Heritage Oak Wealth Advisors »

W.W. Grainger shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of W.W. Grainger (GWW) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in W.W. Grainger

Tip: Access up to 7 years of quarterly data

All positions including W.W. Grainger 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 W.W. Grainger by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $213k 202 1054.05
2024-06-30 $601k 666 902.24

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
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 W.W. Grainger

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Wells Fargo & Company
ClearBridge Advisors
Parnassus Investments
Northern Trust
Ubs Global Asset Management Americas
FMR
Franklin Resources
Massachusetts Financial Services
Invesco
Susquehanna International
Dimensional Fund Advisors

View all funds holding W.W. Grainger