Oak Harvest Investment Services Raises Stock Holdings in

1 day ago · Oak Harvest Investment Services boosted its position in Comcast Co. (NASDAQ:CMCSA - Free Report) by 6.6% in the fourth quarter, according to its most recent …

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Oak Harvest Investment Services Raises Stock Holdings In

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1 day ago · Oak Harvest Investment Services boosted its position in Comcast Co. (NASDAQ:CMCSA - Free Report) by 6.6% in the fourth quarter, according to its most recent …

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Oak Harvest Investment Services Raises Holdings In ... - MarketBeat

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2 days ago · Oak Harvest Investment Services raised its stake in shares of Salesforce, Inc. (NYSE:CRM - Free Report) by 37.5% during the 4th quarter, according to its most recent filing …

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$588Million Oak Harvest Investment Services Q2 2024 13F …

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Oak Harvest Investment Services reported 114 stock holdings with total value $588M as of Q2 2024. Top holdings included VGSH, VOO, AAPL, VYM, and JPM. Open main menu ... Oak …

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Oak Harvest Investment Services Buys Coca-Cola Co, Taiwan …

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Jan 21, 2022 · Oak Harvest Investment Services initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $220.94 and $242.96, with an estimated average …

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$633Million Oak Harvest Investment Services Q2 2024 13F …

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Oak Harvest Investment Services reported 117 stock holdings with total value $633M as of Q2 2024. Top holdings included VGSH, VOO, AAPL, VYM, and JPM. Open main menu ... Stock …

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OAK HARVEST INVESTMENT SERVICES Top 13F Holdings

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OAK Harvest Investment Services is a large advisory firm with 817 clients and discretionary assets under management (AUM) of $728,834,314 (Form ADV from 2024-10-16). Their last …

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Walmart Inc. (NYSE:WMT) Stock Holdings Increased By Oak …

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14 hours ago · Oak Harvest Investment Services increased its stake in Walmart Inc. (NYSE:WMT - Free Report) by 2.1% during the 4th quarter, according to the company in its most recent …

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Oak Harvest Investment Services Sells 894 Shares Of Costco …

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1 day ago · Oak Harvest Investment Services lessened its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 7.1% in the fourth quarter, according to the company in its …

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Oak Harvest Investment Services Raises Stock Position In

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2 days ago · Oak Harvest Investment Services lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 22.3% during the fourth quarter, according to its most …

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$602Million Oak Harvest Investment Services Q1 2024 13F …

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Oak Harvest Investment Services reported 120 stock holdings with total value $602M as of Q1 2024. Top holdings included VGSH, VOO, VYM, AAPL, and JPM. Open main menu ... Stock …

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Oak Harvest Investment Services Has $2.61 Million Stock Holdings …

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1 day ago · Oak Harvest Investment Services lowered its holdings in shares of Stryker Co. (NYSE:SYK - Free Report) by 24.6% in the fourth quarter, according to its most recent 13F …

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Oak Harvest Investment Services Reduces Stock Holdings In

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1 day ago · Oak Harvest Investment Services lessened its holdings in Duke Energy Co. (NYSE:DUK - Free Report) by 47.2% during the 4th quarter, according to its most recent filing …

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FAQs about Oak Harvest Investment Services Raises Stock Holdings in Coupon?

What is oak harvest investment services's largest holding?

OAK Harvest Investment Services's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 96,836. Whalewisdom has at least 10 13F filings ...

How much did oak harvest invest in Taiwan Semiconductor Manufacturing Co Ltd?

Oak Harvest Investment Services initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $109.02 and $124.75, with an estimated average price of $117.32. ...

Are oak harvest investment advisers independent insurance agents?

Some Oak Harvest investment adviser representatives are also independent insurance agents. The agents and Oak Harvest Insurance Services, LLC earn combined commissions up to 7.5% for selling insurance products, in addition to other compensation. ...

What is Oak Harvest Financial Group?

Oak Harvest Financial Group is a team that serves the best interests and well-being of its clients. They have maintained a singular focus throughout their history on this mission. They listen and learn the stories and needs of each client. ...

Are oak Harvest Financial Group & oak harvest investment services affiliated with social security?

Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. ...