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 24 stocks	$215 Million 96.33% of portfolio	15	8	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.59 Million 0.71% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.56 Million 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$898,899 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP 1 stocks	$804,022 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$572,809 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$542,195 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$479,142 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$463,099 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts

Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$387,574 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$306,959 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$255,852 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$213,241 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BDJ 1 stocks	$127,587 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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