Heritage Oak Wealth Advisors LLC Purchases in Q2 2025

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
28.7K
New
$416.06 - $551.64 $11.9M - $15.8M
28.7K $15.8B
WMT
Walmart Inc.

Consumer Defensive
23.5K
+ 2.49%
$81.79 - $99.98 $1.92M - $2.35M
966K $94.5B
Core Scientific Inc New
17.7K
+ 2.41%
N/A
754K $12.9B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
69.2K
+ 166.5%
$91.43 - $91.74 $6.32M - $6.34M
111K $10.2B
ITOT
Ishares Core S&P Total U.S. St

ETFs
28.3K
New
$108.12 - $135.04 $3.06M - $3.83M
28.3K $3.83B
FLHY
Franklin Templeton ETF Tr Libe

ETFs
129K
New
$22.87 - $24.35 $2.96M - $3.15M
129K $3.15B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
72.5K
+ 360.22%
$35.3 - $37.51 $2.56M - $2.72M
92.6K $3.47B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
93.6K
New
$22.4 - $23.8 $2.1M - $2.23M
93.6K $2.23B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.6K
+ 9.18%
$50.36 - $50.68 $1.84M - $1.86M
435K $22.1B
JPIE
J P Morgan Exchange Traded Fd
27.9K
New
$45.12 - $46.32 $1.26M - $1.29M
27.9K $1.29B
Thornburg ETF Tr
46.1K
New
N/A
46.1K $1.17B
Tortoise Capital Series Trus
30.1K
New
N/A
30.1K $1.07B
Managed Portfolio Series
2.38K
+ 0.51%
N/A
473K $12B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.7K
New
$82.21 - $83.12 $633K - $640K
7.7K $638M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
17.7K
New
$25.77 - $27.23 $457K - $483K
17.7K $457M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
8.57K
+ 16.61%
$45.58 - $48.28 $390K - $414K
60.1K $2.9B
IAI
Ishares Tr Us Broker Dealers &

ETFs
64
+ 0.43%
$122.04 - $169.14 $7.81K - $10.8K
14.9K $2.53B
YOLO
Advisorshares Tr Pure Cannabis

ETFs
168K
+ 21.98%
$1.5 - $2.03 $253K - $342K
935K $1.77B
IVV
Ishares Core S&P 500 ETF

ETFs
544
New
$498.8 - $620.9 $271K - $338K
544 $338M
XLU
Utilities Sector Spdr

ETFs
3.61K
New
$73.09 - $82.77 $264K - $299K
3.61K $295M
PEP
Pepsico Inc

Consumer Defensive
2.99K
+ 43.33%
$128.02 - $151.37 $383K - $453K
9.9K $1.31B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.18K
New
$171.4 - $227.1 $202K - $268K
1.18K $268M
NFLX
Netflix Inc

Communication Services
96
+ 31.89%
$855.86 - $1339.13 $82.2K - $129K
397 $532M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
29
+ 0.34%
$101.69 - $139.02 $2.95K - $4.03K
8.64K $1.2B
AVGO
Broadcom Inc.

Technology
802
New
$146.29 - $275.65 $117K - $221K
802 $221M
MSFT
Microsoft Corp

Technology
42
+ 3.0%
$354.56 - $497.45 $14.9K - $20.9K
1.44K $718M
HYG
Ishares Tr

ETFs
610
+ 0.94%
$75.75 - $80.65 $46.2K - $49.2K
65.6K $5.29B
TSLA
Tesla, Inc.

Consumer Cyclical
284
+ 29.77%
$221.86 - $362.89 $63K - $103K
1.24K $393M
AMZN
Amazon Com Inc

Consumer Cyclical
48
+ 1.24%
$167.32 - $223.3 $8.03K - $10.7K
3.93K $862M
META
Meta Platforms, Inc.

Communication Services
10
+ 2.53%
$484.66 - $738.09 $4.85K - $7.38K
406 $300M
GOOGL
Alphabet Inc.

Communication Services
84
+ 5.09%
$144.7 - $178.6 $12.2K - $15K
1.74K $306M
DSTL
ETF Ser Solution Distillate Us

ETFs
249
+ 1.34%
$48.53 - $55.35 $12.1K - $13.8K
18.9K $1.04B
ONDS
Ondas Holdings Inc.

Technology
10K
New
$0.75 - $1.92 $7.5K - $19.2K
10K $19.2M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
10.1K
+ 23.2%
$2.06 - $3.0 $20.8K - $30.3K
53.6K $129M
MA
Mastercard Inc

Financial Services
4
+ 0.45%
$479.92 - $590.74 $1.92K - $2.36K
899 $505M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
733
+ 4.46%
$24.32 - $27.87 $17.8K - $20.4K
17.2K $455M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 3.72%
$483.48 - $539.8 $7.74K - $8.64K
446 $217M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
68
+ 0.43%
$101.91 - $134.83 $6.93K - $9.17K
15.8K $1.99B
HUM
Humana Inc

Healthcare
24
+ 0.38%
$224.93 - $295.04 $5.4K - $7.08K
6.29K $1.54B
Activity Summary
Buys All Purchases 40 New Holdings 15 Increased Positions 25 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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