Heritage Oak Wealth Advisors LLC has filed its 13F form on August 28, 2024 for Q2 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $54.3B, Jp Morgan ETF Tr Ultra Short I with a value of $27.6B, Pimco ETF Tr Enhanced Sht Matu with a value of $10.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $9.1B, and Pgim ETF Tr with a value of $8.35B.
Examining the 13F form we can see an increase of $198B in the current position value.
Heritage Oak Wealth Advisors LLC is based out at Santa Rosa Beach, FL
Below you can find more details about Heritage Oak Wealth Advisors LLC portfolio as well as his latest detailed transactions.