Oak Harvest Investment Services Incresed Positions in Q1 2025

Oak Harvest Investment Services

  • $696 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
EPD
Enterprise Products Partners L.P.

Energy
41
+ 0.38%
$31.75 - $34.14 $1.3K - $1.4K
11K $374K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.02%
$60.46 - $64.42 $60.5 - $64.4
5.26K $324K
Blackrock Inc.
10.6K
+ 846.64%
N/A
11.8K $0
Labcorp Holdings Inc.
5.11K
+ 102.16%
N/A
10.1K $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
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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