Oak Harvest Investment Services Reduced Holdings in Q1 2025

Oak Harvest Investment Services

  • $696 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KRE
Spdr S&P Regional Banking ETF

ETFs
-149K
- 89.5%
$55.11 - $65.5 $8.22M - $9.77M
17.5K $994K
AVGO
Broadcom Inc.

Technology
-15.7K
- 20.04%
$167.43 - $244.7 $2.63M - $3.84M
62.6K $10.5M
CME
Cme Group Inc.

Financial Services
-29K
- 53.34%
$225.82 - $266.54 $6.55M - $7.74M
25.4K $6.74M
MSFT
Microsoft Corp

Technology
-10.7K
- 43.8%
$375.39 - $447.2 $4.02M - $4.79M
13.8K $5.16M
ETN
Eaton Corp PLC

Industrials
-12.2K
- 77.69%
$271.83 - $371.23 $3.31M - $4.52M
3.5K $951K
UNP
Union Pacific Corp

Industrials
-17.2K
- 32.01%
$225.21 - $254.42 $3.87M - $4.38M
36.5K $8.63M
COST
Costco Wholesale Corp

Consumer Defensive
-4.03K
- 34.58%
$890.62 - $1076.86 $3.59M - $4.34M
7.63K $7.21M
DLR
Digital Realty Trust, Inc.

Real Estate
-8.58K
- 17.5%
$142.1 - $183.56 $1.22M - $1.57M
40.4K $5.79M
WMT
Walmart Inc.

Consumer Defensive
-18.7K
- 10.0%
$84.5 - $105.05 $1.58M - $1.96M
168K $14.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-422
- 0.57%
$507.05 - $563.67 $214K - $238K
73.9K $38M
NVDA
Nvidia Corp

Technology
-2.91K
- 4.96%
$106.98 - $149.43 $311K - $434K
55.6K $6.03M
NOW
Service Now, Inc.

Technology
-1.43K
- 58.71%
$783.83 - $1170.39 $1.12M - $1.68M
1.01K $801K
LMT
Lockheed Martin Corp

Industrials
-2K
- 12.25%
$423.19 - $506.29 $845K - $1.01M
14.3K $6.39M
SPYG
Spdr Portfolio

ETFs
-1.66K
- 1.94%
$80.05 - $92.39 $133K - $153K
83.8K $6.74M
STZ
Constellation Brands, Inc.

Consumer Defensive
-979
- 10.11%
$161.05 - $222.93 $158K - $218K
8.7K $1.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.93K
- 4.44%
$49.78 - $53.19 $444K - $475K
192K $9.82M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-844
- 4.26%
$408.78 - $448.82 $345K - $379K
19K $7.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.02K
- 2.7%
$126.11 - $135.06 $634K - $679K
181K $23.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-598
- 30.6%
$551.42 - $612.93 $330K - $367K
1.36K $758K
VIG
Vanguard Dividend Appreciation

ETFs
-2.12K
- 3.11%
N/A
65.9K $12M
XOM
Exxon Mobil Corp

Energy
-5.71K
- 16.72%
$105.44 - $118.93 $602K - $680K
28.5K $3.39M
TSLA
Tesla, Inc.

Consumer Cyclical
-269
- 21.47%
$222.15 - $428.22 $59.8K - $115K
984 $255K
AMAT
Applied Materials Inc

Technology
-227
- 2.23%
$145.06 - $195.51 $32.9K - $44.4K
9.94K $1.44M
CAT
Caterpillar Inc

Industrials
-36
- 0.83%
$326.75 - $407.63 $11.8K - $14.7K
4.32K $1.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-169
- 12.06%
$468.34 - $539.52 $79.1K - $91.2K
1.23K $577K
MAR
Marriott International Inc

Consumer Cyclical
-8
- 0.28%
$237.01 - $304.45 $1.9K - $2.44K
2.85K $679K
GOOG
Alphabet Inc.

Communication Services
-265
- 13.1%
$156.06 - $207.71 $41.4K - $55K
1.76K $274K
INTU
Intuit Inc

Technology
-21
- 0.4%
$555.63 - $630.23 $11.7K - $13.2K
5.18K $3.18M
PLTR
Palantir Technologies Inc.

Technology
-3.58K
- 12.45%
$64.98 - $124.62 $232K - $446K
25.2K $2.12M
VTI
Vanguard Total Stock Market Et

ETFs
-85
- 5.24%
$271.18 - $303.12 $23.1K - $25.8K
1.54K $422K
CHK
Chesapeake Energy Corp

Energy
-560
- 18.22%
N/A
2.51K $215K
IVW
Ishares S&P 500 Growth ETF

ETFs
-7
- 0.14%
$92.45 - $106.69 $647 - $747
4.95K $459K
TXN
Texas Instruments Inc

Technology
-223
- 4.97%
N/A
4.26K $829K
BNDX
Vanguard Total International B

ETFs
-808
- 11.34%
$48.33 - $49.5 $39.1K - $40K
6.32K $308K
QCOM
Qualcomm Inc

Technology
-84
- 5.33%
$151.94 - $175.86 $12.8K - $14.8K
1.49K $229K
V
Visa Inc.

Financial Services
-110
- 10.77%
$306.92 - $362.71 $33.8K - $39.9K
911 $319K
COP
Conocophillips

Energy
-121
- 3.31%
$88.6 - $105.85 $10.7K - $12.8K
3.54K $371K
KO
Coca Cola CO

Consumer Defensive
-385
- 5.13%
$60.81 - $72.32 $23.4K - $27.8K
7.12K $510K
PM
Philip Morris International Inc.

Consumer Defensive
-38
- 2.13%
$117.15 - $158.79 $4.45K - $6.03K
1.75K $277K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-282
- 8.42%
$442.66 - $534.52 $125K - $151K
3.07K $1.63M
KMI
Kinder Morgan, Inc.

Energy
-1.17K
- 0.27%
$26.1 - $31.22 $30.5K - $36.4K
431K $12.3M
JNJ
Johnson & Johnson

Healthcare
-494
- 0.91%
$142.06 - $167.7 $70.2K - $82.8K
53.7K $8.91M
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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