Heritage Wealth Management, Inc./Texas Portfolio Holdings by Sector
Heritage Wealth Management, Inc./Texas
- $154 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUS DFUV DFAS VNQ DFAI DFCF SGOV IJR 23 stocks |
$143 Million
95.19% of portfolio
|
  19  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.63 Million
1.09% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.06 Million
0.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$1.04 Million
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$861,243
0.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$699,800
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$580,314
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$398,653
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$376,929
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO LYRA 2 stocks |
$286,900
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$265,918
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|