Heritage Oak Wealth Advisors LLC Sells in Q1 2025

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-141K
- 77.24%
$91.45 - $91.75 $12.9M - $12.9M
41.5K $3.81B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-107K
- 72.19%
$100.34 - $100.68 $10.7M - $10.8M
41.2K $4.15B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-30K
- 79.45%
$100.32 - $100.76 $3.01M - $3.02M
7.77K $781M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-58.1K
- 74.26%
$36.63 - $37.45 $2.13M - $2.17M
20.1K $741M
PAVE
Global X Fds Us Infrastructure

ETFs
-21.5K
- 73.75%
$37.31 - $43.82 $803K - $943K
7.66K $289M
HUM
Humana Inc

Healthcare
-2.97K
- 32.13%
$249.11 - $303.11 $739K - $899K
6.27K $1.66B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.61K
- 21.68%
$211.47 - $267.17 $341K - $430K
5.82K $1.23B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-8.49K
- 18.32%
$53.81 - $62.59 $457K - $532K
37.9K $2.12B
AAPL
Apple Inc.

Technology
-84
- 0.49%
$209.68 - $247.1 $17.6K - $20.8K
16.9K $3.76B
XLK
Technology Sector Spdr

ETFs
-1.1K
- 13.31%
$206.38 - $242.18 $227K - $266K
7.17K $1.48B
SHV
Ishares Tr

ETFs
-1.87K
- 30.59%
$110.11 - $110.51 $206K - $206K
4.24K $468M
DSTL
ETF Ser Solution Distillate Us

ETFs
-3.22K
- 14.72%
$53.28 - $57.28 $171K - $184K
18.6K $1.01B
UNH
Unitedhealth Group Inc

Healthcare
-275
- 34.03%
$461.52 - $548.18 $127K - $151K
533 $279M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-635
- 27.51%
$168.16 - $186.21 $107K - $118K
1.67K $286M
NVDA
Nvidia Corp

Technology
-84
- 1.91%
$106.98 - $149.43 $8.99K - $12.6K
4.32K $469M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.61K
- 21.12%
$76.77 - $82.22 $124K - $133K
6.02K $478M
VTV
Vanguard Value ETF

ETFs
-351
- 20.86%
$167.73 - $179.21 $58.9K - $62.9K
1.33K $230M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-370
- 0.84%
$2.52 - $4.08 $932 - $1.51K
43.5K $114M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-905
- 11.11%
$39.91 - $43.97 $36.1K - $39.8K
7.24K $295M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-534
- 2.35%
$21.23 - $23.75 $11.3K - $12.7K
22.2K $478M
ITA
Ishares Tr

ETFs
-767
- 6.96%
$144.84 - $159.5 $111K - $122K
10.2K $1.57B
JNJ
Johnson & Johnson

Healthcare
-428
- 20.45%
$142.06 - $167.7 $60.8K - $71.8K
1.67K $276M
MBB
Ishares Tr

ETFs
-349
- 8.77%
$90.37 - $94.08 $31.5K - $32.8K
3.63K $341M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-394
- 2.28%
$22.46 - $23.26 $8.85K - $9.16K
16.9K $391M
LLY
Eli Lilly & CO

Healthcare
-10
- 2.39%
$725.72 - $929.72 $7.26K - $9.3K
409 $338M
MA
Mastercard Inc

Financial Services
-2
- 0.22%
$504.67 - $576.31 $1.01K - $1.15K
895 $491M
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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