HERITAGE OAK WEALTH ADVISORS Current Portfolio, 13F Holdings (2025-07-15)

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	HERITAGE OAK WEALTH ADVISORS LLC 13F
	HERITAGE OAK WEALTH ADVISORS LLC

	Last update 2025-07-15	73 Stocks (14 new)
	Value $259.00 Mil	Turnover 18 %
	Countries: Top Holdings: WMT(36.49%)JPST(8.52%)QQQ(6.12%)CORZ(4.97%)KHPI(4.62%) SEC Filings Portfolio Report

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