Pin Oak Investment Advisors Inc Purchases in Q1 2025

Pin Oak Investment Advisors Inc

  • $131 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
118
+ 34.4%
$156.48 - $175.67 $18.5K - $20.7K
461 $94K
IBM
International Business Machines Corp

Technology
141
+ 26.36%
$217.4 - $264.74 $30.7K - $37.3K
676 $141K
JEPI
J P Morgan Exchange Traded Fd

ETFs
175
+ 154.87%
$56.17 - $59.71 $9.83K - $10.4K
288 $28K
PR
Permian Resources Corporation

Energy
1.47K
New
$12.33 - $16.0 $18.1K - $23.4K
1.47K $20K
SONY
Sony Group Corp

Technology
2.5K
+ 400.0%
$19.88 - $25.64 $49.6K - $64K
3.12K $78K
Goldman Sachs S P 500 Core Prum ETF
25
New
N/A
25 $18K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
121
New
$100.34 - $100.68 $12.1K - $12.2K
121 $12K
PHYS
Sprott Physical Gold Trust

Financial Services
485
New
$20.25 - $24.06 $9.82K - $11.7K
485 $12K
SVOL
Simplify ETF Simplify Volatili

ETFs
650
+ 565.22%
$17.92 - $21.7 $11.6K - $14.1K
765 $15K
ETR
Entergy Corp

Utilities
334
+ 100.0%
$75.26 - $87.89 $25.1K - $29.4K
668 $56K
GRMN
Garmin LTD

Technology
1
+ 0.53%
$204.55 - $241.93 $205 - $242
190 $41K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 22.22%
$1739.0 - $2260.0 $3.48K - $4.52K
11 $23K
AZN
Astrazeneca PLC

Healthcare
75
+ 94.94%
$65.37 - $77.96 $4.9K - $5.85K
154 $11K
CBSH
Commerce Bancshares Inc

Financial Services
10
+ 4.76%
$58.85 - $68.59 $589 - $686
220 $14K
VRT
Vertiv Holdings CO

Industrials
26
New
N/A
26 $2K
AMZA
Etfis Ser Tr I

ETFs
1
+ 0.35%
$43.54 - $48.7 $43.5 - $48.7
285 $14K
EIC
Eagle Point Income CO Inc.

N/A
50
New
$14.65 - $16.36 $733 - $818
50 $1K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
50
New
$13.33 - $14.08 $667 - $704
50 $1K
South Bow Corp F
52
New
N/A
52 $1K
Roundhill Small Cp 0dte Cvd Cl ETF
55
+ 366.67%
N/A
70 $2K
PANW
Palo Alto Networks Inc

Technology
62
+ 100.0%
$167.82 - $208.28 $10.4K - $12.9K
124 $21K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
25
+ 38.46%
N/A
90 $2K
WDI
Western Asset Diversified Income Fund

ETFs
25
New
$14.4 - $15.26 $360 - $382
25 $0
Yieldmax Magft 7 Fnd Opt Incm ETF
50
+ 10.87%
N/A
510 $8K
Roundhill N 100 0dte Covered ETF
25
+ 11.57%
N/A
241 $8K
AGNC
Agnc Investment Corp.

Real Estate
50
+ 50.0%
$9.12 - $10.54 $456 - $527
150 $0
Yieldmax Univrs Fd Opt Incom ETF
70
+ 10.57%
N/A
732 $10K
HAS
Hasbro, Inc.

Consumer Cyclical
3
+ 1.28%
$56.16 - $69.06 $168 - $207
238 $14K
ORCL
Oracle Corp

Technology
157
+ 9.33%
$139.81 - $186.47 $22K - $29.3K
1.84K $283K
CPT
Camden Property Trust

Real Estate
63
+ 1.46%
$109.16 - $125.53 $6.88K - $7.91K
4.39K $529K
VLO
Valero Energy Corp

Energy
1
+ 0.06%
$121.76 - $142.99 $122 - $143
1.58K $208K
F
Ford Motor CO

Consumer Cyclical
9
+ 0.29%
$9.12 - $10.43 $82.1 - $93.9
3.1K $25K
UBER
Uber Technologies, Inc

Technology
13
+ 5.28%
$63.17 - $81.49 $821 - $1.06K
259 $4K
KO
Coca Cola CO

Consumer Defensive
605
+ 15.95%
$60.81 - $72.32 $36.8K - $43.8K
4.4K $257K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.87%
$507.05 - $563.67 $1.52K - $1.69K
349 $159K
LOW
Lowes Companies Inc

Consumer Cyclical
122
+ 5.34%
$222.66 - $268.42 $27.2K - $32.7K
2.41K $561K
GOOG
Alphabet Inc.

Communication Services
16
+ 0.22%
$156.06 - $207.71 $2.5K - $3.32K
7.27K $1.14M
GOOGL
Alphabet Inc.

Communication Services
425
+ 3.05%
$154.33 - $206.19 $65.6K - $87.6K
14.4K $2.2M
NVDA
Nvidia Corp

Technology
48
+ 0.56%
$106.98 - $149.43 $5.14K - $7.17K
8.69K $799K
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.35%
$169.43 - $182.84 $1.19K - $1.28K
2.01K $50K
Activity Summary
Buys All Purchases 91 New Holdings 14 Increased Positions 77 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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