HERITAGE OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 920K | $94.78M |
 | CORZ | 754K | $13.52M |
 | CORZW | 443K | $5.16M |
 | PLNT | 27K | $2.84M |
 | AAPL | 16K | $4.05M |
 | EOSE | 10K | $113.90K |
 | PL | 10K | $129.80K |
 | PEP | 10K | $1.37M |
 | AMZN | 5K | $1.15M |
 | NVDA | 4K | $789.98K |
 | HUM | 3K | $862.71K |
 | TSLA | 3K | $1.17M |
 | HOOD | 2K | $332.32K |
 | PLTR | 2K | $398.77K |
 | GOOGL | 2K | $412.76K |
 | JNJ | 2K | $303.96K |
 | MSFT | 2K | $790.29K |
 | BRK-B | 936 | $470.56K |
 | GOOG | 922 | $224.53K |
 | MA | 908 | $516.48K |
Walmart Inc.
WMT
Shares Held
920K
Value
$94.78M
Core Scientific, Inc.
CORZ
Shares Held
754K
Value
$13.52M
Core Scientific, Inc.
CORZW
Shares Held
443K
Value
$5.16M
Planet Fitness, Inc.
PLNT
Shares Held
27K
Value
$2.84M
Apple Inc.
AAPL
Shares Held
16K
Value
$4.05M
Eos Energy Enterprises, Inc.
EOSE
Shares Held
10K
Value
$113.90K
Planet Labs PBC
PL
Shares Held
10K
Value
$129.80K
PepsiCo, Inc.
PEP
Shares Held
10K
Value
$1.37M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.15M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$789.98K
Humana Inc.
HUM
Shares Held
3K
Value
$862.71K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.17M
Robinhood Markets, Inc.
HOOD
Shares Held
2K
Value
$332.32K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$398.77K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$412.76K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$303.96K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$790.29K
Berkshire Hathaway Inc.
BRK-B
Shares Held
936
Value
$470.56K
Alphabet Inc.
GOOG
Shares Held
922
Value
$224.53K
Mastercard Incorporated
MA
Shares Held
908
Value
$516.48K