Oak Harvest Investment Services Incresed Positions in Q4 2024

Oak Harvest Investment Services

  • $714 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
30.7K
+ 64.35%
$159.67 - $250.0 $4.9M - $7.67M
78.3K $18.2M
KRE
Spdr S&P Regional Banking ETF

ETFs
61.1K
+ 57.89%
$54.6 - $68.9 $3.34M - $4.21M
167K $10.1M
AAPL
Apple Inc.

Technology
7.63K
+ 8.1%
$221.69 - $259.02 $1.69M - $1.98M
102K $25.5M
FFIV
F5, Inc.

Technology
10.9K
+ 361.9%
$213.56 - $263.36 $2.32M - $2.86M
13.9K $3.48M
BSX
Boston Scientific Corp

Healthcare
29.5K
+ 262.45%
$83.62 - $91.5 $2.47M - $2.7M
40.8K $3.64M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
31.5K
+ 701.07%
$82.28 - $117.52 $2.6M - $3.71M
36K $3.06M
VUG
Vanguard Growth ETF

ETFs
4.68K
+ 23.02%
$378.79 - $428.11 $1.77M - $2M
25K $10.3M
CSCO
Cisco Systems, Inc.

Technology
27.9K
+ 22.25%
$52.45 - $60.02 $1.46M - $1.67M
153K $9.07M
MCD
Mcdonalds Corp

Consumer Cyclical
8.4K
+ 52.13%
$288.47 - $316.54 $2.42M - $2.66M
24.5K $7.1M
GOOGL
Alphabet Inc.

Communication Services
7.36K
+ 23.67%
$161.86 - $196.66 $1.19M - $1.45M
38.4K $7.27M
AMZN
Amazon Com Inc

Consumer Cyclical
4.96K
+ 17.3%
$180.88 - $232.93 $897K - $1.16M
33.6K $7.38M
CRM
Salesforce, Inc.

Technology
3.56K
+ 37.48%
$270.87 - $367.87 $963K - $1.31M
13K $4.36M
NTRS
Northern Trust Corp

Financial Services
3.42K
+ 3.11%
$88.4 - $111.16 $302K - $380K
113K $11.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.2K
+ 31.01%
$216.72 - $244.71 $1.13M - $1.27M
22K $5.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.1K
+ 48.41%
$77.86 - $79.27 $1.49M - $1.51M
58.5K $4.57M
ABBV
Abb Vie Inc.

Healthcare
12.1K
+ 31.79%
$164.99 - $203.87 $1.99M - $2.46M
50.1K $8.9M
VGSH
Vanguard

ETFs
32.7K
+ 4.3%
$58.02 - $58.88 $1.9M - $1.92M
792K $46.1M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.41K
+ 6.5%
$107.98 - $143.92 $260K - $347K
39.5K $5.3M
VGT
Vanguard Information Technolog

ETFs
1.46K
+ 26.91%
$571.78 - $647.97 $835K - $947K
6.89K $4.28M
DOCU
Docusign, Inc.

Technology
7.77K
+ 70.64%
$61.42 - $106.99 $477K - $831K
18.8K $1.69M
DLR
Digital Realty Trust, Inc.

Real Estate
1.1K
+ 2.3%
$156.46 - $195.69 $172K - $215K
49K $8.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
24K
+ 13.55%
$51.09 - $55.27 $1.23M - $1.33M
201K $10.3M
CME
Cme Group Inc.

Financial Services
637
+ 1.18%
$221.17 - $246.02 $141K - $157K
54.4K $12.6M
VTV
Vanguard Value ETF

ETFs
4.69K
+ 22.05%
$168.32 - $181.87 $790K - $853K
26K $4.4M
SUB
Ishares Short Term National Mu

ETFs
6.53K
+ 7.65%
$104.94 - $106.2 $685K - $693K
91.8K $9.69M
BMY
Bristol Myers Squibb CO

Healthcare
818
+ 0.78%
$51.92 - $59.94 $42.5K - $49K
106K $5.97M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.4K
+ 5.75%
$50.67 - $50.9 $525K - $527K
190K $9.65M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.1K
+ 15.39%
$55.73 - $66.16 $340K - $404K
45.8K $2.76M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.56K
+ 32.27%
$100.16 - $100.7 $456K - $459K
18.7K $1.87M
FTI
Technip Fmc PLC

Energy
5.71K
+ 5.51%
$25.16 - $31.95 $144K - $182K
109K $3.17M
MA
Mastercard Inc

Financial Services
400
+ 7.37%
$491.3 - $536.15 $197K - $214K
5.83K $3.07M
ADI
Analog Devices Inc

Technology
4.27K
+ 13.62%
$206.35 - $236.48 $881K - $1.01M
35.6K $7.56M
TSLA
Tesla, Inc.

Consumer Cyclical
33
+ 2.7%
$213.65 - $479.86 $7.05K - $15.8K
1.25K $506K
ET
Energy Transfer LP

Energy
3
+ 0.01%
$16.05 - $19.86 $48.2 - $59.6
42.7K $836K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.28K
+ 20.5%
$48.33 - $49.08 $158K - $161K
19.3K $932K
BNDX
Vanguard Total International B

ETFs
2.87K
+ 67.46%
$48.91 - $50.61 $140K - $145K
7.13K $349K
DPZ
Dominos Pizza Inc

Consumer Cyclical
421
+ 10.63%
$408.59 - $476.19 $172K - $200K
4.38K $1.84M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
1.5K
+ 17.65%
$38.7 - $51.36 $58.1K - $77K
10K $474K
GOOG
Alphabet Inc.

Communication Services
336
+ 19.92%
$163.08 - $198.16 $54.8K - $66.6K
2.02K $385K
MAR
Marriott International Inc

Consumer Cyclical
8
+ 0.28%
$246.06 - $292.59 $1.97K - $2.34K
2.86K $797K
AEM
Agnico Eagle Mines LTD

Basic Materials
4.03K
+ 4.1%
$75.99 - $88.85 $306K - $358K
102K $8.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
135
+ 4.2%
$442.29 - $483.08 $59.7K - $65.2K
3.35K $1.52M
BAC
Bank Of America Corp

Financial Services
44
+ 0.65%
$39.22 - $47.77 $1.73K - $2.1K
6.84K $300K
IVW
Ishares S&P 500 Growth ETF

ETFs
14
+ 0.28%
$94.43 - $105.47 $1.32K - $1.48K
4.95K $502K
MRK
Merck & Co., Inc.

Healthcare
6.19K
+ 14.55%
$96.31 - $114.76 $596K - $710K
48.7K $4.85M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.12%
$280.04 - $302.45 $560 - $605
1.62K $470K
FPE
First Tr Pfd Secs & Income ETF

ETFs
949
+ 7.12%
$17.65 - $18.18 $16.7K - $17.3K
14.3K $252K
MSI
Motorola Solutions, Inc.

Technology
7
+ 1.52%
$449.08 - $504.6 $3.14K - $3.53K
469 $216K
PM
Philip Morris International Inc.

Consumer Defensive
70
+ 4.08%
$118.38 - $133.06 $8.29K - $9.31K
1.79K $214K
Activity Summary
Buys All Purchases 100 New Holdings 36 Increased Positions 64 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 5 Puts 1
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