Heritage Wealth Management, Inc. Reduced Holdings in Q2 2025

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.31K
- 1.78%
$172.42 - $223.89 $226K - $294K
72.5K $14.9B
CRGY
Crescent Energy CO

Energy
-95.8K
- 90.04%
$7.29 - $11.18 $699K - $1.07M
10.6K $91.2M
COP
Conocophillips

Energy
-4.99K
- 19.25%
$82.66 - $106.1 $412K - $529K
20.9K $1.88B
CVX
Chevron Corp

Energy
-1.38K
- 5.49%
$133.73 - $168.51 $184K - $232K
23.7K $3.4B
LLY
Eli Lilly & CO

Healthcare
-346
- 3.76%
$713.71 - $898.95 $247K - $311K
8.86K $6.91B
UNH
Unitedhealth Group Inc

Healthcare
-805
- 38.95%
$274.35 - $599.47 $221K - $483K
1.26K $394M
ABBV
Abb Vie Inc.

Healthcare
-519
- 2.23%
$170.16 - $206.27 $88.3K - $107K
22.7K $4.22B
JNJ
Johnson & Johnson

Healthcare
-1.23K
- 4.27%
$146.36 - $159.82 $179K - $196K
27.5K $4.2B
VTRS
Viatris Inc

Healthcare
-56K
- 83.37%
$7.26 - $9.12 $407K - $511K
11.2K $99.7M
XOM
Exxon Mobil Corp

Energy
-1.45K
- 6.55%
$99.93 - $119.04 $144K - $172K
20.6K $2.22B
PEP
Pepsico Inc

Consumer Defensive
-1.02K
- 9.14%
$128.02 - $151.37 $131K - $155K
10.2K $1.34B
CB
Chubb LTD

Financial Services
-524
- 3.89%
$274.32 - $302.46 $144K - $158K
12.9K $3.75B
HPQ
Hp Inc

Technology
-5.4K
- 12.11%
$21.88 - $29.32 $118K - $158K
39.2K $958M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-210
- 5.98%
$483.48 - $539.8 $102K - $113K
3.3K $1.6B
MCD
Mcdonalds Corp

Consumer Cyclical
-97
- 0.94%
$285.55 - $321.23 $27.7K - $31.2K
10.2K $2.98B
ELV
Elevance Health, Inc.

Healthcare
-319
- 21.13%
$372.27 - $452.69 $119K - $144K
1.19K $463M
DUK
Duke Energy Corp

Utilities
-1.01K
- 5.72%
$112.46 - $124.05 $114K - $126K
16.7K $1.97B
ALL
Allstate Corp

Financial Services
-401
- 2.13%
$180.53 - $212.64 $72.4K - $85.3K
18.4K $3.71B
FANG
Diamondback Energy, Inc.

Energy
-495
- 10.2%
$119.25 - $161.49 $59K - $79.9K
4.36K $599M
PFE
Pfizer Inc

Healthcare
-5.33K
- 15.84%
$21.59 - $24.84 $115K - $132K
28.3K $686M
VB
Vanguard Small Cap ETF

ETFs
-949
- 19.92%
$193.73 - $237.37 $184K - $225K
3.82K $904M
RVT
Royce Value Trust, Inc.

Financial Services
-12.4K
- 26.89%
$12.5 - $15.21 $155K - $188K
33.6K $506M
APD
Air Products & Chemicals, Inc.

Basic Materials
-325
- 8.11%
$248.61 - $294.96 $80.8K - $95.9K
3.68K $1.04B
USA
Liberty All Star Equity Fund

Financial Services
-23.4K
- 28.25%
$5.9 - $6.81 $138K - $159K
59.3K $404M
ITW
Illinois Tool Works Inc

Industrials
-525
- 34.4%
$218.41 - $252.43 $115K - $133K
1K $247M
ZTS
Zoetis Inc.

Healthcare
-635
- 20.07%
$144.41 - $170.3 $91.7K - $108K
2.53K $394M
NEE
Nextera Energy Inc

Utilities
-1.49K
- 10.86%
$64.11 - $75.0 $95.2K - $111K
12.2K $847M
S
Sentinel One, Inc.

Technology
-6.83K
- 36.06%
$16.17 - $20.34 $110K - $139K
12.1K $221M
BMY
Bristol Myers Squibb CO

Healthcare
-127
- 1.62%
$44.12 - $59.6 $5.6K - $7.57K
7.71K $357M
VLO
Valero Energy Corp

Energy
-1.22K
- 6.29%
$104.69 - $141.77 $127K - $173K
18.1K $2.44B
UNP
Union Pacific Corp

Industrials
-324
- 4.85%
$208.27 - $238.46 $67.5K - $77.3K
6.36K $1.46B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.52K
- 23.84%
$72.12 - $76.23 $109K - $116K
4.85K $368M
PSX
Phillips 66

Energy
-649
- 8.82%
$92.87 - $125.73 $60.3K - $81.6K
6.71K $801M
KO
Coca Cola CO

Consumer Defensive
-1.14K
- 3.93%
$68.37 - $73.9 $77.8K - $84.1K
27.9K $1.97B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-2.46K
- 4.85%
$46.46 - $47.44 $114K - $116K
48.2K $2.28B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.05K
- 28.31%
$48.13 - $49.85 $98.7K - $102K
5.19K $254M
AMH
American Homes 4 Rent

Real Estate
-1.86K
- 9.91%
$32.8 - $39.31 $61K - $73.1K
16.9K $610M
STEW
Boulder Growth & Income Fund

Financial Services
-6.13K
- 20.76%
$15.52 - $17.85 $95.2K - $109K
23.4K $414M
MSI
Motorola Solutions, Inc.

Technology
-150
- 8.21%
$394.72 - $440.39 $59.2K - $66.1K
1.68K $705M
AFL
Aflac Inc

Financial Services
-525
- 9.64%
$99.77 - $112.45 $52.4K - $59K
4.92K $519M
Vitesse Energy Incorporated Common Stock
-1.49K
- 7.61%
N/A
18.1K $399M
Linde PLC Shs (Ireland)
-165
- 18.01%
N/A
751 $352M
YUM
Yum Brands Inc

Consumer Cyclical
-320
- 12.31%
$138.36 - $161.45 $44.3K - $51.7K
2.28K $338M
MO
Altria Group, Inc.

Consumer Defensive
-984
- 10.62%
$55.56 - $60.91 $54.7K - $59.9K
8.28K $485M
VZ
Verizon Communications Inc

Communication Services
-489
- 2.1%
$41.67 - $45.62 $20.4K - $22.3K
22.8K $987M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-794
- 4.04%
$63.54 - $68.5 $50.5K - $54.4K
18.9K $1.27B
AEP
American Electric Power CO Inc

Utilities
-350
- 8.52%
$98.59 - $109.11 $34.5K - $38.2K
3.76K $390M
GL
Globe Life Inc.

Financial Services
-200
- 4.38%
$113.29 - $133.09 $22.7K - $26.6K
4.36K $542M
T
At&T Inc.

Communication Services
-4.21K
- 4.31%
$26.33 - $28.94 $111K - $122K
93.6K $2.71B
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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