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
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2K
+ 66.67%
$96.18 - $109.82 $192K - $220K
5K $512K
FANG
Diamondback Energy, Inc.

Energy
2.22K
+ 5.7%
$139.9 - $180.18 $310K - $399K
41.1K $6.57M
AAPL
Apple Inc.

Technology
13.8K
+ 13.58%
$209.68 - $247.1 $2.9M - $3.42M
116K $25.7M
PEP
Pepsico Inc

Consumer Defensive
1.49K
+ 3.73%
$142.64 - $156.42 $212K - $233K
41.4K $6.21M
CSTL
Castle Biosciences Inc

Healthcare
9.16K
+ 118.49%
$18.76 - $32.72 $172K - $300K
16.9K $337K
HUBS
Hubspot Inc

Technology
865
+ 29.18%
$571.29 - $819.71 $494K - $709K
3.83K $2.19M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
817
+ 1.4%
$77.7 - $78.94 $63.5K - $64.5K
59.4K $4.69M
BP
Bp PLC

Energy
315
+ 1.29%
$29.93 - $35.31 $9.43K - $11.1K
24.7K $833K
MRK
Merck & Co., Inc.

Healthcare
6K
+ 12.31%
$83.01 - $101.02 $498K - $606K
54.7K $4.91M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.7K
+ 12.32%
$210.19 - $243.33 $568K - $658K
24.7K $5.2M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.02%
$60.46 - $64.42 $60.5 - $64.4
5.26K $324K
Lam Research Corp
4.78K
New
N/A
4.78K $0
Sea LTD
38K
New
N/A
38K $0
Snap Inc
28K
New
N/A
28K $0
Blackrock Inc.
10.6K
+ 846.64%
N/A
11.8K $0
Qiagen Nv
79.4K
New
N/A
79.4K $0
Affirm Hldgs Inc
41K
New
N/A
41K $0
Alphabet Inc
100
New
N/A
100 $0
Invesco Qqq Tr
1.5K
New
N/A
1.5K $0
Meta Platforms Inc
35
New
N/A
35 $0
Labcorp Holdings Inc.
5.11K
+ 102.16%
N/A
10.1K $0
Amazon Com Inc
100
New
N/A
100 $0
Celestica Inc
100
New
N/A
100 $0
Apple Inc
100
New
N/A
100 $0
Guardant Health Inc
24K
New
N/A
24K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
3
+ 0.02%
$17.53 - $17.87 $52.6 - $53.6
14.3K $251K
BAC
Bank Of America Corp

Financial Services
128
+ 1.87%
$39.61 - $47.74 $5.07K - $6.11K
6.96K $290K
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.37%
$253.32 - $282.66 $1.52K - $1.7K
1.62K $415K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.14%
$217.89 - $252.64 $436 - $505
1.41K $311K
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 1.58%
$554.06 - $615.85 $19.4K - $21.6K
2.25K $1.26M
ET
Energy Transfer LP

Energy
2
+ 0.0%
$17.26 - $21.08 $34.5 - $42.2
42.7K $793K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10
+ 0.3%
$221.78 - $273.45 $2.22K - $2.73K
3.35K $762K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.94K
+ 4.92%
$119.87 - $145.05 $233K - $282K
41.4K $5.18M
GDDY
Go Daddy Inc.

Technology
420
+ 3.04%
$172.13 - $214.35 $72.3K - $90K
14.2K $2.56M
VUG
Vanguard Growth ETF

ETFs
2.01K
+ 8.02%
$369.1 - $427.61 $740K - $857K
27K $10M
VGT
Vanguard Information Technolog

ETFs
533
+ 7.73%
$542.38 - $646.34 $289K - $344K
7.42K $4.03M
ADI
Analog Devices Inc

Technology
565
+ 1.59%
$201.56 - $243.82 $114K - $138K
36.2K $7.29M
DIS
Walt Disney CO

Communication Services
3.24K
+ 5.25%
$96.87 - $114.0 $313K - $369K
64.9K $6.41M
HPQ
Hp Inc

Technology
7.91K
+ 4.94%
$27.69 - $34.72 $219K - $274K
168K $4.65M
ORCL
Oracle Corp

Technology
3.92K
+ 8.36%
$139.81 - $186.47 $547K - $730K
50.7K $7.09M
GOOGL
Alphabet Inc.

Communication Services
3.84K
+ 9.98%
$154.33 - $206.19 $592K - $791K
42.3K $6.54M
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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