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Oak Harvest Investment Services Buys Coca-Cola Co, Taiwan Semiconductor Manufacturing Co, Eli ...

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Investment company Oak Harvest Investment Services (Current Portfolio) buys Coca-Cola Co, Taiwan Semiconductor Manufacturing Co, Eli Lilly and Co, Vanguard Total Stock Market ETF, Chevron Corp, sells Berkshire Hathaway Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Oak Harvest Investment Services. As of 2021Q4, Oak Harvest Investment Services owns 85 stocks with a total value of $403 million. These are the details of the buys and sells.

  • New Purchases: TSM, VTI, VXUS, IWF, VB,

  • Added Positions: VOO, SPYG, VGSH, AMZN, KO, LLY, DIA, LULU, CCI, DPZ, CVX, MCD, WMT, NKE, ISRG, JNJ, HLT, VIG, PEP, CAT, DEO, EL, HD, EA, ADBE, DE, SBUX, TMO, MS, PYPL, UNP, VYM, NFLX, CSCO, ABBV, STZ, TXN, NVDA, AAPL, MDT, SQ, CME, CRM, SPY, VZ, BND, VBK, QCOM, V, IVW, VCSH, BMY, VTIP,

  • Reduced Positions: BRK.B, AMD, AMAT, XOM, LMT, GOOGL, RMD, WPC, LIN, RYT, QQQ, TSLA, AVGO, DUK, BP, NEE, KLXE, VTV, VV,


For the details of Oak Harvest Investment Services's stock buys and sells,
go to https://www.gurufocus.com/guru/oak+harvest+investment+services/current-portfolio/portfolio

These are the top 5 holdings of Oak Harvest Investment Services

  1. Vanguard S&P 500 ETF (VOO) - 72,448 shares, 7.85% of the total portfolio. Shares added by 12.27%

  2. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 384,423 shares, 6.92% of the total portfolio. Shares added by 11.85%

  3. Vanguard Short-Term Government Bond ETF (VGSH) - 349,104 shares, 5.27% of the total portfolio. Shares added by 14.30%

  4. Apple Inc (AAPL) - 107,835 shares, 4.75% of the total portfolio. Shares added by 1.38%

  5. Amazon.com Inc (AMZN) - 2,819 shares, 2.33% of the total portfolio. Shares added by 15.16%

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

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. The stock is now traded at around $124.530000. The impact to a portfolio due to this purchase was 0.27%. The holding were 9,178 shares as of 2021-12-31.

New Purchase: Vanguard Total Stock Market ETF (VTI)

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 price of $235.47. The stock is now traded at around $220.910000. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,072 shares as of 2021-12-31.

New Purchase: Vanguard Total International Stock (VXUS)

Oak Harvest Investment Services initiated holding in Vanguard Total International Stock. The purchase prices were between $61.08 and $65.1, with an estimated average price of $63.41. The stock is now traded at around $62.090000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,277 shares as of 2021-12-31.

New Purchase: Vanguard Small Cap ETF (VB)

Oak Harvest Investment Services initiated holding in Vanguard Small Cap ETF. The purchase prices were between $214.09 and $238.21, with an estimated average price of $226.3. The stock is now traded at around $203.750000. The impact to a portfolio due to this purchase was 0.05%. The holding were 934 shares as of 2021-12-31.

New Purchase: iShares Russell 1000 Growth ETF (IWF)

Oak Harvest Investment Services initiated holding in iShares Russell 1000 Growth ETF. The purchase prices were between $270.63 and $309.52, with an estimated average price of $296.53. The stock is now traded at around $267.950000. The impact to a portfolio due to this purchase was 0.05%. The holding were 690 shares as of 2021-12-31.

Added: Coca-Cola Co (KO)

Oak Harvest Investment Services added to a holding in Coca-Cola Co by 76.92%. The purchase prices were between $52.3 and $59.21, with an estimated average price of $55.76. The stock is now traded at around $60.450000. The impact to a portfolio due to this purchase was 0.3%. The holding were 46,983 shares as of 2021-12-31.

Added: Eli Lilly and Co (LLY)

Oak Harvest Investment Services added to a holding in Eli Lilly and Co by 31.54%. The purchase prices were between $224.85 and $279.04, with an estimated average price of $254.3. The stock is now traded at around $243.060000. The impact to a portfolio due to this purchase was 0.26%. The holding were 15,747 shares as of 2021-12-31.

Added: Chevron Corp (CVX)

Oak Harvest Investment Services added to a holding in Chevron Corp by 88.96%. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $126.910000. The impact to a portfolio due to this purchase was 0.17%. The holding were 12,464 shares as of 2021-12-31.

Added: PayPal Holdings Inc (PYPL)

Oak Harvest Investment Services added to a holding in PayPal Holdings Inc by 32.99%. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $163.540000. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,385 shares as of 2021-12-31.

Added: Verizon Communications Inc (VZ)

Oak Harvest Investment Services added to a holding in Verizon Communications Inc by 25.64%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.160000. The impact to a portfolio due to this purchase was 0.02%. The holding were 7,115 shares as of 2021-12-31.



Here is the complete portfolio of Oak Harvest Investment Services. Also check out:

1. Oak Harvest Investment Services's Undervalued Stocks

2. Oak Harvest Investment Services's Top Growth Companies, and

3. Oak Harvest Investment Services's High Yield stocks

4. Stocks that Oak Harvest Investment Services keeps buyingThis article first appeared on GuruFocus.