Heritage Oak Wealth Advisors LLC Incresed Positions in Q3 2024

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
21.1K
+ 406.92%
$197.34 - $237.68 $4.16M - $5.01M
26.2K $5.92B
MSFT
Microsoft Corp

Technology
8.65K
+ 636.42%
$395.15 - $467.56 $3.42M - $4.04M
10K $4.31B
NVDA
Nvidia Corp

Technology
26.9K
+ 187.64%
$98.91 - $134.91 $2.66M - $3.63M
41.2K $5.01B
AMZN
Amazon Com Inc

Consumer Cyclical
15K
+ 256.58%
$161.02 - $200.0 $2.41M - $3M
20.8K $3.88B
XLU
Utilities Sector Spdr

ETFs
27.5K
+ 829.08%
$67.67 - $80.78 $1.86M - $2.22M
30.8K $2.49B
META
Meta Platforms, Inc.

Communication Services
2.92K
+ 318.32%
$453.41 - $572.44 $1.32M - $1.67M
3.84K $2.2B
VTV
Vanguard Value ETF

ETFs
7.71K
+ 358.96%
$159.75 - $174.57 $1.23M - $1.35M
9.86K $1.72B
AAPL
Apple Inc.

Technology
2.07K
+ 9.79%
$207.23 - $234.82 $428K - $485K
23.2K $5.4B
GOOGL
Alphabet Inc.

Communication Services
3.8K
+ 155.23%
$148.65 - $191.18 $565K - $726K
6.25K $1.04B
LLY
Eli Lilly & CO

Healthcare
450
+ 109.76%
$772.14 - $960.02 $347K - $432K
860 $762M
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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