Okabena Investment Services Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $352 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $41.4M, Target Corp with a value of $24.7M, Vanguard Total World Stk Index with a value of $24.1M, Vanguard Index Fds S&P 500 ETF with a value of $19.7M, and Ishares Msci Emerging Markets with a value of $16.9M.
Examining the 13F form we can see an increase of $38.6M in the current position value, from $313M to 352M.
Okabena Investment Services Inc is based out at Minneapolis, MN
Below you can find more details about Okabena Investment Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$352 Million
ETFs: $230 Million
Technology: $29.7 Million
Consumer Defensive: $28.9 Million
Financial Services: $18.8 Million
Industrials: $13 Million
Consumer Cyclical: $11.8 Million
Communication Services: $9.37 Million
Healthcare: $8.74 Million
Other: $978,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
