HERITAGE OAK WEALTH ADVISORS LLC

HERITAGE OAK WEALTH ADVISORS LLC runs HERITAGE OAK WEALTH ADVISORS LLC and currently holds 71 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $314.66M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HERITAGE OAK WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HERITAGE OAK WEALTH ADVISORS LLC's portfolio at HERITAGE OAK WEALTH ADVISORS LLC has delivered returns of +24.57%. Their 3-year annualized return is +28.63%. Looking at the 5-year horizon, HERITAGE OAK WEALTH ADVISORS LLC has achieved +28.63% annualized returns at HERITAGE OAK WEALTH ADVISORS LLC.