Okabena Investment Services Inc Incresed Positions in Q2 2024

Okabena Investment Services Inc

  • $313 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
95.1K
+ 17.47%
$57.86 - $62.21 $5.5M - $5.91M
639K $38.5M
VT
Vanguard Total World Stk Index

ETFs
43.9K
+ 25.88%
$104.94 - $113.51 $4.6M - $4.98M
213K $24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.1K
+ 206.45%
$396.73 - $420.24 $4M - $4.24M
15K $6.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
40.2K
+ 44.5%
$102.13 - $110.88 $4.1M - $4.45M
130K $13.9M
AAPL
Apple Inc.

Technology
7.48K
+ 33.39%
$165.0 - $216.67 $1.23M - $1.62M
29.9K $6.29M
GOOGL
Alphabet Inc.

Communication Services
2.86K
+ 22.94%
$150.53 - $185.41 $431K - $530K
15.3K $2.79M
MSFT
Microsoft Corp

Technology
145
+ 0.65%
$389.33 - $452.85 $56.5K - $65.7K
22.6K $10.1M
WMT
Walmart Inc.

Consumer Defensive
8.34K
+ 108.68%
$58.85 - $68.9 $491K - $575K
16K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.26K
+ 3.48%
$40.83 - $44.89 $215K - $236K
156K $6.84M
GS
Goldman Sachs Group Inc

Financial Services
800
+ 31.92%
$389.49 - $470.41 $312K - $376K
3.31K $1.5M
INTU
Intuit Inc

Technology
626
+ 33.57%
$562.97 - $670.27 $352K - $420K
2.49K $1.64M
VEA
Vanguard Ftse Developed Market

ETFs
9.82K
+ 9.47%
$47.83 - $51.21 $470K - $503K
114K $5.61M
UNH
Unitedhealth Group Inc

Healthcare
656
+ 12.95%
$439.2 - $524.63 $288K - $344K
5.72K $2.91M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.24K
+ 7.69%
$70.55 - $72.66 $440K - $453K
87.3K $6.29M
XLK
Technology Sector Spdr

ETFs
136
+ 0.66%
$192.53 - $231.41 $26.2K - $31.5K
20.6K $4.66M
CB
Chubb LTD

Financial Services
1.4K
+ 80.14%
$243.01 - $274.28 $340K - $384K
3.15K $802K
APH
Amphenol Corp

Technology
13.8K
+ 100.0%
$67.16 - $136.4 $927K - $1.88M
27.6K $1.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.07%
$541.52 - $599.02 $1.62K - $1.8K
4.02K $2.22M
TGT
Target Corp

Consumer Defensive
1.29K
+ 4.86%
$141.16 - $177.82 $182K - $230K
27.9K $4.13M
Activity Summary
Buys All Purchases 38 New Holdings 18 Increased Positions 20 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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