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 AVDE JEPI QQQM TLT QUAL 23 stocks	$88.6 Million 94.47% of portfolio	23	-	23	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.02 Million 3.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical PII 1 stocks	$702,890 0.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$455,811 0.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$281,824 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$261,227 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$248,901 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$219,753 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts

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