Okabena Investment Services Inc Incresed Positions in Q4 2024

Okabena Investment Services Inc

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.4K
+ 30.37%
$521.84 - $558.82 $5.93M - $6.35M
48.7K $26.3M
MSFT
Microsoft Corp

Technology
7.04K
+ 35.13%
$406.35 - $454.46 $2.86M - $3.2M
27.1K $11.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.75K
+ 12.36%
$567.81 - $607.81 $1.56M - $1.67M
25K $14.6M
MUB
Ishares National Muni Bond ETF

ETFs
14.9K
+ 15.95%
$105.78 - $108.7 $1.57M - $1.62M
108K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
3.32K
+ 48.71%
$180.88 - $232.93 $601K - $774K
10.1K $2.23M
VEA
Vanguard Ftse Developed Market

ETFs
34K
+ 21.8%
$47.57 - $52.44 $1.62M - $1.78M
190K $9.08M
CRM
Salesforce, Inc.

Technology
994
+ 14.16%
$270.87 - $367.87 $269K - $366K
8.01K $2.68M
AMAT
Applied Materials Inc

Technology
5.11K
+ 204.77%
$161.44 - $213.89 $824K - $1.09M
7.6K $1.24M
XPO
Xpo Logistics, Inc.

Industrials
3.65K
+ 81.73%
$105.35 - $158.2 $384K - $577K
8.11K $1.06M
XLK
Technology Sector Spdr

ETFs
1.8K
+ 8.71%
$220.26 - $241.44 $396K - $434K
22.4K $5.21M
GOOG
Alphabet Inc.

Communication Services
157
+ 0.75%
$163.08 - $198.16 $25.6K - $31.1K
21.1K $4.01M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2.04K
+ 11.82%
$109.13 - $130.93 $222K - $267K
19.3K $2.41M
APH
Amphenol Corp

Technology
5K
+ 18.12%
$62.07 - $75.35 $310K - $377K
32.6K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
348
+ 3.19%
$205.18 - $250.29 $71.4K - $87.1K
11.3K $2.7M
ZBRA
Zebra Technologies Corp

Technology
750
+ 28.94%
$360.09 - $411.94 $270K - $309K
3.34K $1.29M
XLY
Select Sector Spdr Consumer Di

ETFs
583
+ 7.21%
$194.8 - $239.43 $114K - $140K
8.67K $1.95M
IWM
Ishares Russell 2000 ETF

ETFs
1.38K
+ 92.0%
$216.13 - $242.4 $298K - $335K
2.88K $636K
V
Visa Inc.

Financial Services
249
+ 4.9%
$273.87 - $320.91 $68.2K - $79.9K
5.33K $1.68M
XLF
Financial Sector Spdr

ETFs
3.2K
+ 7.5%
$44.89 - $51.34 $143K - $164K
45.8K $2.21M
DIS
Walt Disney CO

Communication Services
866
+ 8.05%
$92.39 - $117.6 $80K - $102K
11.6K $1.29M
IVV
Ishares Core S&P 500 ETF

ETFs
90
+ 0.65%
$570.51 - $610.59 $51.3K - $55K
14K $8.22M
XLC
Select Sector Spdr Tr Communic

ETFs
1.18K
+ 7.39%
$89.66 - $102.16 $105K - $120K
17.1K $1.65M
META
Meta Platforms, Inc.

Communication Services
241
+ 19.67%
$554.08 - $632.68 $134K - $152K
1.47K $864K
MCO
Moodys Corp

Financial Services
338
+ 12.22%
$454.04 - $500.88 $153K - $169K
3.11K $1.47M
XLP
Consumer Staples Sector Spdr

ETFs
879
+ 8.25%
N/A
11.5K $877K
XLI
Industrial Sector Spdr

ETFs
666
+ 6.49%
$131.76 - $143.99 $87.8K - $95.9K
10.9K $1.44M
IEMG
Ishares Inc

ETFs
818
+ 2.19%
N/A
38.1K $2.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
330
+ 2.83%
$87.25 - $95.52 $28.8K - $31.5K
12K $1.06M
SPGI
S&P Global Inc.

Financial Services
210
+ 4.45%
$480.36 - $529.17 $101K - $111K
4.93K $2.45M
IAU
Ishares Gold Trust

ETFs
989
+ 0.52%
$48.37 - $52.65 $47.8K - $52.1K
190K $9.43M
XLU
Utilities Sector Spdr

ETFs
413
+ 8.27%
$74.89 - $82.93 $30.9K - $34.3K
5.41K $409K
XLE
Energy Sector Spdr

ETFs
448
+ 2.64%
$83.32 - $97.27 $37.3K - $43.6K
17.4K $1.49M
Canadian Pacific Kansas City Com
1.13K
+ 9.6%
N/A
12.9K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
644
+ 7.06%
$40.06 - $45.21 $25.8K - $29.1K
9.76K $396K
XLB
Select Sector Spdr Fd Material

ETFs
259
+ 6.68%
$83.8 - $97.58 $21.7K - $25.3K
4.14K $348K
XLV
Select Sector Spdr Fund Health

ETFs
963
+ 8.04%
$136.28 - $154.74 $131K - $149K
12.9K $1.78M
GE
General Electric CO

Industrials
609
+ 5.81%
$159.95 - $194.23 $97.4K - $118K
11.1K $1.85M
IEFA
Ishares Tr

ETFs
794
+ 1.79%
$70.06 - $77.43 $55.6K - $61.5K
45.2K $3.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.04K
+ 4.71%
$44.04 - $49.49 $354K - $398K
179K $7.86M
EEM
Ishares Msci Emerging Markets

ETFs
4.96K
+ 1.34%
$41.82 - $47.36 $207K - $235K
374K $15.7M
TGT
Target Corp

Consumer Defensive
7.73K
+ 4.87%
$121.59 - $160.69 $940K - $1.24M
167K $22.5M
Activity Summary
Buys All Purchases 59 New Holdings 17 Increased Positions 42 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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