| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q2 2024 | 9.3% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 8.4% |
| SPDR SER TR | 15 | Q2 2024 | 6.9% |
| APPLE INC | 15 | Q2 2024 | 5.0% |
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 4.1% |
| JPMORGAN CHASE & CO. | 15 | Q2 2024 | 3.5% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 2.9% |
| SPDR DOW JONES INDL AVERAGE | 15 | Q2 2024 | 2.9% |
| HOME DEPOT INC | 15 | Q2 2024 | 2.4% |
| WALMART INC | 15 | Q2 2024 | 2.3% |
View Oak Harvest Investment Services's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
View Oak Harvest Investment Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.