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Abbvie shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in Abbvie

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Abbvie by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $284k 1.3k 217.47

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Managed Portfolio Series Kensington Hedge (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Managed Portfolio Series Kensington Cr Op (KAMO)
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
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Managed Portfolio Series Leuthold Select (LST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Abbvie

Vanguard Group
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Vanguard Capital Management
State Street Corporation
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Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Charles Schwab Investment Management
Bank of America Corporation
FMR
Northern Trust
Goldman Sachs Group
Capital World Investors
UBS Group

View all funds holding Abbvie