Heritage Oak Wealth Advisors LLC Portfolio Holdings by Sector

Heritage Oak Wealth Advisors LLC

$228 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JPST IEF GLD MSMR SSO HYG SGOV BIL 49 stocks	$113 Million 54.11% of portfolio	28	20	14	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$82.8 Million 39.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.76 Million 1.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$2.64 Million 1.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare HUM UNH 2 stocks	$1.94 Million 0.92% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1.04 Million 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$738,019 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$613,969 0.29% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$525,781 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$490,567 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$483,476 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$468,527 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$280,692 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$247,239 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$229,009 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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