Heritage Wealth Management, Inc. /Ca/ Purchases in Q3 2025

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
40.9K
New
$100.37 - $100.74 $4.1M - $4.12M
40.9K $4.12B
PLTR
Palantir Technologies Inc.

Technology
32
+ 0.11%
$130.68 - $186.97 $4.18K - $5.98K
29.1K $5.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.7K
New
$26.38 - $27.95 $836K - $886K
31.7K $865M
AVUS
American Centy ETF Tr Avantis

ETFs
6.93K
New
$101.2 - $109.16 $702K - $757K
6.93K $754M
GOOGL
Alphabet Inc.

Communication Services
76
+ 1.3%
$174.36 - $254.72 $13.3K - $19.4K
5.93K $1.44B
AVUV
American Centy ETF Tr Avantis

ETFs
853
+ 3.93%
$90.37 - $102.12 $77.1K - $87.1K
22.6K $2.25B
GOOG
Alphabet Inc.

Communication Services
1.04K
New
$175.16 - $255.24 $182K - $265K
1.04K $253M
VBK
Vanguard Small Cap Growth ETF

ETFs
300
+ 4.07%
$276.51 - $305.12 $83K - $91.5K
7.68K $2.28B
ORCL
Oracle Corp

Technology
18
+ 0.5%
$218.96 - $328.33 $3.94K - $5.91K
3.59K $1.01B
ABBV
Abb Vie Inc.

Healthcare
944
New
$184.85 - $231.54 $174K - $219K
944 $219M
INTC
Intel Corp

Technology
147
+ 0.83%
$19.31 - $35.5 $2.84K - $5.22K
17.9K $601M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
572
+ 2.24%
$87.07 - $93.06 $49.8K - $53.2K
26.1K $2.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
91
+ 4.03%
$546.99 - $602.2 $49.8K - $54.8K
2.35K $1.41B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
375
+ 2.05%
$122.57 - $132.57 $46K - $49.7K
18.7K $2.42B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.88K
+ 4.5%
$39.58 - $40.74 $114K - $117K
66.9K $2.71B
VTV
Vanguard Value ETF

ETFs
249
+ 2.75%
$175.51 - $186.57 $43.7K - $46.5K
9.29K $1.73B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
207
+ 22.16%
$459.11 - $506.91 $95K - $105K
1.14K $574M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.01K
+ 6.31%
$97.75 - $100.75 $99.1K - $102K
17.1K $1.71B
MSFT
Microsoft Corp

Technology
28
+ 0.58%
$491.09 - $535.64 $13.8K - $15K
4.82K $2.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.13%
$567.77 - $614.76 $1.7K - $1.84K
2.29K $1.4B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.76K
+ 7.49%
$24.11 - $24.94 $90.7K - $93.8K
54K $1.35B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.67K
+ 4.76%
$22.64 - $23.22 $83K - $85.2K
80.7K $1.87B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.64K
+ 5.89%
$47.18 - $48.17 $77.5K - $79.1K
29.5K $1.42B
BND
Vanguard Bd Index Fd Inc Total

ETFs
778
+ 1.76%
$72.57 - $74.72 $56.5K - $58.1K
44.9K $3.34B
SRLN
Ssga Active Trust

ETFs
2.18K
+ 4.98%
$41.28 - $41.65 $90.2K - $91K
46K $1.91B
HYG
Ishares Tr

ETFs
801
+ 3.44%
$79.85 - $81.32 $64K - $65.1K
24.1K $1.96B
VGSH
Vanguard

ETFs
1.08K
+ 0.91%
$58.43 - $58.88 $63K - $63.5K
119K $7.02B
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 1.56%
$282.78 - $316.06 $7.64K - $8.53K
1.76K $555M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.1%
$617.65 - $666.84 $618 - $667
979 $652M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
979
+ 5.1%
$21.69 - $23.34 $21.2K - $22.8K
20.2K $470M
AMZN
Amazon Com Inc

Consumer Cyclical
187
+ 3.6%
$211.65 - $238.24 $39.6K - $44.6K
5.38K $1.18B
DFAS
Dimensional ETF Tr U S Small C

ETFs
202
+ 5.9%
$63.41 - $69.69 $12.8K - $14.1K
3.63K $248M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
207
+ 5.91%
$62.54 - $68.42 $12.9K - $14.2K
3.71K $251M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
493
+ 4.11%
$47.76 - $48.46 $23.5K - $23.9K
12.5K $602M
PEP
Pepsico Inc

Consumer Defensive
9
+ 0.28%
$133.81 - $152.16 $1.2K - $1.37K
3.21K $451M
VO
Vanguard Mid Cap ETF

ETFs
44
+ 4.74%
$279.83 - $293.74 $12.3K - $12.9K
972 $286M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.21%
$291.67 - $316.99 $583 - $634
974 $296M
V
Visa Inc.

Financial Services
28
+ 3.57%
$332.09 - $358.86 $9.3K - $10K
813 $278M
NKE
Nike, Inc.

Consumer Cyclical
33
+ 0.91%
$69.24 - $79.24 $2.28K - $2.61K
3.65K $255M
PG
Procter & Gamble CO

Consumer Defensive
12
+ 0.83%
$150.47 - $161.22 $1.81K - $1.93K
1.45K $223M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.33%
$915.95 - $994.57 $916 - $995
304 $281M
NFLX
Netflix Inc

Communication Services
10
+ 3.79%
$1147.87 - $1297.18 $11.5K - $13K
274 $329M
SBUX
Starbucks Corp

Consumer Cyclical
13
+ 0.35%
$81.9 - $96.86 $1.06K - $1.26K
3.77K $319M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.14%
$698.02 - $870.97 $698 - $871
721 $517M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 1 Puts 0
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