Heritage Oak Wealth Advisors LLC Purchases in Q4 2025

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Managed Portfolio Series
467K
New
N/A
467K $11.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
44.9K
+ 22.21%
$91.46 - $91.76 $4.11M - $4.12M
247K $22.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
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
IVV
Ishares Core S&P 500 ETF

ETFs
3.58K
+ 570.06%
$656.2 - $690.71 $2.35M - $2.47M
4.21K $2.88B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.1K
+ 649.22%
$242.67 - $261.79 $2.21M - $2.38M
10.5K $2.66B
VONG
Vanguard Russell 1000 Growth E

ETFs
12.1K
New
$118.2 - $126.51 $1.43M - $1.53M
12.1K $1.47B
AMD
Advanced Micro Devices Inc

Technology
5.19K
New
$164.01 - $264.33 $850K - $1.37M
5.19K $1.11B
SPYG
Spdr Portfolio

ETFs
9.54K
New
$102.4 - $109.39 $977K - $1.04M
9.54K $1.02B
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.51K
+ 18.95%
$142.79 - $150.05 $786K - $826K
34.6K $5.14B
IBB
Ishares Biotechnology ETF

ETFs
4.26K
New
$148.51 - $164.96 $633K - $703K
4.26K $719M
XLY
Select Sector Spdr Consumer Di

ETFs
3.99K
New
$228.75 - $242.18 $913K - $967K
3.99K $477M
IWM
Ishares Russell 2000 ETF

ETFs
1.93K
New
$236.79 - $250.33 $458K - $484K
1.93K $476M
AAPL
Apple Inc.

Technology
538
+ 3.38%
$245.27 - $275.25 $132K - $148K
16.5K $4.47B
SPY
Spdr S&P 500 ETF Trust

ETFs
602
New
$653.02 - $687.39 $393K - $414K
602 $412M
IYH
Ishares Tr

ETFs
5.18K
New
$59.84 - $64.29 $310K - $333K
5.18K $337M
META
Meta Platforms, Inc.

Communication Services
427
+ 106.48%
$609.01 - $751.67 $260K - $321K
828 $547M
GOOGL
Alphabet Inc.

Communication Services
374
+ 22.03%
$236.57 - $291.31 $88.5K - $109K
2.07K $649M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.12K
New
$99.87 - $101.27 $212K - $215K
2.12K $212M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.74K
New
$101.39 - $114.39 $176K - $198K
1.74K $212M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.51K
New
$50.72 - $55.51 $178K - $195K
3.51K $206M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.18K
New
$48.11 - $49.01 $201K - $205K
4.18K $201M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4
+ 0.07%
$325.34 - $368.61 $1.3K - $1.47K
5.71K $2.06B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.36K
+ 8.65%
$23.54 - $23.93 $197K - $200K
105K $2.49B
MBB
Ishares Tr

ETFs
894
+ 34.8%
$94.9 - $96.23 $84.8K - $86K
3.46K $330M
GOOG
Alphabet Inc.

Communication Services
53
+ 5.75%
$237.49 - $291.74 $12.6K - $15.5K
975 $306M
AMZN
Amazon Com Inc

Consumer Cyclical
77
+ 1.48%
$213.04 - $254.0 $16.4K - $19.6K
5.3K $1.22B
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
1.04K
+ 20.39%
$47.35 - $49.56 $49.1K - $51.3K
6.12K $298M
PEP
Pepsico Inc

Consumer Defensive
48
+ 0.49%
$138.84 - $153.71 $6.66K - $7.38K
9.81K $1.42B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
492
+ 10.11%
$85.3 - $88.17 $42K - $43.4K
5.36K $472M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
206
+ 2.42%
$149.52 - $158.91 $30.8K - $32.7K
8.73K $1.34B
URA
Global X Uranium ETF

ETFs
2.78K
+ 16.85%
$44.75 - $58.11 $124K - $161K
19.3K $823M
Tortoise Capital Series Trus
1.67K
+ 5.41%
N/A
32.5K $1.16B
VTV
Vanguard Value ETF

ETFs
107
+ 9.88%
$182.87 - $189.72 $19.6K - $20.3K
1.19K $227M
JPM
Jpmorgan Chase & CO

Financial Services
63
+ 9.08%
$294.11 - $320.41 $18.5K - $20.2K
757 $244M
NVDA
Nvidia Corp

Technology
88
+ 2.08%
$179.83 - $207.04 $15.8K - $18.2K
4.32K $806M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 1.71%
$475.68 - $513.11 $7.61K - $8.21K
952 $479M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
391
+ 2.33%
$23.37 - $23.7 $9.14K - $9.27K
17.2K $401M
HUM
Humana Inc

Healthcare
10
+ 0.3%
$236.74 - $298.04 $2.37K - $2.98K
3.33K $855M
MSFT
Microsoft Corp

Technology
58
+ 3.8%
$496.82 - $542.07 $28.8K - $31.4K
1.58K $766M
NFLX
Netflix Inc

Communication Services
2.61K
+ 697.86%
$110.29 - $1241.35 $288K - $3.24M
2.98K $280M
XLK
Technology Sector Spdr

ETFs
4.77K
+ 58.04%
$278.39 - $304.13 $1.33M - $1.45M
13K $1.87B
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