Biotechnology ETF
GNOM
$85.2M
| – | – |
-4,053
| Closed | -$137K |
|
|
MRSH
127
Marsh
MRSH
$91.5B
| – | – |
-915
| Closed | -$200K |
|
128
Micron Technology
MU
$991B
| – | – |
-3,397
| Closed | -$419K |
|
129
Global X US Preferred ETF
PFFD
$2.16B
| – | – |
-10,653
| Closed | -$201K |
|
130
Snowflake
SNOW
$115B
| – | – |
-1,368
| Closed | -$306K |
|
131
Invesco S&P 500 GARP ETF
SPGP
$2.32B
| – | – |
-9,723
| Closed | -$1.05M |
|
132
Visa
V
$677B
| – | – |
-590
| Closed | -$209K |
|
133
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
| – | – |
-4,484
| Closed | -$604K |
|
Similar funds
Oxinas Partners Wealth Management's Q3 2025 Portfolio in Review
As of Q3 2025, Oxinas Partners Wealth Management held 133 positions worth $187M, down 4.1% from $195M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Oxinas Partners Wealth Management withdrew a net $24.2M in Q3 2025, closing 11 positions and reducing 75 holdings. Its most notable exit was VictoryShares US Small Cap High Div Volatility Wtd ETF, an estimated $1.34M position sold in full.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Oxinas Partners Wealth Management opened a new position in Invesco S&P SmallCap Momentum ETF worth $1.08M.
- Oxinas Partners Wealth Management's largest Q3 2025 buy was Invesco S&P SmallCap Momentum ETF: 14,735 shares worth $1.08M.
- Oxinas Partners Wealth Management added most to Schwab US Dividend Equity ETF in Q3 2025, an estimated $300K increase.
- Oxinas Partners Wealth Management's biggest Q3 2025 reduction was Direxion Daily Technology Bull 3x ETF, cutting an estimated $5.59M.
- Oxinas Partners Wealth Management fully exited VictoryShares US Small Cap High Div Volatility Wtd ETF in Q3 2025, selling an estimated $1.34M.
- Oxinas Partners Wealth Management's ten largest holdings make up 43% of its $187M portfolio in Q3 2025.
- Oxinas Partners Wealth Management opened 9 new positions and closed 11 in Q3 2025.
- Oxinas Partners Wealth Management's portfolio value fell 4.1% quarter-over-quarter to $187M.
Based on Oxinas Partners Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.