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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
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.15%
$248,066
3,280 shares@ $75.63 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
New Position
0.12%
$203,407
2,748 shares@ $74.03 avg price
USFDUs Foods Hldg Corp
Recent Activity
New Position
0.12%
$200,626
2,974 shares@ $67.46 avg price
YYYAmplify Etf Tr
Recent Activity
New Position
0.1%
$170,115
14,767 shares@ $11.52 avg price
GNOMGlobal X Fds
Recent Activity
New Position
0.07%
$103,344
10,643 shares@ $9.72 avg price
PSQHPsq Holdings Inc
Recent Activity
New Position
0.05%
$81,720
18,000 shares@ $4.54 avg price