Northern Oak Wealth Management Inc - Q22026 Holdings

Northern Oak Wealth Management Inc holds 211 stocks with a total portfolio value of $ 882.59M as of Q22026. In Q22026, Northern Oak Wealth Management Inc added 13 new positions, increased stakes in 70 stocks, reduced 80 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (IVW), representing 4.99% of the total portfolio.