Heritage Wealth Management, Inc. /Ca/ Reduced Holdings in Q1 2025

Heritage Wealth Management, Inc. /Ca/

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.39K
- 1.62%
$32.42 - $36.13 $77.4K - $86.3K
145K $4.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.9K
- 9.97%
$71.17 - $73.66 $349K - $361K
44.2K $3.25B
GOOGL
Alphabet Inc.

Communication Services
-31
- 0.53%
$154.33 - $206.19 $4.78K - $6.39K
5.87K $908M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.53K
- 9.92%
$22.25 - $23.0 $190K - $196K
77.5K $1.78B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.18K
- 11.92%
$95.85 - $99.25 $208K - $216K
16.1K $1.59B
VGSH
Vanguard

ETFs
-3.44K
- 3.19%
$58.07 - $58.69 $200K - $202K
104K $6.12B
SUB
Ishares Short Term National Mu

ETFs
-1.01K
- 23.11%
$105.3 - $106.24 $107K - $108K
3.37K $356M
CPNG
Coupang, Inc.

Consumer Cyclical
-4.58K
- 11.36%
$21.34 - $25.52 $97.8K - $117K
35.8K $785M
DFAU
Dimensional ETF Tr

ETFs
-2.05K
- 26.07%
$37.84 - $42.29 $77.5K - $86.6K
5.81K $223M
SPY
Spdr S&P 500 ETF Trust

ETFs
-103
- 7.71%
$551.42 - $612.93 $56.8K - $63.1K
1.23K $690M
SRLN
Ssga Active Trust

ETFs
-1.07K
- 2.5%
$41.02 - $41.99 $43.9K - $44.9K
41.7K $1.72B
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-7.44K
- 40.19%
$8.38 - $8.86 $62.3K - $65.9K
11.1K $92.8M
NKE
Nike, Inc.

Consumer Cyclical
-74
- 1.73%
$63.29 - $81.72 $4.68K - $6.05K
4.21K $267M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.09K
- 3.16%
$105.1 - $109.61 $114K - $119K
33.4K $3.63B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-6.87K
- 3.36%
$24.05 - $24.86 $165K - $171K
197K $4.91B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.85K
- 5.88%
$85.29 - $92.57 $158K - $171K
29.6K $2.69B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-28
- 2.92%
$360.07 - $417.26 $10.1K - $11.7K
930 $336M
WMT
Walmart Inc.

Consumer Defensive
-22
- 0.21%
$84.5 - $105.05 $1.86K - $2.31K
10.4K $912M
VTV
Vanguard Value ETF

ETFs
-230
- 4.65%
$167.73 - $179.21 $38.6K - $41.2K
4.72K $815M
OEF
Ishares S&P 100 ETF

ETFs
-14
- 1.61%
N/A
856 $232M
DFAE
Dimensional ETF Tr

ETFs
-2.06K
- 2.71%
$24.64 - $26.86 $50.8K - $55.4K
74K $1.92B
PEP
Pepsico Inc

Consumer Defensive
-37
- 1.05%
$142.64 - $156.42 $5.28K - $5.79K
3.49K $523M
EMQQ
Emqq Emerging Markets Internet

ETFs
-672
- 10.77%
$33.17 - $40.71 $22.3K - $27.4K
5.57K $212M
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.25%
$158.56 - $176.26 $634 - $705
1.6K $272M
CSCO
Cisco Systems, Inc.

Technology
-213
- 2.84%
$58.74 - $64.87 $12.5K - $13.8K
7.29K $450M
UNH
Unitedhealth Group Inc

Healthcare
-6
- 0.55%
$461.52 - $548.18 $2.77K - $3.29K
1.09K $570M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-75
- 0.2%
$22.35 - $24.52 $1.68K - $1.84K
36.8K $874M
SYK
Stryker Corp

Healthcare
-2
- 0.08%
$355.18 - $399.9 $710 - $800
2.45K $912M
XOM
Exxon Mobil Corp

Energy
-20
- 0.5%
$105.44 - $118.93 $2.11K - $2.38K
3.95K $470M
DFAX
Dimensional ETF Tr
-376
- 0.79%
$24.45 - $27.2 $9.19K - $10.2K
47K $1.23B
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.03%
$114.1 - $135.66 $114 - $136
3.51K $465M
JNJ
Johnson & Johnson

Healthcare
-4
- 0.13%
$142.06 - $167.7 $568 - $671
2.96K $491M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-24
- 0.15%
$25.2 - $68.74 $605 - $1.65K
16.1K $476M
DFAI
Dimensional ETF Tr

ETFs
-225
- 0.43%
$28.88 - $32.4 $6.5K - $7.29K
51.7K $1.62B
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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