West Oak Capital, LLC Incresed Positions in Q4 2024

West Oak Capital, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
543
+ 952.63%
$73.36 - $89.13 $39.8K - $48.4K
600 $454K
PWR
Quanta Services, Inc.

Industrials
193
+ 180.37%
$296.05 - $346.6 $57.1K - $66.9K
300 $948K
RTX
Raytheon Technologies Corp

Industrials
3.71K
+ 18525.0%
$114.45 - $127.21 $424K - $471K
3.73K $4.31M
RIOT
Riot Blockchain, Inc.

Technology
2
+ 11.11%
$7.08 - $14.97 $14.2 - $29.9
20 $2K
SLB
Schlumberger Limited

Energy
60
+ 70.59%
$36.83 - $45.59 $2.21K - $2.74K
145 $56K
Schwab Fundamental Us Large Company
428
+ 295.17%
N/A
573 $136K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
52.4K
+ 6174.53%
$23.01 - $26.06 $1.2M - $1.36M
53.2K $12.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.8K
+ 3792.73%
$18.41 - $40.87 $586K - $1.3M
32.7K $6.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.3K
+ 28.18%
$26.93 - $84.95 $412K - $1.3M
69.6K $19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
211K
+ 1251.18%
$22.4 - $68.28 $4.73M - $14.4M
228K $52.9M
NOW
Service Now, Inc.

Technology
192
+ 44.34%
$867.18 - $1148.42 $166K - $220K
625 $6.63M
SHEL
Shell PLC

Energy
7.18K
+ 5519.23%
$60.63 - $70.23 $435K - $504K
7.31K $4.58M
SHW
Sherwin Williams CO

Basic Materials
4.83K
+ 766.35%
$338.75 - $399.71 $1.64M - $1.93M
5.46K $18.6M
QCOM
Qualcomm Inc

Technology
1.38K
+ 460.0%
$150.4 - $178.04 $208K - $246K
1.68K $2.58M
PSA
Public Storage

Real Estate
1.08K
+ 1267.06%
$289.33 - $360.21 $312K - $388K
1.16K $3.48M
Proshares Msci Transform
958
+ 96.57%
N/A
1.95K $879K
NTRS
Northern Trust Corp

Financial Services
16.1K
+ 8969.44%
$88.4 - $111.16 $1.43M - $1.79M
16.3K $16.7M
NVS
Novartis Ag

Healthcare
125
+ 0.67%
$96.78 - $117.18 $12.1K - $14.6K
18.8K $18.3M
NVDA
Nvidia Corp

Technology
78.7K
+ 562171.44%
$117.0 - $148.88 $9.21M - $11.7M
78.7K $106M
OKE
Oneok Inc

Energy
78
+ 354.55%
$92.28 - $117.05 $7.2K - $9.13K
100 $100K
ORCL
Oracle Corp

Technology
26.8K
+ 17856.67%
$165.41 - $192.43 $4.43M - $5.15M
26.9K $44.9M
PH
Parker Hannifin Corp

Industrials
505
+ 315.63%
$621.74 - $709.46 $314K - $358K
665 $4.23M
PYPL
Pay Pal Holdings, Inc.

Financial Services
600
+ 300.0%
$77.25 - $91.3 $46.4K - $54.8K
800 $683K
PEP
Pepsico Inc

Consumer Defensive
9.43K
+ 299.33%
$151.29 - $176.1 $1.43M - $1.66M
12.6K $19.1M
PKI
Perkinelmer Inc

Healthcare
2.94K
+ 1400.0%
N/A
3.15K $3.52M
PM
Philip Morris International Inc.

Consumer Defensive
2.37K
+ 1182.5%
$118.38 - $133.06 $280K - $315K
2.57K $3.09M
Pipesaver Technologies
1.4K
+ 1400.0%
N/A
1.5K $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
65
+ 185.71%
$178.39 - $215.0 $11.6K - $14K
100 $193K
PG
Procter & Gamble CO

Consumer Defensive
15.1K
+ 773.54%
$161.05 - $179.7 $2.43M - $2.71M
17K $28.6M
SOFI
So Fi Technologies, Inc.

Financial Services
27
+ 27.0%
$7.63 - $16.88 $206 - $456
127 $20K
SLDP
Solid Power, Inc.

Industrials
389
+ 38900.0%
$1.02 - $2.14 $397 - $832
390 $7K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
285
+ 203.57%
$131.66 - $144.0 $37.5K - $41K
425 $561K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.43K
+ 5700.0%
$15.9 - $17.05 $22.7K - $24.3K
1.45K $241K
VIG
Vanguard Dividend Appreciation

ETFs
105
+ 3.48%
N/A
3.13K $6.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
489
+ 48900.0%
$264.18 - $304.19 $129K - $149K
490 $1.37M
VTR
Ventas, Inc.

Real Estate
5.27K
+ 3845.26%
$57.73 - $66.48 $304K - $350K
5.41K $3.18M
Veralto Corp
25
+ 5.98%
N/A
443 $451K
VZ
Verizon Communications Inc

Communication Services
35.1K
+ 7164.29%
$39.6 - $45.21 $1.39M - $1.59M
35.6K $14.2M
V
Visa Inc.

Financial Services
1.97K
+ 98400.0%
$273.87 - $320.91 $539K - $632K
1.97K $6.23M
Vitesse Energy Inc
108K
+ 433944.0%
N/A
109K $27.1M
WMT
Walmart Inc.

Consumer Defensive
780
+ 39.59%
$79.1 - $95.7 $61.7K - $74.6K
2.75K $2.49M
WBD
Warner Bros. Discovery, Inc.

Communication Services
37
+ 105.71%
$7.33 - $12.37 $271 - $458
72 $8K
WING
Wingstop Inc.

Consumer Cyclical
128
+ 177.78%
$281.09 - $422.95 $36K - $54.1K
200 $568K
Wisconsin Energy
17.9K
+ 266.79%
N/A
24.6K $23.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
105
+ 420.0%
$80.93 - $85.66 $8.5K - $8.99K
130 $105K
VLO
Valero Energy Corp

Energy
975
+ 780.0%
$118.59 - $144.02 $116K - $140K
1.1K $1.35M
USB
Us Bancorp \De\

Financial Services
910
+ 107.69%
$43.98 - $53.66 $40K - $48.8K
1.76K $839K
UNH
Unitedhealth Group Inc

Healthcare
70
+ 127.27%
$485.52 - $625.25 $34K - $43.8K
125 $632K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
26.9K
+ 6337.41%
$83.82 - $95.89 $2.26M - $2.58M
27.4K $23.1M
Activity Summary
Buys All Purchases 127 New Holdings 0 Increased Positions 127 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track West Oak Capital, LLC Portfolio

Follow West Oak Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email