Heritage Oak Wealth Advisors LLC Options Holdings

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $271 Billion
  • Prior Value $275 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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