Heritage Oak Wealth Advisors LLC Sells in Q2 2025

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-139K
- 96.32%
$93.15 - $96.56 $13M - $13.4M
5.31K $508M
GLD
Spdr Gold Trust

ETFs
-10.9K
- 44.06%
$273.71 - $316.29 $2.97M - $3.43M
13.8K $4.2B
CLOI
Vaneck ETF Tr

ETFs
-43.4K
- 78.38%
$51.16 - $53.02 $2.22M - $2.3M
12K $634M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-94.6K
- 78.43%
$23.13 - $24.23 $2.19M - $2.29M
26K $631M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-16.9K
- 41.08%
$100.35 - $100.71 $1.7M - $1.7M
24.3K $2.44B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-27.5K
- 36.02%
$40.82 - $43.14 $1.12M - $1.19M
48.9K $2.11B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-21.7K
- 75.84%
$49.79 - $50.75 $1.08M - $1.1M
6.93K $351M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-52.7K
- 79.0%
$20.12 - $21.0 $1.06M - $1.11M
14K $293M
AAPL
Apple Inc.

Technology
-1.22K
- 7.18%
$172.42 - $223.89 $210K - $272K
15.7K $3.22B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.96K
- 38.13%
$100.04 - $100.54 $296K - $298K
4.8K $483M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-910
- 15.12%
$70.7 - $82.14 $64.3K - $74.7K
5.11K $420M
MBB
Ishares Tr

ETFs
-478
- 13.16%
$91.41 - $94.22 $43.7K - $45K
3.15K $296M
JNJ
Johnson & Johnson

Healthcare
-81
- 4.86%
$146.36 - $159.82 $11.9K - $12.9K
1.58K $242M
VTV
Vanguard Value ETF

ETFs
-197
- 14.79%
$153.67 - $176.74 $30.3K - $34.8K
1.14K $201M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-402
- 2.38%
$22.68 - $23.28 $9.12K - $9.36K
16.5K $383M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-711
- 9.82%
$36.23 - $44.97 $25.8K - $32K
6.53K $294M
SHV
Ishares Tr

ETFs
-3
- 0.07%
$110.06 - $110.46 $330 - $331
4.24K $468M
SJNK
Spdr Bloomberg Short Term High

ETFs
-484
- 0.67%
$24.12 - $25.48 $11.7K - $12.3K
71.4K $1.82B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-544
- 2.45%
$19.1 - $23.83 $10.4K - $13K
21.6K $516M
PAVE
Global X Fds Us Infrastructure

ETFs
-6
- 0.08%
$33.78 - $43.68 $203 - $262
7.65K $333M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-710
- 0.71%
$34.72 - $36.92 $24.7K - $26.2K
99.7K $3.68B
NVDA
Nvidia Corp

Technology
-300
- 6.94%
$94.31 - $157.99 $28.3K - $47.4K
4.02K $636M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
-1.7K
- 0.83%
$28.32 - $31.03 $48K - $52.6K
204K $6.3B
XLK
Technology Sector Spdr

ETFs
-477
- 6.66%
$179.73 - $253.23 $85.7K - $121K
6.69K $1.69B
ITA
Ishares Tr

ETFs
-60
- 0.59%
$135.31 - $188.64 $8.12K - $11.3K
10.2K $1.92B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-17
- 0.29%
$179.95 - $278.88 $3.06K - $4.74K
5.8K $1.62B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-158
- 0.42%
$48.48 - $67.3 $7.66K - $10.6K
37.7K $2.53B
Core Scientific Inc New
-1.08K
- 0.24%
N/A
444K $4.81B
Activity Summary
Buys All Purchases 40 New Holdings 15 Increased Positions 25 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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