Heritage Oak Wealth Advisors LLC Purchases and Sells in Q4 2025

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 2025

Top Buys

Incresed Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
44.9K
+ 22.21%
$91.46 - $91.76 $4.11M - $4.12M
247K $22.6B
4.44K
+ 15.28%
$589.5 - $635.77 $2.62M - $2.82M
33.5K $20.6B
MANAGED PORTFOLIO SERIES
98.1K
+ 20.34%
N/A
580K $15B
3.58K
+ 570.06%
$656.2 - $690.71 $2.35M - $2.47M
4.21K $2.88B
9.1K
+ 649.22%
$242.67 - $261.79 $2.21M - $2.38M
10.5K $2.66B
5.51K
+ 18.95%
$142.79 - $150.05 $786K - $826K
34.6K $5.14B
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
MANAGED PORTFOLIO SERIES
467K
New
N/A
467K $11.7B
12.1K
New
$118.2 - $126.51 $1.43M - $1.53M
12.1K $1.47B
5.19K
New
$164.01 - $264.33 $850K - $1.37M
5.19K $1.11B
9.54K
New
$102.4 - $109.39 $977K - $1.04M
9.54K $1.02B
4.26K
New
$148.51 - $164.96 $633K - $703K
4.26K $719M
3.99K
New
$228.75 - $242.18 $913K - $967K
3.99K $477M
View all

Top Sells

Reduced Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
-89.2K
- 20.02%
$50.57 - $50.77 $4.51M - $4.53M
356K $18.1B
-81.9K
- 89.9%
$48.03 - $48.71 $3.94M - $3.99M
9.21K $446M
-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
-327K
- 35.47%
$2.82 - $3.83 $923K - $1.25M
596K $1.97B
-3.34K
- 26.75%
$205.04 - $218.9 $685K - $731K
9.15K $1.96B
View all
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
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email