Heritage Wealth Management, Inc. /Ca/ Incresed Positions in Q2 2025

Heritage Wealth Management, Inc. /Ca/

  • $150 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
47.3K
+ 13.79%
$22.27 - $29.21 $1.05M - $1.38M
390K $11.4B
AVGO
Broadcom Inc.

Technology
29
+ 0.16%
$146.29 - $275.65 $4.24K - $7.99K
18.7K $5.16B
PLTR
Palantir Technologies Inc.

Technology
22
+ 0.08%
$74.01 - $144.25 $1.63K - $3.17K
29K $3.96B
AVLV
American Centy ETF Tr Avantis
10.6K
+ 5.41%
$56.85 - $68.21 $603K - $723K
206K $14.1B
VGSH
Vanguard

ETFs
13.8K
+ 13.24%
$58.32 - $58.95 $805K - $814K
118K $6.94B
VTV
Vanguard Value ETF

ETFs
4.32K
+ 91.63%
$153.67 - $176.74 $664K - $764K
9.04K $1.6B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.56K
+ 6.49%
$70.44 - $86.87 $110K - $135K
25.5K $2.22B
CPNG
Coupang, Inc.

Consumer Cyclical
58
+ 0.16%
$19.76 - $30.81 $1.15K - $1.79K
35.8K $1.07B
DFAE
Dimensional ETF Tr

ETFs
2.1K
+ 2.83%
$22.87 - $28.95 $47.9K - $60.7K
76.1K $2.2B
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.57K
+ 4.84%
$24.54 - $25.07 $235K - $240K
207K $5.18B
AXON
Axon Enterprise, Inc.

Industrials
7
+ 0.98%
$497.13 - $827.94 $3.48K - $5.8K
720 $596M
DFAI
Dimensional ETF Tr

ETFs
1.3K
+ 2.52%
$28.02 - $34.71 $36.5K - $45.2K
53K $1.83B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.07K
+ 6.18%
$103.88 - $123.68 $111K - $132K
18.3K $2.26B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.29K
+ 3.87%
$105.23 - $109.61 $136K - $142K
34.7K $3.8B
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.19%
$167.32 - $223.3 $1.67K - $2.23K
5.19K $1.14B
TSLA
Tesla, Inc.

Consumer Cyclical
295
+ 36.24%
$221.86 - $362.89 $65.4K - $107K
1.11K $352M
HYG
Ishares Tr

ETFs
1.07K
+ 4.79%
$75.75 - $80.65 $80.7K - $85.9K
23.3K $1.88B
WMT
Walmart Inc.

Consumer Defensive
26
+ 0.25%
$81.79 - $99.98 $2.13K - $2.6K
10.4K $1.02B
SRLN
Ssga Active Trust

ETFs
2.08K
+ 4.98%
$39.47 - $41.59 $82K - $86.4K
43.8K $1.82B
IWF
Ishares Russell 1000 Gr ETF

ETFs
82
+ 8.82%
$320.42 - $424.58 $26.3K - $34.8K
1.01K $430M
CSCO
Cisco Systems, Inc.

Technology
271
+ 3.72%
$53.19 - $69.38 $14.4K - $18.8K
7.56K $524M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.84K
+ 2.96%
$39.34 - $40.41 $72.5K - $74.4K
64K $2.57B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
199
+ 27.07%
$483.48 - $539.8 $96.2K - $107K
934 $454M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.39K
+ 3.77%
$20.99 - $23.93 $29.1K - $33.1K
38.2K $896M
IWD
Ishares Russell 1000 Val ETF

ETFs
48
+ 4.12%
$166.82 - $194.23 $8.01K - $9.32K
1.21K $235M
TLT
Ishares Barclays 20+ Year Trea

ETFs
986
+ 3.34%
$83.97 - $92.85 $82.8K - $91.6K
30.6K $2.7B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
38
+ 0.32%
$47.02 - $47.83 $1.79K - $1.82K
12K $573M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
20
+ 0.07%
$46.77 - $47.89 $935 - $958
27.9K $1.32B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
753
+ 1.52%
$24.14 - $25.43 $18.2K - $19.1K
50.2K $1.24B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 1 Puts 0
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