Northern Oak Wealth Management Inc - Q42025 Holdings

Northern Oak Wealth Management Inc holds 204 stocks with a total portfolio value of $ 797.09M as of Q42025. In Q42025, Northern Oak Wealth Management Inc added 10 new positions, increased stakes in 39 stocks, reduced 119 holdings, and fully exited 10 positions. The largest holding is Ishares Tr (IVW), representing 5.41% of the total portfolio.