Oak Family Advisors, LLC Purchases in Q4 2024

Oak Family Advisors, LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
21.6K
+ 62.78%
$138.14 - $180.72 $2.98M - $3.9M
55.9K $9.9M
UBER
Uber Technologies, Inc

Technology
58.6K
New
$59.93 - $86.34 $3.51M - $5.06M
58.6K $3.54M
UTG
Reaves Utility Income Fund

Financial Services
80K
+ 46.58%
$30.81 - $34.99 $2.46M - $2.8M
252K $7.98M
AZN
Astrazeneca PLC

Healthcare
58.8K
+ 42.34%
$63.2 - $79.58 $3.72M - $4.68M
198K $13M
XLF
Financial Sector Spdr

ETFs
42.7K
New
$44.89 - $51.34 $1.92M - $2.19M
42.7K $2.06M
KRG
Kite Realty Group Trust

Real Estate
73.9K
New
$24.49 - $27.85 $1.81M - $2.06M
73.9K $1.87M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
27.7K
+ 243.22%
$50.62 - $50.97 $1.4M - $1.41M
39.1K $1.98M
XLC
Select Sector Spdr Tr Communic

ETFs
12.1K
+ 73.61%
$89.66 - $102.16 $1.08M - $1.23M
28.5K $2.76M
ACWI
Ishares Msci Acwi ETF

ETFs
9.32K
+ 324.3%
$117.05 - $123.03 $1.09M - $1.15M
12.2K $1.43M
VGSH
Vanguard

ETFs
18K
+ 130.99%
$58.02 - $58.88 $1.04M - $1.06M
31.7K $1.84M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
29.3K
New
$30.22 - $34.08 $886K - $999K
29.3K $999K
JPM
Jpmorgan Chase & CO

Financial Services
190
+ 1.03%
$205.18 - $250.29 $39K - $47.6K
18.6K $4.46M
MP
Mp Materials Corp.

Basic Materials
34K
New
$15.6 - $23.11 $530K - $785K
34K $529K
EPD
Enterprise Products Partners L.P.

Energy
1.4K
+ 0.73%
$28.66 - $34.43 $40.2K - $48.3K
193K $6.04M
SHV
Ishares Tr

ETFs
4.22K
+ 18.67%
$109.92 - $110.57 $463K - $466K
26.8K $2.95M
CRM
Salesforce, Inc.

Technology
988
New
$270.87 - $367.87 $268K - $363K
988 $330K
CSCO
Cisco Systems, Inc.

Technology
4.13K
+ 85.0%
$52.45 - $60.02 $217K - $248K
8.99K $532K
AVGO
Broadcom Inc.

Technology
1.09K
New
$159.67 - $250.0 $174K - $272K
1.09K $252K
GBIL
Goldman Sachs Access Treasury

ETFs
2.4K
New
$99.85 - $100.22 $240K - $241K
2.4K $239K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.63K
+ 39.56%
N/A
16.3K $663K
CVX
Chevron Corp

Energy
1.06K
+ 11.43%
$141.15 - $162.53 $150K - $173K
10.4K $1.5M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
4K
+ 43.62%
$23.48 - $23.73 $93.9K - $94.9K
13.2K $310K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.09K
+ 5.34%
$46.48 - $51.32 $50.5K - $55.8K
21.4K $1.03M
NVDA
Nvidia Corp

Technology
47
+ 1.08%
$117.0 - $148.88 $5.5K - $7K
4.39K $589K
EOG
Eog Resources Inc

Energy
535
+ 1.81%
$118.22 - $136.54 $63.2K - $73K
30K $3.68M
TSLA
Tesla, Inc.

Consumer Cyclical
112
New
$213.65 - $479.86 $23.9K - $53.7K
112 $45K
FLIN
Franklin Templeton ETF Tr

ETFs
1.95K
+ 14.88%
$37.75 - $41.62 $73.7K - $81.2K
15.1K $571K
MPLX
Mplx LP

Energy
7
+ 0.13%
$43.77 - $51.66 $306 - $362
5.41K $258K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.19%
$567.81 - $607.81 $568 - $608
523 $306K
Global X Defense Tech ETF
3.21K
+ 5.62%
N/A
60.4K $0
Canadian Pacific Kansas City Com
3.62K
New
N/A
3.62K $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.36K
+ 2.09%
$101.77 - $113.02 $138K - $153K
66.4K $7.02M
MGY
Magnolia Oil & Gas Corp

Energy
2.37K
+ 3.01%
$22.89 - $28.79 $54.1K - $68.1K
81K $1.89M
TSCO
Tractor Supply CO

Consumer Cyclical
4.49K
+ 395.59%
$52.59 - $303.74 $236K - $1.36M
5.63K $298K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
90
+ 0.34%
$44.04 - $49.49 $3.96K - $4.45K
26.9K $1.18M
EWJ
Ishares Msci Japan ETF

ETFs
275
+ 0.98%
$66.18 - $71.84 $18.2K - $19.8K
28.2K $1.89M
NICE
Nice Ltd.

Technology
207
+ 0.55%
$164.71 - $199.17 $34.1K - $41.2K
37.7K $6.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37.8K
+ 97.62%
$18.41 - $40.87 $696K - $1.55M
76.6K $1.42M
NEM
Newmont Corp

Basic Materials
3
+ 0.01%
$37.0 - $58.68 $111 - $176
28.6K $1.06M
INDA
Ishares Msci India Index Fund

ETFs
294
+ 0.29%
$52.64 - $58.16 $15.5K - $17.1K
101K $5.34M
QCOM
Qualcomm Inc

Technology
1.26K
+ 1.85%
$150.4 - $178.04 $189K - $224K
69.1K $10.6M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 4 Puts 4
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