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Marsh & McLennan Companies shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Marsh & McLennan Companies (MMC) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Marsh & McLennan Companies

Tip: Access up to 7 years of quarterly data

All positions including Marsh & McLennan 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 Marsh & McLennan Companies by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $248k 1.2k 212.41
2024-06-30 $564k 2.7k 210.72

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 Marsh & McLennan Companies

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Massachusetts Financial Services
Ameriprise Financial
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Mawer Investment Management

View all funds holding Marsh & McLennan Companies