This page shows a list of all the recent 13F filings made by HERITAGE OAK WEALTH ADVISORS LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. HERITAGE OAK WEALTH ADVISORS LLC reported 149 stock holdings
with total value $217M as of Q3 2024. Top holdings included WMT, SPY, GAPR, QQQ, and FYC.
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