Oak Harvest Investment Services Sells in Q2 2025

Oak Harvest Investment Services

  • $771 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-138K
- 82.34%
$81.79 - $99.98 $11.3M - $13.8M
29.6K $2.9M
GOOGL
Alphabet Inc.

Communication Services
-36.3K
- 85.86%
$144.7 - $178.6 $5.25M - $6.48M
5.98K $1.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
-9.96K
- 95.05%
$321.63 - $509.31 $3.2M - $5.07M
518 $263K
MCD
Mcdonalds Corp

Consumer Cyclical
-8.84K
- 33.9%
$285.55 - $321.23 $2.52M - $2.84M
17.2K $5.03M
PEP
Pepsico Inc

Consumer Defensive
-15.8K
- 38.18%
$128.02 - $151.37 $2.02M - $2.39M
25.6K $3.38M
AAPL
Apple Inc.

Technology
-2.12K
- 1.84%
$172.42 - $223.89 $366K - $476K
114K $23.3M
NFLX
Netflix Inc

Communication Services
-3.33K
- 62.7%
$855.86 - $1339.13 $2.85M - $4.45M
1.98K $2.65M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-15.3K
- 25.56%
$149.76 - $186.42 $2.29M - $2.85M
44.5K $8.29M
XLU
Utilities Sector Spdr

ETFs
-24.2K
- 39.21%
$73.09 - $82.77 $1.77M - $2.01M
37.6K $3.07M
FFIV
F5, Inc.

Technology
-7.48K
- 46.53%
$239.25 - $295.9 $1.79M - $2.21M
8.59K $2.53M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-8.9K
- 54.28%
$107.83 - $119.94 $960K - $1.07M
7.5K $808K
UNP
Union Pacific Corp

Industrials
-1.96K
- 5.36%
$208.27 - $238.46 $408K - $467K
34.6K $7.96M
XOM
Exxon Mobil Corp

Energy
-1.1K
- 3.85%
$99.93 - $119.04 $110K - $131K
27.4K $2.95M
SPOT
Spotify Technology S.A.

Communication Services
-2.41K
- 35.15%
$503.3 - $775.9 $1.21M - $1.87M
4.45K $3.41M
FTI
Technip Fmc PLC

Energy
-18.9K
- 15.91%
$23.18 - $35.33 $439K - $669K
100K $3.45M
DOCU
Docusign, Inc.

Technology
-2.6K
- 10.81%
$70.35 - $93.84 $183K - $244K
21.5K $1.67M
VIG
Vanguard Dividend Appreciation

ETFs
-1.53K
- 2.32%
N/A
64.4K $11.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
-477
- 5.48%
$160.0 - $195.62 $76.3K - $93.3K
8.23K $1.34M
BP
Bp PLC

Energy
-1.78K
- 7.21%
$26.11 - $33.81 $46.4K - $60.1K
22.9K $684K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.18K
- 5.45%
$100.35 - $100.71 $119K - $119K
20.6K $2.07M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.3K
- 2.19%
$77.94 - $79.5 $101K - $104K
58.1K $4.62M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-630
- 18.79%
$201.28 - $266.34 $127K - $168K
2.72K $725K
TXN
Texas Instruments Inc

Technology
-152
- 3.57%
N/A
4.11K $800K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.09K
- 2.65%
$45.11 - $52.34 $229K - $266K
187K $9.8M
VB
Vanguard Small Cap ETF

ETFs
-168
- 11.96%
$193.73 - $237.37 $32.5K - $39.9K
1.24K $293K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-952
- 6.67%
$16.93 - $17.81 $16.1K - $17K
13.3K $237K
MA
Mastercard Inc

Financial Services
-176
- 2.86%
$479.92 - $590.74 $84.5K - $104K
5.97K $3.36M
KO
Coca Cola CO

Consumer Defensive
-30
- 0.42%
$68.37 - $73.9 $2.05K - $2.22K
7.09K $501K
BNDX
Vanguard Total International B

ETFs
-248
- 3.92%
$48.77 - $49.55 $12.1K - $12.3K
6.07K $300K
Invesco Qqq Put @ 545 Expiring July 2025
-750
- 50.0%
N/A
750 $0
Labcorp Holdings Inc.
-7.11K
- 70.32%
N/A
3K $0
Qiagen Nv
-1.7K
- 2.14%
N/A
77.7K $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-58
- 8.44%
$320.42 - $424.58 $18.6K - $24.6K
629 $267K
VV
Vanguard Large Cap ETF

ETFs
-91
- 5.63%
$228.25 - $285.3 $20.8K - $26K
1.53K $435K
GOOG
Alphabet Inc.

Communication Services
-70
- 3.98%
$146.58 - $180.01 $10.3K - $12.6K
1.69K $299K
BAC
Bank Of America Corp

Financial Services
-98
- 1.41%
$34.39 - $47.46 $3.37K - $4.65K
6.87K $324K
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.1%
$221.86 - $362.89 $222 - $363
983 $312K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-62
- 5.03%
$416.06 - $551.64 $25.8K - $34.2K
1.17K $645K
BSX
Boston Scientific Corp

Healthcare
-1.03K
- 2.5%
$89.7 - $107.41 $92.4K - $111K
40.2K $4.32M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-528
- 2.78%
$376.48 - $440.65 $199K - $233K
18.4K $8.13M
CHWY
Chewy, Inc.

Consumer Cyclical
-14.3K
- 18.09%
$31.21 - $48.21 $447K - $691K
64.9K $2.76M
CAT
Caterpillar Inc

Industrials
-12
- 0.28%
$273.94 - $388.21 $3.29K - $4.66K
4.31K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
-83
- 1.09%
$908.13 - $1056.85 $75.4K - $87.7K
7.54K $7.47M
CAH
Cardinal Health Inc

Healthcare
-961
- 5.13%
$125.0 - $168.0 $120K - $161K
17.8K $2.98M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.61K
- 0.89%
$114.78 - $133.31 $185K - $214K
179K $23.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
-4.86K
- 4.4%
$99.48 - $124.46 $483K - $605K
106K $12.6M
SPYG
Spdr Portfolio

ETFs
-6.59K
- 7.87%
$71.83 - $95.32 $474K - $629K
77.2K $7.36M
PLTR
Palantir Technologies Inc.

Technology
-2.4K
- 9.52%
$74.01 - $144.25 $177K - $345K
22.8K $3.1M
DIS
Walt Disney CO

Communication Services
-3.76K
- 5.8%
$81.72 - $124.01 $307K - $466K
61.1K $7.58M
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
Track This Portfolio

Track Oak Harvest Investment Services Portfolio

Follow Oak Harvest Investment Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harvest Investment Services, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harvest Investment Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email