HERITAGE OAK WEALTH ADVISORS LLC

Q1 2025 13F Holdings

Location
Santa Rosa Beach, FL
Holdings as of
3/31/2025
Value ($000)
$227,648
Num holdings
69
Date filed
4/28/2025
Form type
13F-HR
Prev filing
2/5/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type