Heritage Oak Wealth Advisors »

Eli Lilly & Co. shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. 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 Eli Lilly & Co. by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $338k 409 825.91
2024-12-31 $324k 419 772.00
2024-09-30 $762k 860 886.28
2024-06-30 $371k 410 905.38

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 Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
Capital Research Global Investors
FMR
Geode Capital Management
Capital World Investors
Wellington Management Company
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Northern Trust

View all funds holding Eli Lilly & Co.