Oak Harvest Investment Services Incresed Positions in Q2 2025

Oak Harvest Investment Services

  • $771 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
14.9K
+ 205.93%
$412.99 - $531.48 $6.17M - $7.94M
22.2K $11.3M
NVDA
Nvidia Corp

Technology
21.8K
+ 39.13%
$94.31 - $157.99 $2.05M - $3.44M
77.4K $12.2M
DUK
Duke Energy Corp

Utilities
42.7K
+ 70.48%
$112.46 - $124.05 $4.81M - $5.3M
103K $12.2M
ORCL
Oracle Corp

Technology
1.27K
+ 2.51%
$122.82 - $218.63 $156K - $279K
52K $11.4M
ETN
Eaton Corp PLC

Industrials
10.1K
+ 288.83%
$246.52 - $356.99 $2.49M - $3.61M
13.6K $4.86M
MS
Morgan Stanley

Financial Services
4.13K
+ 3.25%
$99.83 - $140.86 $412K - $582K
131K $18.5M
ABT
Abbott Laboratories

Healthcare
22.2K
+ 34.4%
$123.95 - $138.08 $2.75M - $3.06M
86.7K $11.8M
CSCO
Cisco Systems, Inc.

Technology
23.4K
+ 13.1%
$53.19 - $69.38 $1.25M - $1.62M
202K $14M
VUG
Vanguard Growth ETF

ETFs
1.23K
+ 4.57%
$329.49 - $438.4 $407K - $541K
28.2K $12.4M
TWLO
Twilio Inc

Communication Services
12.9K
+ 58.17%
$81.34 - $124.36 $1.05M - $1.6M
35.1K $4.36M
VGSH
Vanguard

ETFs
23.7K
+ 2.86%
$58.32 - $58.95 $1.38M - $1.4M
852K $50.1M
ADI
Analog Devices Inc

Technology
613
+ 1.69%
$164.6 - $238.02 $101K - $146K
36.8K $8.75M
VGT
Vanguard Information Technolog

ETFs
592
+ 7.97%
$470.37 - $663.28 $278K - $393K
8.02K $5.32M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.46K
+ 5.93%
$187.5 - $246.51 $274K - $360K
26.1K $6.44M
AMZN
Amazon Com Inc

Consumer Cyclical
196
+ 0.48%
$167.32 - $223.3 $32.8K - $43.8K
40.7K $8.92M
META
Meta Platforms, Inc.

Communication Services
88
+ 1.36%
$484.66 - $738.09 $42.7K - $65K
6.58K $4.86M
QCOM
Qualcomm Inc

Technology
6.61K
+ 442.73%
$124.66 - $159.48 $824K - $1.05M
8.1K $1.29M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18.9K
+ 8.55%
$50.52 - $50.92 $953K - $960K
239K $12.2M
SUB
Ishares Short Term National Mu

ETFs
8.4K
+ 8.31%
$104.77 - $106.34 $880K - $894K
109K $11.6M
INTU
Intuit Inc

Technology
1
+ 0.02%
$544.07 - $787.63 $544 - $788
5.18K $4.08M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
797
+ 2.22%
$153.22 - $199.8 $122K - $159K
36.7K $6.87M
SCHW
Schwab Charles Corp

Financial Services
2.71K
+ 6.47%
$69.06 - $91.24 $187K - $248K
44.7K $4.08M
BA
Boeing CO

Industrials
562
+ 4.21%
$136.59 - $217.51 $76.8K - $122K
13.9K $2.92M
KMI
Kinder Morgan, Inc.

Energy
8.3K
+ 1.92%
$25.21 - $29.4 $209K - $244K
440K $12.9M
HD
Home Depot, Inc.

Consumer Cyclical
1.35K
+ 4.35%
$335.24 - $380.78 $453K - $515K
32.4K $11.9M
ISRG
Intuitive Surgical Inc

Healthcare
287
+ 4.84%
$451.58 - $565.94 $130K - $162K
6.22K $3.38M
LMT
Lockheed Martin Corp

Industrials
419
+ 2.93%
$430.82 - $486.45 $181K - $204K
14.7K $6.82M
WYNN
Wynn Resorts LTD

Consumer Cyclical
712
+ 2.22%
$66.1 - $97.75 $47.1K - $69.6K
32.8K $3.07M
AMAT
Applied Materials Inc

Technology
21
+ 0.21%
$126.95 - $183.52 $2.67K - $3.85K
9.96K $1.82M
CME
Cme Group Inc.

Financial Services
314
+ 1.24%
$252.37 - $290.71 $79.2K - $91.3K
25.7K $7.08M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.8K
+ 3.86%
$29.0 - $30.68 $341K - $361K
317K $9.71M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.28K
+ 3.08%
$105.8 - $131.55 $135K - $168K
42.7K $5.49M
NOW
Service Now, Inc.

Technology
61
+ 6.06%
$721.65 - $1040.18 $44K - $63.5K
1.07K $1.1M
CRM
Salesforce, Inc.

Technology
660
+ 3.83%
$236.26 - $291.15 $156K - $192K
17.9K $4.88M
LZ
Legalzoom.Com, Inc.

Industrials
25K
+ 25.0%
$6.61 - $9.71 $165K - $243K
125K $1.11M
VTV
Vanguard Value ETF

ETFs
677
+ 2.4%
$153.67 - $176.74 $104K - $120K
28.9K $5.1M
IVV
Ishares Core S&P 500 ETF

ETFs
125
+ 5.56%
$498.8 - $620.9 $62.4K - $77.6K
2.37K $1.47M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.21K
+ 13.73%
$49.57 - $50.27 $159K - $161K
26.5K $1.33M
IVW
Ishares S&P 500 Growth ETF

ETFs
332
+ 6.71%
$82.96 - $110.1 $27.5K - $36.6K
5.28K $580K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.59%
$496.48 - $617.85 $3.97K - $4.94K
1.36K $842K
VTI
Vanguard Total Stock Market Et

ETFs
108
+ 7.03%
$243.75 - $303.93 $26.3K - $32.8K
1.65K $499K
LLY
Eli Lilly & CO

Healthcare
305
+ 8.32%
$713.71 - $898.95 $218K - $274K
3.97K $3.1M
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.74%
$149.23 - $184.95 $1.94K - $2.4K
1.76K $320K
DGRO
Ishares Core Dividend Growth E

ETFs
2
+ 0.04%
$55.22 - $63.94 $110 - $128
5.26K $336K
V
Visa Inc.

Financial Services
2
+ 0.22%
$308.27 - $373.31 $617 - $747
913 $324K
CHK
Chesapeake Energy Corp

Energy
12
+ 0.48%
N/A
2.53K $216K
Blackrock Inc
926
+ 7.83%
N/A
12.8K $0
Lam Research Corp
2
+ 0.04%
N/A
4.78K $0
Apple Inc Call @ 205 Expiring July 2025
200
+ 200.0%
N/A
300 $0
Activity Summary
Buys All Purchases 95 New Holdings 34 Increased Positions 61 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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