Lisa Snider

Latest statistics and disclosures from West Oak Capital's latest quarterly 13F-HR filing:

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Portfolio Holdings for West Oak Capital

West Oak Capital holds 343 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jefferies 13.3 $25M +4% 919k 27.62
Nextera Energy (NEE) 2.3 $4.4M 57k 77.46
Apple (AAPL) 2.2 $4.2M -2% 31k 136.72
Automatic Data Processing (ADP) 2.0 $3.8M -3% 18k 210.04
Microsoft Corporation (MSFT) 1.9 $3.5M -2% 14k 256.80
Eli Lilly & Co. (LLY) 1.8 $3.4M -8% 10k 324.24
Johnson & Johnson (JNJ) 1.7 $3.2M -3% 18k 177.52
Chevron Corporation (CVX) 1.7 $3.2M -3% 22k 144.77
Schwab Strategic Tr us lrg cap etf (SCHX) 1.6 $3.0M 68k 44.66
Home Depot (HD) 1.6 $3.0M 11k 274.26
Broad 1.5 $2.9M -5% 6.1k 485.83
Accenture 1.5 $2.9M -2% 11k 277.67
Costco Wholesale Corporation (COST) 1.4 $2.7M -6% 5.7k 479.21
Abbott Laboratories (ABT) 1.4 $2.7M -2% 25k 108.67

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Danaher Corporation (DHR) 1.4 $2.6M -2% 10k 253.54
Alphabet Inc Class C cs (GOOG) 1.4 $2.6M 1.2k 2187.34
JPMorgan Chase & Co. (JPM) 1.3 $2.6M 23k 112.60
Procter & Gamble Company (PG) 1.3 $2.5M -3% 17k 143.78
Texas Instruments Incorporated (TXN) 1.3 $2.4M 16k 153.62
Amazon (AMZN) 1.2 $2.4M +1876% 22k 106.22
U.S. Bancorp (USB) 1.2 $2.4M 51k 46.03
Alleghany Corporation (Y) 1.2 $2.3M 2.8k 833.21
Air Products & Chemicals (APD) 1.2 $2.3M 9.7k 240.49
Pepsi (PEP) 1.2 $2.3M -2% 14k 166.67
Oracle Corporation (ORCL) 1.2 $2.3M 33k 69.86
SYSCO Corporation (SYY) 1.2 $2.3M -2% 27k 84.72
Colgate-Palmolive Company (CL) 1.2 $2.2M 28k 80.14
Lockheed Martin Corporation (LMT) 1.2 $2.2M -3% 5.2k 429.90
Amgen (AMGN) 1.2 $2.2M -2% 9.1k 243.27
General Mills (GIS) 1.2 $2.2M -2% 29k 75.46
Merck & Co 1.1 $2.2M 24k 91.18
NVIDIA Corporation (NVDA) 1.1 $2.1M -4% 14k 151.61
Analog Devices (ADI) 1.1 $2.1M -3% 14k 146.07
American Express Company (AXP) 1.1 $2.1M -4% 15k 138.64
Charles Schwab Corporation (SCHW) 1.0 $2.0M -3% 32k 63.19
Exxon Mobil Corporation (XOM) 1.0 $2.0M -6% 23k 85.65
Constellation Brands (STZ) 1.0 $1.9M -3% 8.3k 233.05
Northern Trust Corporation (NTRS) 1.0 $1.9M 20k 96.47
Verizon Communications (VZ) 1.0 $1.9M 37k 50.76
Hubbell (HUBB) 1.0 $1.9M +278% 11k 178.61
Spectrum Brands Holding (SPB) 0.9 $1.7M +25% 21k 82.03
Lennar Corporation (LEN) 0.9 $1.7M 25k 70.57
Cisco Systems (CSCO) 0.9 $1.7M 39k 42.65
Archer Daniels Midland Company (ADM) 0.9 $1.6M +208% 21k 77.61
Emerson Electric (EMR) 0.9 $1.6M 21k 79.54
Target Corporation 0.9 $1.6M 12k 141.21
Corning Incorporated (GLW) 0.9 $1.6M -2% 52k 31.51
Citi 0.8 $1.6M +2% 34k 46.00
Intel Corporation (INTC) 0.8 $1.5M +6% 40k 37.41
Abbvie (ABBV) 0.8 $1.5M -5% 9.8k 153.13
Sherwin-Williams Company (SHW) 0.8 $1.5M -2% 6.6k 223.87
Chargepoint Holdings Inc Com Cl A (CHPT) 0.7 $1.4M 104k 13.69
Ameres (AMRC) 0.7 $1.4M 30k 45.56
Fidelity National Information Services (FIS) 0.7 $1.3M 15k 91.64
Fidelity National Financial 0.7 $1.3M 35k 36.96
Elanco Animal Health (ELAN) 0.7 $1.3M 64k 19.63
Delphi Automotive Inc international (APTV) 0.7 $1.3M 14k 89.09
3M Company (MMM) 0.6 $1.2M +51% 9.3k 129.44
Pfizer (PFE) 0.6 $1.2M 23k 52.45
Medtronic 0.6 $1.2M +3% 13k 89.78
Novartis (NVS) 0.6 $1.2M -2% 14k 84.50
Wisconsin Energy Corporation 0.6 $1.2M +30% 12k 100.63
Schwab Strategic Tr us dividend eq (SCHD) 0.6 $1.2M +202% 16k 71.64
Walt Disney Company (DIS) 0.6 $1.1M -20% 12k 94.41
Norfolk Southern (NSC) 0.5 $943k -21% 4.2k 227.17
Boeing Company (BA) 0.5 $899k -13% 6.6k 136.65
iShares S&P 500 Value Index (IVE) 0.4 $851k +2% 6.2k 137.44
Franklin Resources (BEN) 0.4 $773k +56% 33k 23.30
Interpublic Group of Companies (IPG) 0.4 $764k +72% 28k 27.54
Caterpillar (CAT) 0.4 $753k -4% 4.2k 178.65
T. Rowe Price (TROW) 0.4 $719k +5% 6.3k 113.68
Black Knight (BKI) 0.4 $706k 11k 65.42
Invesco S&p 500 Equal Weight Etf (RSP) 0.3 $625k -21% 4.7k 134.26
Illumina (ILMN) 0.3 $619k +14% 3.4k 184.23
MasterCard Incorporated (MA) 0.3 $599k -21% 1.9k 315.26
Morgan Stanley (MS) 0.3 $546k 7.2k 76.11
AFLAC Incorporated (AFL) 0.3 $546k 9.9k 55.32
Tractor Supply Company (TSCO) 0.3 $535k 2.8k 193.77
American Tower Corporation 0.3 $526k +10% 3.7k 141.35
McCormick & Company, Incorporated (MKC) 0.3 $498k 6.0k 83.28
EOG Resources (EOG) 0.3 $493k +40% 4.5k 110.41
Servicenow (NOW) 0.2 $466k 980.00 475.51
PerkinElmer (PKI) 0.2 $448k 3.2k 142.22
Philip Morris International (PM) 0.2 $443k 4.5k 98.77
Bristol Myers Squibb (BMY) 0.2 $442k +8% 5.7k 77.00
Honeywell International (HON) 0.2 $433k -2% 2.5k 173.69
Coca-Cola Company (KO) 0.2 $399k 6.3k 62.86
Raytheon Technologies Corp (RTX) 0.2 $396k 4.1k 96.02
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $382k -6% 7.3k 52.29
Visa (V) 0.2 $380k -7% 1.9k 196.89
Generac Holdings (GNRC) 0.2 $379k -4% 1.8k 210.56
Vanguard Dividend Appreciation ETF (VIG) 0.2 $373k +10% 2.6k 143.46
Mid-America Apartment (MAA) 0.2 $364k 2.1k 174.58
McDonald's Corporation (MCD) 0.2 $358k 1.5k 246.90
Public Storage (PSA) 0.2 $353k 1.1k 312.67
Chubb (CB) 0.2 $351k 1.8k 196.64
Becton, Dickinson and (BDX) 0.2 $345k 1.4k 246.25
Schwab U S Small Cap ETF (SCHA) 0.2 $323k -9% 8.3k 38.95
Alphabet Inc Class A cs (GOOGL) 0.2 $320k -9% 147.00 2176.87
Ecolab (ECL) 0.2 $314k 2.0k 153.55
Trane Technologies (TT) 0.2 $300k 2.3k 129.87
iShares S&P 500 Index (IVV) 0.2 $298k 787.00 378.65
iShares Russell Midcap Index Fund (IWR) 0.2 $297k 4.6k 64.57
Ventas (VTR) 0.1 $273k 5.3k 51.36
Vanguard Growth ETF (VUG) 0.1 $270k -5% 1.2k 222.59
Berkshire Hathaway Inc. Class B 0.1 $258k 945.00 273.02
Baxter International (BAX) 0.1 $246k 3.8k 64.16
Qualcomm (QCOM) 0.1 $241k 1.9k 127.85
Nike (NKE) 0.1 $238k -4% 2.3k 102.10
Clorox Company (CLX) 0.1 $230k 1.6k 141.10
AvalonBay Communities (AVB) 0.1 $229k +6% 1.2k 194.07
Cannae Holdings (CNNE) 0.1 $227k 12k 19.35
Rbc Cad (RY) 0.1 $226k 2.3k 96.75
Starbucks Corporation (SBUX) 0.1 $216k 2.8k 76.46
Applied Materials (AMAT) 0.1 $215k 2.4k 91.02
Ametek (AME) 0.1 $187k 1.7k 110.00
Carrier Global Corporation (CARR) 0.1 $180k -11% 5.0k 35.68
Union Pacific Corporation (UNP) 0.1 $180k 845.00 213.02
Wells Fargo & Company (WFC) 0.1 $178k -14% 4.6k 39.12
CVS Caremark Corporation (CVS) 0.1 $163k 1.8k 92.61
Health Care SPDR (XLV) 0.1 $157k 1.2k 128.16
Entegris (ENTG) 0.1 $157k 1.7k 92.35
Industrial SPDR (XLI) 0.1 $151k 1.7k 87.13
Invesco Qqq Trust Series 1 (QQQ) 0.1 $148k 529.00 279.77
Arthur J. Gallagher & Co. (AJG) 0.1 $141k 863.00 163.38
Chipotle Mexican Grill (CMG) 0.1 $140k 107.00 1308.41
Bank of America Corporation (BAC) 0.1 $137k -26% 4.4k 31.24
Lam Research Corporation (LRCX) 0.1 $136k 320.00 425.00
Altria (MO) 0.1 $135k 3.2k 41.73
salesforce (CRM) 0.1 $133k -61% 805.00 165.22
Allstate Corporation (ALL) 0.1 $129k 1.0k 126.35
KLA-Tencor Corporation (KLAC) 0.1 $128k 400.00 320.00
iShares Dow Jones Select Dividend (DVY) 0.1 $124k 1.1k 118.10
Myr (MYRG) 0.1 $123k -6% 1.4k 88.49
Vanguard Small-Cap Growth ETF (VBK) 0.1 $122k -2% 620.00 196.77
Thermo Fisher Scientific (TMO) 0.1 $122k 225.00 542.22
Anthem (ANTM) 0.1 $121k 250.00 484.00
iShares Morningstar Small Growth (ISCG) 0.1 $115k 3.3k 35.17
Financial Select Sector SPDR (XLF) 0.1 $115k 3.7k 31.38
Kellogg Company (K) 0.1 $114k 1.6k 71.25
Avery Dennison Corporation (AVY) 0.1 $113k 700.00 161.43
CIGNA Corporation 0.1 $113k 430.00 262.79
D.R. Horton (DHI) 0.1 $107k 1.6k 66.05
Valero Energy Corporation (VLO) 0.1 $96k 900.00 106.67
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $94k +6% 1.1k 85.69
Lennar Corporation (LEN.B) 0.0 $91k 1.6k 58.52
Mondelez Int (MDLZ) 0.0 $90k 1.5k 62.07
Teledyne Technologies Incorporated (TDY) 0.0 $88k 234.00 376.07
Duke Realty Corporation (DRE) 0.0 $85k 1.6k 54.84
Proshares Msci Transform (ANEW) 0.0 $81k 2.5k 32.08
Jp Morgan Exchange Traded Fd fund (JMUB) 0.0 $75k 1.5k 50.00
International Business Machines (IBM) 0.0 $75k 530.00 141.51
Vanguard Small-Cap ETF (VB) 0.0 $74k 418.00 177.03
Transunion (TRU) 0.0 $74k -22% 925.00 80.00
Church & Dwight (CHD) 0.0 $72k 777.00 92.66
Broadridge Financial Solutions (BR) 0.0 $71k 500.00 142.00
Schwab Strategic Tr us reit etf (SCHH) 0.0 $70k +9% 3.3k 20.96
ConocoPhillips (COP) 0.0 $70k 774.00 90.44
Advanced Micro Devices (AMD) 0.0 $69k -5% 900.00 76.67
Dow Chemical Company 0.0 $68k 1.3k 51.32
Schwab International Equity ETF (SCHF) 0.0 $68k 2.2k 31.63
UnitedHealth (UNH) 0.0 $64k 125.00 512.00
Halliburton Company (HAL) 0.0 $61k 2.0k 31.28
NRG Energy (NRG) 0.0 $61k +300% 1.6k 38.12
Stryker Corporation (SYK) 0.0 $60k 300.00 200.00
Seagate Technology 0.0 $59k -10% 825.00 71.52
iShares S&P MidCap 400 Index (IJH) 0.0 $58k 255.00 227.45
Blackrock Multi-sector Incom other (BIT) 0.0 $58k 4.1k 14.15
CDK Global Inc Xxx 0.0 $56k NEW 1.0k 54.69
SPDR Gold Trust (GLD) 0.0 $54k -7% 320.00 168.75
PIMCO Corporate Income Fund (PCN) 0.0 $53k 4.2k 12.62
Cardinal Health (CAH) 0.0 $51k 980.00 52.04
Clean Energy Fuels (CLNE) 0.0 $51k -10% 12k 4.45
Booz Allen Hamilton Holding Corporation (BAH) 0.0 $50k -15% 550.00 90.91
Flexshares Tr qualt divd idx (QDF) 0.0 $46k 900.00 51.11
Adobe Systems Incorporated (ADBE) 0.0 $42k 115.00 365.22
Paypal Holdings (PYPL) 0.0 $42k 600.00 70.00
Gilead Sciences (GILD) 0.0 $41k +30% 665.00 61.65
Fifth Third Ban (FITB) 0.0 $40k -17% 1.2k 33.33
HEICO Corporation (HEI) 0.0 $39k 300.00 130.00
American Intl Group 0.0 $38k -11% 750.00 50.67
Global Payments (GPN) 0.0 $36k 325.00 110.77
United Parcel Service (UPS) 0.0 $35k -15% 191.00 183.25
Technology SPDR (XLK) 0.0 $35k 275.00 127.27
American Electric Power Company (AEP) 0.0 $35k +28% 360.00 97.22
Duke Energy Corporation 0.0 $34k 313.00 108.63
McKesson Corporation (MCK) 0.0 $33k 100.00 330.00
Sterling Construction Company (STRL) 0.0 $32k -17% 1.5k 22.07
Cincinnati Financial Corporation (CINF) 0.0 $32k 270.00 118.52
Kimberly-Clark Corporation (KMB) 0.0 $32k +50% 240.00 133.33
Garmin 0.0 $32k 324.00 98.77
Ares Management Corporation cl a com stk (ARES) 0.0 $26k 450.00 57.78
Taiwan Semiconductor Mfg (TSM) 0.0 $26k 313.00 83.07
Power Integrations (POWI) 0.0 $26k 350.00 74.29
Quanta Services (PWR) 0.0 $25k 200.00 125.00
Estee Lauder Companies (EL) 0.0 $25k 100.00 250.00
Palo Alto Networks (PANW) 0.0 $25k 50.00 500.00
Roku (ROKU) 0.0 $25k 300.00 83.33
Brown & Brown (BRO) 0.0 $23k -27% 400.00 57.50
Vaneck Vectors Etf Tr bdc income etf (BIZD) 0.0 $22k 1.5k 15.17
Monolithic Power Systems (MPWR) 0.0 $21k 55.00 381.82
Citizens Financial (CFG) 0.0 $21k 600.00 35.00
Cabot Oil & Gas Corporation (CTRA) 0.0 $21k 802.00 26.18
Workday Inc cl a (WDAY) 0.0 $20k 140.00 142.86
Newmont Mining Corporation (NEM) 0.0 $19k 313.00 60.70
Kraft Heinz (KHC) 0.0 $19k 500.00 38.00
iShares S&P Asia 50 Index Fund (AIA) 0.0 $19k 300.00 63.33
Paychex (PAYX) 0.0 $18k 160.00 112.50
Kulicke and Soffa Industries (KLIC) 0.0 $17k 400.00 42.50
Trade Desk (TTD) 0.0 $17k -5% 400.00 42.50
FedEx Corporation (FDX) 0.0 $17k -39% 77.00 220.78
Energy Select Sector SPDR (XLE) 0.0 $17k 240.00 70.83
Evercore Partners (EVR) 0.0 $16k -41% 175.00 91.43
Diageo (DEO) 0.0 $16k 90.00 177.78
SJW (SJW) 0.0 $16k 250.00 64.00
PNC Financial Services (PNC) 0.0 $16k 101.00 158.42
Hewlett-Packard Company 0.0 $15k +46% 470.00 31.91
DTE Energy Company (DTE) 0.0 $15k 115.00 130.43
Deere & Company (DE) 0.0 $15k 50.00 300.00
Penn Va (ROCC) 0.0 $15k NEW 450.00 33.33
Ciena Corporation (CIEN) 0.0 $14k 300.00 46.67
Ishares Tr Exponential Technologies Etf (XT) 0.0 $14k 300.00 46.67
SVB Financial (SIVB) 0.0 $14k -53% 35.00 400.00
NetEase (NTES) 0.0 $14k 150.00 93.33
At&t (T) 0.0 $13k 640.00 20.31
Genuine Parts Company (GPC) 0.0 $13k 100.00 130.00
Deckers Outdoor Corporation (DECK) 0.0 $13k -37% 50.00 260.00
Masimo Corporation (MASI) 0.0 $13k 100.00 130.00
Lamb Weston Hldgs (LW) 0.0 $13k +131% 176.00 73.86
BioMarin Pharmaceutical (BMRN) 0.0 $12k 147.00 81.63
Eastman Chemical Company (EMN) 0.0 $12k 135.00 88.89
Goldman Sachs (GS) 0.0 $12k 40.00 300.00
Intuitive Surgical (ISRG) 0.0 $12k 60.00 200.00
Occidental Petroleum Corporation (OXY) 0.0 $12k 200.00 60.00
iShares Silver Trust (SLV) 0.0 $12k 640.00 18.75
Facebook Inc cl a (META) 0.0 $12k -97% 75.00 160.00
Pbf Energy Inc cl a (PBF) 0.0 $12k NEW 400.00 30.00
IDEXX Laboratories (IDXX) 0.0 $12k 35.00 342.86
AstraZeneca (AZN) 0.0 $12k -33% 175.00 68.57
Otis Worldwide Corp (OTIS) 0.0 $12k -50% 175.00 68.57
MannKind Corporation 0.0 $11k 3.0k 3.67
Blackrock Res & Commodities Strategy Tr (BCX) 0.0 $11k 1.2k 9.17
Comerica Incorporated (CMA) 0.0 $11k 150.00 73.33
wisdomtreetrusdivd.. (DGRW) 0.0 $11k 190.00 57.89
Invesco Etf s&p500 eql stp (RHS) 0.0 $10k 60.00 166.67
Jabil Circuit (JBL) 0.0 $9.0k 175.00 51.43
Biogen Idec (BIIB) 0.0 $9.0k 46.00 195.65
Olin Corporation (OLN) 0.0 $9.0k NEW 200.00 45.00
Jones Lang LaSalle Incorporated (JLL) 0.0 $9.0k 50.00 180.00
Arista Networks (ANET) 0.0 $9.0k 100.00 90.00
Booking Holdings (BKNG) 0.0 $9.0k 5.00 1800.00
O'reilly Automotive (ORLY) 0.0 $9.0k 14.00 642.86
Viatris (VTRS) 0.0 $8.0k 725.00 11.03
Dominion Resources (D) 0.0 $8.0k 100.00 80.00
St. Joe Company (JOE) 0.0 $8.0k -50% 200.00 40.00
Gladstone Capital Corporation (GLAD) 0.0 $8.0k 800.00 10.00
Imax Corp Cad (IMAX) 0.0 $7.0k 435.00 16.09
Vestas Wind Sys As 0.0 $7.0k 325.00 21.54
Embecta Corporation (EMBC) 0.0 $7.0k NEW 277.00 25.27
Mattel (MAT) 0.0 $7.0k 320.00 21.88
Mosaic Company 0.0 $7.0k 140.00 50.00
Suncor Energy Inc Cad 0.0 $7.0k 200.00 35.00
Hercules Technology Growth Capital (HTGC) 0.0 $7.0k 500.00 14.00
Inmode Ltd. Inmd (INMD) 0.0 $7.0k -40% 300.00 23.33
Green Thumb Industries (GTBIF) 0.0 $7.0k +2% 891.00 7.86
PacWest Ban (PACW) 0.0 $6.0k 212.00 28.30
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.0 $6.0k 51.00 117.65
iShares Russell 2000 Index (IWM) 0.0 $6.0k 35.00 171.43
Vanguard Europe Pacific ETF (VEA) 0.0 $6.0k 150.00 40.00
Immunitybio (IBRX) 0.0 $6.0k 1.5k 4.00
Schlumberger (SLB) 0.0 $5.0k 145.00 34.48
Global X Fds glb x lithium (LIT) 0.0 $5.0k NEW 65.00 76.92
Pulte (PHM) 0.0 $5.0k 125.00 40.00
Microchip Technology (MCHP) 0.0 $5.0k 80.00 62.50
Univar (UNVR) 0.0 $5.0k -50% 200.00 25.00
Johnson Controls International Plc equity (JCI) 0.0 $5.0k 100.00 50.00
Teladoc (TDOC) 0.0 $5.0k 150.00 33.33
Carnival Corporation (CCL) 0.0 $4.0k 425.00 9.41
Jack in the Box (JACK) 0.0 $4.0k 70.00 57.14
Ford Motor Company (F) 0.0 $4.0k 325.00 12.31
Pan American Silver Corp Can (PAAS) 0.0 $4.0k 200.00 20.00
Grayscale Bitcoin Ord (GBTC) 0.0 $4.0k -23% 320.00 12.50
Fisker Inc Cl A Com Stk (FSR) 0.0 $4.0k -16% 500.00 8.00
Rockwell Automation (ROK) 0.0 $4.0k 18.00 222.22
General Electric Company 0.0 $4.0k 68.00 58.82
Freeport-McMoRan Copper & Gold (FCX) 0.0 $4.0k NEW 120.00 33.33
Twitter (TWTR) 0.0 $4.0k +450% 110.00 36.36
Cleveland-cliffs (CLF) 0.0 $4.0k 265.00 15.09
One Stop Systems (OSS) 0.0 $4.0k 925.00 4.32
Global X Fds global x copper (COPX) 0.0 $3.0k NEW 115.00 26.09
Norwegian Cruise Line Hldgs (NCLH) 0.0 $3.0k +16% 280.00 10.71
Organon & Co (OGN) 0.0 $3.0k 102.00 29.41
Dt Midstream (DTM) 0.0 $3.0k 57.00 52.63
PriceSmart (PSMT) 0.0 $3.0k 35.00 85.71
Vanguard Small-Cap Value ETF (VBR) 0.0 $3.0k 19.00 157.89
NuVasive (NUVA) 0.0 $3.0k 65.00 46.15
Solid Power Inc Class A (SLDP) 0.0 $2.0k NEW 340.00 5.88
Global E Online (GLBE) 0.0 $2.0k NEW 75.00 26.67
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $2.0k 25.00 80.00
Twilio Inc cl a (TWLO) 0.0 $2.0k NEW 20.00 100.00
Appian Corp cl a (APPN) 0.0 $2.0k NEW 50.00 40.00
Northern Star Resources (NESRF) 0.0 $2.0k 500.00 4.00
Wolfspeed (WOLF) 0.0 $2.0k NEW 25.00 80.00
Warner Bros. Discovery (WBD) 0.0 $2.0k NEW 154.00 12.99
Quantumscape Corp (QS) 0.0 $1.0k NEW 72.00 13.89
Las Vegas Sands (LVS) 0.0 $1.0k +100% 40.00 25.00
Exelon Corporation (EXC) 0.0 $1.0k 16.00 62.50
Strattec Security (STRT) 0.0 $1.0k 20.00 50.00
Six Flags Entertainment (SIX) 0.0 $1.0k 50.00 20.00
iShares S&P Global Infrastructure Index (IGF) 0.0 $1.0k 25.00 40.00
Trulieve Cannabis Corporatio (TCNNF) 0.0 $1.0k NEW 80.00 12.50
Cresco Labs (CRLBF) 0.0 $1.0k NEW 250.00 4.00
Allogene Therapeutics (ALLO) 0.0 $1.0k 100.00 10.00
Dermtech Ord ord (DMTK) 0.0 $1.0k 100.00 10.00
Vroom (VRM) 0.0 $1.0k NEW 500.00 2.00
Upstart Hldgs (UPST) 0.0 $1.0k 25.00 40.00
Affirm Hldgs (AFRM) 0.0 $1.0k 40.00 25.00
Digital World Acquisition Co Class A (DWAC) 0.0 $1.0k 50.00 20.00
Rivian Automotive Inc Class A (RIVN) 0.0 $1.0k 40.00 25.00
Vistra Energy (VST) 0.0 $999.999000 35.00 28.57
Kyndryl Holdings Ord Wi (KD) 0.0 $999.999000 70.00 14.29
Sabra Health Care REIT (SBRA) 0.0 $999.998000 62.00 16.13
Hawaiian Holdings (HA) 0.0 $999.997500 75.00 13.33
Tilray (TLRY) 0.0 $999.994000 -46% 230.00 4.35
Nortel Networks Corporation 0.0 $0 464.00 0.00
Lehman Brothers Holdings 0.0 $0 1.2k 0.00
SatCon Technology Corporation 0.0 $0 13k 0.00
Vanguard REIT ETF (VNQ) 0.0 $0 1.00 0.00
First Majestic Silver Corp (AG) 0.0 $0 29.00 0.00
First Trust Global Wind Energy (FAN) 0.0 $0 25.00 0.00
Pfd) Crown Northcorp 0.0 $0 22.00 0.00
Pipesaver Technologies 0.0 $0 1.5k 0.00
Cytogenix 0.0 $0 70.00 0.00
Sls International Inc cos 0.0 $0 1.7k 0.00
Two Rivers Wtr & Farming (TURV) 0.0 $0 55.00 0.00
Proshares Tr Ii Vix Strmfut Et etfeqty 0.0 $0 -99% 1.00 0.00
Sprott Etf Tr gold miners etf (SGDM) 0.0 $0 19.00 0.00
Sprott Etf Tr jr gold miners e (SGDJ) 0.0 $0 12.00 0.00
Treasury Metals (TSRMF) 0.0 $0 438.00 0.00
Mosaic Immunoengineering (CPMV) 0.0 $0 1.00 0.00
Wheels Up Experience Inc Com Cl A (UP) 0.0 $0 250.00 0.00
Smartrent (SMRT) 0.0 $0 100.00 0.00
Constellation Energy (CEG) 0.0 $0 5.00 0.00

Past Filings by West Oak Capital

SEC 13F filings are viewable for West Oak Capital going back to 2011

View all past filings