Heritage Wealth Management, Inc. Incresed Positions 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
USB
Us Bancorp \De\

Financial Services
127
+ 0.05%
$36.4 - $45.76 $4.62K - $5.81K
279K $12.6B
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
975
+ 11.14%
$167.32 - $223.3 $163K - $218K
9.73K $2.13B
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
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
139
+ 3.51%
$456.74 - $568.03 $63.5K - $79K
4.1K $2.33B
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
ENB
Enbridge Inc

Energy
377
+ 3.29%
$41.09 - $47.16 $15.5K - $17.8K
11.8K $536M
ADP
Automatic Data Processing Inc

Industrials
35
+ 1.06%
$276.76 - $326.81 $9.69K - $11.4K
3.34K $1.03B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
152
+ 2.3%
$72.71 - $82.56 $11.1K - $12.5K
6.77K $552M
OSCV
Opus Small Cap Value ETF

ETFs
200
+ 2.62%
$31.34 - $36.29 $6.27K - $7.26K
7.83K $283M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
300
+ 7.64%
$47.42 - $51.67 $14.2K - $15.5K
4.23K $214M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
950
+ 6.63%
$24.32 - $27.87 $23.1K - $26.5K
15.3K $405M
TM
Toyota Motor Corp

Consumer Cyclical
1
+ 0.08%
$158.63 - $195.39 $159 - $195
1.27K $218M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
33
+ 0.54%
$90.85 - $102.31 $3K - $3.38K
6.17K $621M
CLX
Clorox CO

Consumer Defensive
6
+ 0.28%
$118.01 - $148.69 $708 - $892
2.15K $258M
AMGN
Amgen Inc

Healthcare
76
+ 2.79%
$262.28 - $309.85 $19.9K - $23.5K
2.8K $782M
DOW
Dow Inc.

Basic Materials
265
+ 2.45%
$25.81 - $34.89 $6.84K - $9.25K
11.1K $294M
MRK
Merck & Co., Inc.

Healthcare
505
+ 2.03%
$73.47 - $87.12 $37.1K - $44K
25.4K $2.01B
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.01%
$157.66 - $172.39 $2.52K - $2.76K
114K $18.1B
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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