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Alphabet Inc Class C cs shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Alphabet Inc Class C cs (GOOG) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Alphabet Inc Class C cs

Tip: Access up to 7 years of quarterly data

All positions including Alphabet Inc Class C cs 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 Alphabet Inc Class C cs by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $306k 975 313.80
2025-09-30 $225k 922 243.52
2024-09-30 $1.4M 8.2k 167.20

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Series Kensington Hedge (KHPI)
Managed Portfolio Series Kensington Cr Op (KAMO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Series Trust State Street Spd (XME)
Ishares Tr Broad Usd High (USHY)
Planet Fitness Cl A (PLNT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Alphabet Inc Class C cs

Vanguard Group
BlackRock
State Street Corporation
J. Stern & Co
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Norges Bank Investment Management
Northern Trust
Alliancebernstein
Sanders Capital
Charles Schwab Investment Management
Susquehanna International
Legal & General Group

View all funds holding Alphabet Inc Class C cs