Heritage Oak Wealth Advisors LLC Purchases in Q4 2024

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
388K
+ 121.8%
$79.1 - $95.7 $30.7M - $37.2M
707K $63.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
394K
New
$50.37 - $50.6 $19.9M - $19.9M
394K $19.9B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
182K
New
$91.29 - $91.8 $16.7M - $16.8M
182K $16.7B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
141K
+ 1952.05%
$100.16 - $100.7 $14.1M - $14.2M
148K $14.9B
Core Scientific Inc New
733K
New
N/A
733K $10.3B
Managed Portfolio Series
316K
New
N/A
316K $7.98B
HYG
Ishares Tr

ETFs
63.4K
New
$78.09 - $80.04 $4.95M - $5.08M
63.4K $4.99B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
37.8K
New
$100.22 - $100.73 $3.79M - $3.81M
37.8K $3.79B
Core Scientific Inc New
442K
New
N/A
442K $3.64B
HYLB
Xtrackers Usd High Yield Corp

ETFs
98.8K
New
$35.95 - $36.76 $3.55M - $3.63M
98.8K $3.57B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
114K
New
$24.13 - $24.45 $2.76M - $2.79M
114K $2.77B
CLOI
Vaneck ETF Tr

ETFs
52.4K
New
$52.7 - $53.15 $2.76M - $2.79M
52.4K $2.77B
PLNT
Planet Fitness, Inc.

Consumer Cyclical
27.4K
New
$78.5 - $102.01 $2.15M - $2.79M
27.4K $2.7B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
46.4K
New
$56.27 - $69.89 $2.61M - $3.24M
46.4K $2.63B
HUM
Humana Inc

Healthcare
9.23K
New
$233.89 - $304.18 $2.16M - $2.81M
9.23K $2.34B
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
48.9K
New
$47.68 - $48.67 $2.33M - $2.38M
48.9K $2.33B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.43K
New
$238.25 - $261.28 $1.77M - $1.94M
7.43K $1.8B
SJNK
Spdr Bloomberg Short Term High

ETFs
70.5K
New
$25.09 - $25.69 $1.77M - $1.81M
70.5K $1.78B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
12.5K
New
$125.5 - $148.67 $1.56M - $1.85M
12.5K $1.65B
GLD
Spdr Gold Trust

ETFs
6.69K
+ 80.75%
$236.59 - $257.5 $1.58M - $1.72M
15K $3.63B
FILL
Ishares Inc Msci Global Energy

ETFs
70.4K
New
$22.16 - $26.33 $1.56M - $1.85M
70.4K $1.61B
ITA
Ishares Tr

ETFs
11K
New
$144.31 - $157.31 $1.59M - $1.73M
11K $1.6B
YOLO
Advisorshares Tr Pure Cannabis

ETFs
607K
New
$2.34 - $3.51 $1.42M - $2.13M
607K $1.47B
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
41.7K
New
$29.48 - $31.5 $1.23M - $1.31M
41.7K $1.26B
IVV
Ishares Core S&P 500 ETF

ETFs
2.04K
New
$570.51 - $610.59 $1.16M - $1.25M
2.04K $1.2B
DSTL
ETF Ser Solution Distillate Us

ETFs
21.8K
New
$54.74 - $58.88 $1.2M - $1.29M
21.8K $1.2B
PAVE
Global X Fds Us Infrastructure

ETFs
29.2K
New
$40.41 - $45.95 $1.18M - $1.34M
29.2K $1.18B
PEP
Pepsico Inc

Consumer Defensive
6.85K
New
$151.29 - $176.1 $1.04M - $1.21M
6.85K $1.04B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
25.3K
+ 47.7%
$36.54 - $37.53 $923K - $948K
78.2K $2.88B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
34.6K
New
$23.29 - $23.93 $806K - $828K
34.6K $812M
DBA
Invesco Db Agriculture Fund

ETFs
28.8K
New
$24.81 - $27.83 $714K - $801K
28.8K $766M
SHV
Ishares Tr

ETFs
6.11K
New
$109.92 - $110.57 $671K - $675K
6.11K $672M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.63K
New
$77.23 - $82.11 $589K - $627K
7.63K $594M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.61K
New
$95.27 - $107.82 $534K - $605K
5.61K $580M
ILCG
Ishares Morningstar Growth ETF
6.46K
New
N/A
6.46K $579M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
22.7K
New
$22.01 - $66.82 $500K - $1.52M
22.7K $516M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.2K
New
$26.93 - $84.95 $436K - $1.37M
16.2K $442M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.31K
New
$176.42 - $186.91 $407K - $431K
2.31K $411M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
17.3K
New
$22.63 - $47.53 $391K - $821K
17.3K $392M
MBB
Ishares Tr

ETFs
3.98K
New
$91.26 - $95.82 $363K - $381K
3.98K $365M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
8.14K
New
$41.16 - $44.07 $335K - $359K
8.14K $343M
MUB
Ishares National Muni Bond ETF

ETFs
2.97K
New
$105.78 - $108.7 $314K - $323K
2.97K $317M
JNJ
Johnson & Johnson

Healthcare
2.09K
New
$143.34 - $165.86 $300K - $347K
2.09K $303M
ABC
Amerisourcebergen Corp

Healthcare
1.31K
New
N/A
1.31K $295M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.89K
New
$138.59 - $156.61 $262K - $296K
1.89K $286M
SYY
Sysco Corp

Consumer Defensive
3.68K
New
$73.63 - $81.77 $271K - $301K
3.68K $282M
DIS
Walt Disney CO

Communication Services
2.33K
New
$92.39 - $117.6 $215K - $274K
2.33K $259M
TMO
Thermo Fisher Scientific Inc.

Healthcare
489
New
$501.29 - $612.85 $245K - $300K
489 $254M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.17K
New
$209.89 - $233.24 $245K - $273K
1.17K $248M
Activity Summary
Buys All Purchases 57 New Holdings 52 Increased Positions 5 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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