Heritage Wealth Management, Inc. /Ca/ Portfolio Holdings

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 2024

Heritage Wealth Management, Inc. /Ca/ has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $12.3B, Schwab Strategic Tr Us Large C with a value of $9.22B, Vanguard with a value of $5.94B, Dimensional ETF Tr U S Core Eq with a value of $5.68B, and Apple Inc. with a value of $5.22B.

Examining the 13F form we can see an increase of $3.86B in the current position value, from $132B to 136B.

Heritage Wealth Management, Inc. /Ca/ is based out at San Diego, Ca, CA

Below you can find more details about Heritage Wealth Management, Inc. /Ca/ portfolio as well as his latest detailed transactions.

Portfolio value $136 Billion
ETFs: $89.7 Billion
Technology: $16.1 Billion
Consumer Cyclical: $5 Billion
Healthcare: $4.32 Billion
Communication Services: $2.89 Billion
Consumer Defensive: $2.12 Billion
Financial Services: $1.27 Billion
Energy: $884 Million
Other: $364 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $136 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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