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Annaly Capital Management shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Annaly Capital Management (NLY) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Annaly Capital Management

Tip: Access up to 7 years of quarterly data

All positions including Annaly Capital Management 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 Annaly Capital Management by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 11k 21.85

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Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Managed Portfolio Series Kensington Hedge (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Managed Portfolio Series Kensington Cr Op (KAMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
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Managed Portfolio Series Leuthold Select (LST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Annaly Capital Management

BlackRock
Vanguard Group
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
FMR
Allspring Global Investments Holdings
Northern Trust
Invesco
Morgan Stanley
D. E. Shaw & Co
Ubs Global Asset Management Americas
KBC Group NV
Bank of New York Mellon

View all funds holding Annaly Capital Management