Oxinas Partners Wealth Management LLC

data from 31/03/2026

Capitalization

$ 218.846 M

5.31%

Performance

$ 42.591 M

31.57%

Average holding period

11 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Oxinas Partners Wealth Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 SPY STATE STR SPDR S&P 500 ETF T 5.97% 13.066 M $ 20091 2020/12/31 -506.227 K $ -4.63 %
2026/03/31 DGRW WISDOMTREE TR 5.87% 12.855 M $ 146342 2020/12/31 -226.447 K $ -1.78 %
2026/03/31 QGRW WISDOMTREE TR 4.53% 9.921 M $ 185687 2024/03/31 -914.511 K $ -8.93 %
2026/03/31 SPYG SPDR SERIES TRUST 4.48% 9.802 M $ 100108 2021/12/31 -858.220 K $ -8.24 %
2026/03/31 AAPL APPLE INC 3.27% 7.161 M $ 28218 2020/12/31 -514.181 K $ -6.65 %
2026/03/31 QQQ INVESCO QQQ TR 3.27% 7.151 M $ 12389 2020/12/31 -429.334 K $ -6.04 %
2026/03/31 GOOG ALPHABET INC 2.71% 5.929 M $ 20669 2020/12/31 -545.966 K $ -8.59 %
2026/03/31 VYM VANGUARD WHITEHALL FDS 2.48% 5.435 M $ 36696 2023/03/31 138.183 K $ 3.19 %
2026/03/31 AMZN AMAZON COM INC 2.46% 5.394 M $ 25901 2020/12/31 -533.420 K $ -9.77 %
2026/03/31 TSLA TESLA INC 2.41% 5.268 M $ 14170 2020/12/31 -1.051 M $ -17.34 %
2026/03/31 AGGY WISDOMTREE TR 2.21% 4.831 M $ 111192 2023/06/30 -63.609 K $ -1.36 %
2026/03/31 AGG ISHARES TR 2.20% 4.817 M $ 48525 2022/09/30 -20.712 K $ -0.61 %
2026/03/31 IVV ISHARES TR 2.19% 4.790 M $ 7332 2020/12/31 -220.047 K $ -4.63 %
2026/03/31 SPDW SPDR INDEX SHS FDS 2.01% 4.392 M $ 96202 2023/06/30 121.662 K $ 2.79 %
2026/03/31 JVAL J P MORGAN EXCHANGE TRADED F 2.00% 4.384 M $ 89720 2026/03/31 0.000 $ 0.00 %
2026/03/31 MINT PIMCO ETF TR 1.92% 4.207 M $ 41833 2025/03/31 6.237 K $ 0.23 %
2026/03/31 UAL UNITED AIRLS HLDGS INC 1.77% 3.867 M $ 42006 2020/12/31 -942.331 K $ -17.66 %
2026/03/31 CGGR CAPITAL GROUP GROWTH ETF 1.61% 3.528 M $ 87793 2024/12/31 -352.389 K $ -9.62 %
2026/03/31 CGDV CAPITAL GROUP DIVIDEND VALUE 1.54% 3.365 M $ 79113 2025/09/30 -81.654 K $ -2.52 %
2026/03/31 SCHG SCHWAB STRATEGIC TR 1.38% 3.016 M $ 103553 2020/12/31 -361.138 K $ -10.70 %
2026/03/31 FLOT ISHARES TR 1.33% 2.914 M $ 57198 2021/03/31 3.372 K $ 0.18 %
2026/03/31 MSFT MICROSOFT CORP 1.27% 2.771 M $ 7485 2020/12/31 -835.672 K $ -23.46 %
2026/03/31 JEPI J P MORGAN EXCHANGE TRADED F 1.24% 2.716 M $ 47924 2023/03/31 -24.503 K $ -0.98 %
2026/03/31 JEPQ J P MORGAN EXCHANGE TRADED F 1.20% 2.635 M $ 47456 2024/03/31 -114.831 K $ -4.47 %
2026/03/31 GOOGL ALPHABET INC 1.17% 2.568 M $ 8929 2021/09/30 -221.785 K $ -8.13 %
2026/03/31 DON WISDOMTREE TR 1.16% 2.528 M $ 48112 2023/06/30 43.859 K $ 1.82 %
2026/03/31 NVDA NVIDIA CORPORATION 1.14% 2.504 M $ 14357 2023/03/31 -144.062 K $ -6.49 %
2026/03/31 GOVT ISHARES TR 1.07% 2.348 M $ 102480 2026/03/31 0.000 $ 0.00 %
2026/03/31 RPV INVESCO EXCHANGE TRADED FD T 1.04% 2.273 M $ 21164 2020/12/31 86.931 K $ 3.90 %
2026/03/31 NOBL PROSHARES TR 1.03% 2.257 M $ 21289 2020/12/31 28.023 K $ 1.86 %
2026/03/31 MTGP WISDOMTREE TR 0.98% 2.154 M $ 48728 2024/03/31 -16.249 K $ -0.79 %
2026/03/31 AVGO BROADCOM INC 0.95% 2.069 M $ 6686 2023/12/31 -185.255 K $ -10.57 %
2026/03/31 META META PLATFORMS INC 0.89% 1.941 M $ 3392 2023/03/31 -295.193 K $ -13.32 %
2026/03/31 DAL DELTA AIR LINES INC 0.81% 1.782 M $ 26799 2022/12/31 -78.258 K $ -4.21 %
2026/03/31 XLK SELECT SECTOR SPDR TR 0.81% 1.770 M $ 13321 2020/12/31 -156.352 K $ -7.69 %
2026/03/31 VYMI VANGUARD WHITEHALL FDS 0.80% 1.750 M $ 18566 2022/12/31 81.026 K $ 4.71 %
2026/03/31 MAR MARRIOTT INTL INC NEW 0.80% 1.747 M $ 5342 2020/12/31 131.475 K $ 5.43 %
2026/03/31 VOT VANGUARD INDEX FDS 0.79% 1.739 M $ 6758 2025/06/30 -77.245 K $ -7.81 %
2026/03/31 DXJ WISDOMTREE TR 0.66% 1.455 M $ 9175 2024/09/30 146.305 K $ 10.00 %
2026/03/31 IVW ISHARES TR 0.65% 1.429 M $ 12635 2020/12/31 -110.076 K $ -8.24 %
2026/03/31 XSOE WISDOMTREE TR 0.65% 1.424 M $ 35520 2023/06/30 39.455 K $ 2.77 %
2026/03/31 CCL CARNIVAL CORP 0.63% 1.383 M $ 53432 2020/12/31 -257.870 K $ -15.26 %
2026/03/31 IXN ISHARES TR 0.58% 1.278 M $ 12783 2020/12/31 -61.476 K $ -4.79 %
2026/03/31 XSMO INVESCO EXCHANGE TRADED FD T 0.55% 1.193 M $ 15688 2025/09/30 62.479 K $ 5.57 %
2026/03/31 MGV VANGUARD WORLD FD 0.54% 1.180 M $ 8142 2025/12/31 27.924 K $ 2.68 %
2026/03/31 WMT WALMART INC 0.52% 1.138 M $ 9155 2020/12/31 117.477 K $ 11.55 %
2026/03/31 PYLD PIMCO ETF TR 0.51% 1.120 M $ 42766 2025/12/31 -17.370 K $ -1.80 %
2026/03/31 USMV ISHARES TR 0.50% 1.095 M $ 11804 2020/12/31 -15.165 K $ -1.51 %
2026/03/31 FCX FREEPORT MCMORAN INC 0.49% 1.077 M $ 18320 2025/12/31 173.143 K $ 15.73 %
2026/03/31 IDV ISHARES TR 0.48% 1.055 M $ 24795 2023/03/31 75.383 K $ 7.88 %
2026/03/31 EPI WISDOMTREE TR 0.47% 1.038 M $ 25437 2025/03/31 -125.117 K $ -11.86 %
2026/03/31 IVE ISHARES TR 0.46% 996.697 K $ 4720 2024/09/30 -3.548 K $ -0.43 %
2026/03/31 CLS CELESTICA INC 0.45% 989.260 K $ 3512 2025/06/30 -41.204 K $ -4.71 %
2026/03/31 WISDOMTREE TR 0.45% 976.313 K $ 21439 2023/06/30 8.196 K $ 0.86 %
2026/03/31 DIA STATE STR SPDR DOW JONES IND 0.41% 895.893 K $ 1934 2022/06/30 -34.481 K $ -3.62 %
2026/03/31 IYH ISHARES TR 0.41% 892.638 K $ 14481 2021/12/31 -50.325 K $ -5.31 %
2026/03/31 DHS WISDOMTREE TR 0.40% 878.129 K $ 8040 2023/03/31 62.641 K $ 7.27 %
2026/03/31 IUSB ISHARES TR 0.37% 810.311 K $ 17543 2025/06/30 -2.413 K $ -0.75 %
2026/03/31 RECS COLUMBIA ETF TR I 0.37% 806.886 K $ 20700 2024/12/31 -41.292 K $ -4.55 %
2026/03/31 PLTR PALANTIR TECHNOLOGIES INC 0.32% 704.192 K $ 4814 2024/12/31 -87.958 K $ -17.70 %
2026/03/31 TECL DIREXION SHARES ETF TRUST 0.32% 696.728 K $ 8050 2021/06/30 -61.879 K $ -26.33 %
2026/03/31 UI UBIQUITI INC 0.32% 691.504 K $ 875 2024/12/31 207.322 K $ 42.82 %
2026/03/31 LQD ISHARES TR 0.31% 675.655 K $ 6199 2020/12/31 -3.648 K $ -1.09 %
2026/03/31 MU MICRON TECHNOLOGY INC 0.31% 670.718 K $ 1985 2024/12/31 47.554 K $ 18.37 %
2026/03/31 BND VANGUARD BD INDEX FDS 0.29% 627.801 K $ 8525 2025/12/31 -2.597 K $ -0.58 %
2026/03/31 VOO VANGUARD INDEX FDS 0.28% 623.178 K $ 1043 2021/12/31 -24.255 K $ -4.72 %
2026/03/31 IYW ISHARES TR 0.28% 622.169 K $ 3429 2020/12/31 -62.759 K $ -9.15 %
2026/03/31 APLD APPLIED DIGITAL CORP 0.27% 592.669 K $ 24965 2025/12/31 -21.110 K $ -3.18 %
2026/03/31 STRL STERLING INFRASTRUCTURE INC 0.26% 567.327 K $ 1393 2025/09/30 113.063 K $ 32.99 %
2026/03/31 WES WESTERN MIDSTREAM PARTNERS L 0.26% 566.540 K $ 13761 2020/12/31 22.980 K $ 4.23 %
2026/03/31 BP BP PLC 0.26% 562.949 K $ 11978 2020/12/31 150.037 K $ 35.33 %
2026/03/31 QUAL ISHARES TR 0.25% 557.063 K $ 2904 2020/12/31 -14.852 K $ -3.43 %
2026/03/31 JPM JPMORGAN CHASE & CO 0.25% 548.343 K $ 1864 2023/06/30 -52.247 K $ -8.71 %
2026/03/31 UBER UBER TECHNOLOGIES INC 0.25% 545.661 K $ 7586 2020/12/31 -73.213 K $ -11.97 %
2026/03/31 NFLX NETFLIX INC. 0.25% 543.632 K $ 5654 2020/12/31 14.861 K $ 2.55 %
2026/03/31 USIG ISHARES TR 0.24% 521.009 K $ 10170 2026/03/31 0.000 $ 0.00 %
2026/03/31 BIL SPDR SERIES TRUST 0.23% 512.898 K $ 5597 2022/03/31 1.445 K $ 0.28 %
2026/03/31 INVESCO EXCHANGE TRADED FD T 0.23% 501.584 K $ 15116 2020/12/31 85.554 K $ 15.79 %
2026/03/31 MTUM ISHARES TR 0.23% 498.792 K $ 2078 2020/12/31 -21.444 K $ -4.12 %
2026/03/31 IJH ISHARES TR 0.23% 497.021 K $ 7360 2020/12/31 11.312 K $ 2.32 %
2026/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.22% 488.784 K $ 1020 2022/12/31 -23.731 K $ -4.67 %
2026/03/31 QQQE DIREXION SHARES ETF TRUST 0.22% 477.570 K $ 4847 2020/12/31 -19.761 K $ -3.69 %
2026/03/31 JPST J P MORGAN EXCHANGE TRADED F 0.22% 474.349 K $ 9373 2022/06/30 178.000 $ 0.04 %
2026/03/31 TTMI TTM TECHNOLOGIES INC 0.22% 472.487 K $ 4850 2025/12/31 86.595 K $ 41.19 %
2026/03/31 PM PHILIP MORRIS INTL INC 0.21% 467.209 K $ 2826 2024/06/30 13.145 K $ 3.08 %
2026/03/31 SMCI SUPER MICRO COMPUTER INC 0.21% 457.768 K $ 20104 2024/12/31 -174.492 K $ -22.21 %
2026/03/31 VCIT VANGUARD SCOTTSDALE FDS 0.21% 454.588 K $ 5494 2023/06/30 -5.239 K $ -1.19 %
2026/03/31 GS GOLDMAN SACHS GROUP INC 0.20% 428.169 K $ 506 2023/06/30 -16.538 K $ -3.76 %
2026/03/31 NEAR ISHARES U S ETF TR 0.19% 426.575 K $ 8391 2020/12/31 -2.117 K $ -0.51 %
2026/03/31 PDI PIMCO DYNAMIC INCOME FD 0.19% 411.890 K $ 24073 2025/06/30 -6.899 K $ -3.39 %
2026/03/31 VTI VANGUARD INDEX FDS 0.19% 410.611 K $ 1280 2023/06/30 -12.826 K $ -4.31 %
2026/03/31 VUG VANGUARD INDEX FDS 0.19% 409.574 K $ 938 2023/03/31 -52.908 K $ -10.47 %
2026/03/31 ACP ABRDN INCOME CREDIT STRATEGI 0.18% 396.030 K $ 77653 2023/03/31 -31.004 K $ -5.73 %
2026/03/31 XLE SELECT SECTOR SPDR TR 0.18% 382.998 K $ 6252 2021/03/31 99.597 K $ 37.02 %
2026/03/31 CAT CATERPILLAR INC 0.17% 377.707 K $ 533 2025/09/30 69.693 K $ 23.66 %
2026/03/31 SHOP SHOPIFY INC 0.17% 367.129 K $ 3095 2023/03/31 -130.310 K $ -26.31 %
2026/03/31 APP APPLOVIN CORP 0.17% 364.966 K $ 917 2024/12/31 -116.396 K $ -40.93 %
2026/03/31 ESGU ISHARES TR 0.17% 363.516 K $ 2570 2020/12/31 -17.418 K $ -5.08 %
2026/03/31 IJR ISHARES TR 0.16% 343.469 K $ 2763 2020/12/31 11.411 K $ 3.44 %
2026/03/31 SSRM SSR MINING IN 0.15% 337.842 K $ 11502 2026/03/31 0.000 $ 0.00 %