Okabena Investment Services Inc Incresed Positions 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
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
PM
Philip Morris International Inc.

Consumer Defensive
4.74K
+ 51.99%
$117.15 - $158.79 $555K - $753K
13.9K $2.2M
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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.44K
+ 2.52%
$74.85 - $84.89 $183K - $207K
99.5K $8.14M
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
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
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
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.05K
+ 10.56%
$65.49 - $74.67 $200K - $228K
32K $2.29M
IEFA
Ishares Tr

ETFs
471
+ 1.04%
$69.57 - $78.65 $32.8K - $37K
45.7K $3.46M
WM
Waste Management Inc

Industrials
319
+ 5.95%
$200.54 - $233.78 $64K - $74.6K
5.68K $1.31M
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
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
XLV
Select Sector Spdr Fund Health

ETFs
84
+ 0.65%
$137.61 - $149.68 $11.6K - $12.6K
13K $1.9M
JNJ
Johnson & Johnson

Healthcare
234
+ 5.97%
$142.06 - $167.7 $33.2K - $39.2K
4.15K $688K
ADP
Automatic Data Processing Inc

Industrials
19
+ 0.22%
$286.85 - $318.64 $5.45K - $6.05K
8.82K $2.69M
UNH
Unitedhealth Group Inc

Healthcare
64
+ 1.44%
$461.52 - $548.18 $29.5K - $35.1K
4.5K $2.36M
XLF
Financial Sector Spdr

ETFs
333
+ 0.73%
$47.32 - $52.19 $15.8K - $17.4K
46.1K $2.3M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
2.91K
+ 13.73%
$33.7 - $43.19 $98.1K - $126K
24.1K $901K
GOOGL
Alphabet Inc.

Communication Services
3.24K
+ 25.97%
$154.33 - $206.19 $500K - $668K
15.7K $2.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
400
+ 13.2%
$468.34 - $539.52 $187K - $216K
3.43K $1.61M
LPLA
Lpl Financial Holdings Inc.

Financial Services
170
+ 10.83%
$308.87 - $383.33 $52.5K - $65.2K
1.74K $569K
IEMG
Ishares Inc

ETFs
975
+ 2.56%
N/A
39.1K $2.1M
SHW
Sherwin Williams CO

Basic Materials
116
+ 12.61%
$330.16 - $365.55 $38.3K - $42.4K
1.04K $361K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.99K
+ 29.16%
$48.65 - $66.04 $145K - $197K
13.2K $705K
XLU
Utilities Sector Spdr

ETFs
36
+ 0.67%
$74.7 - $80.27 $2.69K - $2.89K
5.44K $429K
XLRE
Select Sector Spdr Tr Real Est

ETFs
61
+ 0.63%
$39.18 - $43.52 $2.39K - $2.65K
9.82K $411K
XLB
Select Sector Spdr Fd Material

ETFs
26
+ 0.63%
$83.19 - $90.99 $2.16K - $2.37K
4.17K $358K
XPO
Xpo Logistics, Inc.

Industrials
1.84K
+ 22.71%
$106.12 - $148.16 $195K - $273K
9.95K $1.07M
XLP
Consumer Staples Sector Spdr

ETFs
82
+ 0.71%
N/A
11.6K $883K
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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