Oak Harvest Investment Services
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
189
- Value ($000)
$715,903
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001839430
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $48.63M | 7 % | 828,640 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $38.00M | 5 % | 73,942 | ||
AAPL APPLE INC | COM | 037833100 | $23.36M | 3 % | 105,169 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $23.33M | 3 % | 180,879 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $22.28M | 3 % | 90,842 | ||
WMT WALMART INC | COM | 931142103 | $14.73M | 2 % | 167,842 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $12.79M | 2 % | 65,943 | ||
MORGAN STANLEY | COM NEW | 617446448 | $12.70M | 2 % | 108,881 | ||
KMI KINDER MORGAN INC DEL | COM | 49456B101 | $12.31M | 2 % | 431,498 | ||
AEM AGNICO EAGLE MINES LTD | COM | 008474108 | $11.33M | 2 % | 104,489 |
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