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
SPY
Spdr S&P 500 ETF Trust

ETFs
25K
New
$517.38 - $573.86 $12.9M - $14.3M
25K $14.3B
First Tr Exchng Traded Fd Vi
378K
New
N/A
378K $13.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.2K
New
$434.77 - $502.96 $7.06M - $8.17M
16.2K $7.92B
FYC
First Trust Small Cap Growth A

ETFs
95.8K
New
$65.44 - $74.98 $6.27M - $7.19M
95.8K $7.13B
TSN
Tyson Foods, Inc.

Consumer Defensive
94.9K
New
$55.91 - $65.87 $5.31M - $6.25M
94.9K $5.65B
VBK
Vanguard Small Cap Growth ETF

ETFs
20.1K
New
$240.48 - $267.94 $4.84M - $5.39M
20.1K $5.38B
INDA
Ishares Msci India Index Fund

ETFs
87.1K
New
$54.86 - $59.22 $4.78M - $5.16M
87.1K $5.1B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
49.3K
New
$81.98 - $86.24 $4.04M - $4.25M
49.3K $4.25B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
29.4K
New
$116.79 - $133.54 $3.43M - $3.92M
29.4K $3.87B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
61.9K
New
$56.04 - $62.99 $3.47M - $3.9M
61.9K $3.79B
HYLS
First Tr Tactical High Yield L

ETFs
75.5K
New
$40.54 - $42.23 $3.06M - $3.19M
75.5K $3.17B
IEV
Ishares Tr Europe ETF

ETFs
47.9K
New
$53.25 - $58.78 $2.55M - $2.82M
47.9K $2.79B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
50K
New
$49.7 - $56.11 $2.49M - $2.81M
50K $2.75B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26.4K
New
$96.25 - $101.98 $2.54M - $2.69M
26.4K $2.67B
XLF
Financial Sector Spdr

ETFs
58.7K
New
$40.84 - $45.74 $2.4M - $2.69M
58.7K $2.66B
XLV
Select Sector Spdr Fund Health

ETFs
16.9K
New
$143.3 - $157.24 $2.41M - $2.65M
16.9K $2.6B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
27.1K
New
$87.56 - $95.49 $2.37M - $2.59M
27.1K $2.59B
JBHT
Hunt J B Transport Services Inc

Industrials
14.2K
New
$155.54 - $176.97 $2.2M - $2.51M
14.2K $2.44B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
45.1K
New
$43.5 - $45.75 $1.96M - $2.06M
45.1K $2.06B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
52.9K
New
$36.06 - $37.66 $1.91M - $1.99M
52.9K $1.99B
IWM
Ishares Russell 2000 ETF

ETFs
9.02K
New
$200.87 - $224.6 $1.81M - $2.02M
9.02K $1.99B
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.3K
New
$162.83 - $179.16 $1.68M - $1.85M
10.3K $1.85B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.13K
New
$178.94 - $207.0 $1.45M - $1.68M
8.13K $1.63B
ARCB
Arcbest Corp

Industrials
13.3K
New
$98.5 - $126.05 $1.31M - $1.68M
13.3K $1.45B
SOXX
Ishares Semiconductor ETF

ETFs
6.13K
New
$199.29 - $265.49 $1.22M - $1.63M
6.13K $1.41B
GOOG
Alphabet Inc.

Communication Services
8.23K
New
$149.54 - $192.66 $1.23M - $1.58M
8.23K $1.38B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
25.6K
New
$44.07 - $50.57 $1.13M - $1.29M
25.6K $1.29B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
25K
New
$50.63 - $51.11 $1.27M - $1.28M
25K $1.28B
IYY
Ishares Tr

ETFs
9.1K
New
$125.77 - $139.59 $1.14M - $1.27M
9.1K $1.27B
NFLX
Netflix Inc

Communication Services
1.66K
New
$598.55 - $722.26 $993K - $1.2M
1.66K $1.18B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.23K
New
$475.2 - $527.7 $1.06M - $1.18M
2.23K $1.18B
TSLA
Tesla, Inc.

Consumer Cyclical
3.55K
New
$191.76 - $263.26 $681K - $935K
3.55K $930M
VZ
Verizon Communications Inc

Communication Services
20K
New
$38.89 - $45.0 $777K - $899K
20K $898M
T
At&T Inc.

Communication Services
40.3K
New
$18.21 - $22.28 $734K - $898K
40.3K $887M
XLP
Consumer Staples Sector Spdr

ETFs
9.54K
New
$76.04 - $76.04 $725K - $725K
9.54K $791M
XLY
Select Sector Spdr Consumer Di

ETFs
3.84K
New
$170.05 - $200.86 $654K - $772K
3.84K $770M
SLV
I Shares Silver Trust

ETFs
24.1K
New
$24.33 - $29.38 $587K - $709K
24.1K $686M
COST
Costco Wholesale Corp

Consumer Defensive
733
New
$801.83 - $917.05 $588K - $672K
733 $650M
AMD
Advanced Micro Devices Inc

Technology
3.94K
New
$128.67 - $183.96 $507K - $725K
3.94K $647M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.61K
New
$138.85 - $182.81 $501K - $659K
3.61K $639M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.25K
New
$217.89 - $392.15 $490K - $883K
2.25K $631M
LNG
Cheniere Energy, Inc.

Energy
3.43K
New
$172.24 - $186.09 $590K - $637K
3.43K $616M
VXF
Vanguard Extended Market ETF

ETFs
3.35K
New
$163.98 - $182.92 $549K - $613K
3.35K $610M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.9K
New
$283.28 - $314.39 $538K - $597K
1.9K $597M
NOW
Service Now, Inc.

Technology
653
New
$730.87 - $937.36 $477K - $612K
653 $584M
VRT
Vertiv Holdings CO

Industrials
5.76K
New
$86.66 - $86.66 $499K - $499K
5.76K $573M
Grayscale Ethereum Tr Eth
24.8K
New
N/A
24.8K $543M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
11.3K
New
$43.21 - $46.51 $487K - $524K
11.3K $524M
PHM
Pultegroup Inc

Consumer Cyclical
3.41K
New
$103.95 - $144.98 $355K - $495K
3.41K $490M
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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