Oak Harvest Investment Services Purchases in Q1 2025

Oak Harvest Investment Services

  • $696 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
59.8K
New
$168.84 - $202.89 $10.1M - $12.1M
59.8K $10.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
305K
New
$30.73 - $32.26 $9.37M - $9.84M
305K $9.37M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
177K
New
$42.3 - $53.69 $7.48M - $9.49M
177K $9.21M
AMGN
Amgen Inc

Healthcare
14.1K
+ 70.32%
$258.59 - $327.36 $3.64M - $4.61M
34.1K $10.6M
XLU
Utilities Sector Spdr

ETFs
61.8K
New
$74.7 - $80.27 $4.62M - $4.96M
61.8K $4.87M
AEM
Agnico Eagle Mines LTD

Basic Materials
8.11K
+ 7.92%
$79.66 - $108.41 $646K - $879K
110K $12M
BMY
Bristol Myers Squibb CO

Healthcare
53.8K
+ 50.9%
$53.9 - $63.11 $2.9M - $3.39M
159K $9.72M
ABT
Abbott Laboratories

Healthcare
19.3K
+ 42.61%
$111.1 - $140.22 $2.14M - $2.7M
64.5K $8.56M
SCHW
Schwab Charles Corp

Financial Services
42K
New
$71.24 - $83.64 $2.99M - $3.51M
42K $3.28M
META
Meta Platforms, Inc.

Communication Services
5.49K
+ 551.61%
$576.36 - $736.67 $3.17M - $4.05M
6.49K $3.74M
LLY
Eli Lilly & CO

Healthcare
2.71K
+ 281.29%
$725.72 - $929.72 $1.96M - $2.52M
3.67K $3.03M
BA
Boeing CO

Industrials
13.4K
New
$148.15 - $186.25 $1.98M - $2.49M
13.4K $2.28M
PGR
Progressive Corp

Financial Services
2.95K
+ 11.21%
$235.61 - $291.22 $694K - $858K
29.2K $8.28M
CSCO
Cisco Systems, Inc.

Technology
25.6K
+ 16.7%
$58.74 - $64.87 $1.5M - $1.66M
179K $11M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
979
+ 2.72%
$80.53 - $147.57 $78.8K - $144K
37K $4.9M
CVX
Chevron Corp

Energy
1.5K
+ 2.37%
$146.71 - $167.97 $221K - $253K
64.9K $10.9M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
11.9K
+ 49.38%
$166.63 - $185.86 $1.97M - $2.2M
35.9K $5.97M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
30.3K
+ 15.91%
$50.72 - $50.92 $1.54M - $1.54M
221K $11.2M
JPM
Jpmorgan Chase & CO

Financial Services
3.86K
+ 4.04%
$225.19 - $279.95 $868K - $1.08M
99.3K $24.4M
DE
Deere & CO

Industrials
2.45K
+ 51.09%
$408.57 - $509.27 $1M - $1.25M
7.26K $3.41M
SPOT
Spotify Technology S.A.

Communication Services
1.41K
+ 25.96%
$457.79 - $648.32 $647K - $916K
6.86K $3.77M
MS
Morgan Stanley

Financial Services
19.1K
+ 17.67%
$111.68 - $141.08 $2.13M - $2.69M
127K $14.8M
NFLX
Netflix Inc

Communication Services
1.14K
+ 27.26%
$828.4 - $1058.6 $941K - $1.2M
5.3K $4.95M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
8.9K
+ 118.71%
$88.0 - $115.5 $783K - $1.03M
16.4K $1.87M
SNOW
Snowflake Inc.

Technology
8.49K
+ 55.33%
$146.16 - $192.78 $1.24M - $1.64M
23.8K $3.48M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.89K
+ 38.03%
$308.86 - $455.36 $891K - $1.31M
10.5K $3.69M
FRSH
Freshworks Inc.

Technology
75K
New
$14.11 - $19.75 $1.06M - $1.48M
75K $1.06M
MCD
Mcdonalds Corp

Consumer Cyclical
1.57K
+ 6.4%
$279.74 - $321.29 $439K - $504K
26.1K $8.14M
SUB
Ishares Short Term National Mu

ETFs
9.26K
+ 10.09%
$105.3 - $106.24 $975K - $984K
101K $10.7M
DUK
Duke Energy Corp

Utilities
281
+ 0.47%
$105.87 - $121.97 $29.7K - $34.3K
60.6K $7.39M
FFIV
F5, Inc.

Technology
2.21K
+ 15.93%
$251.75 - $310.6 $556K - $686K
16.1K $4.28M
HD
Home Depot, Inc.

Consumer Cyclical
3.39K
+ 12.25%
$347.25 - $424.87 $1.18M - $1.44M
31K $11.4M
FTI
Technip Fmc PLC

Energy
9.66K
+ 8.83%
$25.3 - $32.57 $244K - $314K
119K $3.77M
OKTA
Okta, Inc.

Technology
5K
New
$78.83 - $116.72 $394K - $584K
5K $526K
BSX
Boston Scientific Corp

Healthcare
431
+ 1.06%
$89.38 - $106.18 $38.5K - $45.8K
41.2K $4.16M
NTRS
Northern Trust Corp

Financial Services
9.29K
+ 8.19%
$96.09 - $113.81 $892K - $1.06M
123K $12.1M
TWLO
Twilio Inc

Communication Services
6.49K
+ 41.35%
$94.9 - $148.35 $616K - $962K
22.2K $2.17M
VTV
Vanguard Value ETF

ETFs
2.21K
+ 8.52%
$167.73 - $179.21 $371K - $397K
28.2K $4.87M
CAH
Cardinal Health Inc

Healthcare
719
+ 3.99%
$118.02 - $137.77 $84.9K - $99.1K
18.7K $2.58M
WYNN
Wynn Resorts LTD

Consumer Cyclical
5.51K
+ 20.76%
$77.0 - $93.47 $424K - $515K
32.1K $2.68M
PG
Procter & Gamble CO

Consumer Defensive
1.57K
+ 3.98%
$158.56 - $176.26 $249K - $277K
41K $6.99M
CHWY
Chewy, Inc.

Consumer Cyclical
12.1K
+ 18.1%
$31.83 - $39.8 $386K - $483K
79.2K $2.57M
AMZN
Amazon Com Inc

Consumer Cyclical
6.83K
+ 20.31%
$190.26 - $242.06 $1.3M - $1.65M
40.5K $7.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.06K
+ 16.36%
$100.34 - $100.68 $307K - $308K
21.7K $2.19M
MA
Mastercard Inc

Financial Services
319
+ 5.47%
$504.67 - $576.31 $161K - $184K
6.15K $3.37M
DOCU
Docusign, Inc.

Technology
5.31K
+ 28.27%
$74.7 - $97.7 $396K - $518K
24.1K $1.96M
CRM
Salesforce, Inc.

Technology
4.19K
+ 32.11%
$268.36 - $359.95 $1.12M - $1.51M
17.2K $4.63M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.08K
+ 21.18%
$48.43 - $49.9 $197K - $203K
23.3K $1.16M
CMCSA
Comcast Corp

Communication Services
8.83K
+ 5.39%
$33.19 - $38.23 $293K - $338K
173K $6.38M
Activity Summary
Buys All Purchases 92 New Holdings 20 Increased Positions 72 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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