Stock Taper 
HERITAGE OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rocket Lab USA, Inc. | RKLB | 2.04K | $206.96K |
 Arm Holdings plc American Depositary Shares | ARM | 2.02K | $715.81K |
 Johnson & Johnson | JNJ | 1.75K | $443.86K |
 Intel Corp. | INTC | 1.7K | $236.89K |
 Exxon Mobil Corporation | XOM | 1.65K | $226.18K |
 Alphabet Inc. | GOOG | 1.63K | $574.37K |
 The Procter & Gamble Company | PG | 1.58K | $232.37K |
 Broadcom Inc. | AVGO | 1.52K | $576.21K |
 AbbVie Inc. | ABBV | 1.36K | $343.54K |
 GE Aerospace | GE | 1.3K | $484.77K |
 Marvell Technology, Inc. | MRVL | 1.19K | $355.01K |
 Philip Morris International Inc. | PM | 1.12K | $204.83K |
 JPMorgan Chase & Co. | JPM | 1.09K | $355.39K |
 Berkshire Hathaway Inc. | BRK-B | 1.07K | $535.47K |
 Mastercard Incorporated | MA | 953 | $489.34K |
 Meta Platforms, Inc. | META | 724 | $407.63K |
 Vertiv Holdings Co | VRT | 719 | $240.78K |
 Visa Inc. | V | 626 | $214.88K |
 Astera Labs, Inc. Common Stock | ALAB | 518 | $250.2K |
 Eli Lilly and Company | LLY | 271 | $325.18K |