Heritage Wealth Architects, Inc. Portfolio Holdings
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
Heritage Wealth Architects, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $23.5B, Pgim ETF Tr Total Return Bd Et with a value of $15.2B, Invesco Exchange Traded Fd Tr with a value of $13.7B, Strategic Trust with a value of $8.42B, and American Centy ETF Tr Avantis with a value of $6.18B.
Examining the 13F form we can see an increase of $103B in the current position value.
Heritage Wealth Architects, Inc. is based out at Mendota Heights, MN
Below you can find more details about Heritage Wealth Architects, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|