HERITAGE OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 878K | $98.07M |
 | PLNT | 27K | $2.97M |
 | AAPL | 16K | $4.47M |
 | PEP | 10K | $1.42M |
 | AMZN | 5K | $1.22M |
 | AMD | 5K | $1.11M |
 | NVDA | 4K | $806.05K |
 | TSN | 4K | $205.85K |
 | HUM | 3K | $854.95K |
 | NFLX | 3K | $279.78K |
 | GOOGL | 2K | $648.54K |
 | JNJ | 2K | $331.18K |
 | MSFT | 2K | $766.00K |
 | TSLA | 1K | $658.39K |
 | GOOG | 975 | $305.95K |
 | BRK-B | 952 | $478.52K |
 | MA | 903 | $515.50K |
 | META | 828 | $546.55K |
 | AVGO | 790 | $273.42K |
 | JPM | 757 | $243.92K |
Walmart Inc.
WMT
Shares Held
878K
Value
$98.07M
Planet Fitness, Inc.
PLNT
Shares Held
27K
Value
$2.97M
Apple Inc.
AAPL
Shares Held
16K
Value
$4.47M
PepsiCo, Inc.
PEP
Shares Held
10K
Value
$1.42M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.22M
Advanced Micro Devices, Inc.
AMD
Shares Held
5K
Value
$1.11M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$806.05K
Tyson Foods, Inc.
TSN
Shares Held
4K
Value
$205.85K
Humana Inc.
HUM
Shares Held
3K
Value
$854.95K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$279.78K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$648.54K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$331.18K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$766.00K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$658.39K
Alphabet Inc.
GOOG
Shares Held
975
Value
$305.95K
Berkshire Hathaway Inc.
BRK-B
Shares Held
952
Value
$478.52K
Mastercard Incorporated
MA
Shares Held
903
Value
$515.50K
Meta Platforms, Inc.
META
Shares Held
828
Value
$546.55K
Broadcom Inc.
AVGO
Shares Held
790
Value
$273.42K
JPMorgan Chase & Co.
JPM
Shares Held
757
Value
$243.92K