Heritage Oak Wealth Advisors LLC New Holdings in Q3 2024

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
3.35K
New
$129.82 - $145.39 $435K - $487K
3.35K $487M
BLDR
Builders First Source, Inc.

Industrials
2.5K
New
$132.6 - $201.83 $332K - $505K
2.5K $485M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10K
New
$44.46 - $48.11 $445K - $481K
10K $481M
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.39K
New
$108.65 - $139.41 $368K - $472K
3.39K $472M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.75K
New
$57.22 - $80.08 $329K - $460K
5.75K $448M
PGR
Progressive Corp

Financial Services
1.77K
New
$209.46 - $259.24 $370K - $458K
1.77K $448M
UL
Unilever PLC

Consumer Defensive
6.82K
New
$54.7 - $65.59 $373K - $447K
6.82K $443M
CAT
Caterpillar Inc

Industrials
1.12K
New
$316.8 - $391.12 $354K - $437K
1.12K $437M
LEN
Lennar Corp

Consumer Cyclical
2.32K
New
$142.5 - $192.45 $331K - $447K
2.32K $436M
EME
Emcor Group, Inc.

Industrials
1K
New
$340.22 - $435.6 $341K - $436K
1K $431M
XLE
Energy Sector Spdr

ETFs
4.62K
New
$84.35 - $93.39 $390K - $431K
4.62K $406M
RTX
Raytheon Technologies Corp

Industrials
3.32K
New
$99.55 - $123.34 $330K - $409K
3.32K $402M
WFC
Wells Fargo & Company

Financial Services
7.06K
New
$51.58 - $60.97 $364K - $430K
7.06K $399M
LHX
L3 Harris Technologies, Inc.

Industrials
1.65K
New
$221.96 - $243.27 $366K - $401K
1.65K $392M
SNY
Sanofi

Healthcare
6.76K
New
$48.54 - $58.53 $328K - $396K
6.76K $390M
UHS
Universal Health Services Inc

Healthcare
1.66K
New
$178.68 - $241.52 $297K - $401K
1.66K $380M
Gsk PLC
9.3K
New
N/A
9.3K $380M
MPB
Mid Penn Bancorp Inc

Financial Services
12.7K
New
$21.24 - $30.76 $269K - $390K
12.7K $378M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
328
New
$1015.62 - $1159.62 $333K - $380K
328 $378M
Kenvue Inc
16.2K
New
N/A
16.2K $375M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
353
New
$1024.09 - $1201.76 $362K - $424K
353 $371M
V
Visa Inc.

Financial Services
1.34K
New
$253.74 - $291.56 $340K - $391K
1.34K $368M
AMAT
Applied Materials Inc

Technology
1.79K
New
$174.88 - $254.97 $313K - $457K
1.79K $362M
VEA
Vanguard Ftse Developed Market

ETFs
6.83K
New
$47.6 - $53.31 $325K - $364K
6.83K $361M
SKX
Skechers Usa Inc

Consumer Cyclical
5.36K
New
$59.45 - $70.15 $319K - $376K
5.36K $359M
XLB
Select Sector Spdr Fd Material

ETFs
3.71K
New
$86.95 - $97.09 $322K - $360K
3.71K $357M
FANG
Diamondback Energy, Inc.

Energy
2.04K
New
$168.46 - $210.94 $344K - $431K
2.04K $352M
XOM
Exxon Mobil Corp

Energy
2.97K
New
$109.72 - $119.0 $325K - $353K
2.97K $348M
WMB
Williams Companies, Inc.

Energy
7.56K
New
$41.24 - $46.22 $312K - $349K
7.56K $345M
INGR
Ingredion Inc

Consumer Defensive
2.42K
New
$111.98 - $137.59 $271K - $333K
2.42K $333M
Arm Holdings PLC
2.32K
New
N/A
2.32K $332M
JGRO
J P Morgan Exchange Traded Fd
4.3K
New
N/A
4.3K $331M
CRM
Salesforce, Inc.

Technology
1.18K
New
$238.42 - $276.53 $281K - $326K
1.18K $323M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.73K
New
$156.14 - $187.2 $270K - $324K
1.73K $320M
TTE
Total Energies Se

Energy
4.77K
New
$68.61 - $68.61 $327K - $327K
4.77K $308M
DLTR
Dollar Tree, Inc.

Consumer Defensive
4.3K
New
$63.56 - $107.36 $273K - $461K
4.3K $302M
PLTR
Palantir Technologies Inc.

Technology
7.95K
New
$24.09 - $37.95 $191K - $302K
7.95K $296M
JKHY
Henry Jack & Associates Inc

Technology
1.65K
New
$160.87 - $177.06 $265K - $292K
1.65K $291M
GL
Globe Life Inc.

Financial Services
2.7K
New
$80.92 - $109.6 $218K - $296K
2.7K $286M
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
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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