Heritage Wealth Architects, Inc. Portfolio Holdings by Sector

Heritage Wealth Architects, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHB PTRB PRF DYNF AVDE JEPI QQQM BUFR 36 stocks	$132 Million 93.43% of portfolio	23	12	5	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.81 Million 2.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical PII 1 stocks	$984,968 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$895,820 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GGG 1 stocks	$678,491 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$625,634 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$354,825 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$315,142 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$297,790 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$295,749 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$275,449 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$268,115 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate IRT 1 stocks	$249,620 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$232,450 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts

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