Oak Harvest Investment Services Purchases in Q3 2024

Oak Harvest Investment Services

  • $694 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NTRS
Northern Trust Corp

Financial Services
110K
New
$82.48 - $92.62 $9.06M - $10.2M
110K $9.89M
AEM
Agnico Eagle Mines LTD

Basic Materials
98.4K
New
$65.04 - $84.24 $6.4M - $8.29M
98.4K $7.93M
DLR
Digital Realty Trust, Inc.

Real Estate
47.9K
New
$144.47 - $162.98 $6.92M - $7.81M
47.9K $7.75M
PGR
Progressive Corp

Financial Services
26.6K
New
$209.46 - $259.24 $5.57M - $6.9M
26.6K $6.75M
TGT
Target Corp

Consumer Defensive
42.8K
New
$133.47 - $159.25 $5.71M - $6.81M
42.8K $6.67M
KRE
Spdr S&P Regional Banking ETF

ETFs
106K
New
$47.94 - $59.23 $5.06M - $6.25M
106K $5.97M
BMY
Bristol Myers Squibb CO

Healthcare
105K
New
$39.66 - $51.75 $4.16M - $5.42M
105K $5.42M
DUK
Duke Energy Corp

Utilities
22.8K
+ 24.91%
$99.35 - $117.71 $2.26M - $2.68M
114K $13.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.15K
+ 4.29%
$475.2 - $527.7 $1.5M - $1.66M
76.7K $40.5M
CVX
Chevron Corp

Energy
26.1K
+ 46.79%
$137.88 - $161.97 $3.59M - $4.22M
81.8K $12M
PEP
Pepsico Inc

Consumer Defensive
15.5K
+ 28.99%
$161.9 - $179.3 $2.5M - $2.77M
68.8K $11.7M
HCA
Hca Healthcare, Inc.

Healthcare
7.08K
New
$315.12 - $406.43 $2.23M - $2.88M
7.08K $2.88M
BDX
Becton Dickinson & CO

Healthcare
11.6K
New
$221.47 - $242.41 $2.56M - $2.81M
11.6K $2.79M
JPM
Jpmorgan Chase & CO

Financial Services
8.81K
+ 9.66%
$194.9 - $224.8 $1.72M - $1.98M
99.9K $21.1M
BLK
Black Rock Inc.

Financial Services
925
+ 8.8%
$782.27 - $949.51 $724K - $878K
11.4K $10.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.72K
+ 2.6%
$117.9 - $128.2 $556K - $604K
186K $23.8M
UNP
Union Pacific Corp

Industrials
5.26K
+ 11.51%
$221.78 - $256.09 $1.17M - $1.35M
50.9K $12.5M
HON
Honeywell International Inc

Industrials
10.3K
+ 29.51%
$196.73 - $220.21 $2.03M - $2.27M
45.2K $9.34M
CME
Cme Group Inc.

Financial Services
2.64K
+ 5.16%
$193.43 - $220.62 $510K - $582K
53.8K $11.9M
MS
Morgan Stanley

Financial Services
6.47K
+ 4.81%
$92.07 - $106.96 $596K - $692K
141K $14.7M
CCI
Crown Castle International Corp

Real Estate
13K
New
$95.29 - $120.24 $1.24M - $1.56M
13K $1.54M
VUG
Vanguard Growth ETF

ETFs
3.26K
+ 19.12%
$341.08 - $391.94 $1.11M - $1.28M
20.3K $7.8M
KMI
Kinder Morgan, Inc.

Energy
5.9K
+ 1.1%
$19.72 - $22.22 $116K - $131K
540K $11.9M
NEE
Nextera Energy Inc

Utilities
4.1K
+ 6.03%
$69.9 - $84.97 $286K - $348K
72.1K $6.09M
ADBE
Adobe Inc.

Technology
2.5K
+ 500.0%
$508.13 - $586.55 $1.27M - $1.47M
3K $1.55M
PG
Procter & Gamble CO

Consumer Defensive
5.55K
+ 15.74%
$160.76 - $177.82 $892K - $986K
40.8K $7.06M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
8.36K
+ 29.12%
$97.66 - $119.74 $816K - $1M
37.1K $4.15M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22.5K
+ 14.29%
$50.61 - $50.96 $1.14M - $1.15M
180K $9.17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.8K
+ 54.1%
$76.94 - $79.54 $1.07M - $1.1M
39.4K $3.13M
SUB
Ishares Short Term National Mu

ETFs
9.41K
+ 12.4%
$104.3 - $106.3 $981K - $1M
85.3K $9.06M
GDDY
Go Daddy Inc.

Technology
6.02K
+ 72.79%
$141.41 - $167.41 $851K - $1.01M
14.3K $2.24M
CRM
Salesforce, Inc.

Technology
3.45K
+ 57.19%
$238.42 - $276.53 $823K - $955K
9.49K $2.6M
HSY
Hershey CO

Consumer Defensive
3.73K
+ 10.82%
$182.45 - $203.25 $681K - $759K
38.2K $7.33M
SPOT
Spotify Technology S.A.

Communication Services
1.98K
+ 46.46%
$290.16 - $384.01 $574K - $760K
6.24K $2.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.59K
+ 2.66%
$48.51 - $52.86 $223K - $243K
177K $9.37M
MCD
Mcdonalds Corp

Consumer Cyclical
496
+ 3.18%
$245.82 - $304.51 $122K - $151K
16.1K $4.9M
CSCO
Cisco Systems, Inc.

Technology
3.99K
+ 3.29%
$44.74 - $53.22 $179K - $212K
125K $6.67M
LEN
Lennar Corp

Consumer Cyclical
4.38K
New
$142.5 - $192.45 $623K - $842K
4.38K $820K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.8K
+ 66.08%
$49.83 - $62.75 $786K - $990K
39.7K $2.29M
CMCSA
Comcast Corp

Communication Services
9.82K
+ 6.82%
$37.33 - $41.78 $367K - $410K
154K $6.43M
VTV
Vanguard Value ETF

ETFs
2.93K
+ 15.94%
$159.75 - $174.57 $467K - $511K
21.3K $3.71M
GNRC
Generac Holdings Inc.

Industrials
2.75K
+ 23.65%
$133.16 - $159.78 $366K - $439K
14.4K $2.28M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.05K
+ 22.22%
$194.66 - $225.97 $593K - $688K
16.8K $3.69M
COST
Costco Wholesale Corp

Consumer Defensive
297
+ 2.42%
$801.83 - $917.05 $238K - $272K
12.6K $11.1M
DOCU
Docusign, Inc.

Technology
11K
New
$49.73 - $62.53 $547K - $688K
11K $682K
FFIV
F5, Inc.

Technology
3K
New
$170.44 - $223.6 $511K - $671K
3K $660K
GPS
Gap Inc

Consumer Cyclical
30K
New
$19.42 - $24.62 $583K - $739K
30K $604K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
567
+ 25.63%
$1024.09 - $1201.76 $581K - $681K
2.78K $2.92M
VGT
Vanguard Information Technolog

ETFs
864
+ 18.92%
$514.43 - $606.85 $444K - $524K
5.43K $3.18M
Activity Summary
Buys All Purchases 89 New Holdings 22 Increased Positions 67 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 3
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