Stock Taper

HERITAGE OAK WEALTH ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Walmart Inc.WMT1.07M$121.02M
Planet Fitness, Inc.PLNT27.35K$1.43M
Apple Inc.AAPL18.52K$5.36M
PepsiCo, Inc.PEP12.34K$1.67M
Annaly Capital Management, Inc.NLY10.48K$242.12K
Absci CorporationABSI10K$115.9K
Advanced Micro Devices, Inc.AMD8.41K$4.88M
NVIDIA CorporationNVDA6.86K$1.37M
Moderna, Inc.MRNA6.11K$428.07K
Amazon.com, Inc.AMZN6.07K$1.45M
Nebius Group N.V.NBIS5.57K$1.54M
Micron Technology, Inc.MU3.65K$4.21M
Netflix, Inc.NFLX3.58K$256K
Humana Inc.HUM3.36K$1.34M
Cisco Systems, Inc.CSCO2.62K$307.73K
Alphabet Inc.GOOGL2.16K$770.84K
Microsoft CorporationMSFT2.15K$803.3K
Tesla, Inc.TSLA2.15K$904.66K
Merck & Co., Inc.MRK2.14K$276.56K
GE Vernova Inc.GEV2.07K$2.43M