Oak Harvest Investment Services

Q4 2024 13F Holdings

  • Location
    houston, TX
  • Num holdings

    157

  • Value ($000)

    $717,468

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0001839430
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$46.09M
6 %

792,209

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$40.07M
6 %

74,364

AAPL
AAPL

APPLE INC

COM
037833100
$25.50M
4 %

101,837

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$23.72M
3 %

185,903

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$22.89M
3 %

95,487

AVGO
AVGO

BROADCOM INC

COM
11135F101
$18.16M
3 %

78,325

WMT
WMT

WALMART INC

COM
931142103
$16.85M
2 %

186,494

---

MORGAN STANLEY

COM NEW
617446448
$13.56M
2 %

107,830

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$13.33M
2 %

68,062

CME
CME

CME GROUP INC

COM
12572Q105
$12.64M
2 %

54,412

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