Heritage Oak Wealth Advisors LLC Purchases in Q3 2025

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
326
+ 1.14%
$546.99 - $602.2 $178K - $196K
29K $17.4B
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
31K
+ 51.58%
$47.83 - $48.77 $1.48M - $1.51M
91.1K $4.44B
FLHY
Franklin Templeton ETF Tr Libe

ETFs
33.1K
+ 25.58%
$24.08 - $24.56 $797K - $813K
163K $3.99B
AAPL
Apple Inc.

Technology
206
+ 1.31%
$202.38 - $256.87 $41.7K - $52.9K
15.9K $4.05B
URA
Global X Uranium ETF

ETFs
16.5K
New
$36.45 - $50.4 $601K - $830K
16.5K $785M
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
+ 112.68%
$293.94 - $444.72 $410K - $620K
2.63K $1.17B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$692600.0 - $759798.0 $693K - $760K
1 $754M
ITA
Ishares Tr

ETFs
2.3K
+ 22.59%
$184.73 - $209.26 $425K - $482K
12.5K $2.61B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.3K
+ 2.37%
$50.47 - $50.74 $520K - $523K
446K $22.6B
XLI
Industrial Sector Spdr

ETFs
2.96K
New
$147.94 - $154.99 $438K - $459K
2.96K $457M
ITOT
Ishares Core S&P Total U.S. St

ETFs
712
+ 2.51%
$135.0 - $146.02 $96.1K - $104K
29.1K $4.23B
PLTR
Palantir Technologies Inc.

Technology
2.19K
New
$130.68 - $186.97 $286K - $409K
2.19K $399M
Managed Portfolio Series
9.29K
+ 1.96%
N/A
482K $12.3B
Ishares Bitcoin Trust ETF
4.18K
+ 21.23%
N/A
23.9K $1.55B
HOOD
Robinhood Markets, Inc.

Technology
2.32K
New
$91.27 - $143.18 $212K - $332K
2.32K $332M
Global X Fds
3.5K
New
N/A
3.5K $302M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 32.93%
$211.65 - $238.24 $274K - $308K
5.22K $1.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
490
+ 109.87%
$459.11 - $506.91 $225K - $248K
936 $471M
IXN
Ishares Global Information Tec

ETFs
2.46K
New
$91.28 - $103.32 $224K - $254K
2.46K $254M
IYW
Ishares Dj Us Tech ETF

ETFs
1.23K
New
$171.38 - $197.01 $211K - $243K
1.23K $241M
GOOG
Alphabet Inc.

Communication Services
922
New
$175.16 - $255.24 $161K - $235K
922 $225M
JPM
Jpmorgan Chase & CO

Financial Services
694
New
$282.78 - $316.06 $196K - $219K
694 $219M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1.97K
New
$97.65 - $111.15 $193K - $219K
1.97K $217M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.67K
New
$21.69 - $23.34 $188K - $202K
8.67K $202M
NVDA
Nvidia Corp

Technology
211
+ 5.24%
$153.3 - $186.58 $32.3K - $39.4K
4.23K $790M
PL
Planet Labs Pbc

Industrials
10K
New
$6.14 - $12.98 $61.4K - $130K
10K $130M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.64K
+ 2.85%
$37.14 - $37.85 $98K - $99.8K
95.3K $3.6B
EOSE
Eos Energy Enterprises, Inc.

Industrials
10K
New
$4.63 - $11.17 $46.3K - $112K
10K $114M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.12K
+ 3.34%
$23.54 - $23.97 $73.5K - $74.8K
96.7K $2.32B
IVV
Ishares Core S&P 500 ETF

ETFs
84
+ 15.44%
$620.67 - $670.08 $52.1K - $56.3K
628 $420M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
222
+ 18.81%
$225.11 - $247.9 $50K - $55K
1.4K $346M
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.59K
+ 1.6%
$36.55 - $37.16 $58.2K - $59.1K
101K $3.76B
MSFT
Microsoft Corp

Technology
83
+ 5.75%
$491.09 - $535.64 $40.8K - $44.5K
1.53K $790M
JNJ
Johnson & Johnson

Healthcare
55
+ 3.47%
$155.17 - $185.42 $8.53K - $10.2K
1.64K $304M
AVGO
Broadcom Inc.

Technology
35
+ 4.36%
$264.74 - $369.57 $9.27K - $12.9K
837 $276M
Tortoise Capital Series Trus
743
+ 2.47%
N/A
30.8K $1.12B
Eos Energy Enterprises Inc
300
New
N/A
300 $45.6M
Ishares Ethereum Tr
100
New
N/A
100 $23.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
286
+ 1.67%
$26.38 - $27.95 $7.54K - $7.99K
17.4K $476M
Draganfly Inc.
100
New
N/A
100 $15.5M
MA
Mastercard Inc

Financial Services
9
+ 1.0%
$550.18 - $598.96 $4.95K - $5.39K
908 $516M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
310
+ 1.88%
$22.9 - $23.58 $7.1K - $7.31K
16.8K $394M
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
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