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Lowe's Companies shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Lowe's Companies (LOW) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Lowe's Companies

Tip: Access up to 7 years of quarterly data

All positions including Lowe's Companies 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 Lowe's Companies by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $703k 3.2k 220.46

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
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Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Lowe's Companies

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Geode Capital Management
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Massachusetts Financial Services
Northern Trust
Legal & General Group
Invesco
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding Lowe's Companies