HERITAGE OAK WEALTH ADVISORS LLC

13F Portfolio Filings

Most recent 13F: Q2 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
Q2 2024	88	197,826	WMT, JPST, MINT, BIL	13F-HR	8/28/2024	000203553324000001