Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
Jefferies Group Inc New | 918,881 | UNCH | $40,523 |
COM | 918,881 | UNCH | $40,523 |
Nvidia Corp | 10,391 | -496 | $9,389 |
NVDA | 10,391 | -496 | $9,389 |
Broadcom Ltd | 4,838 | +11 | $6,412 |
COM | 4,838 | +11 | $6,412 |
Lilly Eli & Company | 7,378 | -66 | $5,740 |
LLY | 7,378 | -66 | $5,740 |
Microsoft Corp | 13,075 | -55 | $5,501 |
MSFT | 13,075 | -55 | $5,501 |
Schwab Us Large Co Equities ETF (SCHX) | 80,221 | +4,805 | $4,979 |
SCHX | 80,221 | +4,805 | $4,979 |
Apple Computer Inc | 27,330 | -459 | $4,687 |
AAPL | 27,330 | -459 | $4,687 |
Amazon.Com Inc | 25,390 | +235 | $4,580 |
AMZN | 25,390 | +235 | $4,580 |
J P Morgan Chase & Co | 21,594 | +142 | $4,325 |
JPM | 21,594 | +142 | $4,325 |
Costco Wholesale Corp New | 5,542 | +4 | $4,060 |
COST | 5,542 | +4 | $4,060 |
Auto Data Processing | 15,900 | +100 | $3,971 |
ADP | 15,900 | +100 | $3,971 |
Alphabet Inc Class C | 24,585 | +675 | $3,743 |
GOOG | 24,585 | +675 | $3,743 |
Lennar Corp | $3,720 | ||
LEN | 20,236 | +20 | $3,480 |
LEN.B | 1,555 | UNCH | $240 |
Nextera Energy | 56,718 | +2,135 | $3,625 |
NEE | 56,718 | +2,135 | $3,625 |
Hubbell Inc | 8,680 | +25 | $3,603 |
HUBB | 8,680 | +25 | $3,603 |
Oracle Corporation | 27,875 | +20 | $3,501 |
ORCL | 27,875 | +20 | $3,501 |
Home Depot Inc | 9,060 | +47 | $3,475 |
HD | 9,060 | +47 | $3,475 |
Accenture Ltd Cl A | 10,011 | +50 | $3,470 |
COM | 10,011 | +50 | $3,470 |
American Express Company | 13,477 | +260 | $3,069 |
AXP | 13,477 | +260 | $3,069 |
Chevrontexaco Corp | 18,083 | +140 | $2,852 |
CVX | 18,083 | +140 | $2,852 |
Johnson & Johnson | 17,108 | -60 | $2,706 |
JNJ | 17,108 | -60 | $2,706 |
Procter & Gamble Co | 16,192 | +145 | $2,627 |
PG | 16,192 | +145 | $2,627 |
Abbott Laboratories | 22,678 | -85 | $2,578 |
ABT | 22,678 | -85 | $2,578 |
Vitesse Energy Inc | 108,558 | UNCH | $2,576 |
VTS | 108,558 | UNCH | $2,576 |
Merck & Co Inc | 19,453 | +220 | $2,567 |
COM | 19,453 | +220 | $2,567 |
Analog Devices Inc | 12,644 | +125 | $2,501 |
ADI | 12,644 | +125 | $2,501 |
Applied Materials Inc | 12,007 | +515 | $2,476 |
AMAT | 12,007 | +515 | $2,476 |
Colgate Palmolive Co | 27,132 | -80 | $2,443 |
CL | 27,132 | -80 | $2,443 |
Danaher Corp Del | 9,776 | +85 | $2,441 |
DHR | 9,776 | +85 | $2,441 |
Amgen Incorporated | 8,536 | +59 | $2,427 |
AMGN | 8,536 | +59 | $2,427 |
Emerson Electric Co | 20,633 | UNCH | $2,340 |
EMR | 20,633 | UNCH | $2,340 |
Air Products & Chemicals | 8,981 | +265 | $2,176 |
APD | 8,981 | +265 | $2,176 |
The Charles Schwab Corp | 29,635 | +325 | $2,144 |
SCHW | 29,635 | +325 | $2,144 |
Lockheed Martin Corp | 4,704 | -410 | $2,140 |
LMT | 4,704 | -410 | $2,140 |
Pepsico Incorporated | 11,654 | +165 | $2,040 |
PEP | 11,654 | +165 | $2,040 |
Target Corporation | 11,388 | +165 | $2,018 |
COM | 11,388 | +165 | $2,018 |
Texas Instruments Inc | 11,390 | -1,480 | $1,984 |
TXN | 11,390 | -1,480 | $1,984 |
Sherwin Williams Co | 5,699 | +65 | $1,979 |
SHW | 5,699 | +65 | $1,979 |
Constellation Brand Cl A | 7,175 | +95 | $1,950 |
STZ | 7,175 | +95 | $1,950 |
Caterpillar Inc | 5,287 | +765 | $1,937 |
CAT | 5,287 | +765 | $1,937 |
Intel Corp | 42,974 | +765 | $1,898 |
INTC | 42,974 | +765 | $1,898 |
Exxon Mobil Corporation | 16,230 | +280 | $1,887 |
XOM | 16,230 | +280 | $1,887 |
Fidelity Natl Finl Inc | 35,198 | UNCH | $1,869 |
COM | 35,198 | UNCH | $1,869 |
Schwab US Dividend | 22,720 | +675 | $1,832 |
SCHD | 22,720 | +675 | $1,832 |
Cisco Systems Inc | 35,912 | +445 | $1,792 |
CSCO | 35,912 | +445 | $1,792 |
AbbVie Inc | 9,546 | +150 | $1,738 |
ABBV | 9,546 | +150 | $1,738 |
General Mills Inc | 24,824 | +280 | $1,737 |
GIS | 24,824 | +280 | $1,737 |
Corning Inc | 51,430 | +540 | $1,695 |
GLW | 51,430 | +540 | $1,695 |
Citigroup Inc | 26,038 | +3,395 | $1,647 |
COM | 26,038 | +3,395 | $1,647 |
Spectrum Brands Hldg | 18,129 | UNCH | $1,614 |
SPB | 18,129 | UNCH | $1,614 |
See Full List: All Stocks Held By West Oak Capital LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By West Oak Capital LLC
Size ($ in 1000's)
At 03/31/2024: $235,271 At 12/31/2023: $214,170 West Oak Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from West Oak Capital LLC 13F filings. Link to 13F filings: SEC filings |