Stewart Brown

@Pin Oak Investment Advisors Inc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$110.027M

Total holdings493

Assets growth rate5.17%

Assets growth rate (2-Q avg)2.86%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pin Oak Investment Advisors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 493 positions.

Assets under management

The assets under management (AUM) of Pin Oak Investment Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 110.027M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 2.86%. The portfolio is managed by Stewart Brown, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWMYDefiance R2000 Enhanced Options Income Etf New Recent Activity New Position	0.01%	$3,000 88 shares@ $34.1 avg price	New Position
WDTEDefiance S&p 500 Enhanced Options Income Recent Activity New Position	0.01%	$3,000 72 shares@ $41.67 avg price	New Position
BLVBlv Recent Activity New Position	0.01%	$2,000 39 shares@ $51.29 avg price	New Position
VMBSVgrd Mbs Etf Dv Recent Activity New Position	0.01%	$2,000 63 shares@ $31.75 avg price	New Position
BIVVanguard Intermediate Recent Activity New Position	0.01%	$2,000 36 shares@ $55.56 avg price	New Position
QQQYDefiance Nasdaq 100 Enhanced Options Income Recent Activity New Position	0.01%	$1,000 48 shares@ $20.84 avg price	New Position
IBTOIshares Ibonds Term Treasury Etf Recent Activity New Position	0.01%	$1,000 69 shares@ $14.5 avg price	New Position
IBTLIshares Ibonds Dec 2031 Term Trs Etf Recent Activity New Position	0.01%	$1,000 84 shares@ $11.91 avg price	New Position
IBTKIshares Ibonds Dec 2030 Trm Trsy Etf Recent Activity New Position	0.01%	$1,000 84 shares@ $11.91 avg price	New Position
SCHDSchwab Us Dividend Equity Etf Recent Activity New Position	0.01%	$1,000 15 shares@ $66.67 avg price	New Position