HERITAGE OAK WEALTH ADVISORS LLC
13F Portfolio Filings
Most recent 13F
Q3 2024
Location
Santa Rosa Beach, FL
CIK
0002035533
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2024
149
217,065
WMT, SPY, GAPR, QQQ
13F-HR
10/23/2024
000203532424000005
Q2 2024
88
197,826
WMT, JPST, MINT, BIL
13F-HR
8/28/2024
000203553324000001