Heritage Wealth Management, Inc. Purchases in Q2 2025

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
9.56K
+ 76.81%
$61.92 - $81.5 $592K - $779K
22K $1.79B
XPO
Xpo Logistics, Inc.

Industrials
7K
New
$91.46 - $128.1 $640K - $897K
7K $884M
USB
Us Bancorp \De\

Financial Services
127
+ 0.05%
$36.4 - $45.76 $4.62K - $5.81K
279K $12.6B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
6.7K
New
$101.91 - $134.83 $682K - $903K
6.7K $842M
JGRO
J P Morgan Exchange Traded Fd
7.84K
+ 157.68%
N/A
12.8K $1.1B
FNDF
Schwab Fundamental Intl Large

ETFs
15.5K
+ 104.07%
$32.25 - $40.02 $499K - $619K
30.3K $1.21B
FNDX
Schwab Fundamental U S Large C

ETFs
26.3K
New
$20.84 - $24.54 $548K - $645K
26.3K $645M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
16.2K
+ 155.5%
$28.75 - $33.88 $465K - $548K
26.6K $901M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.72K
+ 38.27%
$51.14 - $57.0 $497K - $554K
35.1K $2B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.42K
+ 41.36%
$56.84 - $65.5 $422K - $486K
25.4K $1.66B
NOG
Northern Oil & Gas, Inc.

Energy
16.3K
+ 130.28%
$20.6 - $32.16 $335K - $523K
28.8K $815M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.09K
+ 22.67%
$45.9 - $47.2 $417K - $429K
49.2K $2.31B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.01K
+ 33.04%
$152.93 - $181.74 $307K - $365K
8.08K $1.47B
GOOG
Alphabet Inc.

Communication Services
990
+ 9.67%
$146.58 - $180.01 $145K - $178K
11.2K $1.99B
T Rowe Price ETF Small Mid Cap ETF
9.07K
+ 61.02%
N/A
23.9K $785M
DRLL
Ea Ser Tr Strive U S Energy Et
11.5K
New
N/A
11.5K $312M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
139
+ 3.51%
$456.74 - $568.03 $63.5K - $79K
4.1K $2.33B
META
Meta Platforms, Inc.

Communication Services
366
New
$484.66 - $738.09 $177K - $270K
366 $270M
EVR
Evercore Inc.

Financial Services
1K
New
$163.77 - $271.5 $164K - $272K
1K $270M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.34K
New
$82.51 - $109.2 $193K - $256K
2.34K $256M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
900
New
$179.95 - $278.88 $162K - $251K
900 $251M
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.71K
New
$58.8 - $89.17 $159K - $242K
2.71K $242M
VUG
Vanguard Growth ETF

ETFs
531
New
$329.49 - $438.4 $175K - $233K
531 $233M
TXN
Texas Instruments Inc

Technology
1.05K
New
N/A
1.05K $219M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.45K
New
$51.16 - $62.02 $177K - $214K
3.45K $214M
CBRE
Cbre Group, Inc.

Real Estate
1.52K
New
$113.94 - $140.12 $173K - $212K
1.52K $212M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.66K
New
$17.11 - $21.71 $165K - $210K
9.66K $210M
Lam Research Corporation Com New
2.15K
New
N/A
2.15K $209M
GLD
Spdr Gold Trust

ETFs
674
New
$273.71 - $316.29 $184K - $213K
674 $205M
DWLD
Davis Fundamental ETF Tr

ETFs
2.9K
+ 13.54%
$33.22 - $41.44 $96.3K - $120K
24.3K $1.01B
MU
Micron Technology Inc

Technology
600
+ 18.02%
$64.72 - $127.91 $38.8K - $76.7K
3.93K $484M
AFG
American Financial Group Inc

Financial Services
1.5K
+ 65.05%
$116.9 - $132.12 $175K - $198K
3.81K $480M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
4.2K
+ 5.15%
$25.57 - $29.33 $107K - $123K
85.8K $2.48B
HBAN
Huntington Bancshares Inc

Financial Services
2.75K
+ 5.26%
$12.49 - $16.76 $34.3K - $46.1K
55K $922M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2
+ 0.03%
$40.51 - $71.03 $81 - $142
5.96K $419M
VTI
Vanguard Total Stock Market Et

ETFs
95
+ 2.83%
$243.75 - $303.93 $23.2K - $28.9K
3.45K $1.05B
BAC
Bank Of America Corp

Financial Services
4
+ 0.02%
$34.39 - $47.46 $138 - $190
20.9K $991M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.11K
+ 6.85%
$96.84 - $99.46 $107K - $110K
17.3K $1.72B
HON
Honeywell International Inc

Industrials
65
+ 1.4%
$182.86 - $232.88 $11.9K - $15.1K
4.72K $1.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 6.38%
$416.06 - $551.64 $24.1K - $32K
967 $533M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.56K
+ 39.05%
$49.07 - $59.23 $76.6K - $92.5K
5.56K $329M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.76K
+ 7.7%
$47.46 - $55.3 $83.4K - $97.2K
24.6K $1.35B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
198
+ 2.01%
$75.29 - $91.16 $14.9K - $18K
10K $905M
PNC
Pnc Financial Services Group, Inc.

Financial Services
26
+ 0.35%
$149.76 - $186.42 $3.89K - $4.85K
7.44K $1.39B
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 4.58%
$498.8 - $620.9 $20K - $24.8K
913 $567M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.68%
$221.86 - $362.89 $1.55K - $2.54K
1.03K $328M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
714
+ 9.37%
$32.0 - $39.87 $22.8K - $28.5K
8.33K $332M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
490
+ 10.05%
$91.43 - $91.74 $44.8K - $45K
5.37K $492M
PEG
Public Service Enterprise Group Inc

Utilities
225
+ 3.95%
$77.13 - $84.18 $17.4K - $18.9K
5.93K $499M
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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