Oak Harvest Investment Services

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$695M
Signature - Title
Troy Sharpe - CCO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Oak Harvest Investment Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oak Harvest Investment Services reported 132 stock holdings with total value $695M as of Q3 2024. Top holdings included VGSH, VOO, VYM, AAPL, and JPM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 132 $695M +$110M -$70.5M +$39.8M VGSH, VOO, VYM, AAPL, JPM 13F-HR 10/25/2024, 02:56 PM
Q2 2024 117 $633M +$65.6M -$37.9M +$27.7M VGSH, VOO, AAPL, VYM, JPM Restatement 10/24/2024, 04:39 PM
Q1 2024 120 $602M +$110M -$35.6M +$74.3M VGSH, VOO, VYM, AAPL, JPM Restatement 10/24/2024, 04:38 PM
Q4 2023 112 $501M +$43.5M -$52.3M -$8.84M VGSH, VOO, AAPL, VYM, JPM 13F-HR 1/12/2024, 12:25 PM
Q3 2023 107 $473M +$82M -$45.6M +$36.4M VGSH, VOO, AAPL, VYM, JPM 13F-HR 10/25/2023, 04:35 PM
Q2 2023 109 $446M +$95.6M -$106M -$10.4M VGSH, VOO, VYM, JPM, AAPL 13F-HR 7/17/2023, 04:49 PM
Q1 2023 104 $434M +$49.3M -$21.3M +$27.9M VOO, VGSH, SPYG, AAPL, VYM 13F-HR 4/20/2023, 02:58 PM
Q4 2022 91 $384M +$11.8M -$36M -$24.2M VOO, VGSH, SPYG, AAPL, VYM 13F-HR 1/24/2023, 05:08 PM
Q3 2022 97 $375M +$37.8M -$9.49M +$28.3M VOO, VGSH, SPYG, AAPL, VYM 13F-HR 10/14/2022, 02:27 PM
Q2 2022 84 $371M +$41.2M -$4.57M +$36.7M VOO, VGSH, SPYG, AAPL, DIA 13F-HR 7/18/2022, 03:08 PM
Q1 2022 81 $404M +$42.5M -$15.7M +$26.8M VOO, SPYG, VGSH, AAPL, AMZN 13F-HR 5/4/2022, 04:52 PM
Q4 2021 85 $403M +$36.9M -$3.87M +$33M VOO, SPYG, VGSH, AAPL, AMZN 13F-HR 1/21/2022, 04:32 PM
Q3 2021 80 $343M +$49.5M -$7.89M +$41.6M VOO, SPYG, VGSH, AAPL, JPM 13F-HR 10/8/2021, 02:09 PM
Q2 2021 78 $303M +$36M -$12.1M +$23.9M VOO, SPYG, VGSH, AAPL, JPM 13F-HR 7/13/2021, 04:08 PM
Q1 2021 71 $261M +$41.1M -$26.8M +$14.3M VOO, SPYG, VGSH, AAPL, JPM 13F-HR 4/12/2021, 11:15 AM
Q4 2020 68 $233M $0 $0 VOO, VGSH, SPYG, AAPL, DIS 13F-HR 1/15/2021, 11:25 AM