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Northern Oak Wealth Management Inc. Top Holdings
As of  03/31/2022, below is a summary of the Northern Oak Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Northern Oak Wealth Management Inc.. In the Northern Oak Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Northern Oak Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Northern Oak Wealth Management Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
ISHARES TR (IVW) 590,621 -9,439 $45,112
     IVW590,621-9,439$45,112
ISHARES TR (IVE) 249,091 +1,312 $38,788
     IVE249,091+1,312$38,788
ISHARES TR (IJJ) 285,553 -2,211 $31,308
     IJJ285,553-2,211$31,308
ISHARES TR (IJK) 387,102 -2,226 $29,911
     IJK387,102-2,226$29,911
APPLE INC 165,561 -13,028 $28,909
     AAPL165,561-12,928$28,909
MICROSOFT CORP 87,054 -1,225 $26,840
     MSFT87,054-1,225$26,840
INVESCO EXCH TRD SLF IDX FD 1,158,694 +122,279 $24,414
     BSCO1,158,694+122,279$24,414
INVESCO EXCH TRD SLF IDX FD 1,036,173 +307,582 $21,863
     BSCN1,036,173+307,582$21,863
BROADCOM INC 28,460 -981 $17,921
     AVGO28,460-981$17,921
FIRST TR EXCH TRADED FD III (FPE) 838,860 +6,661 $15,955
     FPE838,860+6,661$15,955
VANECK ETF TRUST (PFXF) 727,520 +4,729 $14,943
     PFXF727,520+4,729$14,943
INVESCO EXCH TRADED FD TR II (VRP) 599,408 -5,409 $14,650
     VRP599,408-5,409$14,650
UNITEDHEALTH GROUP INC 27,904 -1,403 $14,230
     UNH27,904-1,403$14,230
BRISTOL MYERS SQUIBB CO 180,890 -33,636 $13,210
     BMY180,890-33,636$13,210
SPDR GOLD TR (GLD) 69,989 +1,611 $12,644
     GLD69,989+1,611$12,644
CISCO SYS INC 219,204 -5,252 $12,223
     CSCO219,204-5,252$12,223
FREEPORT MCMORAN INC 235,756 +33,825 $11,727
     FCX235,756+33,825$11,727
COCA COLA CO 184,325 -10,193 $11,428
     KO184,325-10,193$11,428
DOW INC 179,106 -4,233 $11,413
     DOW179,106-4,233$11,413
INVESCO EXCH TRD SLF IDX FD 544,097 +81,919 $11,377
     BSCP544,097+81,919$11,377
JOHNSON & JOHNSON 63,373 -3,833 $11,232
     JNJ63,373-3,833$11,232
ISHARES TR (IJS) 101,885 -2,266 $10,432
     IJS101,885-2,266$10,432
ISHARES TR (IJT) 82,643 -2,979 $10,339
     IJT82,643-2,979$10,339
SOUTHERN CO 138,513 -6,211 $10,044
     SO138,513-6,211$10,044
JPMORGAN CHASE & CO 71,241 -2,321 $9,712
     JPM71,241-2,321$9,712
BK OF AMERICA CORP 232,219 -1,335 $9,572
     BAC232,219-1,335$9,572
VERIZON COMMUNICATIONS INC 183,265 -5,124 $9,335
     VZ183,265-5,124$9,335
SPDR SER TR (SDY) 72,041 +401 $9,229
     SDY72,041+401$9,229
PFIZER INC 176,503 -122,266 $9,138
     PFE176,503-122,266$9,138
WALMART INC 60,826 +2,903 $9,058
     WMT60,826+2,903$9,058
CHEVRON CORP NEW 55,462 -5,113 $9,031
     CVX55,462-5,113$9,031
ALPHABET INC 3,208 -65 $8,923
     GOOGL3,208-65$8,923
INVESCO EXCH TRD SLF IDX FD 443,545 +66,892 $8,858
     BSCQ443,545+66,892$8,858
QUALCOMM INC 56,097 +6,175 $8,573
     QCOM56,097+6,175$8,573
VANGUARD INTL EQUITY INDEX F (VWO) 183,923 +11,762 $8,484
     VWO183,923+11,762$8,484
FIRST TR EXCH TRADED FD III (FEMB) 275,155 -2,152 $8,296
     FEMB275,155-2,152$8,296
CVS HEALTH CORP 81,112 -49,917 $8,209
     CVS81,112-49,917$8,209
WALGREENS BOOTS ALLIANCE INC 182,108 +11,042 $8,153
     WBA182,108+11,042$8,153
MEDTRONIC PLC 68,244 +1,909 $7,572
     MDT68,244+1,909$7,572
CITIGROUP INC 139,493 -3,500 $7,449
     C139,493-3,500$7,449
AMAZON COM INC 2,241 -134 $7,306
     AMZN2,241-134$7,306
LOWES COS INC 33,829 +1,586 $6,840
     LOW33,829+1,586$6,840
UNION PAC CORP 23,273 -339 $6,358
     UNP23,273-339$6,358
AT&T INC 268,932 +30,040 $6,355
     T268,932+30,040$6,355
ISHARES TR (IVV) 13,296 -426 $6,032
     IVV13,296-426$6,032
KIMBERLY CLARK CORP 44,061 +2,854 $5,427
     KMB44,061+2,854$5,427
MORGAN STANLEY 61,584 +1,582 $5,382
     MS61,584+1,582$5,382
LAZARD LTD 154,293 +44 $5,323
     LAZ154,293+44$5,323
ALTRIA GROUP INC 93,932 -34,581 $4,908
     MO93,932-34,581$4,908
ISHARES TR (IWF) 17,347 -750 $4,816
     IWF17,347-750$4,816

See Full List: All Stocks Held By Northern Oak Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Northern Oak Wealth Management Inc.

Size ($ in 1000's)
At 03/31/2022: $816,448
At 12/31/2021: $884,990

Northern Oak Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Northern Oak Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Northern Oak Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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