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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.58%
1.43%
$2.435M
42,328 shares@ $57.54 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -7.05%
1.28%
$2.168M
7,771 shares@ $278.96 avg price
TECLDirexion Shs Etf Tr
Recent Activity
Increased 22.02%
1.24%
$2.11M
23,304 shares@ $90.55 avg price
RPVInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.8%
1.2%
$2.04M
22,610 shares@ $90.21 avg price
MTGPWisdomtree Tr
Recent Activity
Increased 15.81%
1.08%
$1.826M
42,266 shares@ $43.2 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.81%
1.06%
$1.806M
7,769 shares@ $232.52 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Decreased -2.21%
1.01%
$1.718M
30,465 shares@ $56.38 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.04%
1%
$1.702M
8,990 shares@ $189.31 avg price
DONWisdomtree Tr
Recent Activity
Increased 9.05%
0.95%
$1.619M
31,763 shares@ $50.98 avg price
DALDelta Air Lines Inc Del
Recent Activity
0.95%
$1.614M
26,682 shares@ $60.51 avg price