Instuitional Investor - Heritage Oak Wealth Advisors Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | WMT | 878,404 | $98,072,806 | 36.25% | |
| 2. | Spdr Series Trust | 247,357 | $22,603,483 | 8.36% | |
| 3. | Invesco Qqq Tr | 33,472 | $20,562,184 | 7.6% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 356,364 | $18,092,410 | 6.69% | |
| 5. | Managed Portfolio Series | 580,088 | $14,997,693 | 5.54% |
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