Heritage Oak Wealth Advisors LLC Incresed Positions in Q2 2025

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
72.5K
+ 360.22%
$35.3 - $37.51 $2.56M - $2.72M
92.6K $3.47B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.6K
+ 9.18%
$50.36 - $50.68 $1.84M - $1.86M
435K $22.1B
Managed Portfolio Series
2.38K
+ 0.51%
N/A
473K $12B
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
PEP
Pepsico Inc

Consumer Defensive
2.99K
+ 43.33%
$128.02 - $151.37 $383K - $453K
9.9K $1.31B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
29
+ 0.34%
$101.69 - $139.02 $2.95K - $4.03K
8.64K $1.2B
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
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
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email