Heritage Oak Wealth Advisors LLC Purchases in Q3 2024

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.91K
New
$49.83 - $62.75 $244K - $308K
4.91K $283M
TFC
Truist Financial Corp

Financial Services
6.55K
New
$38.22 - $44.94 $250K - $294K
6.55K $280M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.1K
New
$60.84 - $67.51 $250K - $277K
4.1K $277M
ISRG
Intuitive Surgical Inc

Healthcare
561
New
$416.14 - $494.01 $233K - $277K
561 $276M
SCHW
Schwab Charles Corp

Financial Services
4.25K
New
$61.74 - $76.08 $262K - $323K
4.25K $276M
GD
General Dynamics Corp

Industrials
891
New
$279.51 - $308.09 $249K - $275K
891 $269M
FIS
Fidelity National Information Services, Inc.

Technology
3.19K
New
$72.8 - $85.04 $232K - $271K
3.19K $267M
GOLD
Barrick Gold Corp

Basic Materials
13.3K
New
$16.56 - $21.01 $220K - $279K
13.3K $264M
LDOS
Leidos Holdings, Inc.

Technology
1.62K
New
$142.66 - $163.02 $230K - $263K
1.62K $263M
NFG
National Fuel Gas CO

Energy
4.25K
New
$54.14 - $61.22 $230K - $260K
4.25K $258M
BX
Blackstone Inc.

Financial Services
1.66K
New
$120.77 - $159.66 $200K - $264K
1.66K $254M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.21K
New
$45.87 - $48.53 $239K - $253K
5.21K $251M
TRV
Travelers Companies, Inc.

Financial Services
1.03K
New
$201.87 - $242.35 $208K - $249K
1.03K $241M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.3K
New
$92.63 - $105.69 $213K - $243K
2.3K $239M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.81K
New
N/A
4.81K $234M
PSX
Phillips 66

Energy
1.75K
New
$125.0 - $147.17 $219K - $257K
1.75K $230M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.77K
New
$41.9 - $48.26 $200K - $230K
4.77K $228M
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.02K
New
N/A
6.02K $227M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.83K
New
$111.9 - $124.28 $204K - $227K
1.83K $226M
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.25K
New
$30.55 - $30.85 $221K - $224K
7.25K $224M
JPM
Jpmorgan Chase & CO

Financial Services
1.06K
New
$194.9 - $224.8 $206K - $238K
1.06K $223M
AXP
American Express CO

Financial Services
821
New
$225.92 - $271.17 $185K - $223K
821 $223M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.48K
New
$112.12 - $149.09 $166K - $221K
1.48K $220M
CTRA
Coterra Energy Inc.

Energy
9.08K
New
$22.62 - $27.37 $205K - $249K
9.08K $217M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.24K
New
$50.52 - $50.95 $214K - $216K
4.24K $216M
MA
Mastercard Inc

Financial Services
335
+ 37.18%
$429.6 - $500.99 $144K - $168K
1.24K $610M
PANW
Palo Alto Networks Inc

Technology
619
New
$294.18 - $368.01 $182K - $228K
619 $212M
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$1591.44 - $2140.1 $164K - $220K
103 $211M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3K
New
$63.28 - $70.06 $190K - $210K
3K $210M
ADBE
Adobe Inc.

Technology
401
New
$508.13 - $586.55 $204K - $235K
401 $208M
PPG
Ppg Industries Inc

Basic Materials
1.57K
New
$118.32 - $134.55 $185K - $211K
1.57K $208M
CSCO
Cisco Systems, Inc.

Technology
3.86K
New
$44.74 - $53.22 $173K - $205K
3.86K $205M
WPC
W. P. Carey Inc.

Real Estate
3.29K
New
$54.63 - $63.96 $180K - $210K
3.29K $205M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.71K
New
$98.71 - $117.61 $169K - $201K
1.71K $201M
AGNC
Agnc Investment Corp.

Real Estate
17.3K
New
$9.48 - $10.66 $164K - $184K
17.3K $181M
MNKD
Mannkind Corp

Healthcare
28K
New
$5.01 - $6.7 $140K - $188K
28K $176M
Grayscale Ethereum Mini Tr E
24.8K
New
N/A
24.8K $60.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
178
+ 4.44%
$81.31 - $83.29 $14.5K - $14.8K
4.19K $348M
Activity Summary
Buys All Purchases 139 New Holdings 127 Increased Positions 12 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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