Fund HoldingsHERITAGE OAK WEALTH ADVISORS LLC

Total Portfolio Value
$227.65M
Total Bought
$72.27M
Total Sold
$42.51M
Net Transaction
+$29.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
WALMART INC(WMT)707,083942,814+235,73163,88582,77036.36%+18,885
ISHARES TR0144,370+144,370013,7696.05%+13,769
PROSHARES TR
PSHS ULT S&P 500
065,763+65,76305,4442.39%+5,444
ETF SER SOLUTIONS
MCELHENNY SHEFLD
41,710205,238+163,5281,2626,0982.68%+4,836
SPDR GOLD TR(GLD)14,97724,645+9,6683,6267,1013.12%+3,475
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
315,655470,355+154,7007,97711,2704.95%+3,293
ISHARES TR023,157+23,15702,7361.20%+2,736
ISHARES TR014,868+14,86802,0830.92%+2,083
JANUS DETROIT STR TR
HENDRSON AAA CL
028,668+28,66801,4540.64%+1,454
INVESCO EXCH TRADED FD TR II
SR LN ETF
066,709+66,70901,3810.61%+1,381
ISHARES TR014,570+14,57001,4410.63%+1,441
MANAGED PORTFOLIO SERIES029,975+29,97501,0900.48%+1,090
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
08,609+8,60909740.43%+974
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,928+10,92805440.24%+544
SELECT SECTOR SPDR TR
ST STR SVC ETF
05,290+5,29005100.22%+510
SPDR SER TR
SP O&G EXPL PRO
12,45815,730+3,2721,6492,0720.91%+423
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
394,183398,642+4,45919,85520,1838.87%+328
NETFLIX INC(NFLX)0301+30102810.12%+281
INVESCO EXCH TRADED FD TR II03,532+3,53202640.12%+264
BERKSHIRE HATHAWAY INC DEL0430+43002290.10%+229
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
05,666+5,66602250.10%+225
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
05,728+5,72802240.10%+224
VANGUARD INDEX FDS0392+39202010.09%+201
VANECK ETF TRUST
CLO ETF
52,42855,404+2,9762,7672,9281.29%+161
ISHARES TR63,42665,017+1,5914,9885,1292.25%+141
AMAZON COM INC(AMZN)03,879+3,87907380.32%+738
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
114,249120,630+6,3812,7722,9041.28%+131
BNY MELLON ETF TRUST
HIGH YIELD ETF
48,90451,567+2,6632,3322,4561.08%+124
ISHARES TR
0-5YR HI YL CP
73,52676,427+2,9013,1333,2501.43%+117
DBX ETF TR98,823100,421+1,5983,5663,6301.59%+65
SPDR SER TR
ST TERM HIGH ETF
70,53971,862+1,3231,7811,8080.79%+27
MASTERCARD INCORPORATED(MA)897895-24724910.22%+18
SCHWAB STRATEGIC TR16,17916,424+2454424590.20%+17
ELI LILLY & CO(LLY)0409+40903380.15%+338
SCHWAB STRATEGIC TR17,26416,870-3943923910.17%-1
ISHARES TR2,9722,97203173130.14%-3
META PLATFORMS INC(META)0396+39602280.10%+228
PEPSICO INC(PEP)6,8546,909+551,0421,0360.46%-6
MICROSOFT CORP(MSFT)01,401+1,40105260.23%+526
ALPHABET INC(GOOG)01,651+1,65102550.11%+255
ISHARES TR3,9803,631-3493653410.15%-24
JOHNSON & JOHNSON(JNJ)2,0931,665-4283032760.12%-27
ISHARES TR11,01510,248-7671,6011,5690.69%-32
SCHWAB STRATEGIC TR22,72022,186-5345164780.21%-38
STRATEGY SHS
DAY HAGAN SMART
8,1437,238-9053432950.13%-48
ADVISORSHARES TR
PURE US CANN ETF
43,91043,540-3701671140.05%-54
VANGUARD INDEX FDS01,332+1,33202300.10%+230
PLANET FITNESS INC(PLNT)27,35027,35002,7042,6421.16%-62
TESLA INC(TSLA)0954+95402470.11%+247
ADVISORSHARES TR
PURE CANNABIS
607,225766,190+158,9651,4691,3570.60%-112
WISDOMTREE TR(WT)7,6316,019-1,6125944780.21%-116
PROSHARES TR10,2270-10,2271210-121
NVIDIA CORPORATION(NVDA)04,323+4,32304690.21%+469
ISHARES TR
MSCI USA QLT FCT
2,3081,673-6354112860.13%-125
UNITEDHEALTH GROUP INC(UNH)808533-2754092790.12%-130
ETF SER SOLUTIONS
DISTILLATE US
21,83418,619-3,2151,1991,0100.44%-189
ABBOTT LABS1,7740-1,7742010-201
COCA COLA CO(KO)3,2340-3,2342010-201
ISHARES TR6,1074,239-1,8686724680.21%-204
CHEVRON CORP NEW(CVX)1,4470-1,4472100-210
US BANCORP DEL(USB)4,4240-4,4242120-212
GRAINGER W W INC(GWW)2020-2022130-213
ISHARES TR2,6530-2,6532170-217
CISCO SYS INC(CSCO)3,6800-3,6802180-218
SELECT SECTOR SPDR TR
ST STR UTIL ETF
000000
PHILIP MORRIS INTL INC(PM)2,0300-2,0302440-244
MARSH & MCLENNAN COS INC(MRSH)1,1690-1,1692480-248
THERMO FISHER SCIENTIFIC INC(TMO)4890-4892540-254
DISNEY WALT CO(DIS)2,3270-2,3272590-259
SYSCO CORP(SYY)3,6830-3,6832820-282
ROSS STORES INC(ROST)1,8890-1,8892860-286
CENCORA INC1,3120-1,3122950-295
LOWES COS INC(LOW)1,3510-1,3513330-333
ISHARES INC70,36147,993-22,3681,6071,1940.52%-413
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,166+7,16601,4800.65%+1,480
APPLE INC(AAPL)016,927+16,92703,7601.65%+3,760
SPDR SER TR
ST STR SP METAL
46,36237,869-8,4932,6312,1200.93%-511
VANECK ETF TRUST
SEMICONDUCTR ETF
7,4315,820-1,6111,8001,2310.54%-569
ISHARES TR6,4590-6,4595790-579
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
5,6100-5,6105800-580
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
000000
HUMANA INC(HUM)9,2326,266-2,9662,3421,6580.73%-684
INVESCO DB MULTI-SECTOR COMM(DBA)28,7960-28,7967660-766
SPDR SER TR
ST PORT HIGH ETF
34,5950-34,5958120-812
GLOBAL X FDS
US INFR DEV ETF
29,1687,656-21,5121,1792890.13%-890
ISHARES TR2,0400-2,0401,2010-1,201
ISHARES TR
BROAD USD HIGH
78,20120,126-58,0752,8777410.33%-2,136
CORE SCIENTIFIC INC NEW(CORZ)442,296444,681+2,3853,6361,3470.59%-2,288
PIMCO ETF TR
ENHAN SHRT MA AC
37,7827,765-30,0173,7917810.34%-3,010
CORE SCIENTIFIC INC NEW(CORZ)733,152736,137+2,98510,3015,3302.34%-4,971
ISHARES TR148,15841,204-106,95414,8634,1481.82%-10,715
SPDR SER TR
ST STR BLO 1 ETF
182,47641,532-140,94416,6843,8101.67%-12,874
Page 1 of 1