Heritage Wealth Management, Inc. /Ca/ Portfolio Holdings

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 2024

Heritage Wealth Management, Inc. /Ca/ has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $12.7B, Schwab Strategic Tr Us Large C with a value of $9.48B, Apple Inc. with a value of $6.47B, Vanguard with a value of $6.27B, and Dimensional ETF Tr U S Core Eq with a value of $5.11B.

Examining the 13F form we can see an decrease of $2.14B in the current position value, from $141B to 139B.

Heritage Wealth Management, Inc. /Ca/ is based out at San Diego, Ca, CA

Below you can find more details about Heritage Wealth Management, Inc. /Ca/ portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $94.5 Billion
Technology: $14.9 Billion
Consumer Cyclical: $4.54 Billion
Healthcare: $2.94 Billion
Communication Services: $2.54 Billion
Consumer Defensive: $2.41 Billion
Financial Services: $1.48 Billion
Industrials: $830 Million
Other: $909 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $139 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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