Heritage Oak Wealth Advisors »

Apple shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.4M 21k 210.62

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Berkshire Hathaway
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
International Assets Investment Management
Charles Schwab Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple