Okabena Investment Services Inc Incresed Positions in Q2 2025

Okabena Investment Services Inc

  • $447 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
35K
+ 239.56%
$498.8 - $620.9 $17.4M - $21.7M
49.6K $30.8M
MSFT
Microsoft Corp

Technology
8.58K
+ 28.71%
$354.56 - $497.45 $3.04M - $4.27M
38.5K $19.1M
VEA
Vanguard Ftse Developed Market

ETFs
93.5K
+ 37.45%
$45.65 - $57.01 $4.27M - $5.33M
343K $19.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
38.8K
+ 14.24%
$39.89 - $49.46 $1.55M - $1.92M
311K $15.4M
META
Meta Platforms, Inc.

Communication Services
1.86K
+ 104.84%
$484.66 - $738.09 $902K - $1.37M
3.64K $2.69M
VT
Vanguard Total World Stk Index

ETFs
1.33K
+ 1.35%
$103.16 - $128.52 $138K - $171K
99.8K $12.8M
AAPL
Apple Inc.

Technology
8.9K
+ 29.73%
$172.42 - $223.89 $1.53M - $1.99M
38.8K $7.96M
XLK
Technology Sector Spdr

ETFs
578
+ 2.56%
$179.73 - $253.23 $104K - $146K
23.2K $5.87M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.84K
+ 1.85%
$72.96 - $90.39 $134K - $166K
101K $9.06M
GOOG
Alphabet Inc.

Communication Services
2.85K
+ 15.05%
$146.58 - $180.01 $417K - $512K
21.8K $3.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.23K
+ 3.46%
$90.56 - $109.49 $293K - $354K
96.5K $10.6M
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 2.04%
$210.28 - $289.91 $63.1K - $87K
15K $4.35M
ECL
Ecolab Inc.

Basic Materials
2.15K
+ 21.7%
$225.65 - $270.95 $484K - $581K
12K $3.24M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$725400.0 - $809350.0 $725K - $809K
2 $1.46M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
11.1K
+ 84.0%
$50.56 - $59.57 $562K - $662K
24.4K $1.26M
INTU
Intuit Inc

Technology
100
+ 3.7%
$544.07 - $787.63 $54.4K - $78.8K
2.8K $2.21M
GS
Goldman Sachs Group Inc

Financial Services
75
+ 2.84%
$462.22 - $707.75 $34.7K - $53.1K
2.71K $1.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.04K
+ 7.0%
$72.02 - $73.82 $435K - $446K
92.2K $6.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.5K
+ 24.83%
$483.48 - $539.8 $725K - $810K
7.54K $3.66M
CAG
Conagra Brands Inc.

Consumer Defensive
22.5K
+ 281.16%
$20.4 - $26.78 $459K - $602K
30.5K $624K
MMM
3 M CO

Industrials
2.12K
+ 35.8%
$126.09 - $154.15 $267K - $327K
8.05K $1.22M
ABT
Abbott Laboratories

Healthcare
1.31K
+ 3.6%
$123.95 - $138.08 $162K - $180K
37.6K $5.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.99K
+ 59.1%
$51.16 - $62.02 $204K - $248K
10.7K $666K
FAST
Fastenal CO

Industrials
15.1K
+ 140.55%
$40.65 - $83.16 $615K - $1.26M
25.9K $1.09M
XLC
Select Sector Spdr Tr Communic

ETFs
402
+ 2.34%
$86.13 - $108.53 $34.6K - $43.6K
17.6K $1.91M
XLY
Select Sector Spdr Consumer Di

ETFs
217
+ 2.48%
$176.34 - $218.59 $38.3K - $47.4K
8.96K $1.95M
XLI
Industrial Sector Spdr

ETFs
268
+ 2.43%
$116.42 - $147.52 $31.2K - $39.5K
11.3K $1.66M
XLF
Financial Sector Spdr

ETFs
1.29K
+ 2.8%
$43.92 - $52.37 $56.8K - $67.7K
47.4K $2.48M
AMZN
Amazon Com Inc

Consumer Cyclical
289
+ 7.15%
$167.32 - $223.3 $48.4K - $64.5K
4.33K $950K
CAT
Caterpillar Inc

Industrials
75
+ 7.35%
$273.94 - $388.21 $20.5K - $29.1K
1.1K $425K
JNJ
Johnson & Johnson

Healthcare
821
+ 19.77%
$146.36 - $159.82 $120K - $131K
4.97K $759K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.7K
+ 5.63%
$12.82 - $18.15 $21.8K - $30.9K
31.9K $535K
XLU
Utilities Sector Spdr

ETFs
138
+ 2.53%
$73.09 - $82.77 $10.1K - $11.4K
5.58K $455K
XLP
Consumer Staples Sector Spdr

ETFs
325
+ 2.8%
N/A
11.9K $907K
XLB
Select Sector Spdr Fd Material

ETFs
102
+ 2.45%
$74.27 - $88.92 $7.58K - $9.07K
4.27K $374K
XLRE
Select Sector Spdr Tr Real Est

ETFs
241
+ 2.45%
$37.08 - $42.26 $8.94K - $10.2K
10.1K $416K
MUB
Ishares National Muni Bond ETF

ETFs
581
+ 0.73%
$102.31 - $105.8 $59.4K - $61.5K
80.7K $8.43M
XLV
Select Sector Spdr Fund Health

ETFs
363
+ 2.79%
$128.77 - $144.3 $46.7K - $52.4K
13.4K $1.81M
XLE
Energy Sector Spdr

ETFs
195
+ 1.12%
$76.44 - $94.13 $14.9K - $18.4K
17.7K $1.5M
UNH
Unitedhealth Group Inc

Healthcare
21
+ 0.47%
$274.35 - $599.47 $5.76K - $12.6K
4.53K $1.41M
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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