Heritage Wealth Management, Inc./Texas Portfolio Holdings
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q3 2024
Heritage Wealth Management, Inc./Texas has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $173 Billion distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $51B, Dimensional ETF Tr Us Marketwi with a value of $27.5B, Dimensional ETF Tr U S Small C with a value of $21.5B, Vanguard Specialized Funds Van with a value of $12.3B, and Dimensional ETF Tr with a value of $11B.
Examining the 13F form we can see an increase of $12B in the current position value, from $160B to 173B.
Heritage Wealth Management, Inc./Texas is based out at Houston, TX
Below you can find more details about Heritage Wealth Management, Inc./Texas portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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