Heritage Oak Wealth Advisors LLC Purchases and Sells in Q3 2025

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

Top Buys

Incresed Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
91.7K
+ 82.87%
$91.44 - $91.77 $8.39M - $8.42M
202K $18.6B
THORNBURG ETF TR
109K
+ 236.47%
N/A
155K $3.98B
326
+ 1.14%
$546.99 - $602.2 $178K - $196K
29K $17.4B
31K
+ 51.58%
$47.83 - $48.77 $1.48M - $1.51M
91.1K $4.44B
33.1K
+ 25.58%
$24.08 - $24.56 $797K - $813K
163K $3.99B
206
+ 1.31%
$202.38 - $256.87 $41.7K - $52.9K
15.9K $4.05B
View all

New Holdings

17 operations
Stock Shares change Price Range Shares Held Trade History
16.5K
New
$36.45 - $50.4 $601K - $830K
16.5K $785M
1
New
$692600.0 - $759798.0 $693K - $760K
1 $754M
2.96K
New
$147.94 - $154.99 $438K - $459K
2.96K $457M
2.19K
New
$130.68 - $186.97 $286K - $409K
2.19K $399M
2.32K
New
$91.27 - $143.18 $212K - $332K
2.32K $332M
GLOBAL X FDS
3.5K
New
N/A
3.5K $302M
View all

Top Sells

Reduced Positions

36 operations
Stock Shares change Price Range Shares Held Trade History
-51.1K
- 77.86%
$79.85 - $81.32 $4.08M - $4.16M
14.5K $1.18B
-138K
- 67.91%
$30.86 - $33.86 $4.27M - $4.68M
65.3K $2.21B
-37K
- 77.26%
$23.87 - $25.82 $882K - $954K
10.9K $273M
-2.97K
- 47.28%
$220.41 - $312.0 $655K - $928K
3.32K $863M
-2.61K
- 18.9%
$300.96 - $355.47 $784K - $926K
11.2K $3.97B
-2.18K
- 13.78%
$121.81 - $137.24 $265K - $299K
13.6K $1.8B
View all
Activity Summary
Buys All Purchases 45 New Holdings 17 Increased Positions 28 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email