Fund HoldingsHERITAGE OAK WEALTH ADVISORS LLC

Total Portfolio Value
$258.95M
Total Bought
$66.29M
Total Sold
$45.60M
Net Transaction
+$20.69M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO QQQ TR028,710+28,710015,8386.12%+15,838
WALMART INC(WMT)942,814966,293+23,47982,77094,48436.49%+11,715
CORE SCIENTIFIC INC NEW(CORZ)736,137753,846+17,7095,33012,8684.97%+7,539
SPDR SERIES TRUST
ST STR BLO 1 ETF
41,532110,684+69,1523,81010,1533.92%+6,343
ISHARES TR028,342+28,34203,8271.48%+3,827
CORE SCIENTIFIC INC NEW(CORZ)444,681443,606-1,0751,3474,8091.86%+3,461
FRANKLIN TEMPLETON ETF TR
HIGH YIELD CORP
0129,430+129,43003,1521.22%+3,152
ISHARES TR
BROAD USD HIGH
20,12692,624+72,4987413,4741.34%+2,733
SPDR SERIES TRUST
ST PORT HIGH ETF
093,613+93,61302,2280.86%+2,228
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
398,642435,249+36,60720,18322,0588.52%+1,875
J P MORGAN EXCHANGE TRADED F
INCOME ETF
027,859+27,85901,2900.50%+1,290
ISHARES BITCOIN TRUST ETF(IBIT)019,690+19,69001,2050.47%+1,205
THORNBURG ETF TR
MULTI SECTOR BD
046,137+46,13701,1740.45%+1,174
TORTOISE CAPITAL SERIES TRUS030,074+30,07401,0750.41%+1,075
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
470,355472,739+2,38411,27011,9514.62%+681
ISHARES TR07,702+7,70206380.25%+638
WISDOMTREE TR(WT)017,747+17,74704570.18%+457
BNY MELLON ETF TRUST
HIGH YIELD ETF
51,56760,132+8,5652,4562,9031.12%+447
ISHARES TR14,86814,932+642,0832,5260.98%+442
SPDR SERIES TRUST
ST STR SP METAL
37,86937,711-1582,1202,5350.98%+415
ADVISORSHARES TR
PURE CANNABIS
766,190934,599+168,4091,3571,7710.68%+414
VANECK ETF TRUST
SEMICONDUCTR ETF
5,8205,803-171,2311,6180.62%+388
ISHARES TR10,24810,188-601,5691,9220.74%+353
PLANET FITNESS INC(PLNT)27,35027,35002,6422,9831.15%+340
ISHARES TR0544+54403380.13%+338
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,607+3,60702950.11%+295
STRATEGY SHS
DAY HAGAN SMART
06,527+6,52702940.11%+294
PEPSICO INC(PEP)6,9099,903+2,9941,0361,3080.50%+272
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,180+1,18002680.10%+268
NETFLIX INC(NFLX)301397+962815320.21%+251
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
8,6098,638+299741,2010.46%+227
BROADCOM INC(AVGO)0802+80202210.09%+221
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,1666,689-4771,4801,6940.65%+214
ETF SER SOLUTIONS
MCELHENNY SHEFLD
205,238203,543-1,6956,0986,2972.43%+199
MICROSOFT CORP(MSFT)1,4011,443+425267180.28%+192
NVIDIA CORPORATION(NVDA)4,3234,023-3004696360.25%+167
ISHARES TR65,01765,627+6105,1295,2932.04%+164
TESLA INC(TSLA)9541,238+2842473930.15%+146
AMAZON COM INC(AMZN)3,8793,927+487388620.33%+124
META PLATFORMS INC(META)396406+102283000.12%+71
DBX ETF TR100,42199,711-7103,6303,6811.42%+51
ALPHABET INC(GOOG)1,6511,735+842553060.12%+50
GLOBAL X FDS
US INFR DEV ETF
7,6567,650-62893330.13%+45
SCHWAB STRATEGIC TR22,18621,642-5444785160.20%+38
ETF SER SOLUTIONS
DISTILLATE US
18,61918,868+2491,0101,0440.40%+34
ONDAS HLDGS INC(ONDS)010,000+10,0000190.01%+19
ADVISORSHARES TR
PURE US CANN ETF
43,54053,641+10,1011141290.05%+16
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
5,6665,66602252400.09%+15
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
5,7285,72802242390.09%+15
MASTERCARD INCORPORATED(MA)895899+44915050.20%+15
SPDR SERIES TRUST
ST TERM HIGH ETF
71,86271,378-4841,8081,8190.70%+11
ISHARES TR4,2394,236-34684680.18%-1
ISHARES TR2,9722,97203133110.12%-3
SCHWAB STRATEGIC TR16,42417,157+7334594550.18%-5
SCHWAB STRATEGIC TR16,87016,468-4023913830.15%-8
BERKSHIRE HATHAWAY INC DEL430446+162292170.08%-12
VANGUARD INDEX FDS1,3321,135-1972302010.08%-29
JOHNSON & JOHNSON(JNJ)1,6651,584-812762420.09%-34
ISHARES TR3,6313,153-4783412960.11%-44
WISDOMTREE TR(WT)6,0195,109-9104784200.16%-58
ISHARES INC47,99347,831-1621,1941,1340.44%-59
SPDR SERIES TRUST
SP O&G EXPL PRO
15,73015,798+682,0721,9870.77%-84
HUMANA INC(HUM)6,2666,290+241,6581,5380.59%-120
VANGUARD INDEX FDS3920-3922010-201
INVESCO EXCH TRADED FD TR II3,5320-3,5322640-264
UNITEDHEALTH GROUP INC(UNH)5330-5332790-279
ISHARES TR
MSCI USA QLT FCT
1,6730-1,6732860-286
STRATEGY SHS
DAY HAGAN SMART
7,2380-7,2382950-295
PIMCO ETF TR
ENHAN SHRT MA AC
7,7654,804-2,9617814830.19%-298
ELI LILLY & CO(LLY)4090-4093380-338
SELECT SECTOR SPDR TR
ST STR SVC ETF
5,2900-5,2905100-510
APPLE INC(AAPL)16,92715,711-1,2163,7603,2231.24%-537
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,9280-10,9285440-544
INVESCO EXCH TRADED FD TR II
SR LN ETF
66,70914,012-52,6971,3812930.11%-1,088
MANAGED PORTFOLIO SERIES29,9750-29,9751,0900-1,090
JANUS DETROIT STR TR
HENDRSON AAA CL
28,6686,925-21,7431,4543510.14%-1,102
ISHARES TR
0-5YR HI YL CP
76,42748,901-27,5263,2502,1100.81%-1,140
ISHARES TR14,5700-14,5701,4410-1,441
ISHARES TR41,20424,279-16,9254,1482,4450.94%-1,703
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
120,63026,023-94,6072,9046310.24%-2,273
VANECK ETF TRUST
CLO ETF
55,40411,976-43,4282,9286340.24%-2,293
ISHARES TR23,1570-23,1572,7360-2,736
SPDR GOLD TR(GLD)24,64513,787-10,8587,1014,2031.62%-2,899
PROSHARES TR
PSHS ULT S&P 500
65,7630-65,7635,4440-5,444
ISHARES TR144,3705,306-139,06413,7695080.20%-13,260
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