Okabena Investment Services Inc Purchases in Q1 2025

Okabena Investment Services Inc

  • $393 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39.3K
+ 80.71%
$507.05 - $563.67 $19.9M - $22.2M
88.1K $45.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
93.7K
+ 52.5%
$42.5 - $46.71 $3.98M - $4.38M
272K $12.3M
ABT
Abbott Laboratories

Healthcare
32.9K
+ 990.47%
$111.1 - $140.22 $3.66M - $4.62M
36.3K $4.81M
VEA
Vanguard Ftse Developed Market

ETFs
59.6K
+ 31.37%
$47.4 - $52.99 $2.82M - $3.16M
250K $12.7M
ECL
Ecolab Inc.

Basic Materials
9.89K
New
$229.72 - $269.82 $2.27M - $2.67M
9.89K $2.51M
MA
Mastercard Inc

Financial Services
4.39K
+ 100.41%
$504.67 - $576.31 $2.22M - $2.53M
8.77K $4.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.1K
+ 41.2%
$71.17 - $73.66 $1.79M - $1.85M
86.2K $6.33M
GE
General Electric CO

Industrials
7.13K
+ 64.31%
$168.59 - $212.13 $1.2M - $1.51M
18.2K $3.65M
ELV
Elevance Health, Inc.

Healthcare
3.12K
New
$365.9 - $436.25 $1.14M - $1.36M
3.12K $1.36M
SBUX
Starbucks Corp

Consumer Cyclical
11.8K
New
$91.75 - $115.81 $1.08M - $1.36M
11.8K $1.15M
V
Visa Inc.

Financial Services
2.36K
+ 44.32%
$306.92 - $362.71 $725K - $857K
7.69K $2.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.16K
+ 23.63%
$442.66 - $534.52 $511K - $617K
6.04K $3.22M
AAPL
Apple Inc.

Technology
7.2K
+ 31.68%
$209.68 - $247.1 $1.51M - $1.78M
29.9K $6.65M
JPM
Jpmorgan Chase & CO

Financial Services
3.44K
+ 30.54%
$225.19 - $279.95 $775K - $964K
14.7K $3.61M
MCO
Moodys Corp

Financial Services
1.93K
+ 62.22%
$437.8 - $527.48 $846K - $1.02M
5.04K $2.35M
FAST
Fastenal CO

Industrials
10.8K
New
$71.11 - $79.98 $766K - $862K
10.8K $835K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.44K
+ 2.52%
$74.85 - $84.89 $183K - $207K
99.5K $8.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
29.7K
New
$25.58 - $29.24 $760K - $869K
29.7K $778K
EEM
Ishares Msci Emerging Markets

ETFs
1.18K
+ 0.32%
$40.81 - $45.34 $48.3K - $53.7K
375K $16.4M
SYK
Stryker Corp

Healthcare
1.8K
+ 240.0%
$355.18 - $399.9 $639K - $720K
2.55K $949K
APH
Amphenol Corp

Technology
11.6K
+ 35.59%
$61.62 - $78.55 $715K - $911K
44.2K $2.9M
ACI
Albertsons Companies, Inc.

Consumer Defensive
21.9K
+ 43.34%
$19.58 - $22.02 $428K - $481K
72.3K $1.59M
PAYX
Paychex Inc

Industrials
3.5K
New
$136.06 - $154.52 $476K - $541K
3.5K $539K
DHR
Danaher Corp

Healthcare
2.6K
New
$201.62 - $250.59 $524K - $652K
2.6K $533K
FISV
Fiserv Inc

Technology
4K
+ 200.0%
N/A
6K $751K
INTU
Intuit Inc

Technology
837
+ 44.88%
$555.63 - $630.23 $465K - $528K
2.7K $1.66M
IR
Ingersoll Rand Inc.

Industrials
6K
+ 200.0%
$79.44 - $94.23 $477K - $565K
9K $720K
ATR
Aptargroup, Inc.

Healthcare
2.75K
New
$141.7 - $159.83 $390K - $440K
2.75K $408K
OTIS
Otis Worldwide Corp

Industrials
1.34K
+ 5.66%
$90.77 - $104.01 $121K - $139K
24.9K $2.57M
MTD
Mettler Toledo International Inc

Healthcare
320
+ 182.86%
$1177.09 - $1390.0 $377K - $445K
495 $584K
DCI
Donaldson CO Inc

Industrials
5.03K
New
$66.51 - $72.28 $334K - $363K
5.03K $336K
CAT
Caterpillar Inc

Industrials
1.02K
New
$326.75 - $407.63 $333K - $416K
1.02K $336K
DFAT
Dimensional ETF Tr U S Target

ETFs
6.48K
New
$50.44 - $58.1 $327K - $377K
6.48K $333K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.05K
+ 10.56%
$65.49 - $74.67 $200K - $228K
32K $2.29M
NVDA
Nvidia Corp

Technology
2.69K
New
$106.98 - $149.43 $287K - $401K
2.69K $291K
IEFA
Ishares Tr

ETFs
471
+ 1.04%
$69.57 - $78.65 $32.8K - $37K
45.7K $3.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.95K
New
$64.88 - $72.1 $256K - $285K
3.95K $259K
IOO
Ishares Tr Global 100 ETF

ETFs
2.5K
New
$96.2 - $105.12 $241K - $263K
2.5K $240K
WM
Waste Management Inc

Industrials
319
+ 5.95%
$200.54 - $233.78 $64K - $74.6K
5.68K $1.31M
AMP
Ameriprise Financial Inc

Financial Services
477
New
$472.29 - $575.13 $225K - $274K
477 $230K
MMM
3 M CO

Industrials
853
+ 16.82%
$129.7 - $155.12 $111K - $132K
5.92K $869K
RBLX
Roblox Corp

Communication Services
3.53K
+ 21.79%
$53.77 - $75.47 $190K - $267K
19.7K $1.15M
CAG
Conagra Brands Inc.

Consumer Defensive
8K
New
$23.9 - $27.67 $191K - $221K
8K $213K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
226
+ 0.45%
$42.3 - $53.69 $9.56K - $12.1K
50K $2.6M
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 89.87%
$158.56 - $176.26 $170K - $189K
2.27K $386K
NSIT
Insight Enterprises Inc

Technology
1.2K
+ 17.95%
$149.36 - $174.13 $179K - $209K
7.88K $1.18M
META
Meta Platforms, Inc.

Communication Services
310
+ 21.15%
$576.36 - $736.67 $179K - $228K
1.78K $1.02M
XLE
Energy Sector Spdr

ETFs
41
+ 0.24%
$85.7 - $93.96 $3.51K - $3.85K
17.5K $1.63M
Activity Summary
Buys All Purchases 88 New Holdings 19 Increased Positions 69 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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