Portfolio Archive - OakGrove Wealth Management

Your Vision. Our Purpose.

Archive of our High Efficiency Portfolio Stock Funds

You will find below our archived Stock Listing Holding Reports for each of our High Efficiency Portfolios for the past 5 years. In each Holdings Report, they will show the stocks chosen with their respective begin and end values. For more detailed information, including a Morningstar Report regarding our High Efficiency Portfolios, please contact our office yourvisionourpurpose@oakgrovewm.com.

Tables and Graphs were last updated January 4, 2024

Annual Portfolios

Below you will find our Performance Data since the inception.

Here are the Stock Holdings Lists over the past 5 years. Company names with an * means they are replacements since the original stock reached their exit liquidation level. A full list of stocks can be forwarded by request. Please use the wheel on your mouse to scroll through each stock portfolio.

Jan to Dec 2018
Jan to Dec 2019
Jan to Dec 2020
Jan to Dec 2021
Jan to Dec 2022

BiAnnual Portfolios

Below you will find our Performance Data since the inception.

Here are the Stock Holdings Lists over the past 5 years. Company names with an * means they are replacements since the original stock reached their exit liquidation level. A full list of stocks can be forwarded by request. Please use the wheel on your mouse to scroll through each stock portfolio.

Jan to June 2018
July to Dec 2018
Jan to June 2019
July to Dec 2019
Jan to June 2020
July to Dec 2020
Jan to June 2021
July to Dec 2021
Jan to June 2022
July to Dec 2022
Dec to June 2023
July to Dec 2023

HiPriced BiAnnual Portfolios

Below you will find our Performance Data since the inception.

Here are the Stock Holdings Lists over the past 5 years. Company names with an * means they are replacements since the original stock reached their exit liquidation level. A full list of stocks can be forwarded by request. Please use the wheel on your mouse to scroll through each stock portfolio.

Jan to June 2018
July to Dec 2018
Jan to June 2019
July to Dec 2019
Jan to June 2020
July to Dec 2020
Jan to June 2021
July to Dec 2021
Jan to June 2022
July to Dec 2022
Dec to June 2023
July to Dec 2023

Quarterly Portfolios

Below you will find our Performance Data since the inception.

Here are the Stock Holdings Lists over the past 5 years. Company names with an * means they are replacements since the original stock reached their exit liquidation level. A full list of stocks can be forwarded by request. Please use the wheel on your mouse to scroll through each stock portfolio.

Jan to March 2018
April to June 2018
July to Sept 2018
Oct to Dec 2018
Jan to March 2019
April to June 2019
July to Sept 2019
Oct to Dec 2019
Jan to March 2020
April to June 2020
July to Sep 2020
Oct to Dec 2020
Jan to March 2021
April to June 2021
July to Sep 2021
Oct to Dec 2021
Jan to March 2022
April to June 2022
July to Sep 2022
Oct to Dec 2022
Jan to Mar 2023
Apr to June 2023
July to Sep 2023
Oct to Dec 2023

Rolling30 Portfolios

Below you will find our Performance Data since the inception.

Here are the Stock Holdings Lists over the past 5 years. Company names with an * means they are replacements since the original stock reached their exit liquidation level. A full list of stocks can be forwarded by request. Please use the wheel on your mouse to scroll through each stock portfolio.