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 32 stocks	$111 Million 92.97% of portfolio	25	7	12	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.66 Million 3.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GGG 1 stocks	$1.2 Million 1.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$721,607 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical PII 1 stocks	$687,586 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$353,876 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$292,149 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$289,440 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$280,042 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate IRT 1 stocks	$269,419 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$265,816 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$211,707 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services NVG 1 stocks	$151,785 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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