Oak Harvest Investment Services Portfolio Holdings
Oak Harvest Investment Services
- $714 Million
- Q4 2024
Oak Harvest Investment Services has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $714 Million distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $46.1M, Vanguard Index Fds S&P 500 ETF with a value of $40.1M, Apple Inc. with a value of $25.5M, Vanguard Whitehall Fds (Vangua with a value of $23.7M, and Jpmorgan Chase & CO with a value of $22.9M.
Examining the 13F form we can see an increase of $19.6M in the current position value, from $694M to 714M.
Below you can find more details about Oak Harvest Investment Services portfolio as well as his latest detailed transactions.
Portfolio value
$714 Million
ETFs: $219 Million
Technology: $131 Million
Financial Services: $79 Million
Healthcare: $54.7 Million
Consumer Cyclical: $45 Million
Consumer Defensive: $43.7 Million
Energy: $43.6 Million
Industrials: $39.4 Million
Other: $57.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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