Heritage Oak Wealth Advisors LLC Portfolio Holdings
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Heritage Oak Wealth Advisors LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $217 Billion distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $25.7B, Spdr S&P 500 ETF Trust with a value of $14.3B, First Tr Exchng Traded Fd Vi with a value of $13.9B, Invesco Qqq Trust, Series 1 with a value of $7.92B, and First Trust Small Cap Growth A with a value of $7.13B.
Examining the 13F form we can see an increase of $19.2B in the current position value, from $198B to 217B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 149
- Current Value $217 Billion
- Prior Value $198 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 127 stocks
- Additional Purchases 12 stocks
- Sold out of 0 stocks
- Reduced holdings in 10 stocks