Oak Harvest Investment Services Incresed Positions in Q3 2024

Oak Harvest Investment Services

  • $694 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
WMT
Walmart Inc.

Consumer Defensive
9.72K
+ 5.62%
$66.91 - $81.4 $651K - $791K
183K $14.7M
PEP
Pepsico Inc

Consumer Defensive
15.5K
+ 28.99%
$161.9 - $179.3 $2.5M - $2.77M
68.8K $11.7M
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
MS
Morgan Stanley

Financial Services
6.47K
+ 4.81%
$92.07 - $106.96 $596K - $692K
141K $14.7M
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
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
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
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
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
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
FTI
Technip Fmc PLC

Energy
11.8K
+ 12.79%
$23.46 - $29.5 $276K - $347K
104K $2.72M
CAT
Caterpillar Inc

Industrials
191
+ 4.72%
$316.8 - $391.12 $60.5K - $74.7K
4.24K $1.66M
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
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
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
Track This Portfolio

Track Oak Harvest Investment Services Portfolio

Follow Oak Harvest Investment Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harvest Investment Services, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harvest Investment Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email