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
SGDM
Sprott ETF Tr Gold Miners ETF
14
+ 233.33%
N/A
20 $6K
SBUX
Starbucks Corp

Consumer Cyclical
1.59K
+ 13233.33%
$87.44 - $102.5 $139K - $163K
1.6K $1.46M
GLD
Spdr Gold Trust

ETFs
360
+ 1800.0%
$236.59 - $257.5 $85.2K - $92.7K
380 $920K
Surf Air Mobility Inc
623
+ 239.62%
N/A
883 $55K
SYY
Sysco Corp

Consumer Defensive
10.8K
+ 1255.31%
$73.63 - $81.77 $792K - $880K
11.6K $8.88M
Target Corporation
11.1K
+ 4360.78%
N/A
11.4K $15.4M
TXN
Texas Instruments Inc

Technology
11.5K
+ 22625.49%
N/A
11.6K $21.7M
SCHW
Schwab Charles Corp

Financial Services
23.1K
+ 199.8%
$63.31 - $82.85 $1.46M - $1.91M
34.6K $25.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
145
+ 193.33%
$501.29 - $612.85 $72.7K - $88.9K
220 $1.15M
TSCO
Tractor Supply CO

Consumer Cyclical
14.8K
+ 6720.45%
$52.59 - $303.74 $778K - $4.49M
15K $7.96M
UNP
Union Pacific Corp

Industrials
819
+ 3150.0%
$223.15 - $249.32 $183K - $204K
845 $1.93M
WOLF
Wolfspeed, Inc.

Technology
200
+ 66.67%
$6.44 - $16.2 $1.29K - $3.24K
500 $33K
NEE
Nextera Energy Inc

Utilities
58.7K
+ 7707.88%
$69.77 - $85.43 $4.09M - $5.01M
59.4K $42.6M
MMM
3 M CO

Industrials
100
+ 1.81%
$124.74 - $137.12 $12.5K - $13.7K
5.63K $7.27M
CAH
Cardinal Health Inc

Healthcare
355
+ 83.53%
$107.89 - $125.33 $38.3K - $44.5K
780 $923K
CVX
Chevron Corp

Energy
218
+ 1.17%
$141.15 - $162.53 $30.8K - $35.4K
18.9K $27.4M
Citigroup Inc
185
+ 0.53%
N/A
35.2K $24.8M
CL
Colgate Palmolive CO

Consumer Defensive
90
+ 0.33%
$90.22 - $102.31 $8.12K - $9.21K
27.5K $25M
STZ
Constellation Brands, Inc.

Consumer Defensive
210
+ 2.81%
$219.66 - $257.62 $46.1K - $54.1K
7.68K $17M
EMR
Emerson Electric CO

Industrials
15
+ 0.07%
$108.13 - $134.33 $1.62K - $2.01K
21.1K $26.1M
XOM
Exxon Mobil Corp

Energy
92
+ 0.57%
$105.51 - $125.37 $9.71K - $11.5K
16.2K $17.4M
BEN
Franklin Resources Inc

Financial Services
4.56K
+ 1401.54%
$19.35 - $22.76 $88.1K - $104K
4.88K $990K
General Electric Company
51
+ 300.0%
N/A
68 $113K
GIS
General Mills Inc

Consumer Defensive
29.8K
+ 43848.53%
$62.78 - $74.62 $1.87M - $2.22M
29.9K $19.1M
GILD
Gilead Sciences, Inc.

Healthcare
564
+ 558.42%
$83.95 - $97.9 $47.3K - $55.2K
665 $614K
GS
Goldman Sachs Group Inc

Financial Services
610
+ 938.46%
$486.1 - $608.57 $297K - $371K
675 $3.87M
HAL
Halliburton CO

Energy
2.65K
+ 2622.77%
$25.77 - $31.99 $68.3K - $84.7K
2.75K $748K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
11.6K
+ 7720.67%
$18.24 - $21.74 $211K - $252K
11.7K $2.33M
Broadcom LTD
39.2K
+ 7847.0%
N/A
39.7K $92.1M
BIT
Black Rock Multi Sector Income Trust

Financial Services
2.35K
+ 1600.68%
$14.25 - $15.15 $33.5K - $35.6K
2.5K $365K
ABT
Abbott Laboratories

Healthcare
215
+ 0.88%
$111.93 - $119.39 $24.1K - $25.7K
24.6K $27.8M
Accenture LTD Cl A
35
+ 0.36%
N/A
9.65K $33.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
30
+ 0.3%
$285.5 - $335.62 $8.57K - $10.1K
9.88K $28.7M
ADI
Analog Devices Inc

Technology
55
+ 0.44%
$206.35 - $236.48 $11.3K - $13K
12.5K $26.6M
AAPL
Apple Inc.

Technology
4
+ 0.01%
$221.69 - $259.02 $887 - $1.04K
28.6K $71.5M
AMAT
Applied Materials Inc

Technology
535
+ 3.98%
$161.44 - $213.89 $86.4K - $114K
14K $22.7M
ARCC
Ares Capital Corp

Financial Services
5.97K
+ 939.37%
$20.74 - $22.27 $124K - $133K
6.6K $1.45M
ANET
Arista Networks, Inc.

Technology
3.53K
+ 1008.57%
$104.78 - $431.02 $370K - $1.52M
3.88K $4.29M
ASML
Asml Holding Nv

Technology
1.41K
+ 186.11%
$658.43 - $872.27 $926K - $1.23M
2.16K $15M
ADP
Automatic Data Processing Inc

Industrials
15.6K
+ 8914.29%
$280.08 - $307.97 $4.37M - $4.8M
15.8K $46.2M
BAC
Bank Of America Corp

Financial Services
3.09K
+ 440.71%
$39.22 - $47.77 $121K - $147K
3.79K $1.66M
Berkshire Hathaway Cl B
890
+ 1618.18%
N/A
945 $4.28M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
102
+ 226.67%
$61.93 - $70.49 $6.32K - $7.19K
147 $97K
HTGC
Hercules Capital, Inc.

Financial Services
390
+ 354.55%
$18.53 - $20.22 $7.23K - $7.89K
500 $100K
HD
Home Depot, Inc.

Consumer Cyclical
9.65K
+ 192980.0%
$385.02 - $431.37 $3.72M - $4.16M
9.65K $37.6M
HUBB
Hubbell Inc

Industrials
7.4K
+ 1480.4%
$418.89 - $472.12 $3.1M - $3.49M
7.9K $33.1M
LEN
Lennar Corp

Consumer Cyclical
17.9K
+ 2241.38%
$136.2 - $188.96 $2.44M - $3.39M
18.7K $25.5M
LENB
Lennar Corporation Cl B
355
+ 29.58%
N/A
1.56K $2.06M
LLY
Eli Lilly & CO

Healthcare
5.26K
+ 1052.4%
$727.2 - $932.06 $3.83M - $4.9M
5.76K $44.5M
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
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