OREGON PACIFIC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSCO | 23K | $159.34K |
 | ARCC | 14K | $289.50K |
 | MSFT | 14K | $7.22M |
 | KO | 12K | $775.21K |
 | SCHW | 8K | $797.84K |
 | KMX | 8K | $360.85K |
 | ORCL | 8K | $2.18M |
 | CMCSA | 7K | $220.98K |
 | BP | 7K | $241.94K |
 | MDLZ | 6K | $393.12K |
 | JNJ | 6K | $1.09M |
 | EXEL | 5K | $225.83K |
 | AMZN | 5K | $1.16M |
 | GOOGL | 5K | $1.20M |
 | PM | 5K | $774.83K |
 | XOM | 5K | $520.12K |
 | AAPL | 5K | $1.16M |
 | MCD | 4K | $1.29M |
 | BAC | 4K | $216.57K |
 | GD | 4K | $1.41M |
FS Credit Opportunities Corp.
FSCO
Shares Held
23K
Value
$159.34K
Ares Capital Corporation
ARCC
Shares Held
14K
Value
$289.50K
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.22M
The Coca-Cola Company
KO
Shares Held
12K
Value
$775.21K
The Charles Schwab Corporation
SCHW
Shares Held
8K
Value
$797.84K
CarMax, Inc.
KMX
Shares Held
8K
Value
$360.85K
Oracle Corporation
ORCL
Shares Held
8K
Value
$2.18M
Comcast Corporation
CMCSA
Shares Held
7K
Value
$220.98K
BP p.l.c.
BP
Shares Held
7K
Value
$241.94K
Mondelez International, Inc.
MDLZ
Shares Held
6K
Value
$393.12K
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.09M
Exelixis, Inc.
EXEL
Shares Held
5K
Value
$225.83K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.16M
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.20M
Philip Morris International Inc.
PM
Shares Held
5K
Value
$774.83K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$520.12K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.16M
McDonald's Corporation
MCD
Shares Held
4K
Value
$1.29M
Bank of America Corporation
BAC
Shares Held
4K
Value
$216.57K
General Dynamics Corporation
GD
Shares Held
4K
Value
$1.41M