Heritage Oak Wealth Advisors »

Robinhood Mkts shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Robinhood Mkts (HOOD) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Robinhood Mkts

Tip: Access up to 7 years of quarterly data

All positions including Robinhood Mkts 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 Robinhood Mkts by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $332k 2.3k 143.18

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Robinhood Mkts

Vanguard Group
BlackRock
Susquehanna International
Jpmorgan Chase & Co
State Street Corporation
FMR
Citadel Advisors
Jane Street
Newlands Management Operations
Geode Capital Management
Index Venture Associates VI
Morgan Stanley
D. E. Shaw & Co
WCM Investment Management
Toroso Investments

View all funds holding Robinhood Mkts