Oak Harvest Investment Services Portfolio Holdings
Oak Harvest Investment Services
- $694 Million
- Q3 2024
Oak Harvest Investment Services has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $694 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $44.8M, Vanguard Index Fds S&P 500 ETF with a value of $40.5M, Vanguard Whitehall Fds (Vangua with a value of $23.8M, Apple Inc. with a value of $21.9M, and Jpmorgan Chase & CO with a value of $21.1M.
Examining the 13F form we can see an increase of $50M in the current position value, from $644M to 694M.
Below you can find more details about Oak Harvest Investment Services portfolio as well as his latest detailed transactions.
Portfolio value
$694 Million
ETFs: $215 Million
Technology: $95.4 Million
Financial Services: $84.7 Million
Healthcare: $64.7 Million
Consumer Defensive: $62.4 Million
Energy: $49 Million
Industrials: $37.8 Million
Consumer Cyclical: $29.4 Million
Other: $55.7 Million