Heritage Oak Wealth Advisors LLC Reduced Holdings in Q4 2025

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-89.2K
- 20.02%
$50.57 - $50.77 $4.51M - $4.53M
356K $18.1B
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-81.9K
- 89.9%
$48.03 - $48.71 $3.94M - $3.99M
9.21K $446M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-154K
- 94.56%
$24.14 - $24.56 $3.71M - $3.77M
8.85K $216M
Thornburg ETF Tr
-147K
- 94.39%
N/A
8.72K $223M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
-327K
- 35.47%
$2.82 - $3.83 $923K - $1.25M
596K $1.97B
ITA
Ishares Tr

ETFs
-3.34K
- 26.75%
$205.04 - $218.9 $685K - $731K
9.15K $1.96B
HYG
Ishares Tr

ETFs
-6.4K
- 44.04%
$79.95 - $81.28 $512K - $520K
8.13K $656M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.17K
- 44.4%
$401.99 - $468.37 $470K - $548K
1.46K $658M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-7.77K
- 8.15%
$37.19 - $37.8 $289K - $294K
87.5K $3.27B
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
-9.93K
- 15.2%
$33.24 - $35.25 $330K - $350K
55.4K $1.93B
HYLB
Xtrackers Usd High Yield Corp

ETFs
-5.07K
- 5.0%
$36.54 - $37.14 $185K - $188K
96.2K $3.54B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-4.41K
- 9.11%
$42.66 - $43.29 $188K - $191K
44K $1.89B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-939
- 6.89%
$123.29 - $134.49 $116K - $126K
12.7K $1.6B
Global X Fds
-43
- 1.23%
N/A
3.45K $221M
SJNK
Spdr Bloomberg Short Term High

ETFs
-2.19K
- 3.1%
$25.2 - $25.57 $55.2K - $56K
68.4K $1.73B
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-12.1K
- 23.14%
$3.36 - $5.47 $40.8K - $66.4K
40.3K $190M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.35K
- 6.29%
$25.2 - $26.46 $34K - $35.7K
20.1K $528M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-142
- 0.6%
$100.37 - $100.72 $14.3K - $14.3K
23.6K $2.37B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-624
- 3.58%
$26.44 - $27.53 $16.5K - $17.2K
16.8K $461M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-139
- 3.13%
$100.33 - $100.69 $13.9K - $14K
4.31K $434M
SHV
Ishares Tr

ETFs
-74
- 1.79%
$110.15 - $110.49 $8.15K - $8.18K
4.06K $447M
AVGO
Broadcom Inc.

Technology
-47
- 5.62%
$324.63 - $385.98 $15.3K - $18.1K
790 $273M
MA
Mastercard Inc

Financial Services
-5
- 0.55%
$536.85 - $580.45 $2.68K - $2.9K
903 $516M
DSTL
ETF Ser Solution Distillate Us

ETFs
-137
- 0.75%
$56.27 - $58.55 $7.71K - $8.02K
18.1K $1.07B
JNJ
Johnson & Johnson

Healthcare
-39
- 2.38%
$185.98 - $199.58 $7.25K - $7.78K
1.6K $331M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-9
- 0.06%
$170.22 - $179.29 $1.53K - $1.61K
14.6K $2.62B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-93
- 0.29%
$90.08 - $108.94 $8.38K - $10.1K
32.3K $3.35B
GLD
Spdr Gold Trust

ETFs
-105
- 0.94%
$354.79 - $403.15 $37.3K - $42.3K
11.1K $4.39B
WMT
Walmart Inc.

Consumer Defensive
-41.3K
- 4.49%
$101.18 - $109.03 $4.18M - $4.5M
878K $98.1B
Activity Summary
Buys All Purchases 43 New Holdings 13 Increased Positions 30 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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