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
ZTS
Zoetis Inc.

Healthcare
1.68K
+ 16.8%
$172.58 - $196.48 $290K - $330K
11.7K $2.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
287
+ 5.21%
$531.86 - $624.21 $153K - $179K
5.79K $3.58M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.5K
New
$72.18 - $107.33 $325K - $483K
4.5K $477K
ISRG
Intuitive Surgical Inc

Healthcare
77
+ 0.83%
$416.14 - $494.01 $32K - $38K
9.38K $4.61M
META
Meta Platforms, Inc.

Communication Services
402
+ 13.73%
$453.41 - $572.44 $182K - $230K
3.33K $1.91M
BSX
Boston Scientific Corp

Healthcare
4.25K
+ 60.71%
$72.96 - $84.0 $310K - $357K
11.3K $942K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
8.5K
New
$34.24 - $41.13 $291K - $350K
8.5K $344K
SYK
Stryker Corp

Healthcare
392
+ 4.25%
$315.94 - $371.96 $124K - $146K
9.61K $3.47M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.21K
+ 29.43%
$100.3 - $100.74 $322K - $323K
14.1K $1.42M
TSLA
Tesla, Inc.

Consumer Cyclical
1.22K
New
$191.76 - $263.26 $234K - $321K
1.22K $319K
CAT
Caterpillar Inc

Industrials
191
+ 4.72%
$316.8 - $391.12 $60.5K - $74.7K
4.24K $1.66M
BNDX
Vanguard Total International B

ETFs
4.26K
New
$48.42 - $50.35 $206K - $214K
4.26K $213K
NFLX
Netflix Inc

Communication Services
84
+ 1.91%
$598.55 - $722.26 $50.3K - $60.7K
4.49K $3.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
91
+ 2.91%
$405.19 - $478.57 $36.9K - $43.5K
3.21K $1.48M
PM
Philip Morris International Inc.

Consumer Defensive
1.72K
New
$101.25 - $127.45 $174K - $219K
1.72K $208K
MSI
Motorola Solutions, Inc.

Technology
462
New
$385.65 - $450.49 $178K - $208K
462 $207K
AZZ
Azz Inc

Industrials
2.5K
New
$72.09 - $86.75 $180K - $217K
2.5K $206K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.9K
+ 32.25%
$48.06 - $49.39 $187K - $192K
16K $788K
HPQ
Hp Inc

Technology
1.52K
+ 0.97%
$32.02 - $38.11 $48.5K - $57.8K
157K $5.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
93
+ 4.59%
$517.38 - $573.86 $48.1K - $53.4K
2.12K $1.22M
DGRO
Ishares Core Dividend Growth E

ETFs
347
+ 6.61%
$57.47 - $62.76 $19.9K - $21.8K
5.6K $351K
VB
Vanguard Small Cap ETF

ETFs
29
+ 2.05%
$214.77 - $237.72 $6.23K - $6.89K
1.44K $342K
FANG
Diamondback Energy, Inc.

Energy
7.26K
+ 16.57%
$168.46 - $210.94 $1.22M - $1.53M
51.1K $8.8M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.43%
$255.18 - $283.2 $1.79K - $1.98K
1.62K $458K
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.56%
$236.92 - $263.4 $2.13K - $2.37K
1.62K $425K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.15%
$332.02 - $382.76 $332 - $383
687 $257K
EPD
Enterprise Products Partners L.P.

Energy
194
+ 1.8%
$27.88 - $30.0 $5.41K - $5.82K
11K $319K
Labcorp Holdings Inc
4K
New
N/A
4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.01%
N/A
8.89K $0
LLY
Eli Lilly & CO

Healthcare
18
+ 2.14%
$772.14 - $960.02 $13.9K - $17.3K
858 $760K
ET
Energy Transfer LP

Energy
2
+ 0.0%
$15.43 - $16.44 $30.9 - $32.9
42.7K $684K
MPC
Marathon Petroleum Corp

Energy
8
+ 0.45%
$158.61 - $180.75 $1.27K - $1.45K
1.79K $291K
DPZ
Dominos Pizza Inc

Consumer Cyclical
622
+ 18.63%
$402.52 - $505.35 $250K - $314K
3.96K $1.7M
MRK
Merck & Co., Inc.

Healthcare
3.18K
+ 8.09%
$111.15 - $128.97 $354K - $411K
42.5K $4.83M
BP
Bp PLC

Energy
572
+ 2.43%
$30.78 - $37.05 $17.6K - $21.2K
24.1K $757K
LRCX
Lam Research Corp

Technology
7
+ 1.23%
$731.56 - $1127.3 $5.12K - $7.89K
577 $470K
AMAT
Applied Materials Inc

Technology
605
+ 3.21%
$174.88 - $254.97 $106K - $154K
19.5K $3.93M
AVGO
Broadcom Inc.

Technology
38.3K
+ 410.07%
$136.27 - $1745.86 $5.22M - $66.9M
47.7K $8.22M
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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