Heritage Oak Wealth Advisors LLC Portfolio Holdings

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

Heritage Oak Wealth Advisors LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $63.9B, Jp Morgan ETF Tr Ultra Short I with a value of $19.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $16.7B, Ishares Trishares 0 3 Mnth Tre with a value of $14.9B, and Core Scientific Inc New with a value of $10.3B.

Examining the 13F form we can see an decrease of $4.15B in the current position value, from $217B to 213B.

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.

Portfolio value $213 Billion
ETFs: $109 Billion
Consumer Defensive: $65.7 Billion
Technology: $5.6 Billion
Consumer Cyclical: $4.28 Billion
Healthcare: $4.13 Billion
Financial Services: $932 Million
Communication Services: $764 Million
Industrials: $213 Million
Other: $210 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $213 Billion
  • Prior Value $217 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 52 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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