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U.S. Bancorp shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp 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 U.S. Bancorp by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $409k 10k 39.70

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
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)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
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 U.S. Bancorp

Vanguard Group
BlackRock
State Street Corporation
Bank of Tokyo-Mitsubishi UFJ
Jpmorgan Chase & Co
FMR
Charles Schwab Investment Management
Geode Capital Management
Viking Global Investors
Reed Conner & Birdwell
Bank of America Corporation
Royal Bank of Canada
Northern Trust
Morgan Stanley
T. Rowe Price Associates

View all funds holding U.S. Bancorp