Heritage Wealth Management, Inc. Reduced Holdings in Q1 2025

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.75K
- 3.59%
$209.68 - $247.1 $576K - $679K
73.8K $16.4B
MSFT
Microsoft Corp

Technology
-1.13K
- 2.92%
$375.39 - $447.2 $423K - $504K
37.5K $14.1B
USB
Us Bancorp \De\

Financial Services
-11.8K
- 4.05%
$40.92 - $50.9 $482K - $599K
279K $11.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.36K
- 25.51%
$507.05 - $563.67 $688K - $764K
3.96K $2.03B
NOG
Northern Oil & Gas, Inc.

Energy
-15.1K
- 54.66%
$26.89 - $42.07 $405K - $633K
12.5K $377M
ETN
Eaton Corp PLC

Industrials
-85
- 0.9%
$271.83 - $371.23 $23.1K - $31.6K
9.34K $2.54B
BA
Boeing CO

Industrials
-3.2K
- 57.22%
$148.15 - $186.25 $474K - $596K
2.39K $408M
MRK
Merck & Co., Inc.

Healthcare
-2.46K
- 8.99%
$83.01 - $101.02 $204K - $249K
24.9K $2.24B
WMT
Walmart Inc.

Consumer Defensive
-2.8K
- 3.52%
$84.5 - $105.05 $237K - $294K
76.6K $6.73B
CRGY
Crescent Energy CO

Energy
-5.05K
- 4.53%
$10.3 - $16.74 $52K - $84.5K
106K $1.2B
NEE
Nextera Energy Inc

Utilities
-5.28K
- 27.83%
$66.96 - $76.16 $353K - $402K
13.7K $970M
CAT
Caterpillar Inc

Industrials
-437
- 6.18%
$326.75 - $407.63 $143K - $178K
6.64K $2.19B
VTRS
Viatris Inc

Healthcare
-3.48K
- 4.93%
$8.68 - $12.42 $30.2K - $43.3K
67.2K $585M
UPS
United Parcel Service Inc

Industrials
-1.28K
- 14.33%
$109.66 - $136.26 $140K - $174K
7.64K $840M
TSLA
Tesla, Inc.

Consumer Cyclical
-324
- 24.0%
$222.15 - $428.22 $72K - $139K
1.03K $266M
PSTG
Pure Storage, Inc.

Technology
-975
- 8.9%
$44.27 - $72.37 $43.2K - $70.6K
9.98K $442M
HPQ
Hp Inc

Technology
-95
- 0.21%
$27.69 - $34.72 $2.63K - $3.3K
44.5K $1.23B
VB
Vanguard Small Cap ETF

ETFs
-424
- 8.17%
$217.89 - $252.64 $92.4K - $107K
4.77K $1.06B
AMD
Advanced Micro Devices Inc

Technology
-301
- 3.5%
$96.63 - $129.55 $29.1K - $39K
8.3K $853M
WCC
Wesco International Inc

Industrials
-325
- 7.21%
$155.3 - $199.95 $50.5K - $65K
4.18K $649M
EMR
Emerson Electric CO

Industrials
-150
- 1.53%
$108.64 - $131.17 $16.3K - $19.7K
9.66K $1.06B
ADI
Analog Devices Inc

Technology
-165
- 1.46%
$201.56 - $243.82 $33.3K - $40.2K
11.2K $2.25B
HBAN
Huntington Bancshares Inc

Financial Services
-5.28K
- 9.17%
$14.28 - $17.39 $75.4K - $91.8K
52.3K $785M
KBH
Kb Home

Consumer Cyclical
-1.15K
- 13.5%
$57.73 - $70.05 $66.4K - $80.6K
7.37K $428M
CMCSA
Comcast Corp

Communication Services
-3.09K
- 12.77%
$33.19 - $38.23 $102K - $118K
21.1K $779M
JPM
Jpmorgan Chase & CO

Financial Services
-1.28K
- 3.81%
$225.19 - $279.95 $289K - $359K
32.5K $7.96B
DHI
Horton D R Inc

Consumer Cyclical
-415
- 7.81%
$125.29 - $147.65 $52K - $61.3K
4.9K $623M
UNH
Unitedhealth Group Inc

Healthcare
-291
- 12.34%
$461.52 - $548.18 $134K - $160K
2.07K $1.08B
PAVE
Global X Fds Us Infrastructure

ETFs
-2.31K
- 27.39%
$37.31 - $43.82 $86.2K - $101K
6.13K $231M
MPC
Marathon Petroleum Corp

Energy
-1.17K
- 11.91%
$134.72 - $159.03 $157K - $185K
8.62K $1.26B
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-1.5K
- 2.63%
$19.17 - $21.07 $28.8K - $31.6K
55.5K $1.07B
PEP
Pepsico Inc

Consumer Defensive
-537
- 4.58%
$142.64 - $156.42 $76.6K - $84K
11.2K $1.68B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-2.86K
- 5.34%
$46.45 - $47.26 $133K - $135K
50.6K $2.39B
FITB
Fifth Third Bancorp

Financial Services
-1.32K
- 8.02%
$37.48 - $44.96 $49.5K - $59.3K
15.1K $593M
CARR
Carrier Global Corp

Industrials
-1.09K
- 18.03%
$62.07 - $70.55 $67.5K - $76.8K
4.95K $314M
MCHP
Microchip Technology Inc

Technology
-846
- 15.11%
$48.41 - $64.3 $41K - $54.4K
4.75K $230M
PLTR
Palantir Technologies Inc.

Technology
-1.6K
- 30.77%
$64.98 - $124.62 $104K - $199K
3.6K $304M
CSX
Csx Corp

Industrials
-275
- 1.0%
$29.11 - $33.67 $8.01K - $9.26K
27.3K $803M
ITW
Illinois Tool Works Inc

Industrials
-299
- 16.38%
$244.9 - $274.48 $73.2K - $82.1K
1.53K $378M
RVT
Royce Value Trust, Inc.

Financial Services
-686
- 1.47%
$14.07 - $16.68 $9.65K - $11.4K
46K $655M
S
Sentinel One, Inc.

Technology
-150
- 0.79%
$18.17 - $24.97 $2.73K - $3.75K
18.9K $344M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.01K
- 8.71%
$45.22 - $52.17 $45.7K - $52.7K
10.6K $508M
Canadian Pacific Kansas City (Canada)
-864
- 11.51%
N/A
6.64K $466M
INTC
Intel Corp

Technology
-5.74K
- 28.33%
$19.1 - $27.39 $110K - $157K
14.5K $330M
OXY
Occidental Petroleum Corp

Energy
-1.52K
- 26.78%
$45.45 - $52.7 $69K - $80K
4.15K $205M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-228
- 3.68%
$47.25 - $67.02 $10.8K - $15.3K
5.96K $284M
PIPR
Piper Sandler Companies

Financial Services
-1
- 0.08%
$244.29 - $323.68 $244 - $324
1.22K $302M
ZTS
Zoetis Inc.

Healthcare
-400
- 11.22%
$156.48 - $175.67 $62.6K - $70.3K
3.16K $521M
AMH
American Homes 4 Rent

Real Estate
-1.45K
- 7.17%
$34.43 - $37.81 $49.9K - $54.8K
18.8K $709M
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
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