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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
2024-12-31 $333k 1.4k 246.80
2024-09-30 $305k 1.1k 270.91
2024-06-30 $703k 3.2k 220.46

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 Lowe's Companies

Vanguard Group
BlackRock
Jpmorgan Chase & Co
FMR
State Street Corporation
Geode Capital Management
Wells Fargo & Company
Northern Trust
Massachusetts Financial Services
Goldman Sachs Group
Invesco
Ubs Global Asset Management Americas
Bank of New York Mellon
Wellington Management Company
Susquehanna International

View all funds holding Lowe's Companies