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Matthew Wagner

@Oxinas Partners Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$170.586MTotal holdings117
Assets growth rate4.51%Assets growth rate (2-Q avg)6.55%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Oxinas Partners Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 117 positions.

Assets under management

The assets under management (AUM) of Oxinas Partners Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 170.586M in assets, with a quarterly growth rate of 4.51% and a 2-quarter average growth rate of 6.55%. The portfolio is managed by Matthew Wagner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CWBSpdr Ser Tr
Recent Activity
New Position
2.27%
$3.87M
49,689 shares@ $77.89 avg price
APPApplovin Corp
Recent Activity
New Position
0.64%
$1.081M
3,339 shares@ $323.83 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.48%
$810,920
26,605 shares@ $30.48 avg price
RECSColumbia Etf Tr I
Recent Activity
New Position
0.46%
$768,564
22,200 shares@ $34.62 avg price
UIUbiquiti Inc
Recent Activity
New Position
0.41%
$699,377
2,107 shares@ $331.94 avg price
CGGRCapital Group Growth Etf
Recent Activity
New Position
0.34%
$569,821
15,330 shares@ $37.18 avg price
TOSTToast Inc
Recent Activity
New Position
0.32%
$541,428
14,854 shares@ $36.45 avg price
SNOWSnowflake Inc
Recent Activity
New Position
0.22%
$364,408
2,360 shares@ $154.42 avg price
MUMicron Technology Inc
Recent Activity
New Position
0.16%
$271,399
3,225 shares@ $84.16 avg price
COINCoinbase Global Inc
Recent Activity
New Position
0.16%
$264,936
1,067 shares@ $248.3 avg price