Oak Harvest Investment Services Reduced Holdings in Q4 2024

Oak Harvest Investment Services

  • $714 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-54K
- 47.22%
$105.76 - $120.76 $5.71M - $6.52M
60.3K $6.5M
PEP
Pepsico Inc

Consumer Defensive
-28.9K
- 41.95%
$151.29 - $176.1 $4.37M - $5.08M
39.9K $6.07M
AMGN
Amgen Inc

Healthcare
-7.08K
- 26.12%
$258.78 - $328.31 $1.83M - $2.33M
20K $5.22M
SPYG
Spdr Portfolio

ETFs
-46.9K
- 35.45%
$81.74 - $91.38 $3.84M - $4.29M
85.5K $7.51M
CVX
Chevron Corp

Energy
-18.4K
- 22.49%
$141.15 - $162.53 $2.6M - $2.99M
63.4K $9.18M
FANG
Diamondback Energy, Inc.

Energy
-12.2K
- 23.81%
$153.06 - $199.5 $1.86M - $2.43M
38.9K $6.37M
HON
Honeywell International Inc

Industrials
-14.4K
- 31.78%
$202.84 - $236.0 $2.91M - $3.39M
30.8K $6.97M
AMAT
Applied Materials Inc

Technology
-9.31K
- 47.8%
$161.44 - $213.89 $1.5M - $1.99M
10.2K $1.65M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-5.44K
- 21.55%
$417.69 - $450.94 $2.27M - $2.45M
19.8K $8.43M
MSFT
Microsoft Corp

Technology
-3.44K
- 12.32%
$406.35 - $454.46 $1.4M - $1.56M
24.5K $10.3M
META
Meta Platforms, Inc.

Communication Services
-2.33K
- 70.08%
$554.08 - $632.68 $1.29M - $1.48M
996 $587K
AMD
Advanced Micro Devices Inc

Technology
-6.73K
- 77.05%
$118.88 - $172.8 $800K - $1.16M
2K $242K
MS
Morgan Stanley

Financial Services
-33.2K
- 23.53%
$104.42 - $134.99 $3.47M - $4.48M
108K $13.6M
SLB
Schlumberger Limited

Energy
-7.85K
- 4.39%
$36.83 - $45.59 $289K - $358K
171K $6.57M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.02K
- 17.26%
$219.66 - $257.62 $444K - $520K
9.68K $2.14M
SYK
Stryker Corp

Healthcare
-2.36K
- 24.6%
$345.14 - $392.15 $816K - $927K
7.25K $2.61M
ZTS
Zoetis Inc.

Healthcare
-2.2K
- 18.85%
$162.24 - $194.42 $357K - $428K
9.48K $1.54M
VIG
Vanguard Dividend Appreciation

ETFs
-4.04K
- 5.61%
N/A
68.1K $12.4M
PGR
Progressive Corp

Financial Services
-309
- 1.16%
$239.6 - $268.88 $74K - $83.1K
26.3K $6.3M
PG
Procter & Gamble CO

Consumer Defensive
-1.33K
- 3.26%
$161.05 - $179.7 $214K - $239K
39.5K $6.61M
COST
Costco Wholesale Corp

Consumer Defensive
-894
- 7.12%
$873.59 - $994.69 $781K - $889K
11.7K $10.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.31K
- 3.01%
$521.84 - $558.82 $1.21M - $1.29M
74.4K $40.1M
GNRC
Generac Holdings Inc.

Industrials
-1.98K
- 13.8%
$154.28 - $195.11 $306K - $387K
12.4K $1.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-734
- 34.38%
$481.22 - $538.17 $353K - $395K
1.4K $716K
DE
Deere & CO

Industrials
-518
- 9.74%
$389.45 - $466.0 $202K - $241K
4.8K $2.04M
KO
Coca Cola CO

Consumer Defensive
-377
- 4.78%
$61.74 - $71.71 $23.3K - $27K
7.51K $467K
KMI
Kinder Morgan, Inc.

Energy
-107K
- 19.87%
$22.59 - $28.54 $2.42M - $3.06M
433K $11.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-164
- 7.74%
$567.81 - $607.81 $93.1K - $99.7K
1.95K $1.15M
ABT
Abbott Laboratories

Healthcare
-194
- 0.43%
$111.93 - $119.39 $21.7K - $23.2K
45.2K $5.12M
QCOM
Qualcomm Inc

Technology
-148
- 8.58%
$150.4 - $178.04 $22.3K - $26.3K
1.58K $242K
DGRO
Ishares Core Dividend Growth E

ETFs
-343
- 6.13%
$60.73 - $64.94 $20.8K - $22.3K
5.26K $322K
TXN
Texas Instruments Inc

Technology
-109
- 2.37%
N/A
4.49K $872K
VB
Vanguard Small Cap ETF

ETFs
-41
- 2.84%
$233.76 - $261.58 $9.58K - $10.7K
1.4K $337K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.39K
- 15.59%
N/A
7.5K $0
V
Visa Inc.

Financial Services
-153
- 13.03%
$273.87 - $320.91 $41.9K - $49.1K
1.02K $322K
VV
Vanguard Large Cap ETF

ETFs
-4
- 0.25%
$260.27 - $280.65 $1.04K - $1.12K
1.61K $434K
EPD
Enterprise Products Partners L.P.

Energy
-64
- 0.58%
$28.66 - $34.43 $1.83K - $2.2K
10.9K $342K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-144
- 4.13%
$229.83 - $258.46 $33.1K - $37.2K
3.34K $826K
SPOT
Spotify Technology S.A.

Communication Services
-792
- 12.7%
$362.95 - $502.38 $287K - $398K
5.44K $2.44M
ISRG
Intuitive Surgical Inc

Healthcare
-44
- 0.47%
$471.27 - $550.62 $20.7K - $24.2K
9.33K $4.87M
PLTR
Palantir Technologies Inc.

Technology
-17.9K
- 38.42%
$36.46 - $82.38 $654K - $1.48M
28.7K $2.17M
GDDY
Go Daddy Inc.

Technology
-483
- 3.38%
$153.16 - $209.03 $74K - $101K
13.8K $2.73M
NFLX
Netflix Inc

Communication Services
-325
- 7.24%
$687.65 - $936.56 $223K - $304K
4.17K $3.71M
NVDA
Nvidia Corp

Technology
-421
- 0.71%
$117.0 - $148.88 $49.3K - $62.7K
58.6K $7.86M
JPM
Jpmorgan Chase & CO

Financial Services
-4.43K
- 4.44%
$205.18 - $250.29 $910K - $1.11M
95.5K $22.9M
Activity Summary
Buys All Purchases 100 New Holdings 36 Increased Positions 64 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 5 Puts 1
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