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Thornburg Etf Tr shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Thornburg Etf Tr (TMB) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Thornburg Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Thornburg Etf Tr 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 Thornburg Etf Tr by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 155k 25.64
2025-06-30 $1.2M 46k 25.45

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Thornburg Etf Tr

Strid
Heritage Oak Wealth Advisors
D.B. Root & Company
Integrity Wealth Solutions
PFG Private Wealth Management
Empire Financial Management Company
Cornerstone Wealth Group
Envestnet Asset Management
HighTower Advisors
Wealth Enhancement Advisory Services
Global View Capital Management
Clay Northam Wealth Management
Fulcrum Equity Management
Principia Wealth Advisory
Goldman Sachs Group

View all funds holding Thornburg Etf Tr