Heritage Wealth Management, Inc. /Ca/ Purchases in Q1 2025

Heritage Wealth Management, Inc. /Ca/

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
17.2K
+ 1155.47%
$167.43 - $244.7 $2.88M - $4.21M
18.7K $3.13B
META
Meta Platforms, Inc.

Communication Services
678
+ 32.61%
$576.36 - $736.67 $391K - $499K
2.76K $1.59B
ABBV
Abb Vie Inc.

Healthcare
1.23K
New
$169.2 - $216.66 $208K - $266K
1.23K $258M
AAPL
Apple Inc.

Technology
4.36K
+ 16.86%
$209.68 - $247.1 $913K - $1.08M
30.2K $6.7B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.16K
New
$182.82 - $196.21 $213K - $228K
1.16K $219M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.04K
+ 7.88%
$47.35 - $48.24 $96.4K - $98.2K
27.9K $1.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 6.99%
$442.66 - $534.52 $21.2K - $25.7K
735 $391M
INTC
Intel Corp

Technology
1.31K
+ 7.66%
$19.1 - $27.39 $24.9K - $35.8K
18.4K $417M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
429
+ 0.7%
$38.99 - $40.37 $16.7K - $17.3K
62.1K $2.5B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.31K
+ 7.18%
$25.12 - $26.05 $83.2K - $86.3K
49.5K $1.25B
LLY
Eli Lilly & CO

Healthcare
6
+ 0.57%
$725.72 - $929.72 $4.35K - $5.58K
1.06K $871M
AVLV
American Centy ETF Tr Avantis
5.47K
+ 2.87%
$63.51 - $70.42 $348K - $385K
196K $12.8B
QCOM
Qualcomm Inc

Technology
349
+ 7.09%
$151.94 - $175.86 $53K - $61.4K
5.27K $809M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.05K
+ 9.68%
$47.33 - $47.92 $49.9K - $50.5K
11.9K $569M
NFLX
Netflix Inc

Communication Services
42
+ 17.8%
$828.4 - $1058.6 $34.8K - $44.5K
278 $259M
NVDA
Nvidia Corp

Technology
2.58K
+ 28.5%
$106.98 - $149.43 $276K - $385K
11.6K $1.26B
CVX
Chevron Corp

Energy
11
+ 0.6%
$146.71 - $167.97 $1.61K - $1.85K
1.85K $310M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.79%
$1739.0 - $2260.0 $1.74K - $2.26K
127 $248M
V
Visa Inc.

Financial Services
11
+ 1.4%
$306.92 - $362.71 $3.38K - $3.99K
795 $279M
SBUX
Starbucks Corp

Consumer Cyclical
22
+ 0.55%
$91.75 - $115.81 $2.02K - $2.55K
4.01K $394M
MUB
Ishares National Muni Bond ETF

ETFs
302
+ 8.14%
$104.71 - $107.69 $31.6K - $32.5K
4.01K $423M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.31%
$279.74 - $321.29 $839 - $964
974 $304M
HYG
Ishares Tr

ETFs
159
+ 0.72%
$78.51 - $80.11 $12.5K - $12.7K
22.3K $1.76B
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 1.05%
$225.19 - $279.95 $4.05K - $5.04K
1.73K $425M
TXN
Texas Instruments Inc

Technology
76
+ 5.93%
N/A
1.36K $244M
CMF
Ishares California Muni Bond E

ETFs
907
+ 1.9%
$55.93 - $57.47 $50.7K - $52.1K
48.7K $2.74B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
737
+ 4.46%
$117.4 - $131.02 $86.5K - $96.6K
17.2K $2.07B
VBR
Vanguard Small Cap Value ETF

ETFs
66
+ 4.8%
$183.02 - $207.75 $12.1K - $13.7K
1.44K $269M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
92
+ 3.13%
$507.05 - $563.67 $46.6K - $51.9K
3.04K $1.56B
TSLA
Tesla, Inc.

Consumer Cyclical
189
+ 30.24%
$222.15 - $428.22 $42K - $80.9K
814 $211M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.38%
$347.25 - $424.87 $3.82K - $4.67K
2.87K $1.05B
AVUV
American Centy ETF Tr Avantis

ETFs
1.32K
+ 7.01%
$84.95 - $100.62 $112K - $133K
20.1K $1.76B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.34K
+ 5.9%
$77.91 - $92.26 $104K - $123K
24K $1.91B
VBK
Vanguard Small Cap Growth ETF

ETFs
424
+ 6.05%
$247.97 - $296.33 $105K - $126K
7.43K $1.87B
ORCL
Oracle Corp

Technology
19
+ 0.53%
$139.81 - $186.47 $2.66K - $3.54K
3.58K $501M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.09%
$468.34 - $539.52 $937 - $1.08K
2.32K $1.09B
AMZN
Amazon Com Inc

Consumer Cyclical
169
+ 3.37%
$190.26 - $242.06 $32.2K - $40.9K
5.18K $985M
MSFT
Microsoft Corp

Technology
151
+ 3.05%
$375.39 - $447.2 $56.7K - $67.5K
5.1K $1.91B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.81K
+ 0.82%
$24.91 - $29.02 $69.9K - $81.4K
343K $8.59B
Activity Summary
Buys All Purchases 40 New Holdings 2 Increased Positions 38 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 0
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