StockDriftsStockDriftsTop 50 Heritage Oak Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 42.99% | 1.09M | $135.3M | +23.66%(+207.87K) | $86.78(+51.51%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 9.08% | 311.9K | $28.6M | +26.08%(+64.50K) | $91.66(-0.19%) | 2026-03-31 | |
| SHY | ISHARES TR | 8.11% | 309.2K | $25.5M | new | $82.69(-0.60%) | 2026-03-31 | |
| KHPI | MANAGED PORTFOLIO SERIES | 5.49% | 708.0K | $17.3M | +22.06%(+127.94K) | $25.10(+3.91%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.39% | 210.6K | $10.7M | -40.91%(-145.80K) | $50.48(+0.08%) | 2026-03-31 | |
| AVSF | AMERICAN CENTY ETF TR | 2.3% | 154.9K | $7.2M | new | $46.94(-0.74%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.3% | 72.0K | $7.2M | +205.27%(+48.40K) | $100.52(-0.01%) | 2026-03-31 | |
| LDUR | PIMCO ETF TR | 2.3% | 75.6K | $7.2M | new | $95.88(-0.44%) | 2026-03-31 | |
| KAMO | MANAGED PORTFOLIO SERIES | 2.22% | 283.0K | $7.0M | -39.38%(-183.87K) | $25.03(-1.22%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 1.95% | 60.9K | $6.1M | +1313.72%(+56.58K) | $100.46(+0.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.50% | +62.24% |
| Top 20 Holdings Unweighted | +9.98% | +33.04% |
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