Heritage Wealth Management, Inc. /Ca/ has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $12.3B, Schwab Strategic Tr Us Large C with a value of $9.22B, Vanguard with a value of $5.94B, Dimensional ETF Tr U S Core Eq with a value of $5.68B, and Apple Inc. with a value of $5.22B.
Examining the 13F form we can see an increase of $3.86B in the current position value, from $132B to 136B.
Heritage Wealth Management, Inc. /Ca/ is based out at San Diego, Ca, CA
Below you can find more details about Heritage Wealth Management, Inc. /Ca/ portfolio as well as his latest detailed transactions.