Heritage Wealth Management, Inc. /Ca/ Reduced Holdings in Q2 2025

Heritage Wealth Management, Inc. /Ca/

  • $150 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-670
- 2.22%
$172.42 - $223.89 $116K - $150K
29.5K $6.06B
UNH
Unitedhealth Group Inc

Healthcare
-188
- 17.26%
$274.35 - $599.47 $51.6K - $113K
901 $281M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-750
- 24.71%
$456.74 - $568.03 $343K - $426K
2.29K $1.3B
CMF
Ishares California Muni Bond E

ETFs
-1.71K
- 3.5%
$54.52 - $56.7 $93K - $96.7K
47K $2.62B
PEP
Pepsico Inc

Consumer Defensive
-286
- 8.19%
$128.02 - $151.37 $36.6K - $43.3K
3.21K $423M
SPY
Spdr S&P 500 ETF Trust

ETFs
-255
- 20.68%
$496.48 - $617.85 $127K - $158K
978 $604M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.85%
$713.71 - $898.95 $6.42K - $8.09K
1.05K $815M
CVX
Chevron Corp

Energy
-63
- 3.4%
$133.73 - $168.51 $8.42K - $10.6K
1.79K $256M
SBUX
Starbucks Corp

Consumer Cyclical
-255
- 6.35%
$79.69 - $99.41 $20.3K - $25.3K
3.76K $344M
XOM
Exxon Mobil Corp

Energy
-33
- 0.83%
$99.93 - $119.04 $3.3K - $3.93K
3.92K $423M
PG
Procter & Gamble CO

Consumer Defensive
-157
- 9.82%
$157.66 - $172.39 $24.8K - $27.1K
1.44K $230M
MUB
Ishares National Muni Bond ETF

ETFs
-302
- 7.52%
$102.31 - $105.8 $30.9K - $32K
3.71K $388M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 2.09%
$335.24 - $380.78 $20.1K - $22.8K
2.81K $1.03B
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.21%
$285.55 - $321.23 $571 - $642
972 $284M
INTC
Intel Corp

Technology
-588
- 3.2%
$18.13 - $22.69 $10.7K - $13.3K
17.8K $398M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-508
- 0.66%
$22.54 - $23.17 $11.5K - $11.8K
77K $1.77B
NKE
Nike, Inc.

Consumer Cyclical
-588
- 13.97%
$53.27 - $72.04 $31.3K - $42.4K
3.62K $257M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-842
- 7.61%
$7.42 - $8.86 $6.25K - $7.46K
10.2K $90.6M
V
Visa Inc.

Financial Services
-10
- 1.26%
$308.27 - $373.31 $3.08K - $3.73K
785 $279M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-84
- 0.19%
$72.02 - $73.82 $6.05K - $6.2K
44.1K $3.25B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19
- 0.12%
$96.84 - $99.46 $1.84K - $1.89K
16.1K $1.59B
EMQQ
Emqq Emerging Markets Internet

ETFs
-401
- 7.2%
$33.1 - $41.67 $13.3K - $16.7K
5.17K $215M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.33%
$908.13 - $1056.85 $908 - $1.06K
303 $300M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-11.1K
- 7.65%
$29.12 - $35.84 $324K - $399K
134K $4.81B
TXN
Texas Instruments Inc

Technology
-78
- 5.75%
N/A
1.28K $266M
QCOM
Qualcomm Inc

Technology
-49
- 0.93%
$124.66 - $159.48 $6.11K - $7.81K
5.22K $831M
DFAX
Dimensional ETF Tr
-4.1K
- 8.74%
$23.37 - $29.39 $95.9K - $121K
42.9K $1.26B
VEA
Vanguard Ftse Developed Market

ETFs
-7
- 0.1%
$45.65 - $57.01 $320 - $399
7.11K $405M
RTX
Raytheon Technologies Corp

Industrials
-10
- 0.29%
$113.75 - $148.48 $1.14K - $1.48K
3.5K $511M
SYK
Stryker Corp

Healthcare
-5
- 0.2%
$337.37 - $395.63 $1.69K - $1.98K
2.44K $967M
JPM
Jpmorgan Chase & CO

Financial Services
-2
- 0.12%
$210.28 - $289.91 $421 - $580
1.73K $502M
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.79%
$1794.73 - $2613.63 $1.79K - $2.61K
126 $329M
NFLX
Netflix Inc

Communication Services
-14
- 5.04%
$855.86 - $1339.13 $12K - $18.7K
264 $354M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-274
- 5.18%
$40.51 - $71.03 $11.1K - $19.5K
5.01K $352M
GOOGL
Alphabet Inc.

Communication Services
-19
- 0.32%
$144.7 - $178.6 $2.75K - $3.39K
5.85K $1.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-57
- 2.46%
$416.06 - $551.64 $23.7K - $31.4K
2.26K $1.25B
VBK
Vanguard Small Cap Growth ETF

ETFs
-52
- 0.7%
$219.76 - $276.94 $11.4K - $14.4K
7.38K $2.04B
ORCL
Oracle Corp

Technology
-12
- 0.33%
$122.82 - $218.63 $1.47K - $2.62K
3.57K $781M
META
Meta Platforms, Inc.

Communication Services
-9
- 0.33%
$484.66 - $738.09 $4.36K - $6.64K
2.75K $2.03B
MSFT
Microsoft Corp

Technology
-304
- 5.97%
$354.56 - $497.45 $108K - $151K
4.79K $2.38B
NVDA
Nvidia Corp

Technology
-253
- 2.18%
$94.31 - $157.99 $23.9K - $40K
11.4K $1.8B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 1 Puts 0
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