Heritage Wealth Management, Inc. Purchases in Q1 2025

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
14.9K
New
$32.9 - $37.45 $489K - $557K
14.9K $537M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7.89K
+ 172.92%
$67.24 - $84.27 $530K - $664K
12.4K $849M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.04%
$117.15 - $158.79 $586 - $794
12.2K $1.93B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.88K
New
$91.45 - $91.75 $446K - $447K
4.88K $447M
JGRO
J P Morgan Exchange Traded Fd
4.97K
New
N/A
4.97K $367M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
10.4K
New
$31.06 - $33.33 $323K - $347K
10.4K $327M
XOM
Exxon Mobil Corp

Energy
509
+ 2.36%
$105.44 - $118.93 $53.7K - $60.5K
22.1K $2.63B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.71K
+ 35.56%
$61.9 - $66.89 $291K - $315K
17.9K $1.14B
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.65K
+ 16.4%
$45.56 - $47.23 $257K - $267K
40.1K $1.89B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.54%
$442.66 - $534.52 $8.41K - $10.2K
3.51K $1.87B
JMEE
J P Morgan Exchange Traded Fd

ETFs
4K
New
$54.51 - $63.63 $218K - $254K
4K $224M
BSX
Boston Scientific Corp

Healthcare
2.1K
New
$89.38 - $106.18 $188K - $223K
2.1K $212M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.95K
+ 46.64%
$97.38 - $104.52 $190K - $204K
6.14K $627M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.33K
New
$58.01 - $64.46 $193K - $215K
3.33K $207M
VZ
Verizon Communications Inc

Communication Services
2.02K
+ 9.47%
$37.81 - $46.49 $76.3K - $93.8K
23.3K $1.06B
DFAX
Dimensional ETF Tr
7.84K
New
$24.45 - $27.2 $192K - $213K
7.84K $205M
RTX
Raytheon Technologies Corp

Industrials
86
+ 0.77%
$114.1 - $135.66 $9.81K - $11.7K
11.2K $1.49B
VLO
Valero Energy Corp

Energy
97
+ 0.5%
$121.76 - $142.99 $11.8K - $13.9K
19.3K $2.56B
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
23.9K
New
$8.11 - $8.58 $194K - $205K
23.9K $194M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.41K
+ 15.52%
$56.17 - $59.71 $192K - $204K
25.4K $1.45B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.54K
+ 10.51%
$95.85 - $99.25 $148K - $153K
16.2K $1.6B
V
Visa Inc.

Financial Services
220
+ 8.26%
$306.92 - $362.71 $67.5K - $79.8K
2.89K $1.01B
RMT
Royce Micro Cap Trust, Inc.

Financial Services
19.7K
New
$8.4 - $10.21 $165K - $201K
19.7K $166M
COP
Conocophillips

Energy
40
+ 0.15%
$88.6 - $105.85 $3.54K - $4.23K
25.9K $2.72B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
18K
New
$8.29 - $8.97 $149K - $161K
18K $155M
T Rowe Price ETF Small Mid Cap ETF
5.43K
+ 57.47%
N/A
14.9K $453M
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$258.59 - $327.36 $259 - $327
2.72K $849M
JCI
Johnson Controls International PLC

Industrials
1.26K
+ 11.58%
$76.12 - $90.6 $95.9K - $114K
12.1K $973M
RSP
Invesco S&P 500 Equal Weight E

ETFs
662
+ 12.24%
$169.43 - $182.84 $112K - $121K
6.07K $1.05B
SYK
Stryker Corp

Healthcare
137
+ 3.84%
$355.18 - $399.9 $48.7K - $54.8K
3.71K $1.38B
NVS
Novartis Ag

Healthcare
50
+ 0.81%
$97.14 - $115.57 $4.86K - $5.78K
6.19K $690M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.31K
+ 11.28%
$53.6 - $58.97 $124K - $136K
22.8K $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 2.25%
$890.62 - $1076.86 $34.7K - $42K
1.77K $1.67B
AXP
American Express CO

Financial Services
465
+ 33.97%
$255.39 - $325.87 $119K - $152K
1.83K $493M
AMZN
Amazon Com Inc

Consumer Cyclical
1.55K
+ 21.47%
$190.26 - $242.06 $294K - $374K
8.75K $1.67B
JOBY
Joby Aviation, Inc.

Industrials
13.5K
New
$5.99 - $10.27 $80.9K - $139K
13.5K $81.3M
SCHW
Schwab Charles Corp

Financial Services
597
+ 8.76%
$71.24 - $83.64 $42.5K - $49.9K
7.41K $580M
QQQ
Invesco Qqq Trust, Series 1

ETFs
220
+ 31.93%
$468.34 - $539.52 $103K - $119K
909 $426M
IEFA
Ishares Tr

ETFs
598
+ 17.18%
$69.57 - $78.65 $41.6K - $47K
4.08K $309M
MA
Mastercard Inc

Financial Services
78
+ 16.49%
$504.67 - $576.31 $39.4K - $45K
551 $302M
ADP
Automatic Data Processing Inc

Industrials
20
+ 0.61%
$286.85 - $318.64 $5.74K - $6.37K
3.31K $1.01B
APD
Air Products & Chemicals, Inc.

Basic Materials
81
+ 2.06%
$283.24 - $338.07 $22.9K - $27.4K
4.01K $1.18B
SBUX
Starbucks Corp

Consumer Cyclical
243
+ 9.53%
$91.75 - $115.81 $22.3K - $28.1K
2.79K $274M
XEL
Xcel Energy Inc

Utilities
45
+ 0.41%
$63.37 - $72.1 $2.85K - $3.24K
11.1K $788M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.88K
+ 5.33%
$29.34 - $31.31 $55.1K - $58.8K
37.1K $1.1B
VO
Vanguard Mid Cap ETF

ETFs
219
+ 4.24%
$251.87 - $277.95 $55.2K - $60.9K
5.39K $1.39B
NVDA
Nvidia Corp

Technology
5.19K
+ 25.15%
$106.98 - $149.43 $555K - $776K
25.8K $2.8B
ENB
Enbridge Inc

Energy
17
+ 0.15%
$41.54 - $45.45 $706 - $773
11.5K $508M
OSCV
Opus Small Cap Value ETF

ETFs
1K
+ 15.08%
$34.16 - $38.45 $34.2K - $38.5K
7.63K $266M
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email