HERITAGE OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVGO | 837 | $276.13K |
 | JPM | 694 | $218.91K |
 | META | 401 | $294.49K |
 | NFLX | 374 | $448.40K |
 | BRK-A | 1 | $754.20K |
Broadcom Inc.
AVGO
Shares Held
837
Value
$276.13K
JPMorgan Chase & Co.
JPM
Shares Held
694
Value
$218.91K
Meta Platforms, Inc.
META
Shares Held
401
Value
$294.49K
Netflix, Inc.
NFLX
Shares Held
374
Value
$448.40K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.20K