Heritage Oak Wealth Advisors LLC Purchases in Q1 2025

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
236K
+ 33.34%
$84.5 - $105.05 $19.9M - $24.8M
943K $82.8B
IEF
Ishares Barclays

ETFs
144K
New
$91.17 - $95.39 $13.2M - $13.8M
144K $13.8B
SSO
Proshares Ultra S&P 500

ETFs
65.8K
New
$80.57 - $100.21 $5.3M - $6.59M
65.8K $5.44B
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
164K
+ 392.06%
$29.3 - $31.18 $4.79M - $5.1M
205K $6.1B
GLD
Spdr Gold Trust

ETFs
9.67K
+ 64.55%
$243.19 - $288.14 $2.35M - $2.79M
24.6K $7.1B
Managed Portfolio Series
155K
+ 49.01%
N/A
470K $11.3B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
23.2K
New
$114.57 - $118.14 $2.65M - $2.74M
23.2K $2.74B
IAI
Ishares Tr Us Broker Dealers &

ETFs
14.9K
New
$134.68 - $159.3 $2M - $2.37M
14.9K $2.08B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.7K
New
$50.48 - $51.04 $1.45M - $1.46M
28.7K $1.45B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
66.7K
New
$20.7 - $21.15 $1.38M - $1.41M
66.7K $1.38B
TPYP
Managed Portfolio Ser Tortoise

ETFs
30K
New
$34.32 - $37.26 $1.03M - $1.12M
30K $1.09B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.61K
New
$113.13 - $127.79 $974K - $1.1M
8.61K $974M
XLF
Financial Sector Spdr

ETFs
10.9K
New
$47.32 - $52.19 $517K - $570K
10.9K $544M
XLC
Select Sector Spdr Tr Communic

ETFs
5.29K
New
$94.84 - $105.31 $502K - $557K
5.29K $510M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
3.27K
+ 26.26%
$120.5 - $145.97 $394K - $478K
15.7K $2.07B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.46K
+ 1.13%
$50.39 - $50.66 $225K - $226K
399K $20.2B
NFLX
Netflix Inc

Communication Services
301
New
$828.4 - $1058.6 $249K - $319K
301 $281M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.53K
New
$68.32 - $75.06 $241K - $265K
3.53K $264M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
430
New
$442.66 - $534.52 $190K - $230K
430 $229M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
5.67K
New
$39.33 - $41.52 $223K - $235K
5.67K $225M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.73K
New
$38.92 - $41.1 $223K - $235K
5.73K $224M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
392
New
$507.05 - $563.67 $199K - $221K
392 $201M
CLOI
Vaneck ETF Tr

ETFs
2.98K
+ 5.68%
$52.68 - $53.16 $157K - $158K
55.4K $2.93B
HYG
Ishares Tr

ETFs
1.59K
+ 2.51%
$78.51 - $80.11 $125K - $127K
65K $5.13B
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 42.14%
$190.26 - $242.06 $219K - $278K
3.88K $738M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
6.38K
+ 5.59%
$23.9 - $24.43 $153K - $156K
121K $2.9B
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
2.66K
+ 5.45%
$47.41 - $48.44 $126K - $129K
51.6K $2.46B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.9K
+ 3.95%
$42.38 - $43.28 $123K - $126K
76.4K $3.25B
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.6K
+ 1.62%
$35.96 - $36.72 $57.5K - $58.7K
100K $3.63B
SJNK
Spdr Bloomberg Short Term High

ETFs
1.32K
+ 1.88%
$25.08 - $25.64 $33.2K - $33.9K
71.9K $1.81B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
245
+ 1.51%
$27.01 - $28.54 $6.62K - $6.99K
16.4K $459M
PEP
Pepsico Inc

Consumer Defensive
55
+ 0.8%
$142.64 - $156.42 $7.85K - $8.6K
6.91K $1.04B
MSFT
Microsoft Corp

Technology
137
+ 10.84%
$375.39 - $447.2 $51.4K - $61.3K
1.4K $526M
GOOGL
Alphabet Inc.

Communication Services
209
+ 14.49%
$154.33 - $206.19 $32.3K - $43.1K
1.65K $255M
TSLA
Tesla, Inc.

Consumer Cyclical
73
+ 8.29%
$222.15 - $428.22 $16.2K - $31.3K
954 $247M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
159K
+ 26.18%
$1.77 - $2.59 $281K - $412K
766K $1.36B
Core Scientific Inc New
2.39K
+ 0.54%
N/A
445K $1.35B
Core Scientific Inc New
2.99K
+ 0.41%
N/A
736K $5.33B
Activity Summary
Buys All Purchases 39 New Holdings 16 Increased Positions 23 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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