Oak Harvest Investment Services Reduced Holdings in Q3 2024

Oak Harvest Investment Services

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

Technology
-47.2K
- 33.37%
$207.23 - $234.82 $9.78M - $11.1M
94.2K $21.9M
MA
Mastercard Inc

Financial Services
-14K
- 72.09%
$429.6 - $500.99 $6.02M - $7.03M
5.43K $2.68M
SLB
Schlumberger Limited

Energy
-77.9K
- 30.31%
$39.57 - $49.67 $3.08M - $3.87M
179K $7.51M
VGSH
Vanguard

ETFs
-89.6K
- 10.56%
$57.74 - $59.13 $5.18M - $5.3M
760K $44.8M
AMGN
Amgen Inc

Healthcare
-13.3K
- 32.95%
$309.38 - $337.38 $4.12M - $4.5M
27.1K $8.74M
ABT
Abbott Laboratories

Healthcare
-35.2K
- 43.64%
$100.07 - $118.13 $3.52M - $4.16M
45.4K $5.18M
ADI
Analog Devices Inc

Technology
-11.5K
- 26.91%
$200.56 - $243.33 $2.31M - $2.81M
31.3K $7.21M
AMZN
Amazon Com Inc

Consumer Cyclical
-11.1K
- 27.92%
$161.02 - $200.0 $1.79M - $2.22M
28.7K $5.34M
NVDA
Nvidia Corp

Technology
-16.2K
- 21.6%
$98.91 - $134.91 $1.61M - $2.19M
59K $7.16M
QCOM
Qualcomm Inc

Technology
-10.1K
- 85.37%
$156.12 - $209.64 $1.57M - $2.11M
1.73K $293K
XLU
Utilities Sector Spdr

ETFs
-43.7K
- 35.38%
$67.67 - $80.78 $2.96M - $3.53M
79.9K $6.45M
AMD
Advanced Micro Devices Inc

Technology
-9.55K
- 52.25%
$128.67 - $183.96 $1.23M - $1.76M
8.73K $1.43M
GOOGL
Alphabet Inc.

Communication Services
-3.97K
- 11.32%
$148.65 - $191.18 $590K - $758K
31.1K $5.15M
NDAQ
Nasdaq, Inc.

Financial Services
-19.4K
- 68.36%
$59.48 - $74.31 $1.16M - $1.45M
9K $657K
MSFT
Microsoft Corp

Technology
-583
- 2.05%
$395.15 - $467.56 $230K - $273K
27.9K $12M
LMT
Lockheed Martin Corp

Industrials
-5.62K
- 25.58%
$460.3 - $584.56 $2.59M - $3.28M
16.3K $9.55M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.91K
- 14.05%
$236.42 - $259.82 $452K - $497K
11.7K $3.01M
SPYG
Spdr Portfolio

ETFs
-10K
- 7.03%
$73.38 - $84.1 $734K - $842K
132K $11M
VIG
Vanguard Dividend Appreciation

ETFs
-1.7K
- 2.3%
$182.15 - $182.15 $310K - $310K
72.1K $13.1M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-654
- 15.79%
$201.82 - $234.36 $132K - $153K
3.49K $803K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.17K
- 19.13%
$84.77 - $97.13 $99K - $113K
4.94K $472K
XOM
Exxon Mobil Corp

Energy
-1.09K
- 3.34%
$109.72 - $119.0 $120K - $130K
31.7K $3.71M
HD
Home Depot, Inc.

Consumer Cyclical
-5.01K
- 15.47%
$333.64 - $405.2 $1.67M - $2.03M
27.4K $11.1M
SWN
Southwestern Energy CO

Energy
-10K
- 22.69%
$6.0 - $7.15 $60K - $71.5K
34.1K $242K
BAC
Bank Of America Corp

Financial Services
-1.33K
- 16.32%
$36.65 - $44.13 $48.6K - $58.5K
6.79K $269K
TXN
Texas Instruments Inc

Technology
-261
- 5.37%
$194.6 - $194.6 $50.8K - $50.8K
4.6K $894K
GOOG
Alphabet Inc.

Communication Services
-76
- 4.31%
$149.54 - $192.66 $11.4K - $14.6K
1.69K $282K
V
Visa Inc.

Financial Services
-100
- 7.85%
$253.74 - $291.56 $25.4K - $29.2K
1.17K $322K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-167
- 8.46%
$105.53 - $118.34 $17.6K - $19.8K
1.81K $211K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 0.28%
$434.77 - $502.96 $2.61K - $3.02K
2.14K $1.04M
IWX
Ishares Tr Russell 200 Value E

ETFs
-66
- 1.42%
$74.49 - $81.27 $4.92K - $5.36K
4.59K $373K
KO
Coca Cola CO

Consumer Defensive
-390
- 4.71%
$62.69 - $73.01 $24.4K - $28.5K
7.89K $566K
IVV
Ishares Core S&P 500 ETF

ETFs
-24
- 1.07%
$520.18 - $576.82 $12.5K - $13.8K
2.21K $1.28M
PLTR
Palantir Technologies Inc.

Technology
-19.4K
- 29.38%
$24.09 - $37.95 $467K - $736K
46.7K $1.74M
DE
Deere & CO

Industrials
-420
- 7.32%
$344.84 - $418.0 $145K - $176K
5.32K $2.22M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.29K
- 4.87%
$386.81 - $423.12 $500K - $547K
25.3K $10.7M
JNJ
Johnson & Johnson

Healthcare
-479
- 0.88%
$145.48 - $167.38 $69.7K - $80.2K
54.2K $8.78M
ABBV
Abb Vie Inc.

Healthcare
-388
- 1.01%
$163.84 - $199.33 $63.6K - $77.3K
38K $7.5M
ORCL
Oracle Corp

Technology
-303
- 0.65%
$125.9 - $170.35 $38.1K - $51.6K
46.5K $7.92M
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
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