Oak Harvest Investment Services Top Holdings and 13F Report (2025) About Oak Harvest Investment ServicesInvestment ActivityOak Harvest Investment Services has $715.90 million in total holdings as of March 31, 2025.Oak Harvest Investment Services owns shares of 189 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 11.83% of the portfolio was purchased this quarter.About 41.92% of the portfolio was sold this quarter.This quarter, Oak Harvest Investment Services has purchased 191 new stocks and bought additional shares in 53 stocks.Oak Harvest Investment Services sold shares of 102 stocks and completely divested from 27 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $48,632,868Vanguard S&P 500 ETF $37,999,665Apple $23,361,111Vanguard High Dividend Yield ETF $23,326,204JPMorgan Chase & Co. $22,283,466 Largest New Holdings this Quarter 693475105 - The PNC Financial Services Group $9,449,571 Holding464288687 - iShares Preferred and Income Securities ETF $9,369,165 Holding98850P109 - Yum China $8,425,390 Holding81369Y886 - Utilities Select Sector SPDR Fund $4,874,133 Holding808513105 - Charles Schwab $2,031,502 Holding Largest Purchases this Quarter The PNC Financial Services Group 53,761 shares (about $9.45M)iShares Preferred and Income Securities ETF 304,887 shares (about $9.37M)BLACKROCK INC 8,933 shares (about $8.46M)Yum China 161,840 shares (about $8.43M)Utilities Select Sector SPDR Fund 61,815 shares (about $4.87M) Largest Sales this Quarter JPMorgan Chase & Co. 86,987 shares (about $21.34M)Apple 91,487 shares (about $20.32M)Broadcom 73,325 shares (about $12.28M)Union Pacific 51,236 shares (about $12.10M)Morgan Stanley 89,830 shares (about $10.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOak Harvest Investment Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$48,632,868$2,138,135 ▲4.6%828,6406.8%ETFVOOVanguard S&P 500 ETF$37,999,665$216,871 ▼-0.6%73,9425.3%ETFAAPLApple$23,361,111$706,815 ▲3.1%105,1693.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$23,326,204$647,896 ▼-2.7%180,8793.3%ETFJPMJPMorgan Chase & Co.$22,283,466$1,139,415 ▼-4.9%90,8423.1%FinanceWMTWalmart$14,734,879$1,637,462 ▼-10.0%167,8422.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$12,792,316$411,066 ▼-3.1%65,9431.8%ETFMSMorgan Stanley$12,703,190$122,621 ▲1.0%108,8811.8%FinanceKMIKinder Morgan$12,310,638$33,295 ▼-0.3%431,4981.7%EnergyAEMAgnico Eagle Mines$11,327,652$228,311 ▲2.1%104,4891.6%Basic MaterialsJMSTJPMorgan Ultra-Short Municipal ETF$11,215,158$1,539,635 ▲15.9%220,5541.6%ETFCSCOCisco Systems$11,035,119$1,578,791 ▲16.7%178,8221.5%Computer and TechnologyCVXChevron$10,856,229$251,603 ▲2.4%64,8951.5%EnergySUBiShares Short-Term National Muni Bond ETF$10,675,302$978,277 ▲10.1%101,0921.5%ETFNTRSNorthern Trust$10,639,537$539,025 ▼-4.8%107,8511.5%FinanceAMGNAmgen$10,634,001$4,390,307 ▲70.3%34,1331.5%MedicalHDHome Depot$10,461,656$325,804 ▲3.2%28,5461.5%Retail/WholesaleVUGVanguard Growth ETF$10,009,657$743,502 ▲8.0%26,9931.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$9,818,528$455,851 ▼-4.4%192,2561.4%ETFBMYBristol-Myers Squibb$9,718,797$3,278,450 ▲50.9%159,3511.4%MedicalAVGOBroadcom$9,649,265$3,464,607 ▼-26.4%57,6321.3%Computer and TechnologyBLACKROCK INC$9,638,135$8,455,019 ▲714.6%10,1831.3%COMPNCThe PNC Financial Services Group$9,449,571$9,449,571 ▲New Holding53,7611.3%FinancePFFiShares Preferred and Income Securities ETF$9,369,165$9,369,165 ▲New Holding304,8871.3%ETFJNJJohnson & Johnson$8,906,434$81,925 ▼-0.9%53,7051.2%MedicalYUMCYum China$8,425,390$8,425,390 ▲New Holding161,8401.2%Retail/WholesaleMCDMcDonald's$8,144,085$490,107 ▲6.4%26,0721.1%Retail/WholesaleUNPUnion Pacific$8,040,156$4,654,380 ▼-36.7%34,0341.1%TransportationDIASPDR Dow Jones Industrial Average ETF Trust$7,967,796$354,386 ▼-4.3%18,9761.1%FinancePGRProgressive$7,710,950$268,013 ▲3.6%27,2461.1%FinanceABTAbbott Laboratories$7,564,512$1,562,620 ▲26.0%57,0261.1%MedicalDUKDuke Energy$7,394,671$34,274 ▲0.5%60,6271.0%UtilitiesCOSTCostco Wholesale$7,212,316$3,812,332 ▼-34.6%7,6261.0%Retail/WholesaleORCLOracle$7,094,401$547,358 ▲8.4%50,7431.0%Computer and TechnologyPGProcter & Gamble$6,991,213$267,562 ▲4.0%41,0231.0%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$6,736,395$133,415 ▼-1.9%83,8170.9%ETFCMECME Group$6,735,149$7,699,739 ▼-53.3%25,3880.9%FinanceFANGDiamondback Energy$6,574,231$354,452 ▲5.7%41,1200.9%EnergyLMTLockheed Martin$6,387,761$892,053 ▼-12.3%14,3000.9%AerospaceCMCSAComcast$6,377,806$325,901 ▲5.4%172,8400.9%Consumer DiscretionaryADIAnalog Devices$6,285,813$894,401 ▼-12.5%31,1690.9%Computer and TechnologyPEPPepsiCo$6,210,633$223,260 ▲3.7%41,4210.9%Consumer StaplesDLRDigital Realty Trust$5,793,906$1,229,136 ▼-17.5%40,4350.8%FinanceAMZNAmazon.com$5,321,001$1,097,800 ▼-17.1%27,9670.7%Retail/WholesaleNVDANVIDIA$5,218,073$1,127,804 ▼-17.8%48,1460.7%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$5,200,723$570,381 ▲12.3%24,6550.7%ETFCFRCullen/Frost Bankers$5,184,457$243,016 ▲4.9%41,4090.7%FinanceDISWalt Disney$5,171,406$914,459 ▼-15.0%52,3950.7%Consumer DiscretionaryMSFTMicrosoft$5,162,671$4,061,667 ▼-44.0%13,7530.7%Computer and TechnologyTXRHTexas Roadhouse$5,057,887$1,058,434 ▲26.5%30,3540.7%Retail/WholesaleMRKMerck & Co., Inc.$4,912,407$538,473 ▲12.3%54,7280.7%MedicalXLUUtilities Select Sector SPDR Fund$4,874,133$4,874,133 ▲New Holding61,8150.7%ETFVTVVanguard Value ETF$4,867,530$382,279 ▲8.5%28,1780.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,685,620$64,494 ▲1.4%59,3570.7%ETFHPQHP$4,650,905$218,918 ▲4.9%167,9630.6%Computer and TechnologyGOOGLAlphabet$4,215,981$1,726,568 ▼-29.1%27,2630.6%Computer and TechnologyVGTVanguard Information Technology ETF$4,026,846$289,104 ▲7.7%7,4240.6%ETFBABAAlibaba Group$3,573,780$1,219,293 ▼-25.4%27,0270.5%Retail/WholesaleXOMExxon Mobil$3,385,061$679,557 ▼-16.7%28,4630.5%EnergyMAMastercard$3,370,372$174,849 ▲5.5%6,1490.5%Business ServicesINTUIntuit$3,179,542$12,895 ▼-0.4%5,1780.4%Computer and TechnologyNFLXNetflix$3,079,867$805,633 ▼-20.7%3,3030.4%Consumer DiscretionaryCRMSalesforce$3,015,958$485,752 ▼-13.9%11,2380.4%Computer and TechnologyDEDeere & Company$2,936,492$682,381 ▲30.3%6,2570.4%IndustrialsBSXBoston Scientific$2,795,082$1,318,401 ▼-32.1%27,7070.4%MedicalFFIVF5$2,413,738$1,275,966 ▼-34.6%9,0650.3%Computer and TechnologySPOTSpotify Technology$2,395,931$597,883 ▼-20.0%4,3560.3%Business ServicesAMZNAmazon.com$2,378,250$4,040,552 ▼-62.9%12,5000.3%Retail/WholesaleAAPLApple$2,332,365$20,322,007 ▼-89.7%10,5000.3%Computer and TechnologyGOOGLAlphabet$2,319,600$3,622,906 ▼-61.0%15,0000.3%Computer and TechnologyMETAMeta Platforms$2,299,946$1,711,413 ▲290.8%3,9900.3%Computer and TechnologyCRWDCrowdStrike$2,282,603$392,774 ▼-14.7%6,4740.3%Computer and TechnologyLLYEli Lilly and Company$2,203,211$1,408,800 ▲177.3%2,6680.3%MedicalSGOViShares 0-3 Month Treasury Bond ETF$2,187,934$307,644 ▲16.4%21,7340.3%ETFFTITechnipFMC$2,187,371$1,278,533 ▼-36.9%69,0240.3%EnergyMSMorgan Stanley$2,100,060$10,480,466 ▼-83.3%18,0000.3%FinanceJPMJPMorgan Chase & Co.$2,085,050$21,337,911 ▼-91.1%8,5000.3%FinanceSCHWCharles Schwab$2,031,502$2,031,502 ▲New Holding25,9520.3%FinanceSNOWSnowflake$2,022,854$220,409 ▼-9.8%13,8400.3%Computer and TechnologyNFLXNetflix$1,865,060$2,020,793 ▼-52.0%2,0000.3%Consumer DiscretionaryFFIVF5$1,863,890$1,825,813 ▼-49.5%7,0000.3%Computer and TechnologyISRGIntuitive Surgical$1,821,603$2,800,256 ▼-60.6%3,6780.3%MedicalQIAGEN NV$1,783,182$1,783,182 ▲New Holding44,4130.2%COM SHSBABoeing$1,681,452$1,681,452 ▲New Holding9,8590.2%AerospaceBRK.BBerkshire Hathaway$1,633,423$150,188 ▼-8.4%3,0670.2%FinanceCRMSalesforce$1,610,160$1,891,401 ▼-54.0%6,0000.2%Computer and TechnologySTZConstellation Brands$1,597,298$179,659 ▼-10.1%8,7040.2%Consumer StaplesFTITechnipFMC$1,584,500$1,881,404 ▼-54.3%50,0000.2%EnergyBlackrock Inc.$1,561,692$378,592 ▲32.0%1,6500.2%CommonWYNNWynn Resorts$1,528,738$687,966 ▼-31.0%18,3080.2%Consumer DiscretionaryTWLOTwilio$1,468,650$67,362 ▼-4.4%15,0000.2%Computer and TechnologySNOWSnowflake$1,461,600$781,664 ▼-34.8%10,0000.2%Computer and TechnologyNTRSNorthern Trust$1,455,088$9,723,441 ▼-87.0%14,7500.2%FinanceAMATApplied Materials$1,441,992$32,941 ▼-2.2%9,9370.2%Computer and TechnologyMETAMeta Platforms$1,440,900$852,436 ▲144.9%2,5000.2%Computer and TechnologyHUBSHubSpot$1,428,225$265,079 ▼-15.7%2,5000.2%Computer and TechnologyCATCaterpillar$1,424,414$11,873 ▼-0.8%4,3190.2%IndustrialsCRWDCrowdStrike$1,410,320$1,265,057 ▼-47.3%4,0000.2%Computer and TechnologyQIAGEN NV$1,405,250$1,405,250 ▲New Holding35,0000.2%CommonCAHCardinal Health$1,377,700$1,103,124 ▼-44.5%10,0000.2%MedicalShowing largest 100 holdings. 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