West Oak Capital, LLC Purchases in Q1 2025

West Oak Capital, LLC

  • $2.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Dfa International Core Equities
294K
New
N/A
294K $91.8M
Dfa Us Small Cap ETF
56.7K
New
N/A
56.7K $33.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
45.8K
+ 108.77%
$50.39 - $50.66 $2.31M - $2.32M
87.8K $44.5M
CEG
Constellation Energy Corp

Utilities
5.93K
+ 118540.0%
$201.63 - $347.44 $1.2M - $2.06M
5.93K $12M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.03%
$142.06 - $167.7 $710 - $839
16K $26.6M
NVS
Novartis Ag

Healthcare
135
+ 0.72%
$97.14 - $115.57 $13.1K - $15.6K
18.9K $21.1M
Millrose Pptys Inc Class A
7.66K
New
N/A
7.66K $2.03M
ASML
Asml Holding Nv

Technology
357
+ 16.5%
$662.63 - $776.99 $237K - $277K
2.52K $16.7M
HWM
Howmet Aerospace Inc.

Industrials
500
+ 100.0%
$110.79 - $139.39 $55.4K - $69.7K
1K $1.3M
VTR
Ventas, Inc.

Real Estate
50
+ 0.93%
$56.9 - $70.47 $2.85K - $3.52K
5.46K $3.75M
Vitesse Energy Inc
3.62K
+ 3.33%
N/A
112K $27.6M
VLO
Valero Energy Corp

Energy
250
+ 22.73%
$121.76 - $142.99 $30.4K - $35.7K
1.35K $1.78M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
700
New
$53.6 - $58.97 $37.5K - $41.3K
700 $383K
MAA
Mid America Apartment Communities Inc.

Real Estate
20
+ 0.84%
$146.9 - $170.92 $2.94K - $3.42K
2.41K $4.04M
Nebius Group Nv
23.5K
+ 11766.0%
N/A
23.7K $310K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
345
New
$63.07 - $73.5 $21.8K - $25.4K
345 $242K
AEM
Agnico Eagle Mines LTD

Basic Materials
150
New
$79.66 - $108.41 $11.9K - $16.3K
150 $163K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
600
New
$17.16 - $25.25 $10.3K - $15.2K
600 $143K
ROOT
Root, Inc.

Financial Services
100
New
$73.43 - $177.69 $7.34K - $17.8K
100 $133K
ACMR
Acm Research, Inc.

Technology
500
New
$15.41 - $29.98 $7.71K - $15K
500 $117K
XLF
Financial Sector Spdr

ETFs
53
+ 1.07%
$47.32 - $52.19 $2.51K - $2.77K
5.02K $2.5M
TSLQ
Investment Managers Ser Tr Ii
200
New
N/A
200 $92K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 4.0%
$402.49 - $513.76 $805 - $1.03K
52 $243K
ON
On Semiconductor Corp

Technology
100
New
$40.69 - $64.51 $4.07K - $6.45K
100 $41K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
600
New
$5.29 - $10.87 $3.17K - $6.52K
600 $32K
PSA
Public Storage

Real Estate
10
+ 0.86%
$288.99 - $313.98 $2.89K - $3.14K
1.17K $3.51M
WOLF
Wolfspeed, Inc.

Technology
1K
+ 200.0%
$2.59 - $7.48 $2.59K - $7.48K
1.5K $46K
MU
Micron Technology Inc

Technology
4
New
$86.89 - $109.38 $348 - $438
4 $3K
NVO
Novo Nordisk A S

Healthcare
4
+ 33.33%
$69.3 - $90.95 $277 - $364
16 $11K
SNAP
Snap Inc

Communication Services
5
+ 500.0%
$8.37 - $12.57 $41.8 - $62.9
6 $1K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2
New
$21.28 - $35.62 $42.6 - $71.2
2 $1K
Ne X Gold Mining Corp
109
New
N/A
109 $0
AVB
Avalonbay Communities Inc

Real Estate
15
+ 0.93%
$207.86 - $228.08 $3.12K - $3.42K
1.64K $3.51M
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 11.76%
$222.15 - $428.22 $1.33K - $2.57K
57 $148K
SYY
Sysco Corp

Consumer Defensive
40
+ 0.34%
$70.0 - $77.13 $2.8K - $3.09K
11.7K $8.75M
DECK
Deckers Outdoor Corp

Consumer Cyclical
3
+ 0.5%
$111.56 - $223.11 $335 - $669
603 $674K
GOOGL
Alphabet Inc.

Communication Services
130
+ 4.19%
$154.33 - $206.19 $20.1K - $26.8K
3.24K $5M
LMT
Lockheed Martin Corp

Industrials
40
+ 0.82%
$423.19 - $506.29 $16.9K - $20.3K
4.94K $22M
Merck & CO Inc
75
+ 0.37%
N/A
20.2K $18.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
275
+ 3.58%
$161.05 - $222.93 $44.3K - $61.3K
7.96K $14.6M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
1.57K
+ 5.75%
$69.67 - $86.15 $110K - $136K
28.9K $20.7M
Target Corporation
265
+ 2.33%
N/A
11.6K $12.1M
LEN
Lennar Corp

Consumer Cyclical
25
+ 0.13%
$113.93 - $141.54 $2.85K - $3.54K
18.8K $21.5M
Jefferies Group Inc New
15.7K
+ 1.71%
N/A
935K $501M
Activity Summary
Buys All Purchases 45 New Holdings 15 Increased Positions 30 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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