Okabena Investment Services Inc Reduced Holdings in Q3 2024

Okabena Investment Services Inc

  • $352 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.1K
- 67.37%
$405.19 - $478.57 $4.09M - $4.83M
4.89K $2.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-32.7K
- 25.03%
$105.53 - $118.34 $3.45M - $3.86M
97.8K $11.4M
MSFT
Microsoft Corp

Technology
-2.57K
- 11.36%
$395.15 - $467.56 $1.01M - $1.2M
20K $8.62M
AMAT
Applied Materials Inc

Technology
-5.11K
- 67.19%
$174.88 - $254.97 $893K - $1.3M
2.49K $503K
GOOG
Alphabet Inc.

Communication Services
-3.87K
- 15.61%
$149.54 - $192.66 $578K - $745K
20.9K $3.5M
AAPL
Apple Inc.

Technology
-7.14K
- 23.9%
$207.23 - $234.82 $1.48M - $1.68M
22.7K $5.29M
GOOGL
Alphabet Inc.

Communication Services
-2.86K
- 18.66%
$148.65 - $191.18 $425K - $547K
12.5K $2.07M
META
Meta Platforms, Inc.

Communication Services
-1.55K
- 55.78%
$453.41 - $572.44 $701K - $884K
1.23K $701K
WMT
Walmart Inc.

Consumer Defensive
-8.34K
- 52.08%
$66.91 - $81.4 $558K - $679K
7.68K $619K
UNH
Unitedhealth Group Inc

Healthcare
-1.28K
- 22.39%
$488.01 - $604.18 $625K - $774K
4.44K $2.6M
GS
Goldman Sachs Group Inc

Financial Services
-662
- 20.02%
$459.02 - $510.25 $304K - $338K
2.64K $1.31M
JOBY
Joby Aviation, Inc.

Industrials
-16.5K
- 48.9%
$4.77 - $7.46 $78.7K - $123K
17.2K $86K
CNI
Canadian National Railway CO

Industrials
-478
- 5.37%
$110.1 - $123.65 $52.6K - $59.1K
8.42K $986K
HDB
Hdfc Bank LTD

Financial Services
-497
- 5.0%
$58.04 - $66.97 $28.8K - $33.3K
9.44K $590K
Canadian Pacific Kansas City Com
-1.02K
- 7.95%
N/A
11.8K $0
Sharkninja Inc Com Shs
-1.71K
- 12.57%
N/A
11.9K $0
V
Visa Inc.

Financial Services
-191
- 3.62%
$253.74 - $291.56 $48.5K - $55.7K
5.08K $1.4M
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.33%
$333.64 - $405.2 $1K - $1.22K
902 $365K
DFAE
Dimensional ETF Tr

ETFs
-917
- 1.73%
$24.46 - $27.82 $22.4K - $25.5K
52.1K $1.43M
PM
Philip Morris International Inc.

Consumer Defensive
-1.21K
- 10.98%
$101.25 - $127.45 $122K - $154K
9.78K $1.19M
CLX
Clorox CO

Consumer Defensive
-811
- 10.26%
$131.73 - $166.97 $107K - $135K
7.09K $1.16M
VT
Vanguard Total World Stk Index

ETFs
-11.7K
- 5.49%
$107.72 - $119.96 $1.26M - $1.41M
202K $24.1M
CRM
Salesforce, Inc.

Technology
-34
- 0.48%
$238.42 - $276.53 $8.11K - $9.4K
7.02K $1.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-617
- 0.71%
$71.45 - $75.64 $44.1K - $46.7K
86.7K $6.51M
IAU
Ishares Gold Trust

ETFs
-74
- 0.04%
$44.06 - $50.5 $3.26K - $3.74K
189K $9.42M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-261
- 0.04%
$58.03 - $65.37 $15.1K - $17.1K
639K $41.4M
Activity Summary
Buys All Purchases 42 New Holdings 13 Increased Positions 29 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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