Heritage Wealth Management, Inc. /Ca/ Reduced Holdings in Q3 2024

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-18.9K
- 10.73%
$31.05 - $34.29 $587K - $648K
157K $5.39B
SUB
Ishares Short Term National Mu

ETFs
-1.68K
- 21.56%
$104.3 - $106.3 $176K - $179K
6.13K $651M
INTC
Intel Corp

Technology
-583
- 3.37%
$18.9 - $34.87 $11K - $20.3K
16.7K $392M
CMF
Ishares California Muni Bond E

ETFs
-1.75K
- 3.41%
$56.65 - $58.17 $98.9K - $102K
49.4K $2.87B
SPYG
Spdr Portfolio

ETFs
-463
- 10.48%
$73.38 - $84.1 $34K - $38.9K
3.95K $328M
DFAX
Dimensional ETF Tr
-4.05K
- 7.67%
$24.29 - $27.25 $98.4K - $110K
48.8K $1.32B
MRK
Merck & Co., Inc.

Healthcare
-30
- 1.68%
$111.15 - $128.97 $3.33K - $3.87K
1.75K $199M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.31%
$772.14 - $960.02 $2.32K - $2.88K
975 $864M
CVX
Chevron Corp

Energy
-24
- 1.32%
$137.88 - $161.97 $3.31K - $3.89K
1.79K $263M
NVDA
Nvidia Corp

Technology
-8
- 0.09%
$98.91 - $134.91 $791 - $1.08K
9.06K $1.1B
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-1.12K
- 8.83%
$5.44 - $5.91 $6.1K - $6.63K
11.6K $67M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-42
- 3.51%
$332.02 - $382.76 $13.9K - $16.1K
1.16K $434M
SPY
Spdr S&P 500 ETF Trust

ETFs
-48
- 4.06%
$517.38 - $573.86 $24.8K - $27.5K
1.14K $651M
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.37%
$194.9 - $224.8 $780 - $899
1.08K $228M
VTV
Vanguard Value ETF

ETFs
-70
- 4.75%
$159.75 - $174.57 $11.2K - $12.2K
1.41K $245M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-1.88K
- 12.49%
$5.02 - $6.62 $9.42K - $12.4K
13.1K $86.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-231
- 3.6%
$48.51 - $52.86 $11.2K - $12.2K
6.18K $327M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.73K
- 2.99%
$92.63 - $105.69 $253K - $288K
88.7K $9.24B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-328
- 2.09%
$81.1 - $89.18 $26.6K - $29.3K
15.3K $1.35B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.68K
- 2.03%
$22.38 - $23.66 $37.7K - $39.8K
81.3K $1.91B
VBK
Vanguard Small Cap Growth ETF

ETFs
-122
- 3.16%
$240.48 - $267.94 $29.3K - $32.7K
3.73K $998M
EMQQ
Emqq Emerging Markets Internet

ETFs
-166
- 2.21%
$31.65 - $39.64 $5.25K - $6.58K
7.36K $288M
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.72%
$245.82 - $304.51 $1.72K - $2.13K
966 $294M
NKE
Nike, Inc.

Consumer Cyclical
-15
- 0.41%
$71.09 - $89.44 $1.07K - $1.34K
3.67K $325M
AVUV
American Centy ETF Tr Avantis

ETFs
-166
- 1.34%
$88.24 - $99.7 $14.6K - $16.6K
12.2K $1.17B
SBUX
Starbucks Corp

Consumer Cyclical
-18
- 0.49%
$72.51 - $98.6 $1.31K - $1.77K
3.64K $354M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-663
- 1.42%
$71.45 - $75.64 $47.4K - $50.1K
45.9K $3.45B
ORCL
Oracle Corp

Technology
-1
- 0.03%
$125.9 - $170.35 $126 - $170
3.56K $607M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.14K
- 3.01%
$21.91 - $26.03 $24.9K - $29.6K
36.6K $939M
DFAI
Dimensional ETF Tr

ETFs
-383
- 0.64%
$28.69 - $32.06 $11K - $12.3K
59K $1.88B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-135
- 1.05%
$111.9 - $124.28 $15.1K - $16.8K
12.7K $1.57B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-562
- 1.67%
$106.11 - $113.72 $59.6K - $63.9K
33.1K $3.74B
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 1.96%
$333.64 - $405.2 $20K - $24.3K
3.01K $1.22B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-237
- 0.24%
$48.4 - $50.91 $11.5K - $12.1K
97.2K $4.92B
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 2
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