Oak Harvest Investment Services Purchases in Q4 2024

Oak Harvest Investment Services

  • $714 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
30.7K
+ 64.35%
$159.67 - $250.0 $4.9M - $7.67M
78.3K $18.2M
DIS
Walt Disney CO

Communication Services
61.7K
New
$92.39 - $117.6 $5.7M - $7.25M
61.7K $6.87M
ETN
Eaton Corp PLC

Industrials
15.7K
New
$326.96 - $377.52 $5.13M - $5.92M
15.7K $5.21M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
24K
New
$174.04 - $205.27 $4.18M - $4.93M
24K $4.33M
KRE
Spdr S&P Regional Banking ETF

ETFs
61.1K
+ 57.89%
$54.6 - $68.9 $3.34M - $4.21M
167K $10.1M
AAPL
Apple Inc.

Technology
7.63K
+ 8.1%
$221.69 - $259.02 $1.69M - $1.98M
102K $25.5M
INTU
Intuit Inc

Technology
5.2K
New
$602.01 - $706.25 $3.13M - $3.67M
5.2K $3.27M
FFIV
F5, Inc.

Technology
10.9K
+ 361.9%
$213.56 - $263.36 $2.32M - $2.86M
13.9K $3.48M
BSX
Boston Scientific Corp

Healthcare
29.5K
+ 262.45%
$83.62 - $91.5 $2.47M - $2.7M
40.8K $3.64M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
29.2K
New
$89.81 - $104.0 $2.63M - $3.04M
29.2K $2.63M
DELL
Dell Technologies Inc.

Technology
22.4K
New
$111.96 - $144.21 $2.51M - $3.24M
22.4K $2.59M
NOW
Service Now, Inc.

Technology
2.44K
New
$867.18 - $1148.42 $2.12M - $2.8M
2.44K $2.59M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
31.5K
+ 701.07%
$82.28 - $117.52 $2.6M - $3.71M
36K $3.06M
VUG
Vanguard Growth ETF

ETFs
4.68K
+ 23.02%
$378.79 - $428.11 $1.77M - $2M
25K $10.3M
CSCO
Cisco Systems, Inc.

Technology
27.9K
+ 22.25%
$52.45 - $60.02 $1.46M - $1.67M
153K $9.07M
SNOW
Snowflake Inc.

Technology
15.3K
New
$109.65 - $186.51 $1.68M - $2.86M
15.3K $2.37M
WYNN
Wynn Resorts LTD

Consumer Cyclical
26.5K
New
$84.3 - $106.41 $2.24M - $2.82M
26.5K $2.29M
CHWY
Chewy, Inc.

Consumer Cyclical
67K
New
$26.51 - $35.87 $1.78M - $2.4M
67K $2.25M
MCD
Mcdonalds Corp

Consumer Cyclical
8.4K
+ 52.13%
$288.47 - $316.54 $2.42M - $2.66M
24.5K $7.1M
CAH
Cardinal Health Inc

Healthcare
18K
New
$107.89 - $125.33 $1.94M - $2.26M
18K $2.13M
GOOGL
Alphabet Inc.

Communication Services
7.36K
+ 23.67%
$161.86 - $196.66 $1.19M - $1.45M
38.4K $7.27M
WMT
Walmart Inc.

Consumer Defensive
3.86K
+ 2.11%
$79.1 - $95.7 $305K - $370K
186K $16.8M
HUBS
Hubspot Inc

Technology
2.96K
New
$514.07 - $757.4 $1.52M - $2.24M
2.96K $2.07M
AMZN
Amazon Com Inc

Consumer Cyclical
4.96K
+ 17.3%
$180.88 - $232.93 $897K - $1.16M
33.6K $7.38M
DDOG
Datadog, Inc.

Technology
13.2K
New
$113.98 - $168.65 $1.51M - $2.23M
13.2K $1.89M
CRM
Salesforce, Inc.

Technology
3.56K
+ 37.48%
$270.87 - $367.87 $963K - $1.31M
13K $4.36M
GTLB
Gitlab Inc.

Technology
30.8K
New
$48.76 - $67.19 $1.5M - $2.07M
30.8K $1.74M
NTRS
Northern Trust Corp

Financial Services
3.42K
+ 3.11%
$88.4 - $111.16 $302K - $380K
113K $11.6M
TWLO
Twilio Inc

Communication Services
15.7K
New
$63.73 - $114.96 $1M - $1.8M
15.7K $1.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.2K
+ 31.01%
$216.72 - $244.71 $1.13M - $1.27M
22K $5.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.1K
+ 48.41%
$77.86 - $79.27 $1.49M - $1.51M
58.5K $4.57M
ABBV
Abb Vie Inc.

Healthcare
12.1K
+ 31.79%
$164.99 - $203.87 $1.99M - $2.46M
50.1K $8.9M
ZBRA
Zebra Technologies Corp

Technology
3.4K
New
$360.09 - $411.94 $1.22M - $1.4M
3.4K $1.31M
VGSH
Vanguard

ETFs
32.7K
+ 4.3%
$58.02 - $58.88 $1.9M - $1.92M
792K $46.1M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.41K
+ 6.5%
$107.98 - $143.92 $260K - $347K
39.5K $5.3M
VGT
Vanguard Information Technolog

ETFs
1.46K
+ 26.91%
$571.78 - $647.97 $835K - $947K
6.89K $4.28M
VEEV
Veeva Systems Inc

Healthcare
5K
New
$201.81 - $250.45 $1.01M - $1.25M
5K $1.05M
DOCU
Docusign, Inc.

Technology
7.77K
+ 70.64%
$61.42 - $106.99 $477K - $831K
18.8K $1.69M
CBOE
Cboe Global Markets, Inc.

Financial Services
5K
New
$191.61 - $217.84 $958K - $1.09M
5K $977K
DLR
Digital Realty Trust, Inc.

Real Estate
1.1K
+ 2.3%
$156.46 - $195.69 $172K - $215K
49K $8.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
24K
+ 13.55%
$51.09 - $55.27 $1.23M - $1.33M
201K $10.3M
CME
Cme Group Inc.

Financial Services
637
+ 1.18%
$221.17 - $246.02 $141K - $157K
54.4K $12.6M
LZ
Legalzoom.Com, Inc.

Industrials
100K
New
$6.33 - $9.22 $633K - $922K
100K $751K
VTV
Vanguard Value ETF

ETFs
4.69K
+ 22.05%
$168.32 - $181.87 $790K - $853K
26K $4.4M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
7.5K
New
$83.95 - $99.75 $630K - $748K
7.5K $670K
APP
App Lovin Corp

Technology
2K
New
$130.67 - $401.5 $261K - $803K
2K $647K
CDAY
Ceridian Hcm Holding Inc.

Technology
10K
New
N/A
10K $645K
SUB
Ishares Short Term National Mu

ETFs
6.53K
+ 7.65%
$104.94 - $106.2 $685K - $693K
91.8K $9.69M
BMY
Bristol Myers Squibb CO

Healthcare
818
+ 0.78%
$51.92 - $59.94 $42.5K - $49K
106K $5.97M
Activity Summary
Buys All Purchases 100 New Holdings 36 Increased Positions 64 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 5 Puts 1
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