Okabena Investment Services Inc Sells in Q2 2025

Okabena Investment Services Inc

  • $447 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29.3K
- 33.28%
$456.74 - $568.03 $13.4M - $16.7M
58.8K $33.4M
PM
Philip Morris International Inc.

Consumer Defensive
-10.9K
- 78.66%
$149.23 - $184.95 $1.63M - $2.02M
2.96K $538K
MA
Mastercard Inc

Financial Services
-2.65K
- 30.21%
$479.92 - $590.74 $1.27M - $1.56M
6.12K $3.44M
TGT
Target Corp

Consumer Defensive
-340
- 0.17%
$88.76 - $105.77 $30.2K - $36K
201K $19.8M
AZO
Autozone Inc

Consumer Cyclical
-117
- 15.98%
$3478.38 - $3880.15 $407K - $454K
615 $2.28M
MCO
Moodys Corp

Financial Services
-1.18K
- 23.51%
$396.7 - $501.59 $470K - $594K
3.85K $1.93M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-582
- 1.16%
$41.37 - $53.28 $24.1K - $31K
49.4K $2.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-35
- 0.86%
$390.26 - $489.06 $13.7K - $17.1K
4.05K $1.64M
OTIS
Otis Worldwide Corp

Industrials
-2.48K
- 9.96%
$90.88 - $104.3 $226K - $259K
22.5K $2.22M
NSIT
Insight Enterprises Inc

Technology
-1.55K
- 19.71%
$128.11 - $147.65 $199K - $229K
6.33K $873K
FDX
Fedex Corp

Industrials
-1.07K
- 46.65%
$198.07 - $245.17 $213K - $263K
1.23K $278K
CRM
Salesforce, Inc.

Technology
-1.03K
- 16.9%
$236.26 - $291.15 $244K - $300K
5.07K $1.38M
ADP
Automatic Data Processing Inc

Industrials
-898
- 10.19%
$276.76 - $326.81 $249K - $293K
7.92K $2.44M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-9.75K
- 13.49%
$19.94 - $22.91 $194K - $223K
62.5K $1.34M
FISV
Fiserv Inc

Technology
-1.55K
- 25.87%
N/A
4.45K $556K
PAVE
Global X Fds Us Infrastructure

ETFs
-6K
- 33.33%
$33.78 - $43.68 $203K - $262K
12K $522K
V
Visa Inc.

Financial Services
-514
- 6.68%
$308.27 - $373.31 $158K - $192K
7.18K $2.55M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-4.03K
- 16.72%
$31.8 - $42.16 $128K - $170K
20.1K $833K
IEMG
Ishares Inc

ETFs
-656
- 1.68%
N/A
38.4K $2.06M
IWM
Ishares Russell 2000 ETF

ETFs
-281
- 9.01%
$174.82 - $215.79 $49.1K - $60.6K
2.84K $612K
Sharkninja Inc Com Shs
-470
- 5.37%
N/A
8.28K $0
Atmus Filtration Technologies Com
-3.05K
- 18.79%
N/A
13.2K $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
-207
- 11.9%
$283.31 - $388.96 $58.6K - $80.5K
1.53K $574K
GE
General Electric CO

Industrials
-4.03K
- 22.12%
$166.81 - $257.39 $673K - $1.04M
14.2K $3.65M
VST
Vistra Corp.

Utilities
-1.73K
- 36.14%
$98.07 - $195.04 $170K - $338K
3.06K $593K
XPO
Xpo Logistics, Inc.

Industrials
-1.2K
- 12.02%
$91.46 - $128.1 $109K - $153K
8.75K $1.11M
DIS
Walt Disney CO

Communication Services
-2.05K
- 16.8%
$81.72 - $124.01 $168K - $254K
10.2K $1.26M
DFAE
Dimensional ETF Tr

ETFs
-457
- 1.34%
$22.87 - $28.95 $10.5K - $13.2K
33.6K $971K
RBLX
Roblox Corp

Communication Services
-4.77K
- 24.18%
$51.22 - $105.59 $244K - $504K
15K $1.57M
IAU
Ishares Gold Trust

ETFs
-361
- 0.19%
$56.1 - $64.74 $20.3K - $23.4K
188K $11.7M
EEM
Ishares Msci Emerging Markets

ETFs
-11.7K
- 3.11%
$38.52 - $48.28 $450K - $564K
364K $17.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-97
- 0.34%
$141.37 - $228.57 $13.7K - $22.2K
28.4K $6.43M
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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