Heritage Wealth Management, Inc./Texas Portfolio Holdings by Sector

Heritage Wealth Management, Inc./Texas

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFUS DFUV DFAS DFAI MUB DFCF DUHP SGOV 21 stocks	$190 Million 96.17% of portfolio	11	10	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.39 Million 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.2 Million 0.61% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP 1 stocks	$1.04 Million 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$868,557 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$587,401 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$550,092 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$501,259 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$416,371 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$400,328 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$216,936 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$205,363 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$205,110 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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