WEST OAK CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com
West OAK Capital is based out of Westlake Village. West OAK Capital is a large advisory firm with 119 clients and discretionary assets under management (AUM) of $383,340,505 (Form …
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WEST OAK CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com
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West OAK Capital is based out of Westlake Village. West OAK Capital is a large advisory firm with 119 clients and discretionary assets under management (AUM) of $383,340,505 (Form …
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West Oak Capital, LLC 13F Filings
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West Oak Capital, LLC reported 322 holdings with total value $5.38 M as of Q3 2024. Top holdings included UP, Jefferies Group Inc New, NVDA, AVGO, and AAPL. West Oak Capital, …
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West Oak Capital, Llc 13F Filings - Sensamarket.com
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West Oak Capital, Llc reported 322 holdings with total value $5.38M as of Q3 2024. Top holdings included UPGBP, 1621134D, NVDA, BROADCOM LTD
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West Oak Capital, LLC Q1 2024 13F Top Portfolio Holdings
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Jan 17, 2024 · West Oak Capital, LLC reported 318 holdings with total value $235 M as of Q1 2024. Top holdings included Jefferies Group Inc New, NVDA, AVGO, LLY, and MSFT. ... Num …
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West Oak Capital LLC Has $2.28 Million Holdings In Bristol
2 weeks from now
2 days ago · West Oak Capital LLC increased its position in shares of Bristol-Myers Squibb (NYSE:BMY - Free Report) by 2,608.1% during the fourth quarter, according to its most recent …
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West Oak Capital, LLC Q3 2024 13F Top Portfolio Holdings
2 weeks from now
West Oak Capital, LLC reported 322 holdings with total value $5.38 M as of Q3 2024. Top holdings included UP, Jefferies Group Inc New, NVDA, AVGO, and AAPL. West Oak Capital, …
13f.info
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West Oak Capital LLC 13F Portfolio - Hedgefollow.com
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Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; West Oak Capital LLC: West Oak Capital LLC: 10.60%: $245101000: 320
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West Oak Capital LLC Acquires 94,886 Shares Of Wells Fargo
2 weeks from now
1 day ago · West Oak Capital LLC lifted its position in Wells Fargo & Company by 696.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange …
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Spotify Technology S.A. (NYSE:SPOT) Is West Oak Capital LLC's 4th ...
2 weeks from now
1 day ago · West Oak Capital LLC raised its holdings in shares of Spotify Technology S.A. (NYSE:SPOT - Free Report) by 449,633.3% in the 4th quarter, according to its most recent …
marketbeat.com
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CHARTER OAK CAPITAL MANAGEMENT, LLC Top 13F Holdings
2 weeks from now
Charter OAK Capital Management is a large advisory firm with 1256 clients and discretionary assets under management (AUM) of $1,109,715,192 (Form ADV from 2024-08-30). Their last …
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West Oak Capital, LLC Q4 2020 13F Top Portfolio Holdings
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West Oak Capital, LLC reported 334 holdings with total value $215 M as of Q4 2020. Top holdings included Jefferies Group Inc New, JPST, AAPL, SCHX, and NEE. ... Holdings as of …
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BULL OAK CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com
2 weeks from now
Bull OAK Capital is a large advisory firm with 98 clients and discretionary assets under management (AUM) of $157,106,307 (Form ADV from 2024-06-19). Their last reported 13F …
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West Oak Capital, LLC Q1 2019 13F Top Portfolio Holdings
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West Oak Capital, LLC reported 317 holdings with total value $160 M as of Q1 2019. Top holdings included Jefferies Group Inc New, VCSH, ADP, NEE, and DHR. ... Holdings as of …
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West Oak Capital LLC Has $4.06 Million Holdings In The
2 weeks from now
1 day ago · West Oak Capital LLC raised its position in The Trade Desk, Inc. (NASDAQ:TTD - Free Report) by 45,996.0% in the fourth quarter, according to its most recent disclosure with …
marketbeat.com
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ONE WEALTH CAPITAL MANAGEMENT, LLC Top 13F Holdings
2 weeks from now
Dec 31, 2024 · ONE Wealth Capital Management is based out of Scottsdale. Their last reported 13F filing for Q4 2024 included $197,133,355 in managed 13F securities and a top 10 …
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RIDGELINE WEALTH, LLC Top 13F Holdings - WhaleWisdom.com
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Dec 31, 2024 · Their last reported 13F filing for Q4 2024 included $122,708,418 in managed 13F securities and a top 10 holdings concentration of 72.56%. Ridgeline Wealth's largest holding is …
whalewisdom.com
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