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Vertiv Holdings Llc vertiv holdings shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Vertiv Holdings Llc vertiv holdings

Tip: Access up to 7 years of quarterly data

All positions including Vertiv Holdings Llc vertiv holdings 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 Vertiv Holdings Llc vertiv holdings by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 719 334.87
2024-09-30 $573k 5.8k 99.49

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Vertiv Holdings Llc vertiv holdings

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Jpmorgan Chase & Co
Jane Street
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Morgan Stanley
Invesco
Norges Bank Investment Management
Citadel Advisors
FMR

View all funds holding Vertiv Holdings Llc vertiv holdings